September 20, 2021
CHALLENGE
A global aircraft lessor required an end-user tool to track international interest and contract of sale registry filing requirements based on the country of certain parties where the Cape Town Convention is applicable.
Zeevo professionals worked with the lessor to develop an MS Excel-based tool to allow end-users to track filing milestone dates and tasks, as well as generate a series of Power BI-based reports to satisfy the reporting requirements.
APPROACH
- The MS Excel-based end-user tool sources lease agreement, asset, and contract data from Leasepoint® to create the potential filing requirement transactions for delivery, return, sales, extension, title transfer, sub-lease, and financier transaction types
- The tool uses macros to format and save the latest filing details to the reporting data warehouse
- Developed new SQL data views and a series of Power BI reports to meet the reporting requirements and provide support for registry filing transactions
OUTCOME
- The client benefited from an end-user tool that allows the tracking of potential international registry filing requirements, leveraging Leasepoint fleet data
- Track the status of multiple milestones and values relevant to each potential international registry filing
- Power BI reports detailing filings required in the next 90 days, completed filings, and filings marked as not applicable
ZEEVO’S VALUE ADD
- In-depth knowledge of Leasepoint, including the underlying data model
- Designed, developed, and implemented the MS Excel end-user tool
- Designed, developed, and implemented the Leasepoint integration and the requested business intelligence reports
DOWNLOAD CLIENT CASE STUDY (.pdf)
Related reads:
- Implementing a Power BI-driven Report Solution Integrated with Leasepoint for Aircraft and Engine Insurance Coverage Review
- Implementing the Integration Solution for Fleet and Contract Summary Data between Leasepoint and Microsoft Dynamics CRM
- Creating Master List of Overdue Terms and Remediating Applicable Payment Schedules and Invoice Templates in Leasepoint
- Deploying Power BI Dashboard to Automate Reporting of Contract Summary and Asset Data from Leasepoint
- Boosting Reporting Capabilities with a Power BI Business Intelligence Tool
- Deploying a Solution to Perform Repeatable Fleet Utilization Analysis
- Designing and Implementing a Technical Specification Report with an Optimized ADS Template
- Enhancing Aircraft Technical Project Management with Web Application Integrating Fleet and Contract Summary Data
- Automating Aircraft Transition Reporting to Ensure Compliance with Lease Obligations
- Maintaining Accurate Utilization and Technical Data for Aircraft Components
- Sourcing, Inputting, and Validating Technical and Contractual Data in Leasepoint
LET’S TALK
John McCartney
Phone: +1 760 933 8607
jmccartney@zeevogroup.com