Industrial & Energy
Need a proper Estimate Tool for generating proposals?
Our Estimating Tools ensure that all costs get rolled up into the
proposal, in the desired company format and can be generated in no time.
proposal, in the desired company format and can be generated in no time.
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Enhance Rep Pricing Tool
Worked with a Lighting Control Company to add functionality to their existing Pricing Tool. By adding a button that automatically hides unused rows, we were able to save the client significant manual effort. The ability to quickly reduce the bulk of the report makes the report easier to read allowing the client to use the report for a wider audience.
Custom Assessment Tool
Worked with an Internet Marketing firm to create a custom assessment tool for one of their clients. The survey we created for the Industrial Supply company is being used to assess workplace safety. By keeping the design and functionality trimmed down the tool is easy to use and the results are clear.
Sales Commission Calculator
Created a custom commission calculator for a Systems & Service company that serves the Transportation and Defense Industry. We were able to take the client’s vision, enhance it and automate it. In the end our client has an easy to use tool that allows them to review commission calculations and view how those commissions break down on a month by month basis.
Created a custom Job Scheduling solution for an electrician company. The client needed a way to track Jobs, Employees (EEs) and Employee Assignments. We developed a unique solution that readily displays EEs needed per job, EEs scheduled per job per day, EEs available to be scheduled as well as EEs on vacation. The client can tell at a glance when he has capacity to take on more jobs and when he should be looking to make new hires.
Controller Schedule Report
Automated the reporting process for a Lighting Control company. We developed a custom reporting solution that reads in multiple lengthy text files and outputs a slimmed down report with only the information that is relevant to the company and the job. This automated process saves the company multiple hours per job in report generation while also improving and standardizing their output.
Revamp Sales Order Form
Reworked an existing sales order form for a Polyethylene and PVC product manufacturing company. The new form incorporates business rules, has an easy to follow flow for entry and lays out the order clearly for the Employee receiving the form. In the end, the client has a fresh new sales order form that retains its original purpose but enhances the process.
Employee Survey Summary
Worked with a Contract Component Manufacturer to help them analyze and communicate the results of their Employee Survey in an informative succinct way. The end result was an interactive series of charts and graphs tailored for each question type and department. This allowed the client to deliver the workbook to each department head in a way that was helpful and specific to their data.
Actual and forecasted sales model for a medium-sized industrial company
Excel-based model which allows the user to automatically import actual sales from pre-structured import files and also input item forecasts in a clean, structured, and validated form. This allowed data to be managed more effectively, securely, and accurately, while decreasing the time needed for updates each month and removing unneeded and incorrect information as part of their sales analysis.
Sub Invoice Request and Submittal Log
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.
Enhance Well Calculations Workbook
Enhance an existing Well Calculation workbook for a Water Systems Engineering Company by reformatting as well as adding in automation, drop-downs and advanced calculations. With these changes, the tool is now something that the client can share with co-workers as well as to their clients as needed.
Added in additional functionality to an existing Corrosion calculating and reporting workbook for a Water System Engineering company. We replicated the existing functionality in order to add in an additional corrosion factor. The integration of the new factor is seamless allowing the client to keep their calculation and reporting consistent while also enhancing their capabilities and precision.
Automate Population of Summary Report
Automated the population of an existing Summary report for a manufacturing company. The solution automatically imports specified details from all of the source files within a given folder. The solution utilizes named cells so that the client can be free to change the structure of the source files as long as they maintain the named cells. Additionally we allowed for each order number to be a hyperlink to the source file the data originated from, which opens the Excel document when it’s clicked.
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.
Fix Runtime Error
Audited a customer’s workbook and fixed an identified runtime error
Replace an existing Inventory tracking set of workbooks with a custom solution in one workbook with reports. We then added functionality to auto run the existing reports and then save in a stand-alone reformatted workbook with no link, buttons or formulas.
QuickBooks Export file converted to a Paychex import file for a Train/Locomotive Repair Company
We created a tool that takes the client’s custom QuickBooks extract and populates the Paychex import tool. The client only needs to click one button in the Paychex import tool to generate the correctly formatted Paychex import file.
