For Existing Clients: Front End Related

Template Audit

Ensuring your Vena environment remains structured, optimized, and high-performing over time.

Over time, unstructured template growth and a lack of standardization can lead to inefficiencies, slow performance, and confusion for end users.

DSCIM’s Template Audit service acts as a preventative maintenance check, ensuring that your Vena environment remains clean, standardized, and optimized—helping you avoid the costly pitfalls of template sprawl and performance deterioration.

Why template audits are essential

Prevent Vena environment deterioration

Just as neglecting regular maintenance can lead to a car breakdown, ignoring template audits can cause slowdowns, errors, and inefficiencies in financial reporting.

Protect your Vena investment

Companies choose Vena to enhance FP&A processes but may not fully realize this goal due to template mismanagement, though a structured audit helps safeguard this investment by reviewing and fine-tuning existing templates and ETL processes to ensure smoother FP&A operations.

Standardization across templates

A well-structured template repository improves usability, consistency, and performance, ensuring every file follows best practices.

Just as neglecting regular maintenance can lead to a car breakdown, ignoring template audits can cause slowdowns, errors, and inefficiencies in financial reporting.

A well-structured template repository improves usability, consistency, and performance, ensuring every file follows best practices.

Key components of a template audit

Template mapping & consolidation strategy

Hierarchy & mapping optimization

Error detection & file cleanup

Performance & calculation efficiency

Structural & formatting standardization

Develops a "Template Map" to document all template interconnections.
Identifies redundant templates that can be merged into fewer, more efficient files.

Audits the hierarchical structure of templates, ensuring logical organization.
Reviews dimension order, side label mapping, and dependencies to improve accuracy.
Identifies overcomplicated structures and suggests hierarchy simplifications.

Early error detection: scan for broken formulas, circular references, and mismatched cell types that trigger Vena alerts - so you resolve core issues before they compound.
Unused object cause cleanup: identify and remove unused worksheets, named ranges, and external links to streamline files and speed up load times.
Validation-ready templates: ensure your models pass Vena’s error and validation checks before upload.

Identifies slow formulas, volatile functions, and nested calculations that impact performance.
Reviews named ranges, unnecessary lookup dependencies, and formula inconsistencies.

Applies DSCIM’s standardized formatting requirements, ensuring:

Consistent color schemes, conditional formatting, and mapped labels.
Uniform font styles, named range structures, and standardized calculations.
Ensures templates follow a unified structure, making them easier to use and maintain.