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	<title>Portfolios &#8211; iExcel</title>
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	<link>https://iexcel-technologies.com</link>
	<description>Custom Software Development - Excel Automation</description>
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	<title>Portfolios &#8211; iExcel</title>
	<link>https://iexcel-technologies.com</link>
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	<item>
		<title>Broker Voting Software</title>
		<link>https://iexcel-technologies.com/portfolios/voting-software/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Sat, 07 Dec 2019 04:53:48 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3279</guid>

					<description><![CDATA[CHALLENGE Portfolio managers conduct a quantitative and a qualitative scoring of brokers. Off the shelve software are not adapted to their needs, and conducting this activity on Excel is time consuming, prone to error and lacks of confidentiality SOLUTION iExcel designed and developed an online application with a centralised database to [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>Portfolio managers conduct a quantitative and a qualitative scoring of brokers. Off the shelve software are not adapted to their needs, and conducting this activity on Excel is time consuming, prone to error and lacks of confidentiality</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed and developed an online application with a centralised database to creates voting sessions and collects all portfolio manager's votes according to preset rules.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The new software has enabled the company to conduct more votes per year, quicker and more accurately.</p>
</div>
</div>
</div>
</section>
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			</item>
		<item>
		<title>Credit Letter Generator</title>
		<link>https://iexcel-technologies.com/portfolios/credit-letter-generator/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Tue, 26 Nov 2019 12:30:42 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3269</guid>

					<description><![CDATA[CHALLENGE The bank issues a large amount of credit letters everyday. The required data sits within the databases of various independent systems. As a result, preparing a credit letter is a lengthy task prone to human error. SOLUTION iExcel built a system connected to 3 databases that produces and manage credit [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The bank issues a large amount of credit letters everyday. The required data sits within the databases of various independent systems. As a result, preparing a credit letter is a lengthy task prone to human error.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel built a system connected to 3 databases that produces and manage credit letters in a quick and user-friendly manner.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The implementation of this software resulted in considerable gain of time, better customer support, and the reduction of human errors to a minimum.</p>
</div>
</div>
</div>
</section>
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		<item>
		<title>CNC Laser Engraving</title>
		<link>https://iexcel-technologies.com/portfolios/lazer-print-pipes/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Thu, 17 Oct 2019 12:51:19 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3278</guid>

					<description><![CDATA[CHALLENGE Laser engraving of steel pipes required human intervention which was an issue for overnight work. SOLUTION iExcel developed a module that was able to fully automate the process. IMPACT The factory can run day and night with laser engraving being made accurately and automatically without anymore human intervention.]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>Laser engraving of steel pipes required human intervention which was an issue for overnight work.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel developed a module that was able to fully automate the process.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The factory can run day and night with laser engraving being made accurately and automatically without anymore human intervention.</p>
</div>
</div>
</div>
</section>
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			</item>
		<item>
		<title>Data Reconciliation</title>
		<link>https://iexcel-technologies.com/portfolios/cross-platform-data-reconciliation/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Thu, 10 Oct 2019 12:14:58 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3264</guid>

					<description><![CDATA[CHALLENGE Custodian banks send reports with proprietary formats. Changing those formats is not an option. Team members at the bank need to collect, transform and manually compare the data against data extracted from the bank's own system. The task is time consuming and prone to errors. SOLUTION iExcel designed a system [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>Custodian banks send reports with proprietary formats. Changing those formats is not an option. Team members at the bank need to collect, transform and manually compare the data against data extracted from the bank's own system. The task is time consuming and prone to errors.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed a system that downloads and transforms data according to a common structure, and then compares it with the bank's own data. A set of reports is produced to identify matching and non-matching entries. Investigative tools allow quick identification of issues. Reports are customizable and offer various views. The system requires user login and has various levels of permissions.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Considerable time and accuracy gain. Ability to quickly indetify issues and react to anomalies.</p>
</div>
</div>
</div>
</section>
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			</item>
		<item>
		<title>Hotel Financial Planning</title>
		<link>https://iexcel-technologies.com/portfolios/pre-opening-budgeting-application/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Sat, 18 May 2019 12:41:25 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3273</guid>

					<description><![CDATA[CHALLENGE Opening a large amount of hotels across the globe requires experienced teams armed with the right tools to plan but also quickly modify parameters as projects change and eveolve. The company was in search of a custom and automated tool to support their activity. SOLUTION iExcel worked together with the [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>Opening a large amount of hotels across the globe requires experienced teams armed with the right tools to plan but also quickly modify parameters as projects change and eveolve. The company was in search of a custom and automated tool to support their activity.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel worked together with the company financial and hotel pre-opening teams to set up a system that automates most of the tasks. The interface is connected to a number of systems and data sources so that relevant data is pre-populated based on chosen parameters. The solution is quick and felxible allowing high levels of customization.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Working using a common structure, and being able to control the data used in a secured manner with various levels of permissions provides a whole new way of approaching these multiple projects. More projects can be handled better and more accurately.</p>
</div>
</div>
</div>
</section>
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		<title>ETL &#038; Consolidation</title>
		<link>https://iexcel-technologies.com/portfolios/etl-consolidation/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Wed, 10 Apr 2019 12:33:22 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3271</guid>

