PerfectXL case study
Strategic Pricing Consultancy Case Study: Automating Quality Control on Outbound Excel Models
A boutique consultancy firm specializing in strategic pricing uses PerfectXL to automate checks and controls on all outgoing Excel models.
By replacing resource-heavy manual reviews with automated auditing and auto-generated feedback reports, they save valuable time while ensuring every client-facing spreadsheet is flawless.
“We love PerfectXL! It’s like an insurance policy for us, we use it on every outbound model to make sure everything is working as it should.”
Employee
Pricing & Cost Management firm
Before PerfectXL
Time-Consuming Manual Audits and Undetected Risks
Before implementing PerfectXL this firm had to invest a significant amount of time manually checking models, relaying feedback clearly and concisely, and then training or informing the Excel users on best practices. While this process generally delivered good results, the investment in terms of time was huge, and there was still often the nagging fear of potentially missing something important in these manual checks.
After PerfectXL
Automated Reporting and Continuous Team Improvement
The company now has key users analyze any outgoing spreadsheet, proficient users then enrich PerfectXL’s findings with comments or feedback before generating reports to share with users. Users use those reports to solve any issues, learn better modeling practice through following the advice on the reports, then return the auto generated reports with the updated files. This leads to a clear validation trail, and results in higher quality models with much less time invested.
Conclusion
The tools give management and ownership of this consulting firm much more confidence in the files they share with and develop for clients. The risk of mistakes in spreadsheets damaging reputation is mitigated through the use of PerfectXL.
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