Master Planning Automation
Client’s Master Planning file was modified to automatically upload the latest data from multiple sources (spreadsheets and systems) and manipulate the data accordingly.
Created a fluid Estimating Tool 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.
Time Zone Functions
Created 3 Functions remotely installed on our clients computer: Area Code function to pull the Area Code from a phone number; State function to determine the state based upon the Area Code; Time Zone function that determined the Time Zone based upon the state.
Client enters potential future project figures to see the impact of improvements to the Country Club and how those project will impact their financials
Campaign Reporting Tool
Audited clients existing Tool to verify accuracy and correct any prior formulas or methodologies
Automated Task Completion Workbook
Created a tool that allowed our client to track the progress of a large number of tasks from the phase of Engineering, Purchasing, Manufacturing and then Completed. This tool also included a Summary Dashboard of the status of key tasks and the degree of progress in between phases.
Restaurant Financials Deck
Created Financial Models for Business Plan Deck for opening a restaurant in Manhattan
Large dataset reporting tool
Create an Access solution for importing and searching on large sets of data.
Settlement Allocation Tool
Classified incident types per claimant over time and assigned various settlement values based upon insurance coverages available
Replace an existing Inventory tracking set of workbooks with a custom solution in one workbook with reports.
Custom Financial Model
Analyze COGS and overhead costs, and generate product unit pricing and profit margins
Interactive Reservation Calendar
Create a Custom interactive Reservation Calendar for a boat rental company
Weekly Tracking Report with Consolidation
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 also generates reports and a P&L.
Annual Consolidation & Reporting
Consolidate and report on data from a 3rd party developed estimating and tracking workbook
Fannie Mae Template
Data collection and report generation for property audit
Proposal Map Financial Solutions
Expand upon an existing budget planning solution
Replace an old process build in lotus with an updated enhanced version in Excel.
Amazon Inventory Update
Custom workbook for uploading Amazon Inventory Updates
QuickBooks to Paychex
Convert a QuickBooks export into a Paychex import
Salseforce workbook created to track leads in a contest. Workbook automatically generates a score based on the data input for the contest requirements.
Data Consolidation & Reporting
Created a data consolidation tool to lay the ground work for a robust reporting solution.
Sales Rep Tracker
Developed a tool that combined workbooks being maintained in various formats, analyzed it and completely eliminated the manual process of pulling this information together.
Slick deal tracking tool that is easy to update, can import deal info from other sources, and aggregates summary info
Worker scheduling tool incorporating the client’s business model logic into the scheduler
Excel Files that feed Org Plus to automatically generate Org Charts
Redesign Billing Spreadsheet
Enhance existing workbook including reformat, enhance functionality and add features
CHOC loss run PDF Generation
Import an excel document and output a series of PDFs.
Automated Tech & Code counts
Invoice Input, Code list and error Reporting Tool
Payroll Entry & Summary
Custom Payroll Entry and Reporting Tool
Created a Summary Dashboard, audited and enhanced formulas in underlying data, added structure, and formatted workbook to improve clients tracking of key metrics
Customer Management Tool
Data from multiple workbooks consolidated into a database with a slick dashboard to pull up customer summary details and corresponding metrics
Sample client work included below. Feel free to contact us to check out some of our demo work and/or to discuss any task that is on your mind.
We accept payments via check and all major credit cards.
We require full payment for the deliverable prior to getting started on the work.
We have a fleet of spreadsheet ninjas that come from various backgrounds (Engineering, Computer Programming, Math, Finance, …) and know how to beat up a spreadsheet. Based on your task, we will pair you with the most suitable ninja for your request.
We love Financial Models and we audit them to.
We know how crazy important and valuable your data is! That is why we have a host of ways of dealing with this:
On-demand Video Tutorials are for sale in our Shop. Additionally, we offer custom group training which is held via Webinar (GoToMeeting). We do our best to accommodate in-person group training dependent upon your desired scheduling and location.
Yep! That’s what we are here for. This can be done via Webinar (GoToMeeting) or in-person dependent up your desired scheduling and location.
Before assembling a Proposal (Scope of Work and Quote) for you, we will flesh out any Q&A over emails, calls, GoToMeetings or a combination of them. We will then outline the Scope of Work for your review and approval before moving forward.
Absolutely! The payment for your deliverable includes post-completion troubleshooting and/or explanation within 20 business days upon receiving the final deliverable to ensure you are happy with the result.
No way! The cost of your project will NOT change regardless of how long it takes us to complete the work. The only time the cost will change is if you have some tweaks/enhancements to the original Scope of Work during the development process. Should this happen, we will send you a revised Proposal (Scope of Work and Quote) for your review and approval before moving forward.
We have been receiving and turning around Excel requests daily for the past 7 plus years. So, we have seen it all and know the skill needed, how long it is going to take us to turn around the work, the questions necessary and all the other nuts and bolts to get the work done. Thus, our pricing is generated based on these factors and will be included in your Proposal.
We are willing to give students a webinar to teach any pertinent skills to the subject matter, but we are NOT able to do the work for you. Should you decide to go the webinar route, we can work with you to assemble an appropriate list of topics to help you tackle the subject matter as best possible.
We apologize for the inconvenience and we feel for you as we have been there when it comes to daunting homework assignments! Please check out our Cheat Sheets and Getting Started Video Tutorials as a way to help ease some spreadsheet pain throughout those rigorous classes.
Of course it is! We can most certainly accommodate your tight timeframe. If desired, when we send over your Proposal we can include 2 Quotes, one for rush delivery and one for non-rush. This way you can weigh your options with price and completion date.
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