As Lead of Digital Marketing Platforms & Technology at BNY Mellon, I engineered a TypeScript-based automation solution to eliminate manual bottlenecks in preparing quarterly fund performance data for website integration.
The Challenges
Every quarter, fund performance data was received in complex, multi-sheet Excel workbooks. Transforming this into the structured CSVs required for high-performance website tables involved several manual, high-risk steps:
- Manual Extraction: Sourcing data across disparate sheets was labor-intensive.
- Formatting Precision: Stringent UI requirements meant even minor formatting errors caused website upload failures.
- Time Constraint: The manual process took 5–6 hours per quarter, often requiring significant rework due to human error.
The Strategic Solution
I converted every manual touchpoint into a fully automated, one-click Office 365 script using TypeScript:
- Automated ETL: The script programmatically reads incoming workbooks, extracting and cleansing data from multiple sheets simultaneously.
- Dynamic Transformation: Automatically applies complex number formatting, header updates, and fund-specific metadata injection.
- Validation Engine: Built-in error handling ensures the generated CSV meets 100% of website technical specifications before output.
- Scalability: Designed as a reusable tool that requires only a file upload and a single click to execute by any team member.
Impact & Results
- 95%+ Efficiency Gain: Slashed quarterly preparation time from 6 hours to mere minutes.
- Zero Defect Rate: Reached 100% data accuracy, completely eliminating manual errors and rework cycles.
- Faster GTM: Enabled significantly faster website updates, ensuring financial data was live and compliant ahead of schedule.
- Operational Reliability: Provided a scalable, low-maintenance tool that has standardized quarterly reporting across the team.