Case Study: a UK-based specialty credit provider automates investor reporting with GroupBWT

UK-based Specialty Credit Provider automates 90-tab investor reporting with GroupBWT

GroupBWT helped a UK-based specialty credit provider overcome a highly manual investor reporting process. The client's challenge involved running monthly reports across 90 Excel tabs and manually building PowerPoint presentations, a workflow that was prone to error and dependent on a single reporting owner with concentrated knowledge.

The solution implemented by GroupBWT involved rebuilding the calculation layer in code, connecting various data sources to a validated and traceable reporting system. This automated workflow replaced the manual Excel and PowerPoint build, freeing an estimated one full-time employee worth of capacity and providing full source-traceability for every reported number.