BLS
Business Solutions

With the cost savings generated through a BLS solution, clients can typically recoup their investment within 90 to 120 days.

Recent client engagements have included these Access and Excel strategies:

CLIENT: Billion-dollar international telecommunications corporation.

TARGET: Reduce overhead by increasing the efficiency of fixed asset financial reporting and reconciliation processes.

TRANSACTION VOLUME: 1M+ records per month.

BLS SOLUTION: Create an Access database to manage entries in a completely new way, exporting re-designed Excel files grouped by market that automatically convert to a journal entry and provide back-up audit data.

RESULTS

• Department headcount reduced by 20%
• Entries booked 2 days earlier in the accounting cycle
• Reconciliation variances reduced to less than 5%

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CLIENT: Multi-billion dollar international insurance company.

TARGET: Increase productivity by decreasing the time required to produce monthly investment reports.

TRANSACTION VOLUME: $100M per month.

BLS SOLUTION: Build an Access database to manage monthly extracts from the mainframe so as to produce Excel detail and summary customer transaction reports from these redesigned database extracts.

RESULTS:

• Staff shifted from overhead to revenue-generating areas of the business.
• Enhanced reporting improved regulatory reporting efficiencies.
• More accurate reporting increased reduced customer complaint calls by 20%.

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CLIENT: $25M commodities investment company.

TARGET: Track sales leads, conversion rates and sales representative performance.

TRANSACTION VOLUME: $10M per month.

BLS SOLUTION: Automate productivity tracking with a custom Access database designed to capture data by representative and lead source at each stage of the sales process.

RESULTS:

• Leads were tracked from cold call to end result eliminating ineffective lead sources.
• Conversion rates by sales person and sales commissions were easily tracked.
• Compliance with the National Do-Not-Call Registry was automatic.

Clients report that training has increased employee productivity by as much as 25%!

Custom beginner and intermediate Excel and Access training programs are available to support your goals. Courses are taught using the same documents and files that employees actually use and are designed to give students an understanding of the logic behind more complex functions they may encounter. Students are assessed prior to training to determine the appropriate level of content to reach training objectives. Clients report that our custom training programs have increased employee productivity by as much as 25%.

EXCEL TRAINING: Classes focus on common tasks such as filtering, subtotals and recording macros as well as keyboard shortcuts and little known workarounds for calculating spreadsheets and other advanced functions. Troubleshooting tactics for resolving common issues when using pivot tables , auto filters, and vLookup functions are also an important part of the Excel training program.

ACCESS TRAINING: Classes focus on database logic and tactics for bypassing the more complex processes for data upload and download to more quickly move data back and forth between Excel and Access. Students also learn how to use formulas in queries, customize wizard-generated queries and join multiple queries and tables.

For more on BLS Custom On-site Training Programs, contact us.

PRE-ACQUISTION/START-UP SYSTEM ANALYSIS

Clients often bring us in to determine the best solutions for automating critical functions before committing to a purchase that may not deliver the results they want.

Whether you are shopping for new financial management and database application software or about to merge the assets of two or more entities, a comprehensive system analysis can make a conversion seamless, more efficient and cost-effective.

Contact us to learn more about BLS Pre-acquisition Systems Analysis.