Wachovia Financial – the HOA management division – needed a full blown selling and shipping system for its hundreds of daily international orders…
Wachovia serves thousands of HOA strategic reserves accounts. They needed a way to speed up and automate the data entry, financial calculation and printing of complex but beautiful full color 25 page financial reports, with the unique data automatically merged and charted.
Wachovia needed a way to cut down on the nearly hundred man hours per report it was taking to produce the set of deliverables per client.
Our architects and programmers designed an internal Web application from scratch which allows Wachovia employees to upload spreadsheet data, modify it, add what-if scenarios, recommend investments and print out a 25 page portfolio showing the next 7 years … all in just a few mouse clicks.
Made a laborious, repetitive and time consuming task easy
Reduced man hours by over 80% Took a manual process and automated and integrated it with a transactional SQL database.
Design, Platform, & Other Software Features
MS Publisher VBA