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Report Posting Tool

Project Initiation

Aug'10th 2018 - Sep'17th 2018

VWR International LLC

Project Charter

PROBLEM STATEMENT

Post 950 scheduled reports into client's drive. Copy them from local drive and paste them to their respective named folders . This involves manual copying and pasting files from local drive which is time consuming and prone to post files in inappropriate folders.

OBJECTIVE

Primary Objective:

Reducing the manual process and increase the quality

Secondary Objective

  • To save time taken to process from 1980 Min.

  • By implementing automation the tool needs to post the files in background.

  • Quality check once the reports are generated.

  • To propose an alternate method that avoids inappropriate files being copied to incorrect folders.

EXPECTED DELIVERABLES

Implementing Automation, will lower the rework and increase quality, through

  • Poka-yoke

  • Without adding additional resources,

  • Decrease time,

  • Lower human fault,

     If  achieved, the monthly scheduled reports could be posted in appropriate folders in very short time.

PROJECT SCOPE- IN SCOPE

In Scope:

Quality Management, Customer Service Satisfaction, Use of Automated tool, Can post even weekly, Bi weekly and quarterly reports. Time Management, Associates who run scheduled reports

 

Out Scope:

Can only be used to post only scheduled reports

Project Planning

Work Break down Structure

Report Posting Tool.png
Project Launch for Execution

The Tool has been created on Microsoft Excel VBA. It needs to list all the files in source location in to the macro template. The tool needs to run in background by copying and posting the files from source to destination path mentioned in the production list. The QC mechanism is also incorporated successfully. If this is implemented successfully then the manual process of copying and pasting can be eliminated without any issues on quality

Project Performance And Control

The Tool has been created and it performs good. The user needs to open the template and select the source file path. Enter the month name in the desired cell and click "Start". When the button is clicked the tool runs, first lists the source path into macro enabled template and posts the files to the destination path mentioned in production list. It posts all the scheduled 950 reports in their respective path folders. The QC status can be checked whether the tool has run the report correctly. If the reports are posted correctly then it marks as "Posted in the destination path" else  the tool marks "Posting Failed"

Project Close
  • The official meeting with team members and management was conducted on Aug'10th 2018

  • The Project has Gone live after getting approval with IT on Sep'17th 2018

  • It posts all the reports to customers drive without manual intervention

  • The tool runs in background

  • It saves time and increases the quality

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