Company-Wide Mass Repricing Implementation
Jan
2017
Problem / Purpose
A company-wide pricing change required repricing all clients—typically a high-risk, manual process with potential for client confusion and internal errors.
Solution
Analyzed all client data using SQL and Excel to calculate updated rates. Built an Excel macro to auto-generate client-specific collateral sheets showing rate changes. Created a clean dataset for Client Operations and Payroll Configuration to use for contract updates and rate setup. Executed the rollout with zero errors.
Key Achievements / Impact
Successfully repriced all clients in a single coordinated process. Enabled clean client communication and streamlined implementation across teams. Execution was error-free.
Key Technologies / Tools Used
SQL, Excel, Excel Macros, Mass Rate Modeling, Process Automation, Cross-Team Coordination
Role
Pricing Analyst
ProService Hawaii