Budgeted vs. Actual Report Generation Tool for a Train/Locomotive Repair Company
Combine two reports to create a Budgeted vs Actual Report to show to Management which highlights projects are running over budget and ones that are operating at a gain.
Reformat Transcript Data
Reformat an existing spreadsheet by adding a summary and reworking the entry sheets.
Trader Dashboards Automation
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.
Inventory Audit Enhancements
Spruce up an existing Inventory Audit spreadsheet for auto totals and comparisons of inventory vs order + shipments
Oil and Gas Project Deal Tracker, Importing and Reporting Tool
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.
Sales Rep Tracker for Industrial Manufacturing Company
This industrial company was interested in creating a new and improved way for their sales staff to input their data into a spreadsheet that made it easier to maintain and analyze. The main problem was that they were using several different workbooks that each had to be individually maintained. We were able to develop a customized routine that took out their manual processes and connected the workbooks together.
Work Package Status Report for a large combined natural gas and electric utilities company in the United States
Made minor changes to the data structure of the workbook and then created a simple automated summary to pull key info for the client to help them manage potential solutions for all of requirements pertaining to their Work Packages in the Energy field.
Modified Existing Client Temperature Tracker Workbook
This IT electrical company had an existing workbook that tracked temperatures for their project sites. However, the workbook was developed several years ago and had become outdated. Since the employee who built the workbook was no longer employed by them, they reached out to us to see if we could help. We modified their workbook and macros to fit their new needs and gave them a tool that they will be able to use for the years to come.
Create a reformatting and restructuring tool for monthly invoicing for a warehousing and transportation services business
Developed a reformatting and restructuring tool for a Storage & Transportation company’s Monthly Invoice. We took a report with all of the Storage & Transportation company’s invoicing data in one sheet and reformatted it to be separate sheets for each client with subtotals. The tool separates clients into their own tabs, provides subtotals by charge types and eliminates unnecessary rows. The stand alone Excel tool takes an Excel document as the input file and reformats it, saving as the same file name. Each tab of the new workbook can be printed or emailed as needed. This replaced a lengthy manual process saving the client hours of time on a monthly basis.
Payroll Entry & Summary Tool
Created a custom Payroll Entry and Reporting Tool for an Oil & Gas and Refining & Construction Services business
Estimating Tool for niche Elevator business
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.
Submit a Task
Enter your task details, project deadline and upload any necessary attachments. Click Submit! That’s it, we will get back to with any questions or clarifications and to potentially schedule a consultation call to firm up any remaining items.
Review & Approve Proposal
Before you know it, an easy to understand Proposal is provided including project scope and pricing. All you need to do is:
- Review proposed project scope
- Ask any remaining questions
- Pick between rush and non-rush options
- Confirm agreement to proposal and submit payment
Receive a pre-tested deliverable within your project time frame. Put your shiny new spreadsheets to use and let us know if you run into any issues! Troubleshooting is free for the first 20 business days after initial delivery.
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 too.
We know how crazy important and valuable your data is! That is why we have a host of ways of dealing with this:
- We handle your data with the utmost care and do NOT share it with anyone
- We can sign an NDA if desired
- You can send us your files without all of the data. We may just ask you to include a couple of dummy rows of sample data. We can then create a solution for you using your dummy data. When we deliver the solution, we can provide instructions for pasting in your actual data or we can do this virtually for you over a GoToMeeting or we can come to your office and take care of this.
We do not offer general group training. That said, we can absolutely give you a 1-on-1 session to help you move through your work(books) much better! Typically these will be held remotely via call/GoToMeeting. Other options include:
- Our on-demand Video Tutorials are for sale in Tools. Additionally, we have great partners that handle slick on demand training options. Reach out if you want an introduction to these partners.
- Outsource the work to us!! Just Submit a Task.
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.
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.
*For those projects where deployment has special characteristics (such as a big number of users, different systems, special IT security requirements) and in those cases additional time may be indicated in the ballpark estimate for that and sometimes agreed to be charged by the hour with the client.
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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