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Created a customized report for a software company that identifies what portions of the software are being utilized by their customers. The PDF-generated report, is created within Excel, and is meticulously formatted in order to meet the client’s strict branding requirements. The reports are quickly and easily updated for each specific customer. This has allowed the client to save many hours and has helped create a consistent professional face to their customers.
Revamped a workflow workbook for a Humanitarian Aid Agency. We took an existing workbook with linked worksheets and made the modifications requested while ensuring that the links and underlying code were not compromised
Created a custom tool for identifying job positions that are the same, but with different titles. The tool will search a list of job titles to identify titles containing key words and phrases. The end result is a subset of titles are equivalent.
Audit & Enhance Workbook
Worked with an author who wanted to include data support in their book. We audited the client’s workbook to ensure the approach was correct and complete. In the end we suggested some modifications and found a few data discrepancies. The resulting charts & data tables will be published when their book has been completed.
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.
Complete & Edit CRM Import File
Helped a Political Consulting Firm to complete the transfer of data from one CRM system to another. The client needed help merging files as well as cleaning up some of the data. Some data was in all capital letters, some data was stored in one column and needed to be separated into three as well as other data conversions for date formats. We were able to perform the transformation task in a fraction of the time expected allowing our client to be up and running on their new CRM system ahead of schedule.
Created a custom workbook containing two Financial Calculators for a Startup Company. The client wanted to be able to offer potential partners and endorsers shares in the company. When sitting with the potential partner they wanted to be able to show them not only what their shares were worth today, but also what they would be worth in the future. Creating the quick but flexible calculators allowed the client to include real scenarios when recruiting people to participate in his new venture.
Worked with a Humanitarian Aid company to automate their budget rollup process. We took their manual process of multiple budget files that were manually aggregated at multiple levels and completely automated the process. The client was able to free up hundreds of hours per year for a key employee and also eliminate the possible human error component.
Performance Analysis Scorecard
Rewrote an existing employee performance analysis scorecard for a background screening company. The revamped and enhance Scorecard allows the client to view metrics on their employees individually as well as at a team level. Progress on quotas, MTD, YTD and sales trends are easily viewed with a series of charts and graphs along with tables of summary and detailed numbers.
Created a Text analysis process for an Online Consulting Firm. The custom workbook allows the client to compare text strings and assign values to matches. The automated process saves time by allowing only subsections to be run at one time.
Created a custom workbook for a truck driver to collect personal Ancestry Data. With the new format he is able to easily view the data he has collected as well as identify what additional leads he’d like to explore further.
Google Drive Process csv Files
Created a custom process in Google Sheets for a Media Agency that reads the contents of an uploaded csv file and populates an existing Google Sheet document. This process runs whenever a new csv file is added to the Google drive, saving the client from having to detect new files and kick off the process.
Developed a Revenue Forecasting tool for a Charity based on previous contributions, history of donors and trends. This tool allows the foundation to repeat this process for future years with minimal effort.
Automated Income Statement for School System
This school system needed to save time generating their financial statements. They were stuck having to manually type out their income statement, which was causing their finance department to waste numerous hours. We stepped in and provided them with a slick income statement that automates this process for them. We even built the tool in a way that they will be able to maintain themselves for years to come.
Monthly & Weekly Stats
Developed a custom system allowing for a Dental company to view client metrics across their many branches on a weekly, mid month and end of month basis. We created an import function along with a custom graph feature to allow the client ease of data collection and aggregation as well as the ability to view data metrics. This system saves the client many hours and vastly reduces the risk of human error.
Vendor File Automation
Automated an existing manual process for a humanitarian aid company. The automated process separates one input file into multiple files used for reporting. This process saves the client many hours as well as eliminates potential human error.
Specialty Drug Speaker Program Attendee Stats Reports
This pharmaceutical company wanted to track attendee statistics for speaker programs based on speaker type (MD/non-MD). This custom made tool imports program data, correlates results and exports dashboard to PowerPoint slides by region.
Event Planning Availability Tool
The customer is a corporate event planner. This comprehensive tool collates responses from hotels and venues regarding availability and pricing of guest rooms, meeting rooms, food and beverage rooms and concession lists. It creates reports for comparison at the Executive level, Meeting Room info, Food and Beverage info and Concessions. It also can separate the hotel responses based on dates or locations.
