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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.
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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?
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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.
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Key Steps in Template Audit
Template Triage: Identifying Performance Issues
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Vena Errors Check
- Eliminate all warnings and validation issues.
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Formula Analysis
- Identify volatile and nested Excel functions.
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Hidden Audit
- Uncover unused named ranges and tabs.
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Dynamics Test
- Verify templates withstand “Hide All Dynamics” functionality.
Structural Cleanup: Standardization and Consistency
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File Optimization
- Reset Excel used range and remove external links.
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Format Review
- Standardize formatting for consistent user experience.
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Mapping Highlight
- Ensure all Vena mapped cells are clearly marked.
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Name Consistency
- Standardize named ranges and labeling conventions.
Performance Tuning: Formula Refinement
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VLOOKUP Replacement
- Replace volatile lookups with faster functions.
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Calculation Tuning
- Simplify complex formulas for efficiency.
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Error Handling
- Wrap input formulas in IFERROR check functions.
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MDR Review
- Review and fix Multi-Dynamic Row integrity issues.
Consolidation & Roadmap: Finalizing Strategy
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Identify Redundancies
- Suggest merging or eliminating unused templates.
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Develop Template Map
- Document structure and template interconnections.
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Consolidation Strategy
- Unify templates using Vena Choose function.
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Deliver Cookbook
- Provide guidelines for future best practices.
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Discovery Session
Have a question or need more information? Contact us!
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Contacts
Markham, Ontario, L3R 6G2, Canada
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