CommerceWest Bank
Microsoft Excel Programming & Training
Excel and Access, LLC has worked with CommerceWest Bank on multiple Excel programming and training projects designed around the bank’s business requirements.
The Project
Client: CommerceWest Bank
Industry: Financial Services / Banking
Location: Irvine, California
Work: Multiple Excel programming and training projects
Challenge
CommerceWest Bank needed a set of financial workbooks for use at its corporate office in Irvine. The workbooks required custom Excel workflows and formulas, with the goal of improving efficiency and reducing the amount of manual work performed in spreadsheets.
Solution
After an initial discovery call, the requirements were reviewed and the new Excel workbooks were built around the bank’s specifications.
The work included custom Excel programming and continued adjustments based on client feedback. Excel training was also provided as part of the broader relationship with CommerceWest Bank.
Results
The initial project was completed ahead of schedule. Excel and Access, LLC continued working with CommerceWest Bank to make adjustments to the workbooks and support additional projects as requirements developed.
The relationship with CommerceWest Bank began in 2014 and has included multiple contacts, projects, and Excel requirements.
Client Feedback
“Excel & Access helped automate workflows and assisted us in being efficient by reducing the amount of time we are working in Excel spreadsheets. They worked with and made adjustments to the project until it met our expectations. We will continue to work with the for future projects.”
Andrea M. Pacholek
Executive Administration — CommerceWest Bank
Client Feedback
“The team and Excel and Access are very efficient, friendly and professional. I’m confident that when I send a project to them, it will be done quicker than I expected it and done perfectly. Thanks!”
Elizabeth Hand
Executive Assistant — CommerceWest Bank