System Diagnosis and Evaluation

We will diagnose and evaluate your retirement systems and related applications.

If you use Excel to perform calculations, we can assess the calculators and evaluate both its effectiveness and efficiency:

  • We will check all security and protection features and search for all processing errors.

  • We will prepare a report on the spreadsheet structure, components, settings and a summary of all the defined names, links (both intended and undesired) and any other information you require.

  • We will evaluate the usability of the calculator and make recommendations on how to make the calculator more efficient and easy-to-use for your employees.

  • If you use the spreadsheet to provide administration service to your clients, we will also assess how the design of the calculator affects the process in terms of performing the calculation, producing literature and initiating payments.

Retirement Services
Technology /Software Solutions for Benefits Professionals
(See also Excel Services)

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