Navex Global

Compliance Company

Summary

Challenge: NAVEX's sales team uses a custom-build spreadsheet to quote a wide array of products for their clients. The pricing logic constantly needs to be updated and new products are being added over time. The pricing process needs to be streamlined with an intuitive and simple UI that requires the minimum numbers of clicks.
Solution: The combination of formulas and VBA programming provides the custom-made pricing spreadsheet the flexibility to capture complex pricing logic. Custom forms and controls transform the spreadsheet into an application, minimizing the the number of clicks to generate quotes.
Features Utilized:

Examples of Requirements and Solutions

Requirement

The custom-build pricing spreadsheet is capable of pricing over 300 products, and needs to be maintained and updated.

Solution

Getting familiar with over 3000 lines of VBA code and over 300 formulas spread across 15 spreadsheets was no small feat. Additional VBA code modules containing test code were added to ensure correctness of functionalities and accuracy of quotes.

Features Implemented

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Requirement

The compliance hotline reporting service requires the client to select multiple countries for which the client's organization is operating in.

Solution

An ActiveX list box displays the available countries. VBA code makes sure that the countries that have already been selected are no longer in the list box.

Features Implemented

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Requirement

The compliance hotline reporting service also requires the client to select up to 6 languages to set up the hotline so that calls can be routed to the supported call centers.

Solution

A custom user form with 6 drop down lists prompts the user for selection.

Features Implemented

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Requirement

The compliance awareness program sends clients printed or digital awareness materials to educate the stakeholders. The materials can be ordered in printed or digital form, but not both.

Solution

Data validation limits the user to either select digital format or enter the quantity for printed copies. If the user attempts selected digital format and enters a quantity for printed copies, the input is rejected and an error message is displayed.

Features Implemented

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