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at BNP Paribas

BNP Paribas Optimizes Recurring Report Creation with UpSlide

2k+

users

13+

years with UpSlide

50+

regions

Thanks to UpSlide’s Excel to PowerPoint Link, we can finally spend more time on reporting and analysis instead of collecting and checking figures.​

Thibault de Clearck, BNP Paribas

Thibaut de Clerck,

Head of Management Control, IFS

BNP Paribas

Objectives

Automate report production to spend more time on analysis.

Optimize cross-team collaboration and knowledge sharing.

Maintain compliance with airtight data accuracy.

Context

International Financial Services (IFS) combines specific complementary activities at BNP Paribas Group. These include international retail banking, insurance, private banking and asset management.​

 

The Management Control team consolidates and analyzes accounting data across all IFS entities. 

 

Various quarterly reports are produced throughout the financial year to forecast and interpret figures, focusing on budgets, estimations and final outcomes.

Edit Power BI slicer values from within PowerPoint to make recurring report creation easier.

UpSlide optimizes our recurring reports compiled from the same source files.

Thibault de Clearck, BNP Paribas

Thibaut de Clerck,

Head of Management Control, IFS

BNP Paribas

Challenge

Insert Excel report in PowerPoint, updating all the data from a Q1 report to a Q2 report.

There are several stages to optimizing reports:

  • Extracting financial data from multiple IFS entities.
  • Updating the Excel buffer file with all new figures.
  • Duplicating the previous PowerPoint report and updating all figures.
  • Analyzing discrepancies and changes, and reporting in a PowerPoint report.

The main challenge for the team is finding more time to spend on the final stage of analysis and writing.

Insert Excel report in PowerPoint, updating all the data from a Q1 report to a Q2 report.

The UpSlide Project

UpSlide allows us to optimize Excel data extraction and updates as well as duplication in PowerPoint.​

 

Now, all we have to do is update the Excel file and our PowerPoint reports are then updated with the latest available financial data.​

 

As soon as new figures are integrated into the PowerPoint report draft, our team can review them, comment on changes and forecast discrepancies. ​

Stylized visual of a powerpoint slide connected to a power bi report and an excel spreadsheet

Now just one person can take care of extracting and updating our data. This allows the rest of the team to concentrate on tasks that add value.

Thibault de Clearck, BNP Paribas

Thibaut de Clerck,

Head of Management Control, IFS

BNP Paribas

Impact

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