|  products & services  |  about  |  contact

 

Success story: Fidelity Investments
Quarterly reporting System

Challenge

Collecting quarterly data form managers around the company and producing chart-rich quarterly reports.

Solution

Custom Flow Solutions developed a website that allows managers from around the company to enter quarterly data.
HyperGraph Financial was then retrofitted to collect that data from an sql database and use it to create the quarterly reports.
HyperGraph then generated the charts, placed them and the text into predefined page templates, and produced a PDF.

Result

Using HyperGraph Financial to produce the quarterly reports had several positive implications. One was the reduced hours employees had to invest in producing the reports. Another was that the reports were finished much earlier, allowing the audience to see the reports days before they could when the reports were created manually.
Another benefit was accuracy: Since the data entered by managers was automatically transferred directly to the charts, human error in the production phase was eliminated.