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Improved stock selection & enhanced portfolio management for a leading financial services provider by building a web enabled cash flow based valuation system

Improved stock selection & enhanced portfolio management for a leading financial services provider by building a web enabled cash flow based valuation system

Business Need

The client's cash flow-based valuation metric model was contained within a number of spreadsheets managed by the bank's global valuation group. The group used to manually run the spreadsheet acting on requests. The need was to take the spreadsheets and duplicate the model on the web and allow customers to have access to the current cash flow-based valuation metric model for a company without having to speak to the group. The requirement was also to allow customers to update some of the analyst forecast data with their own numbers and re-calculate the cash return on capital invested (CROCI).

Challenges and Requirements

The business need was to understand the models in the spreadsheet and convert it into a user-friendly feature. Technically the challenge was to understand the existing architecture and remove the inherent problems of excel while performing complex calculations with 100% schedule adherence.

HCL Solution

HCL proposed to develop new modules in cash flow-based valuation metric system. HCL also provided for maintenance of the existing products, which involved enhancement to the existing functionality. The scope of project included creation of a multi-layer model covering:

  • Successful takeover of cash flow-based valuation metric system
  • Web enabling of the system
  • Analysis, design and development of the system
  • Application maintenance of the model's website and modules
  • Calculation, publishing of CROCI values and printing CROCI value ranking
 

Business Benefits

  • Maximized process efficiency and effectiveness
  • Minimized infrastructure overheads
  • Provided single-source platform for applications
  • Increased availability and usage
  • Innovative platform development framework
  • Improved the lead time in product development cycle
  • Reduced costs

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