Staff Capacity Planner


Retail Bank (Mortgages)


Mortgage Fulfilment entails all the administrative tasks fulfilled after a mortgage application is approved and accepted.
The tasks performed by teams who each focus on a subset of the many tasks to be completed.
This retail bank needed a way to track tasks completed and staff performance.


Working with Management Consultants, the solution was an Excel template which each team leader completed.
This listed the tasks planned & completed per employee per hour.
The template was menu-driven to speed up data entry & reduce errors.
The data from each template was saved to a central database from which reports available.
The business could compare team and individual performance and determine which tasks caused bottlenecks.


Excel, MS Access, VBA

* To respect client confidentiality, identifiers including client logos and names have been removed from all screenshots and descriptions. Displayed names and values are fictional.


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