Real Estate & Construction

Created a Bidding Spreadsheet for a Maintenance & Repair company. The custom spreadsheet allows for on the job cost entry as well as a report view for management. The new tool keeps their bidding process streamlined while giving it a professional look & feel.

Created dynamic employee report for a Wireless Real-estate company. The solution we created automatically updates to the latest data by refreshing the data stores from an external workbook on open. This allows the client to see the most up to date information every time they open the workbook. The report card shows progress towards quotas along with multiple other Metrics on an individual and team level. The workbook has also been enhanced to have visual aids to help the user understand the data. A login feature keeps employees from accessing the data and managers from viewing other departments metrics. The development of this automated report saves the client days of work and eliminates the potential for human error when calculating the values.

This company had an existing real estate model that they had built on their own, but wanted to clean-up. We were able to help them and also added some reporting and input features that made the workbook very easy to use.

This commercial landscaping business had two database type files that needed to be merged into one file fairly frequently. One was a employee census file and the other was a payroll data file. These needed to be merged for an HR related task, and it needed to be done every week. This was causing extremely tedious work because the two files did not share a unique identifier to match them together. We designed and developed a workbook that would import the data from the two files and merge them together, all in a matter of seconds!

Combined 12 months of sales activity data for a mortgage company. We worked with the client to pinpoint metrics that would be useful to highlight. The end result was a clean data sample with specific metrics showing the client the information they wanted to uncover.

Developed a custom Client Services Custom Spreadsheet for a Property Management company. The workbook automatically and instantly populates tabs that list every Client that requests a particular service. Additionally, if a client no longer requires that particular services their information is automatically and instantly removed from the tab. This process allows the client to maintain and distribute up to date work orders to employees with absolutely no work.

Generated individual Employee Timecards and created an Aggregate Payroll Report for a roofing company. The custom tool we wrote reads the output of the client’s time clock software to create a workbook containing time cards for each employee that properly handles lunches, per diem, over time and double time. Additionally a report showing the hours worked on each day for each job is created for their accounting department.

Developed a Lease Tracker for a Student Housing leasing company. The custom solution tracks leases signed as well as other daily activities that may or may not lead to a signed lease such as showings and calls. The workbook generates PDF reports to share with the company owners as well as daily stats that are beneficial to both the management and the staff.

Put the finishing touches on two existing Excel Workbooks for a Professional Painting company. Automated adding rows to tables, which ensures that all necessary formulas are copied and referencing totals remain intact. Additionally we fortified the workbook by adding in security and enhancing formulas and strategies.

Enhanced a Word document for a Environmental Remediation Company, by taking advantage of built in Word functionality. The client can now fill in a table of information at the fop of the Word file. The values entered populate the following pages of the document. This allows the company to quickly and consistently fill out documents needed for their various job types. Additionally, we included a “How To” document and Webinar so the client can repeat this strategy for additional applications.

This construction and HVAC company was interested in improving their process for tracking and following up on unpaid invoices. They use SAGE accounting software to track their invoices but they had over $1.5M in invoices that were over 30 days old and their current method for following up on these outstanding invoice was either reprinting and mailing the invoices or calling the vendors one-by-one. This process was not happening because it was so tedious. We completely redesigned their process by allowing them to export to full list of outstanding invoices and automated emails (via Microsoft Outlook) to the vendors either based on outstanding duration or full list of outstanding invoices per vendor. The tool also applies credits that were input in the SAGE software against invoice balances so proper remaining balances are calculated. Reports on credits which cannot be matched to invoices in the system are created. Using this tool to create collections emails can now be done by someone without any Excel knowledge and the process is simple enough that it will be simply completed on a monthly basis.

Automated a Custom Elevator Company’s Work in Progress report. We created the ability for the client to upload all of their monthly job data into one single database. Then using this single location for their data, we were able to generate WIP reports for any time period for which there was supporting data.

This construction and HVAC company was interested in improving their process for tracking the subcontractor estimates requested on each job. Their current method was was using paper and pencil and estimates were forgotten and bid due dates were being missed due to the inefficiencies in their process. We completely redesigned their process by allowing them to setup subcontracted parts and each subcontractor for each part for each project. The tool informs the user via pop-ups of bid due dates that are past and almost due in order for the user to check the part/subcontractor statuses. Summary reports for each project and outstanding reports for estimates that were not received per job or per subcontractor can be created. Emails (via Microsoft Outlook) can be automatically created from the tool when a bid due date has changed, a general contractor sends additional drawings/specifications, estimates have not been received or the estimates (job) has been cancelled. After jobs estimates have been given the to the general contractor, if the job is won, the details are moved to the Job Tracking workbook to be tracked separately. Updating and running any aspect of the tool can now be done by someone without any Excel knowledge and all of the inefficiencies and lost data of the previous process is eradicated.

