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Plan vs. Actuals updates

Case for Automation

Organizational planning is an indispensable component of business management strategy requiring a detailed and balanced analysis of the current business situation as well as risk management. However, actual business outcomes do not always correlate with plans. Thus, teams must manually execute a labor-intensive reconciliation.

 

 

Bot Activities
  • Reconciles relevant planned metrics in a project management CRM with actual project figures in Excel or another system
  • Consolidates data on planned numbers or products vs. actual ones
  • Sends notifications via email or messenger on any changes in planned metrics, figures, or products
  • Updates relevant management systems based on actual updates
Automated software

MS Excel

MS Outlook

Slack

🚀 Author
  • Electroneek
📒 Bot Category
  • Strategy & Planning
💡 Tags
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