For New Clients
Lift & Shift Your Existing Templates
Preserving familiar workflows while enhancing performance, usability, and scalability in Vena.
Key benefits of the Lift & Shift approach
Maintains the original look and feel of client templates to ensure familiarity.
- Ensures that users continue working in a recognizable Excel environment, reducing training needs.
- Example: the interface and layout remain intuitive for users, with targeted enhancements when required, ensuring reliable calculations. Vena automates data storage and processing efficiently.
Consolidates multiple redundant tabs into streamlined, dynamic sheets.
- Replaces static multiple-tab structures with Vena Choose Box functionality, allowing users to switch views dynamically.
- Ensures that all hidden mapping tabs remain correctly structured, minimizing complexity.
Moves data storage from Excel to Vena, improving data accuracy and accessibility.
- Reduces Excel file sizes, speeding up refresh times and eliminating performance bottlenecks.
- For example, rather than entering and storing data in Excel, users can now retrieve validated data from Vena in real-time.
Custom ETL process for optimized template performance
- Maintains data integrity while ensuring templates integrate seamlessly with Vena.
- Converts static Excel-based processes into automated, real-time financial models.
- Improves refresh speeds, reducing dependency on Excel’s manual processes.
Advanced mapping & data consolidation
- Uses modern Excel 365 features (e.g., LET, LAMBDA, XLOOKUP) to enhance performance.
For example, a financial reporting project reduced over 400 templates to just 35, greatly enhancing usability and substantially lowering maintenance efforts.
Ensuring a smooth transition for end users
- Minimizes the learning curve by preserving familiar formats while enhancing automation.
- Provides guidelines and best practices for users to leverage Vena’s full capabilities.
- Ensures templates comply with best practices, eliminating inefficiencies.
How DSCIM’s approach makes a difference
- Minimal disruption: users retain the same familiar Excel interface, minimizing transition friction.
- Improved performance: dynamic, Vena-powered templates eliminate slow, manual processes.
- Streamlined template management: reduces redundant templates, making financial modeling more efficient.
- Better accuracy & reporting: moves data storage from Excel to Vena, ensuring real-time data accuracy.
