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About Template Audit

Unstructured template growth causes inefficiencies, slow performance, and confusion for users. Our Template Audit ensures your Vena environment remains clean, standardized, and fully optimized, protecting your valuable Vena investment.



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Key FP&A Challenges

Lack of standardization and template sprawl leads to slow performance, formula inefficiencies, and high maintenance costs, deteriorating the Vena environment.

Template Sprawl

redundant files increase management complexity

Slow Refresh

volatile functions impact MDR (Multi-Dynamic Row) performance

Design Gaps

missing consistency in formatting/structure

Excel Errors

formulas return unhandled #N/A or zero

High Maintenance

unnecessary tabs/links slow long-term updates

DSCIM standardizes, cleans, and consolidates your templates, delivering faster performance, easier maintenance, and streamlined financial modeling efficiency.

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Why DSCIM’s Approach Stands Out

Process Standardization
Templates follow best practice guidelines.
Triage Macro
Identify bottlenecks quickly and streamline the audit process.
Consolidation Plan
Merges redundant templates into fewer files.
Future-Proofing
Ensures long-term template usability and efficiency.
Excel 365 Tuning
Replaces VLOOKUP with XLOOKUP/INDEX-MATCH.
Any questions? Icon
Any questions?
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Finalizing Your Vena Implementation Strategy

By working with DSCIM, you will:

  • Ensure Vena remains clean, standardized, and optimized over time;
  • Reduce complexity and template count, leading to increased efficiency;
  • Improve performance, making financial reporting faster and more accurate.
Schedule a Consultation for Template Optimization
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Key Steps in Template Audit

Template Triage: Identifying Performance Issues
  • Vena Errors Check
    • Eliminate all warnings and validation issues.
  • Formula Analysis
    • Identify volatile and nested Excel functions.
  • Hidden Audit
    • Uncover unused named ranges and tabs.
  • Dynamics Test
    • Verify templates withstand “Hide All Dynamics” functionality.
Structural Cleanup: Standardization and Consistency
  • File Optimization
    • Reset Excel used range and remove external links.
  • Format Review
    • Standardize formatting for consistent user experience.
  • Mapping Highlight
    • Ensure all Vena mapped cells are clearly marked.
  • Name Consistency
    • Standardize named ranges and labeling conventions.
Performance Tuning: Formula Refinement
  • VLOOKUP Replacement
    • Replace volatile lookups with faster functions.
  • Calculation Tuning
    • Simplify complex formulas for efficiency.
  • Error Handling
    • Wrap input formulas in IFERROR check functions.
  • MDR Review
    • Review and fix Multi-Dynamic Row integrity issues.
Consolidation & Roadmap: Finalizing Strategy
  • Identify Redundancies
    • Suggest merging or eliminating unused templates.
  • Develop Template Map
    • Document structure and template interconnections.
  • Consolidation Strategy
    • Unify templates using Vena Choose function.
  • Deliver Cookbook
    • Provide guidelines for future best practices.
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Discovery Session

Have a question or need more information? Contact us!

Igor Sherstnev
Front-End Lead
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Contacts

+1 (365) 832-9189 Mon-Fri 9AM-6PM EST
contact@dscim.com contact us by email
7030 Woodbine Avenue, Suite 500,
Markham, Ontario, L3R 6G2, Canada

Other Services

Lift & Shift Existing Templates
Preserve your familiar Excel templates while leveraging Vena’s automation to enhance performance, usability, and data accuracy
Seamless Data Integration
Automate data flow, unifying ERP, CRM, and disparate systems into Vena. Achieve trusted, consistent, real-time financial reporting
Structured Vena Implementation
Seamlessly implement Vena from day one with a structured, proven methodology, ensuring efficiency, automation, and long-term reliability
Adding New Companies
Seamlessly integrate new subsidiaries or entities into Vena, ensuring data accuracy and continuity across different systems and regions
Enable Point in time reporting
Access accurate historical reports by tracking all dimension and hierarchy changes over time using Slowly Changing Dimensions
Expanding Beyond GL
Integrate Sales, Payroll, and Operations data into Vena for advanced, cross-functional reporting, expanding beyond the General Ledger
Vena ETL Performance Enhancement / Speedup
Eliminate ETL bottlenecks and slow refreshes by optimizing data flow for faster processing, scalability, and multiple daily updates
Advanced Vena ETL Automation
Enable real-time Vena updates with flexible, user-triggered automation, ensuring enhanced speed, scalability, and reliability for FP&A
Sorting Dimensions
Automatically enforce logical order in Vena hierarchies using a custom ETL procedure, making dimensions cleaner and navigation easier
Source Data Validation
Proactively detect and fix bad data before Vena load, guaranteeing 100% data accuracy for reliable financial reporting
ETL Beyond Vena
Monetize your Vena Data Mart by seamlessly connecting it to Power BI or Tableau, ensuring consistent, cross-tool reporting and insights
Vena Functionality Extension
Expand Vena beyond standard limits using VBA extensions, advanced Excel, and custom macros for unique business needs
ERP System Migration Support
Ensure a seamless transition to your new ERP using custom ETL, preserving Vena accuracy, reporting continuity, and historical data integrity