					<description><![CDATA[CHALLENGE The consolidation of financial statements across branches in various regions and different accounting systems was problematic, especially on inter-company transactions. The task is cumbersome and time consuming. SOLUTION iExcel set up an interface that extracts and compile data within one database, assigning unique identifiers, and created the required data processes [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The consolidation of financial statements across branches in various regions and different accounting systems was problematic, especially on inter-company transactions. The task is cumbersome and time consuming.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel set up an interface that extracts and compile data within one database, assigning unique identifiers, and created the required data processes to produce consolidated and accurate individual statements. iExcel also added analytical tools and dashboards for better visualization.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Accounting teams have been saving considerable amount of time. They are able to produce dynamic reports in a few clicks that other members of the organisation can use and further pivot to get insights on specific areas of concern.</p>
</div>
</div>
</div>
</section>
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			</item>
		<item>
		<title>Automated Consolidation</title>
		<link>https://iexcel-technologies.com/portfolios/financial-reporting-automated-consolidation/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Wed, 10 Apr 2019 11:57:45 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3260</guid>

					<description><![CDATA[CHALLENGE The firm had low visibility on their global activity due to national accounting reporting and was in need of a way to easily consolidate its national results into global statements. SOLUTION iExcel worked with the team on the design of a chart of accounts, and designed a custom system that [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The firm had low visibility on their global activity due to national accounting reporting and was in need of a way to easily consolidate its national results into global statements.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel worked with the team on the design of a chart of accounts, and designed a custom system that captured data from the firm's proprietary software, and processed it into a consolidated set of accounting reports and dashboards.</p>
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</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The firm is now able to view their global position in a few clicks but also perform analysis thanks to the analytical tools included in the application.</p>
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</div>
</div>
</section>
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		<title>Restaurant Financial Planning</title>
		<link>https://iexcel-technologies.com/portfolios/restaurant-financial-planning/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Wed, 10 Apr 2019 11:46:47 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3259</guid>

					<description><![CDATA[CHALLENGE As part as their turn key services, the consultancy provides a 5 year financial plan. Compiling an accurate planning for the first 2 years presents a number of challenges providing uncertain opening dates, seasonality, market conditions, labour, licensing... SOLUTION iExcel studied the business model, listened to the various actors in [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>As part as their turn key services, the consultancy provides a 5 year financial plan. Compiling an accurate planning for the first 2 years presents a number of challenges providing uncertain opening dates, seasonality, market conditions, labour, licensing...</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel studied the business model, listened to the various actors in play in the planning process, and together with the team, designed a dynamic tool that compiled variables and produced a set of financial planning according to pre-set hypothesis.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The consultancy is now able to provide in very little time a financial planning that can be further tweaked by themselves and their investors in order to understand the risks and opportunities involved in their projects.</p>
</div>
</div>
</div>
</section>
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		<title>Monetary Authority Reporting</title>
		<link>https://iexcel-technologies.com/portfolios/automated-monetary-authority-reporting/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Sat, 16 Feb 2019 12:12:24 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3263</guid>

					<description><![CDATA[CHALLENGE The company needs to produce complex reports based on data sets extracted from other systems. The reporting rules are rigorous and changing. Compiling those reports is time consuming and prone to errors SOLUTION iExcel designed a secured platform that imports data and processes it into reports within a couple of [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The company needs to produce complex reports based on data sets extracted from other systems. The reporting rules are rigorous and changing. Compiling those reports is time consuming and prone to errors</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed a secured platform that imports data and processes it into reports within a couple of seconds. Processing paramters can be amended through a comprehensive matrix.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The main impact on operations is accuracy and time gain. A task that used to take hours now requires a few seconds.</p>
</div>
</div>
</div>
</section>
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		<title>Financial Planning</title>
		<link>https://iexcel-technologies.com/portfolios/financial-planning/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Sat, 25 Aug 2018 12:02:34 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3261</guid>

					<description><![CDATA[CHALLENGE The insurance and financial planning division thinks that their sales process is slow and cumbersome because agents on sales calls lack a quick and secured way to show the customer the financial gains generated by their products. SOLUTION iExcel designed a secured platform that calculates and exports financial planning sheets [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The insurance and financial planning division thinks that their sales process is slow and cumbersome because agents on sales calls lack a quick and secured way to show the customer the financial gains generated by their products.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed a secured platform that calculates and exports financial planning sheets based on product and variables provided by the customer. Automations ensure that user input is minimal and results are accurate.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Agents are now able to produce, customize and amend financial planning sheets in a very short time, which in turns increases productivity and service quality to the customer.</p>
</div>
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</div>
</section>
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