Staff Capacity Planner

Staff Capacity & Productivity Tracker for Mortgage Fulfillment Teams

Client

Retail Bank - Mortgage Fulfillment

Business Problem

The mortgage fulfillment division lacked a structured method to monitor real-time task progress and individual staff performance.

Without visibility into daily workload distribution, team leaders struggled to identify underutilised capacity, manage bottlenecks, or assess productivity. This reduced the bank’s ability to meet SLA targets, allocate resources efficiently, and address performance concerns in a timely manner.

Solution Delivered

We developed an Excel template for team leaders to track tasks planned and completed by each employee, on an hourly basis.

Key features included:

  • Structured task tracking to record type, duration, and outcome of individual tasks
  • Drop-down selections and pre-filled fields to minimise data entry errors
  • Automatic roll-up of data to a central MS Access database, allowing for team-level and individual performance comparisons
  • Dynamic visual dashboards to highlight task bottlenecks, underperformance trends, and overcapacity

The tool gave operations leaders a real-time, data-driven view of team productivity—enabling smarter resourcing and coaching decisions.

Results

  • Improved task throughput tracking and accountability across mortgage fulfillment teams
  • Enabled real-time visibility of team performance vs. SLA benchmarks
  • Identified staffing imbalances and capacity gaps, improving workforce allocation
  • Provided team leaders with actionable data to support coaching and performance improvement
  • Increased fulfillment predictability by reducing unmanaged bottlenecks

Technology

Excel | VBA | MS Access

Free Download

Explore 30 Excel Solutions Used by Leading Financial Services Firms

Discover how Excel automation can drive measurable results. This exclusive portfolio showcases over 30 high-impact projects, each designed to streamline workflows, save time, and reduce operational risks for financial services firms. Download now to see real examples of how we’ve helped firms like yours achieve ROI gains of up to 631%.

Ready to stop managing Excel and start improving it?

Book a 30-minute discovery call.

We'll look at your current Excel environment, identify where the biggest risks and inefficiencies are, and tell you honestly whether Excel on Tap is the right fit.

No sales pitch. No obligation. Just a straightforward conversation about your situation.

Book a Discovery Call
>