Finance Data Operations for Macro App

Overview

The client wanted automation that could help them optimise the performance of their macro app, assist in handling load with intelligent strategies and encapsulate the financial data so only admins can access that.

The intelligent load handling using the automation needs to help with the filtering process and, upon request, be able to pull off all the related data taking transaction Id as input.

Problem Statement and Challenges

The client used a macro app to manage financial operations and other processes. But due to the large data size, the application could have been optimised and could not be utilised efficiently. Additionally, the financial data was visible to all users, which needs to be restricted to admins only.

So, the client requested automation that can detect financial data at the time of input and restrict access to admins only while optimising the performance of the applications using smart strategies.

Solution

After analysing the problem statement, we started building automation, whose initial responsibility is to effectively process and tag data that goes into the macro app. It automatically segregates the financial data at the very start to encapsulate it later to be viewed by admins only.

It also helps optimise the process and break it down into small parts to reduce the high computation issues, which the macro app is incapable of.

It also optimises the filter operations by showing the respective details of a data set with transaction ID as the only input required.

Each time a change is detected in the data set while performing any data operations, it automatically generates status reports and mails them to concerned individuals.

Data Processing and Tagging
Data Segregation Based on Tags
Financial Data Encapsulation
Optimising Filter Operations
MS Power Automate
MS Sharepoint
MS Outlook and Excel
MS PowerApps

Results and Success Criteria

Post the implementation, the macro app started performing more smoothly than before. The filter option, load handling, and everything else not working earlier got fixed using smart strategies. Moreover, the main concern for the client, which is financial data being visible to all users, is also resolved using data encapsulation for the financial data set.