An Excel-based system which asks the end user a series of form questions to dynamically create a custom budget proposal template, and then calculates all applicable metrics based on additional user input on the specifics of the property.

Created a Custom Sales Inventory & Tracking workbook for a New Development Real Estate Company. This workbook allows the client to combine their Sales, Inventory & Reporting all in one place. The sales manager receives sales activity reports from each sales agent which he is then able to load directly into our tool. He is then able to track the sales progress as well as report commissions, inventory and metrics as needed.

Create a custom refinance calculator for a lending company. The tool we developed allows the loan officers to quickly show the client up to 5 different refinance loan options. The loan officer can then generate a PDF from the loan calculator to give the client. This PDF only contains certain sections, excluding internal only information. This tool allows the loan officers to quickly show their clients pertinent loan information and also provides them with a document that they can give the client with details about what was discussed as well as the loan officer’s contact information.

Rent Calculator that helps price office space by converting from the traditional model of pricing annually per square foot to a monthly aggregate rate for small business and entrepreneurs looking for coworking spaces

Enhanced an existing workbook’s capabilities and automated much of its functionality including the ability to import files, export csv function and macros replacing manual processes.

Created a solution for Foreman to supply Weekly Tracking sheet that are uploaded to a master workbook where they are stored in a database. The master workbook has a Dashboard including various canned reports, ability to select timeframes for each report and also generates P&L.

Developed estimating and tracking tool that consolidates and reports on data from a third party

Audit and modify an existing Excel workbook to allow for material tracking and reporting

Created a custom Payroll Entry and Reporting Tool for an Oil & Gas and Refining & Construction Services business

Replace an old process build in lotus with an updated enhanced version in Excel.

This construction company was in need of a new way to schedule their workers. We developed a customized solution that incorporated their current business model into the logic of the scheduler to save them time and effort.

Created a fluid Estimating Tool for a Custom Elevator business for the purpose of responding to RFPs where the user can input necessary info for up to 4 Estimates. All calculations flow through the tool and are automatically displayed on summary Estimate pages and an overall Proposal Summary page. Finally, a PDF of the Proposal is generated for the customer.

Created a Custom Apartment Complex Proforma for a Real-Estate Development and Investment Firm. The end result is a tool they can use when making decisions before and during construction projects including seamless formulas, sleek formatting, enhancements, charts, graphs and reports.

This custom home contractor needed help organizing QuickBooks financial data. The “canned” reports provided with QuickBooks were not enough for this client to manage their invoices, so they reached out to us to see if we could help. We built the client a simple macro workbook that transformed their QuickBooks export file into exactly what they needed.

Created an Excel workbook for collecting inspection data. The tool keeps track of required fields, performs data auditing and allows for photo upload.

We created a tool that will search any nested folder structure for individual Quote files. The tool provides a list of the files it intends to import which the client can edit as needed. When the customer is happy with the list the tool will import data from all of the individual Quote files and create one master file to be uploaded to Salesforce. The client used this tool for an initial population of their Quote data and also uses it on an ongoing basis to import new Quotes.

Automate an existing workbook by replacing many existing formulas and lookups with Macros. Additionally ensured that all charts & graphs are refreshed with the latest data when updated.

This energy company was interested in improving their process for tracking their oil and gas deals. Their current method was cumbersome and depended upon Excel power-users within the company to update it accordingly. We completely redesigned their data and built a customized interface using dynamic forms to help them input their data (including images, maps and curves). We also developed an “import” function that allows them to quickly process information from an outside source. The tool is easy to update, can import deal info from other sources, and aggregates summary info. Updating and running any aspect of the tool can now be done by someone without any Excel knowledge.

The company had an existing series of linked workbooks for Invoicing and an Invoicing Summary. It was very large, slow and unstable. We replaced the same functionality with one workbook that was faster, smaller and stable. Because of the new structure the client was able to enhance their reporting and pass the task of managing the workbook to another Employee.