Executive Summary
I wrote a couple of different programs for Discover
Financial Services. Most popularly known for the credit card side of the
business, I work in the Student Loans and Personal Loans side. I saw
inefficiencies in many different areas of the business, so I decided to use
some of the VBA skills that I learned to solve them.
I started by creating a file that would calculate the dates
needed in order to process a forbearance on the student loans. The person in
charge of this was fairly slow with math, and tended to mess up when placing
the dates. So I wrote a file that would find two of the dates for her, which
saved close to two hours per week.
I then found that letters were being created with an excel
merge file, but there were many defects found in multiple letters. I created an
excel file that would take the data input and reorganize it and format it to
the correct style and then merge into the word document. This decreased defects
from 2% to zero.
I found that audits needed to be built for many different
products. Since we already had a lot of the information being reported on a
daily report I decided to use if then statements to systemically audit 85% of
the process for one of the products that received a detailed report daily. I
also created a report that would determine the passing rate of each account as
well as the total per the team. While improving the file for the audit I
decided to create a separate tab that would sort out the different accounts
worked by different people to make it easier to evaluate each person.
To reduce the time wasted opening files to check on the
productivity of different agents I created a vlookup that would be updated when
the button was clicked, and it was able to search a file that kept track by
days. This vlookup was able to find the right day every time without any work
on the user’s part.
- http://files.gove.net/shares/files/12f/hunt06/Final_Project_Write_Up.pdf
- http://files.gove.net/shares/files/12f/hunt06/Forb.xlsm
- http://files.gove.net/shares/files/12f/hunt06/Audit.xls
- http://files.gove.net/shares/files/12f/hunt06/Merge_File_1.xlsm
- http://files.gove.net/shares/files/12f/hunt06/Merge_File_2.xlsm
- http://files.gove.net/shares/files/12f/hunt06/Merge_File_3.xlsm
- http://files.gove.net/shares/files/12f/hunt06/Merge_Letter_1.docx
- http://files.gove.net/shares/files/12f/hunt06/Merge_Letter_2.doc
- http://files.gove.net/shares/files/12f/hunt06/Merge_Letter_3.doc
- http://files.gove.net/shares/files/12f/hunt06/Probate_Audit_1.xlsm
No comments:
Post a Comment