A financial leasing company operated with entirely manual processes: investor reporting taking 15 days to produce on Excel, partner payments made by hand with recurring errors, data scattered across incompatible files, and no governance or GDPR compliance. The organisation needed structural transformation — not one more tool.
The Challenge
Every investor report required two weeks of manual Excel work. Files varied across departments for the same data sources. Partner payments were processed manually, leading to amount errors and duplicate transfers. No flow traceability, no vendor management, no project management framework. And full GDPR exposure due to the absence of any identified governance.
15 days of manual production for every investor report — entirely on Excel
Partner payments processed manually: recurring amount errors and duplicate transfers
Different files for the same data source across teams, with no reference version
No GDPR compliance, no data governance, no vendor tracking
Non-existent or inconsistent documentation — no project management framework in place
The Approach
The initial diagnosis was unambiguous: the organisation did not suffer from a lack of tools. It suffered from an absence of structure. The overhaul covered data architecture, critical business processes, regulatory compliance, and the governance framework simultaneously — without which no tool holds over time.
Design and deployment of a centralised database automatically fed via business CRMs, accounting systems, and a direct bank connection for automated partner payment control.
Replacement of manual Excel reporting with a Business Objects solution featuring J+1 updates, real-time investor access, and fully automated production cycle — from 15 days to under 24 hours.
GDPR compliance implementation, data flow catalogue creation, documentation standardisation, Agile methodology adoption, and deployment of structured vendor and budget tracking.
Results
This project was not a technology modernisation. It was a fundamental operational overhaul. Before the engagement, incorrect or duplicate payments were being sent to financial partners — with no control mechanism. After: a fully traceable process, automatically reconciled with bank data, with built-in alerts. The financial risk was eliminated, not mitigated.
"Fifteen days to produce an investor report. On Excel. By copying files that weren't even the same from one department to the next. That wasn't a productivity problem. It was a foundations problem."
Technologies & Methods
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