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Case Study

Improving Reporting Process for Employee Special Investments


We worked with a specialized division of the human capital group of a Fortune 100 financial services firm to eliminate certain types of manual reporting, cutting nightly reporting burdens down from three-hours to one-hour.


Our client, a Fortune 100 financial services firm, had a unique group within the Human Capital Management division called the Employee Special Investments. The role of this team was to administer private equity funds to the employees, fee free. It launched three or four funds per year and collected nightly reporting statistics for senior management. The reporting showed how many employees were participating in the funds, dollars amounts, etc. The nightly reporting would go on for about a month and a half and was extremely manual, taking about 2-3 hours/day.

Satori Solution

Our team worked with the client team to understand the business requirements and identified why the reporting was so time consuming. There were key gaps in the data coming from Business Objects that needed manual intervention. We proposed a short term solution of creating a Macro to correct these issues and a long term solution of re-designing the Business Objects report itself to remove these errors.


Our team implemented the new report and brought the nightly reporting down from about three-hours to one-hour per night. This new solution allowed for more flexibility from the team responsible for providing data on ad hoc basis, making it easier fulfill requests quickly. We also identified areas for improvement in the report’s dashboard and added in more cuts of the data that are now used in regular meetings with senior management.


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