The Solution
A custom-built Python automation tool was developed to manage and execute the delivery of reports based on predefined logic. By identifying keywords in file names or metadata, the program determines the correct destination—whether that’s an internal folder, an external-facing portal, or a secure FTP site—and completes the delivery automatically.
Key features include:
- Automated file identification and routing based on naming conventions
- Support for multiple delivery methods (e.g., FTP, portals, shared drives)
- Built-in error prevention to avoid misrouting sensitive documents
- Fast and consistent performance, even during peak reporting periods
The Benefits
- Reduces manual effort and frees up staff time
- Improves delivery accuracy and eliminates human error
- Ensures timely and consistent reporting across all client channels
- Enhances data security by minimizing the risk of misdelivery
- Scalable for growing teams with complex reporting needs
Real Impact
One organization replaced a fragile manual handoff process with a robust automated delivery solution. Reports are now sent to the correct destinations in a matter of minutes, reducing compliance risk and boosting client trust. The solution also minimized staff interruptions and allowed more time to focus on higher-value work.
Holcomb Reporting Solutions 