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Jerts Consulting builds Excel-based solutions that help organizations focus on critical success measures and improve organizational productivity.




Client Success Stories - Case Studies

Microsoft Excel Specialist

Case 3: Client Statements

Industry Alternative Financial Markets
Size < 20 Clients
Department Client Services

Client needed to provide professional-quality summarized monthly activity statements at a minimum cost.  Raw data was available via SQL queries from transaction system. 

Client wanted to easily generate statements that looked as though they were created by a dedicated system without investing in a new application and without generating each statement manually.

Jerts Solution
Developed an Excel-based solution that extracted transaction data from SQL server, dynamically aggregated client and total market activity, calculated metrics and presented client-specific statement with charts and tables.


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