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Case Study
Excel to 3forge Journey
About the company
Our client, one of Japan's top five banks with operations across over 30 countries, faced significant challenges as its reliance on Excel struggled to keep up with its expanding global operations. The bank used Excel for everything from generating reports to managing trading confirmations and ensuring regulatory compliance.
Challenge
As the bank expanded, its reliance on Excel began causing severe issues. The bank's process of emailing Excel files among team members led to version conflicts, confusion, and productivity losses. When different team members worked with outdated versions, maintaining accurate data became nearly impossible
Solution
Faced with these growing issues, the bank turned to 3forge's AMI platform?a comprehensive data management solution designed to tackle Excel's shortcomings head-on. The results were transformative.
Benefits
AMI consolidated data from all sources into a single, unified platform, eliminating the version conflicts caused by scattered Excel files.
- All users gained access to consistent, up-to-date data, ensuring decisions were always based on the latest information.
- The platform integrated seamlessly with existing SSO systems, providing granular access controls and ensuring data security.
3forge Solutions
The client was able to resolve their requirements with the following capabilities:
