Executive Summary
Vivint Inc is a company that is in the smart home technology
market. Vivint Inc supplies a variety of services to its customers to help make
the customers’ lives easier and safer, such as home security, energy
management, home automation, local cloud storage, and high-speed Internet
solutions.\
Weekly, the Director of Treasury looks up current bond data on
FRED and manually types in the date, YTW, STW, and calculates the price for
Vivint Inc’s bond charts. I added the “Pull New Data” tab, which pulls the bond
data from FRED, adds calculations and formatting to the pulled data, adds it to
the bond charts, sorts the data from newest to oldest, and calculates the price
of the bonds.
Meta is a brand new company that engages in fundraising for
institutions like schools. It fundraises by having people go door-to-door with
brochures of options of services that people may be in need of. If the
potential customer is in need of any of the options in the brochures, they
check the box. By selecting options, the potential customers are acknowledging
that they are aware that their names will be sold to businesses, so that the
business can contact them in the future. The proceeds from selling the local
businesses the names of people who are in need of their company’s services go
to the institution.
An owner at Meta may want to pull a list of specific services
relating to a certain area, like auto services, so that they can approach a
company with a list of potential customers to buy. I created a Lead List
Generator userform that contains a listbox of brochure options that the
customer may have selected. The owner could select all services relating to a
certain business in the userform and then in the worksheet it compiles a list
of all of those customers and their contact information that want those
specific services and which of all the services selected they would like. This
will make it easy for META to compile a list of potential customers to sell to
the businesses.
http://files.gove.net/shares/files/16w/khekking/Final_Project_-_Meta.xlsmhttp://files.gove.net/shares/files/16w/khekking/Final_Project_-_Vivint_Inc.xlsm
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