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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 4: Compensation Review Process

Industry Investment Management
Size 200 Employees
Department Human Resources

Client needed to improve the process of collecting, analyzing and reporting salary increase and bonus recommendations from managers, while integrating into the existing processes (paper approval, budget process, etc.). 

Manager recommendations were coming in outside of accepted salary ranges, departmental totals were over budget, .  Aggregating and analyzing the data was onerous, time-consuming and inflexible.

Jerts Solution
Developed an Excel-based data collection template that provided managers with departmental budget totals, analysis, compa-ratios, visual warnings/limits, salary/bonus amounts rounded to nearest $100.  Template design  enabled HR department to easily aggregate corporate data for analysis and reporting.


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