Workflow improvement · Financial services
From six minutes to under one.
Improving presentation generation for wealth-portfolio managers.
Read the project story
The problem
A legacy presentation tool took roughly six minutes to generate a report. The workflow also had data inconsistencies that needed attention.
My contribution
I traced the process end to end, implemented batch processing, and resolved more than 20 data issues. My work also included programmatic presentation updates using Java and Aspose.Slides.
The implementation choice
I addressed how work was processed through the workflow, using batch processing to reduce generation time while also tackling data accuracy.
The result
Report generation fell from roughly six minutes to under one minute. The project connects an engineering change to a practical improvement in an advisor-facing tool.