Lift & Shift Existing Templates
Preserve your familiar Excel templates while leveraging Vena’s automation to enhance performance, usability, and data accuracy.
About Lift & Shift Existing Templates
Transitioning to Vena preserves your refined Excel processes. We transform existing Excel-based workflows into optimized Vena templates, enhancing performance and scalability while maintaining the familiar structure for seamless user adoption.
Key FP&A Challenges
Outdated Excel-based templates are often slow, inconsistent, and contain inefficient formulas, resulting in reporting delays and unnecessary complexity in Vena.
lengthy refresh times hinder productivity
redundant files increase management complexity
data storage remains in local Excel files
reliance on manual work, lacking automation
outdated functions degrade template speed
DSCIM transforms your legacy files into dynamic Vena interfaces, drastically reducing template count and eliminating slow, error-prone manual work.
Why DSCIM’s Approach Stands Out
Finalizing Your Vena Implementation Strategy
By working with DSCIM, you will:
- Retain the best elements of your current Excel workflows while modernizing them for Vena;
- Reduce complexity and template count, leading to increased efficiency;
- Improve performance, making financial reporting faster and more accurate.
Key Steps in Lift & Shift Implementation
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Audit File Structure
- Review current financial processes and reporting.
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Formula Analysis
- Identify volatile and nested functions.
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Vena Error Check
- Eliminate existing Vena errors and warnings.
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Review Hidden Areas
- Clean unused named ranges and tabs.
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Consolidate Templates
- Reduce redundant file count significantly.
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Excel 365 Upgrade
- Use modern high-performance functions.
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Refine Calculations
- Streamline complex formulas for efficiency.
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Standardize Design
- Ensure consistent structure and formatting.
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Define Vena Mapping
- Ensure templates match automated Vena workflows.
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Automate Data Flow
- Move data storage from Excel to Vena.
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Apply Vena Flags
- Use Vena tools to hide rows/columns.
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Validate Performance
- Test speed, accuracy, and usability features.
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Final Template Map
- Document structure and interconnections clearly.
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Provide Guidelines
- Deliver best practice “Cookbook” document.
Discovery Session
Have a question or need more information? Contact us!
Contacts
Markham, Ontario, L3R 6G2, Canada
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