Projected Commission Database
The customer is a corporate event planner. This tool allows them to track upcoming meetings and calculate projected commission based on numerous factors and commission %s. Can automatically create reports for individual salespeople with only specific data showing.
Automate Template Population
Automated the population of an existing template for a Genetics company. We created a custom tool which reads all files within a given folder and uploads the data into the template. Now the user only needs to choose the template file and the folder containing the data files to complete their task. This tool saves the users hours per week and eliminates potential copy/paste errors.
Case List Enhancements & Reports
Enhanced an existing Case List workbook for a boutique matrimonial law firm. With formatting, data validation and a bunch of slick real-time reports, we created the ability for the client to get a feel for what parts of their business to focus on and what aspects they should shift away from.
Orders Spreadsheet Enhancements
Enhanced a Google Sheet for a Newspaper Sales company by creating a series of reports and graphs. We were able to allow our client to continue to work with their google sheet while we made the modifications in the shared sheet on off hours.
Rate Calculator Tool for a Leading Heathcare Provider
Excel-based tool which allows the end user to answer a series of form-based questions to arrive at the fair market value for a particular service provider and service. The administrative side of the tool allows for easy updates to the source data and policies, and the output of the tool provides line item detail on the recommended rates.
Automated Client Onboarding Report
Created a Custom client status communication report for a tech company. This report is used to communicate the Client’s onboarding status on a weekly basis. The template allows for easy entry of data, creating bullet points and charts to verbally and visual communicate progress. The report can then be produced as a professional looking PDF to email to the client.
Dataset Cleansing Project to convert into new CRM system
This industrial company needed help moving their customer data from one system to another. Since they had over 20,000 customer profiles, it would have taken them weeks to get their data into an upload friendly format for the new system. They reached out to Excel Rain Man to help and we were able to get them everything they needed very quickly for minimal cost.
Rewrite Normal.dotm macro
Research and ultimately rewrite an existing Normal.dotm macro for a Law Firm which is used to set margins and printer trays.
Service request form for a leading heathcare provider
Excel-based service request form which allows the end user to request the services of a particular healthcare practitioner. We added flexibility to the form by using macros to allow for additional rows and sections to be added and removed instantly while maintaining all validation and functionality.
Process to transpose complex data into a more usable format
Developed a process to transpose data into a format more useable by the client. This involved the reformatting and recalculation of numerous cells, dynamic re-structuring, and the development of new logic to apply the same principle to various sheet formats.
Specialty Drug Speaker/Attendee Analytics Dashboard
Specialty drug speaker program dashboard which shows speaker and attendee analytics. Exports dashboard charts and data to PowerPoint.
Specialty Drug Speaker Program Comprehensive Dashboard
Specialty drug speaker program analysis dashboards of speaker, attendee, spending and ROI statistics. Exports charts and data to PowerPoint.
Inventory Tracking Tool with Barcode Scanner
Created a Custom Inventory tracking workbook for a Cannabis retailer. The workbook allows for barcodes to be scanned for incoming products. The quantities are tallied and descriptions of products are maintained.
Sales Pipeline Tool
Create a custom workbook for a Joint Replacement company for maintaining sales in their pipeline. The workbook is set up to allow for quick entry/update of data while on the phone with their sales team as well as allowing them to look at metrics across all clients.
Amazon Inventory Update
Custom workbook created for a seller on Amazon to upload Amazon Inventory Updates to help them manage their inventory. This tool includes the mapping and merging of fields from the supplier and Amazon in one place.
Bike Share Data Analysis
Provide interesting metrics from a set of metadata along with supporting reports which included a training session to go over the methodology used
File Formatting & Automation for TV & Film Production Company
Starting with an existing workbook, enhance formatting, provide reports and rework some of the columns and data. We then conducted a Webinar to go over the solution and to give suggestions for various printing layouts.
Survey Data Consolidation
Survey data consolidation with dynamic graphs.
Master Scoring Worksheet for a Non Profit Supporting Small Businesses
We created a tool that allows the client to cut and paste in survey results received via email. By structuring the tool to allow for a simple copy/paste, the client no longer needs to reenter data or import each individual file. The workbook then automatically aggregates the data and performs metrics and displays the results in a easy to read report with graphs.
