8 → 3 days
Outcome
The close went from 8 working days to 3, freeing two analysts for forecasting work.
Case study 01
Track record · 23 updates over 5 monthsCut the month-end close from 8 days to 3
Rebuilt a manual reporting pack so finance could close the month in half the time.
Challenge
Regional logistics firm, finance and operations team of 14, 2023.
Every month the board pack was rebuilt by hand from six spreadsheets. It took eight working days, arrived late, and nobody fully trusted the numbers.
Approach
- Mapped every manual step with the people who did them
- Moved the source data into a single SQL model with checks built in
- Rebuilt the pack in Power BI, refreshed automatically each morning
- Trained the team and wrote a one-page runbook