End User Computing (EUC) in Digital Business Service Department

Overview

The term “end-user computing” (EUC) refers to people developing software applications for themselves or for others even they are not trained MIS professionals (Kreie et al.,2000). When compared to organizational computing, EUC has the tendency to be closely related to individual user tasks and motivations.
For example, a financial analyst can create a spreadsheet to analyse and graph discrepancies between budget and actual performance numbers.
A project manager can develop a small database to track the progress of the project and employee assignments.

As my observation, DBS nowadays use Excel to collect and use data to transform information. The requirement is that the IS department can provide a facility for them to copy data
from the database into a spreadsheet, and refresh it on demand.

On the other hand, Microsoft 365 can support all of the significant tools and online security for our department - will deploy within Year End of 2021 :::info When it comes to data security, the move is also paying dividends: the Security options in Microsoft 365 provide a central interface with which to manage all aspects of security—from backups to access rights. :::

Related Job Description

Tax Operations End User Computing (EUC) Associate - Morgan Stanley :::info Background on the Team
The Tax Operations Department is responsible for ensuring that all regulatory obligations are met for Institutional and Wealth Management clients. The End-User-Computing (EUC) team sits within Tax Operations and provides support to Tax Operations teams including, but not limited to, Documentation, Withholding, Cost Basis, and Deposits & Filings. Support includes developing and supporting end-user tools, generating various types of reports, trend analysis, and data analytics.

Primary Responsibilities

  • Partner with other Tax Operations teams to identify efficiency and control opportunities
  • Gather requirements and develop end-user solutions and support UAT testing, implementation, and troubleshooting
  • Generate management reporting and perform trend analysis
  • Leverage Data Analytics tools to perform self-service analytics on large data sets

Skills required

  • Bachelor’s degree or equivalent
  • Technical knowledge and experience (see below)
  • Detail oriented with good analytical and problem solving ability
  • Prior experience with the following is a plus Excel/Access, VBA, SQL, Python, database, DataIKU, XML
  • Strong written and verbal communication skills dealing with various business and operational units
  • Prior Tax knowledge is a plus
  • Self-starter willing to learn the business and apply technical expertise #LI-FQ1 :::

Available Process

  • Use Microsoft Teams to communicate within the department.
  • Use Excel to build the dashboard to monitor the performance
  • Calp data to generate the daily report

Optimization

  • Dynamics 365 Business Central - in HSBC
  • Move Excel data to database or cloud because if control data via Excel, the colleague process them slowly
    • A case that he open excel snowly first, moreover, the formula itself can not operate

The Risk of EUC - How to manage them

  • Retain the value of agility
  • Identify where the EUC risk lies
  • Improve data quality for regulatory compliance
  • Improve the efficiency of EUC usage
  • Establish a conveyor belt – from EUC creation to corporate systemisation

Research Enquiry (5W1H)

To Michelle:
⭐️ Q1) What data you will need to show?

Q2) What purpose would you use the EUC Tools?

Q3) How do you use the data?
To analysis the efficiency and review the report

Q4) Which partform would you use? Online, Excel or Mobile?

Q5) When would you use the tools? or which frequency would you use? Daily or Weekly?

Reference

The Case of Technical Support of EUC
The Risk of EUC