1. BI solutions (Microsoft Power BI)
Implemented automated solutions to enhance process efficiency and elevate customer satisfaction. Key activities included:
OTC Dashboard
Objective: Developed a monthly refreshed dashboard integrating data from four ERP systems, replacing time-intensive manual Excel processes. The dashboard supports managerial decision-making and enhances monthly operations by tracking key metrics such as C%, DSO, Aging, and Monthly KPIs for Business Units.
Impact: Saved 40 hours monthly.
Monthly Credit Dashboard
Objective: Designed and implemented a daily dashboard to address gaps between Treasury processes and ERP system inconsistencies. This solution reduced time spent on data consolidation and errors while providing forecasting tools for managers and clean monitoring of KPIs and performance metrics.
Impact: Saved 2 hours daily.
Credit Usage Dashboard
Objective: Delivered a tool to help Business Units proactively manage customer-level credit exposure and facilitate credit limit change requests.
Impact: Improved internal collaboration and customer satisfaction.
2. Project Involvements
New Customer Workflow Optimization
Challenge: Identified inefficiencies in the new customer creation workflow, wherein Credit Approvers were not integrated with the external system or existing processes, leading to risks and gaps.
Solution:
Outcome: Enhanced workflow efficiency, reduced approval delays, and aligned global credit management processes for greater consistency and compliance.
ERP Transformation
Challenge: Identified significant gaps in the Credit Management process within a newly deployed ERP system, where the original design failed to meet business and operational needs.
Solution:
Outcome: Resolved inefficiencies, reduced delays, and enhanced overall organizational satisfaction with the redesigned Credit Management process.