Case Study

Overcoming Excel's Limitations

About the company

The client faced severe operational inefficiencies due to an over-reliance on Excel for financial reporting, trading confirmations, and regulatory compliance. Excel's limitations - such as poor visibility into changes, possibly obsolete data, and lack of scalability - led to disorganized, data-heavy spreadsheets and heightened operational risks, increasing the potential for catastrophic errors.

Challenge

To replace Excel with a centralized, scalable, and real-time data management solution that improves operational efficiency, ensures data integrity, enhances collaboration, and meets regulatory compliance.

Solution

3forge's AMI platform was brought in to deliver a solution to address the critical limitations of Excel, delivering a comprehensive, scalable, and efficient solution to meet the client's complex data management needs. The platform ensures data accuracy and enhances operational efficiency and security, enabling seamless workflows and real-time decision-making across teams.

Benefits

3forge's AMI platform addresses the limitations of legacy systems like Excel, providing a scalable, efficient, and secure solution to meet the needs of modern businesses.

  • Provide advanced spreadsheet classes specifically designed to efficiently handle large, complex datasets, offering seamless methods to read, write, and modify spreadsheet data.
  • Facilitate seamless integration with over 10+ pre-built adapters, connecting various data sources, third-party applications, and the client's custom entitlements and authentication systems to ensure secure, consistent, and reliable data exchange.

3forge Solutions

The client was able to resolve their requirements with the following capabilities:

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