Large dataset reporting tool for company offering turn-key Healthcare Response Programs to organizations nationwide
Create an Access solution for importing and searching on large sets of data.
Replace an old process built in lotus with an updated enhanced version in Excel.
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.
Board List and Board Company Reformat of top Recruiting Firm
Audited a workbook, cleansed the data and reformatted the file accordingly
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.
Campaign Reporting Tool for a full-service Performance Marketing Firm
Audited clients existing Marketing Campaign Tool to verify accuracy and correct any prior formulas or methodologies to help them manager the performance of their customer’s marketing campaigns more efficiently.
Customer Management Tool for Premiere Small Business Educational Program Globally
Data from multiple workbooks detailing financial results of small business participants on an annual and quarterly basis were consolidated into a database with a slick dashboard. User can pull up summary details on the desired small business participant and can view the corresponding metrics with ease via the Dashboard.
Data focused Webinar for Human Resources Group of a nationally recognized Hospital
Custom Webinar Training Sessions for PC 2007 users in Human Resources. Topics included: Keyboard Shortcuts, Moving around a Workbook, Freeze Panes, Sorting, Auto Filters, Text Functions, Intro to Formulas, Advanced Formulas, VLOOKUPs, Charts and Graphs, PivotTables and More!
Moving Text Code for firm providing Healthcare Benefit Plans and Administrative Services to employers
Wrote VBA code to split the cell contents logically from a notes column in a medical patient appointment listing based upon key items such as timestamps and dates to understand and join information from various appointment dates in a properly segmented and readable file.
Time Zone Functions for Phone-Based Marketing Firm
Created 3 Functions remotely installed on our clients computer (via Webinar): 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. This helped the Phone-Based company to easily determine optimal times to make sales calls to customers.
Travel & Expense Template for a Non Profit Supporting Small Businesses
Audited and enhanced formulas, added structure, and formatted workbook to improve clients existing T&E Template for employees that travel to violence affected countries in effort to help their small business owners.
Settlement Allocation Tool created for Mass Tort Healthcare Litigation Settlement for a Law Firm
Created a Mass Tort Litigation Tool which classified incident types per claimant over time to depict various scenarios for settlement values based upon insurance coverages available
Contest Workbook for a full-service Performance Marketing Firm
Contest Tool created to track leads in a contest combining information from Salesforce and an online Contest Provider into an Excel workbook that automatically generates a score based on the data input for the contest requirements.
Master Operations Calendar for a Non Profit Supporting Small Businesses
Enhanced existing calendar workbook to segment recurring events from non-recurring events and to better track processes visually, by person responsible, for a calendar year for nonprofit network of business volunteers who work with entrepreneurs in violence-affected communities
Monthly Contractual Invoice for a Non Profit Supporting Small Businesses
Audited and enhanced formulas, added structure, and formatted workbook to improve clients existing Contractual Invoice Template for volunteers that travel to violence affected countries in effort to help their small business owners
Graduates Dashboard for a Non Profit Supporting Small Businesses
Created a Summary Dashboard of graduates to an Entrepreneurial Program providing resources to business owners in violence affected countries. We audited and enhanced formulas in the underlying data, added structure, and formatted workbook to improve clients tracking of key metrics.
Update Formatting for an existing Loan Rate Calculator for a Marketing Company
Fix formulas and reformat an existing Loan Rate Calculator Excel workbook. Adjust color scheme to match the logo. Modify layout of the data to be more easily read. Ensure that any client would be able to use the tool with ease by protecting cells and adding in drop-downs.
Accounts Receivable Report Automation for top Real Estate Law Firm
This law firm was spending several hours each month assembling an Accounts Receivable report by exporting data from their accounting system and manually manipulating it to fit their desired format. We built a workbook that connected directly into their database to automatically pull the information and programmed a macro to format the report, all with a click of a button.
Specialty Drug Automated Tool Update for Healthcare Communications firm
Updated VBA-automated Excel tool which creates PowerPoint slide dashboard (Charts/Graphs) for a specialty pharmaceutical drug customer
Text Movement Macro for a global IT services company
This IT business had a system that exported survey data into Excel, but in a format that was not usable. Rather than spending hours manipulating the exported data, the client reached out to us to see if we could develop a solution to help. We programmed a customized routine, triggered by a keyboard shortcut, that took their data and automatically manipulated it into their desired format.
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:
- 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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