Membership / reporting · Microsoft Excel

Reporting cut from half a day to minutes, two systems automated

Automating a manual record-by-record merge of two systems' exports into one report.

½ day → minutes

per reporting cycle(approx.)

Before: merging two systems' exports by hand took about half a day. After: the reconciliation runs automatically in minutes.

Every time

reliable, no manual matching

Before: manual record-by-record matching was easy to get wrong. After: it's produced the same reliable way every cycle.

1
The problem
A team merged an Excel report from one third-party system with an export from a second system, matching them record-by-record on a membership / envelope number — entirely by hand. It was tedious, time-consuming, and easy to get wrong.
2
What we built
We automated the integration so both sources are merged and reconciled on the membership / envelope key automatically, right inside the report — no manual matching.
3
The result
A reporting cycle that used to take about half a day of manual matching now takes minutes, and it's produced reliably the same way every time.

Industry example. Figures marked “approx.” are typical/representative, not a guarantee.

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