Case Study
Supervisor Report Automation
Turning a repetitive multi-hour reporting process into a simple one-click workflow.
The Problem
Back-check information had to be manually transferred into the final supervisor report
Supervisors upload their back-check information into the Durable Backcheck Report, or DBF.
That information then needs to be transferred into the required Supervisor Report before the report can be completed and sent.
Previously, an employee spent many hours manually reading the DBF information and filling the Supervisor Report according to the required mappings, calculations, formulas, and business rules.
Understanding the Workflow
The reporting rules had to be understood before anything could be automated
The Solution
A simple desktop tool built around the employee's actual reporting workflow
The employee only needs to select:
The tool reads the back-check information from the Durable Backcheck Report, applies the required mappings, formulas, calculations, and business rules, and automatically fills the Supervisor Report.
Result
Before
Many hours of manual transfer, checking, and report preparation
After
Essentially a one-click reporting process
The Principle
The value came from understanding the reporting process before automating it
The automation worked because the Durable Backcheck Report, Supervisor Report, field mappings, formulas, calculations, and business rules were understood first.
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