Business Case
After market close, the 5-person trading desk at IOL spent hours manually checking balances, verifying operations, and reconciling data across systems. I automated the entire post-market administrative process.
Impact
- Saved 5+ hours daily (1 hour per team member, 5 people)
- Reduced post-market admin time to zero with fully automated reconciliation
- Freed the team to transition from operations to Business Intelligence
- I eventually led the newly formed BI team that emerged from this transformation
- Team: 5 people in the trading desk
Evolution
- VBA Macros: Started by automating Excel/Access data processing
- Python ETL: Combined multiple data sources with scrapers and scheduled jobs
- Full Automation: End-to-end pipeline covering navigation, extraction, transformation, export, and scheduling