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Electrum Case Study: Oriel

Key Benefits:

  • The data in the reports will always be the latest from the database, eliminating human errors.
  • Share data with Office applications seamlessly
  • Quickly create tables and document styles which comply with marketing guidelines
  • Quickly create charts in the right size and the right colour scheme which can be incorporated in the notes
  • Simple shared folder location that the analysts who can access over the existing network

Key Features:

  • Automated retrieval of data from research database
  • Integration with SharePoint
  • New MS Word functionality
  • New MS Excel functionality
  • Installation

Company Profile

Oriel Securities is an independent corporate and institutional stock broking and advisory business who employ more than 80 executives.

Project Brief

Oriel needed a way to increase the efficiency, accuracy and ease of creating research notes using tools the analysts already understood.

The solution needed to integrate with Oriels research database and network infrastructure as well as incorporate a new SharePoint data source.

Our Solution

Electrum implemented a solution based on the Microsoft Office applications Word and Excel which integrate with Oriels database and SharePoint website.

The Template and Addin pull the latest data from the data source and they also provide functionality to allow the analyst to quickly create a prescribed design.