-
30+
fund reports delivered in six months
-
30%
Reduced reporting turnaround time
CLIENT CHALLENGES
- Missed deadlines: Unable to complete tasks within the deadlines specified
- Inconsistent formatting: Lack of standardisation and formatting in presentation decks
- Unstructured data: Disorganised and fragmented data, hindering reporting efficiency
- Time-consuming reporting: Lengthy processes for creating multiple fund reports
- Duplication of effort: Multiple teams working on similar reports, leading to redundancy and compliance-related burdens
OUR APPROACH
- Created PowerPoint-based templates: Used pre-designed templates to enhance efficiency and reduce report preparation time
- Standardised ESG fund templates: Used structured templates for ESG reporting across portfolio companies
- Integrated fund-related data and calculations: Automated integration of fund-related data and calculations to ensure accuracy and streamline reporting processes
IMPACT DELIVERED
- Reduced time: Reduced reporting time by 30% – from 6 months to 4 months
- Saved costs: Delivered 50% cost savings by eliminating duplicated effort across teams
- Improved efficiency: Enhanced reporting efficiency by using standardised templates, reducing manual input by 40%
- Increased data accuracy: Increased accuracy of fund-related data and calculations by 100%, ensuring reliable reporting
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