Case Study: How Accru developed integrated financial reporting

In 2016, Accru Felsers began assisting a large real estate investment organisation which manages numerous investment vehicles in Australia for overseas investors. 像许多全球企业一样, their ability to efficiently process and interpret large amounts of financial information for various purposes was a critical concern. 以下是Accru的帮助.

The problem – double handling of financial data to create reports

Our client required 澳门赌场官网 and financial reporting at many different levels of their business: the Asset level, 澳门赌场官网实体级别, 海外实体层面, 投资者层面. 在来Accru Felsers之前, much of their financial information was being double handled by their property managers and accountants in order to achieve suitable reports at these levels for various stakeholders. There was a different system being used 在每个层面上 making it difficult to integrate the information between the systems, and our client’s small internal team in Australia neither had the time, 也不是手段, 把它们连接起来.

This situation created a two-fold problem – it hindered the client’s ability to meet the deadlines for reporting to their head entity… and it was expensive. The client was paying multiple organisations to reprocess the same information.

解决方案-自动化和集成报告

After meeting with our clients to gain a thorough understanding of their requirements, Accru Felsers successfully addressed both of these issues, starting with a video to demonstrate our solution to ensure the client’s overseas management would be comfortable with it.

Our solution involved implementing a number of customised macros through Visual Basic in Microsoft Excel to simplify and speed up the processing of mass amounts of data. 这使我们能够轻松地输出, 编辑, and reimport data between the different systems being used by the client. 这种数据处理的精简确保了, 在每个层面上, information was added onto the prior level with no double handling of the old data. We are continuously improving this process with the implementation of APIs in order to remove even more of the manual labour involved.

The client benefit – greater financial insight, with less time and cost

The removal of manual processing has saved countless hours and dollars for the client and achieved the desired reporting schedule of the head entity. It also means that Accru Felsers has reduced the time spent on the processing of data and can focus on providing insights into the data to help improve the client’s business.

We are now investigating other processes to provide innovative and efficient solutions such as dashboards which will allow the client to dig deeper into their data and quickly understand what it is telling them.

从acru的角度来看,这是一次有益的经历

在Accru, we love finding solutions like these to our clients’ business and financial issues. It helps us grow mutually beneficial partnerships, both locally and internationally. I am personally looking forward to continuing to 工作 closely with this client to ensure their financial management is as effective and tailored to their needs as it can be.

It’s interesting to note that,  in 2010, Google’s CEO Eric Schmidt said “There was 5 exabytes of information created between the dawn of civilization through 2003, 但现在每两天就会产生这么多的信息, 而且步伐还在加快.” 在Accru, we aim to use technology to its fullest to efficiently process these massive amounts of data so we have time for value added services that can provide our clients with greater benefit. It’s a win-win – one I personally find rewarding and challenging.

作者简介
Jake Duignan , Accru Felsers悉尼
Jake approaches his clients’ needs with a ‘hands-on’ mindset, 他为自己是他们值得信赖的顾问而自豪. 当他的客户遇到问题时, they can always rely on him for practical advice and ongoing support to implement a solution.
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