Achieved the acquisition, transformation, and reuse of order data from clients by each responsible person. Detailed data analysis is now possible for sales progress management, starting with previous order trends.
■Trigger In order to timely grasp order trends in sales progress management for each sales representative, it was decided to convert order data sent from clients into a specific format and conduct detailed trend analysis using a separate system. ■Background of Implementation With the spread of EDI (Electronic Data Interchange), the frequency of data exchange with clients has increased, leading to the development of a simple system that allows sales representatives to perform detailed data analysis that the current system cannot handle. The data exchange format was chosen for its high flexibility, and an Excel macro system was adopted for its high reusability at the operator level.
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basic information
Transforming the large order data sent daily from clients and importing it into a different system for sales representatives to analyze and utilize. While the information that needs to be analyzed varies by department and person in charge, it not only allows for understanding trends from various perspectives but also enables real-time grasp of order status without waiting for order reports from the sales department, even in order backlog management.
Price range
P3
Delivery Time
Applications/Examples of results
■Voice of the Person in Charge Since it is only a small part of the entire system and utilizes macros, it is more appropriate to consider it as a "simple tool" rather than a "system." Given the cost aspects and the users' PC skills, I believe that choosing Excel VBA was a reasonable decision rather than opting for a more extensive solution involving Access or other programming languages. We were able to achieve our objectives in a short period without unnecessary investments in environment setup or superfluous expenditures, simply using it as a data conversion tool.
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Company information
Our company is a system development company specializing in Excel, based in Suginami, Tokyo, and has been established for 18 years. We solve the workload and challenges centered around Excel, such as accounting and sales administration, at a low cost. ◆ Five reasons why our customers ultimately chose Excel development https://x.gd/IgXYz ◆ Retirement issues! Rest assured! Macro maintenance service https://www.cellnets.co.jp/service/safe_support ◆ Introduction to what can be streamlined with Excel macros https://cellnets.notion.site/ Please feel free to consult us about business improvement and administrative efficiency.
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