Brief
- Create software to compile printed reports for investment clients holding a range of investment funds
- Streamline process of gathering and processing complex data from a wide range of disparate sources
- Design printable reports in-line with brand guidelines
Key tasks
- Structuring and organising data efficiently across a number of WordPress custom post types
- Understanding investment fund valuation calculations and translating them into PHP functions
- Creating a custom plugin to import data from various CSV data sources
- Pulling, combining and making calculations from data across the WordPress database
- Translating data into a well designed printable report with print CSS
- Ongoing development and refinement of processes once the system became live
- Training staff members to use the system
*Private site