Supplemental Analysis

We worked with multiple Insurance companies to collect survey results on our client’s behalf and aggregated the results for industry marketing materials. The scope of report focused primarily on the submission and placement process in a specific US Insurance market. The goal was to obtain an accurate picture of the size of the marketplace, pricing and trends.
The survey takers required that their responses be anonymous. We provided the ability for the specific survey responses to be hidden from our client by only providing aggregated survey data. The end result was a set of data points that could be shared with the whole industry while not exposing the specific details the survey takers provided.

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.

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.

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.

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 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.

Created a custom expense report for a heating element design & production company. The report created was to replace a costly online system that did not fully meet the client’s needs. Once our solution was created and implemented in the company, they saved hundreds of dollars a month without adding additional man hours into the process. The fact that we could tailor the expense report exactly to the client’s needs allowed the client to easily convince the sales force that the new custom workbook was a great fit for the team.

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 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.

Enhanced an existing Scheduling tool for a Restaurant. We modified the existing Spreadsheet to enforce California Break Rules. The updated version of the scheduling tool will alert the scheduler if the Employee does not have the minimum break schedule as required by CA law. This allows the client to immediately know if an adjustment needs to be made before the final schedule is release to the Employees. Additionally we generated a break report which lists each Employee scheduled for that day and a space for the Employee to sign indicating that they did in fact take the required breaks. This not only allows our Client to be sure they are remaining in compliance it also gives them a mechanism for recording that they have done so.

Worked with an Investment Firm to audit, automate and enhance their existing analysis workbook for a Land Based Aquaculture company. The process required a full audit including suggestions for automation and offering options on alternate approaches to new and existing functionality. The results were a cleaner more accurate workbook that allows for flexibility and eliminates much of the potential user error.

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.

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.

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.

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.

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.

Worked with a dietary and nutritional supplement company that focuses on sports to reformat their weight lifting chart. We restructured how the data was laid out so that the athletes could more easily fill in their reps.

Enhanced an existing Inventory Report that we have created for a fruit company previously. We added a series of charts and graphs to help the client analyze the data already being captured.

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.

Completed a Cost sheet that the client had started. The client needed assistance filling a few formulas and we were able to turn that around for them quickly.

Created a custom Special Order Tracking spreadsheet for a Wine Distributor. The new tool allows the employees to track Custom Orders in a consistent and organized manner. The order tracker uses conditional formatting to indicate if the details of an order are incomplete and if there has been no action on the order in the last two weeks by highlighting the rows. The owner of the Wine shop is now able to review the status of custom orders as well as answer client questions and follow-up with wineries with up to date accurate information.

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.

Enhanced a Wealth Management company’s Recruitment Planner to be a easily modified calculator. By creating updatable tables and values we turned their existing tool into a much more bullet proof calculator that is easy for them to tweak as needed. This allows the client to set up custom recruitment scenarios by updating a hidden worksheet instead of updating value within the cell functions. This allows the changes to be made more quickly and eliminates the users from accidentally modifying the formula.

Developed a custom interactive Dashboard for a Plastics manufacturing company. The dashboard consists of multiple reporting areas all with filtering capabilities. The charts and graphs for each section refresh to show the data filtered by company, product and/or time period.

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.

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.

Created a Custom series of reports for a Private Equity Firm that reads in three complex data sets and outputs a custom report workbook. The imported data is analyzed and displayed in a multitude of ways to allow the client to get a full understanding of effort and outcomes for each individual Deep Dive as well as in aggregate. Without the tool we have generated the client would not be able to view these metrics as the man power required to manually generate the reports and the risk of human error would be too high.

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.

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.

Took an Insurance and Risk Management Brokerage’s existing spreadsheet and enhanced it by generating graphs, reports and creating the ability to easily extend the data set. By including this additional functionality, the workbook morphed from being simply data to a useful reporting tool full of metrics that can be shared company wide and to clients.

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.

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.

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.

Automated a completely manual tax reporting process for a reinsurance company. Our automated solution not only saved the client many man hours each year, we also uncovered an inconsistency in their previous approach.

Automated and enhanced a manual report process for an insurance company. We created a solution into which they could load their monthly source data and create a full repository. Having created a database of their information they can now automatically run their reports in for any span of time. This solution took a time consuming manual process and replaced it with a flexible fast solution.

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.

Added significant flexibility, accuracy, and reporting ability to the client’s original sales database. Automated the input of certain distributor monthly sales data, added validation to all manual entries, created dynamic roll-ups for accurate reporting, and built in controls to allow for easy updates each year and as new product categories and clients are added. Created a reporting dashboard to present relevant summary data to executives via dynamic charts.

Research and ultimately rewrite an existing Normal.dotm macro for a Law Firm which is used to set margins and printer trays.

We partnered with the premier independent analytics firm in the Insurance / Reinsurance industry to utilize their patented software product (Translator ++) that optimizes complex Excel calculations. By creating an integratable .dll, the software allows our clients to complete calculations that could have previously taken days or hours to a few minutes or even in seconds.

Compensation Model generated for a Wealth Management firm. This solution calculates bonus, salary and incentive pay based on proprietary calculations which take into account employee review results. The solution allows for quick comparison of the compensation levels of the Employees and Brokers all in one place. Built in alerts ensure that payment structure does not bring the compensation level above or below predefined percentages.

Created a tool for a Financial company to import mostly any data into Tableau. The tool we developed will allow the client to generate an import file from a standard row/column file. The tool allows for specifications of what data to import such as, columns, start row, conditional rows (if there is data in all of a specified subset of columns OR if data is present in at least one of a specified subset of columns). Additionally, the tool can automatically identify data type in each column or it allows the client to manually specify the data type if preferred. The tool will generate the ‘dummy rows’ required by Tableau for import, but that feature can be turned off as well. Additional features exist such as automatically emailing the generated import sheet, specifying replacement values for errors within the source file (#N/A, #REF!, etc.). This company uses Tableau as their primary reporting and data analysis engine. With the transformation tool we developed, they are able to easily upload many data files with various structures at any interval they desire.

We developed a custom tool to produce reports for the company based on a weekly extract of their sales & costs. The company preferred that we run the reports for them every week. Each week they would email the data files and we would run the tool we built and send back the resulting reports.

We extracted specific data based on key fields from 2,500+ certificates of insurance in a large PDF. This data was placed into an easy to use format within Excel. The client saved 100s of hours by outsourcing this work to us. Using our approach we were able to complete the task in just a few hours

Convert Excel data files into a QuickBooks import structure

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.

Analyze COGS and overhead costs, and generate product unit pricing and profit margins

Create a budget tracking and analysis tool for food costs

After upgrading from Excel 2003 to Excel 2010 a Financial Services company found that many of their charts disappeared off of their Excel workbooks. We uncovered the issue, found a solution and applied it to their workbooks. The client would have otherwise had to completely recreate over 40 charts. We were able to solve the issue and update the charts in a few hours.

Provide interesting metrics from a set of metadata along with supporting reports which included a training session to go over the methodology used

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.

Tool created for a hedge fund that imports a series of client files. The tool gives the user the ability to indicate which client should have a corresponding document created. The output generates 5 word documents per each selected client.

The tool we created imports a series of Excel documents. We merge the documents to create a Mail Merge Pro import file which contains From, Recipients, Subject, Body, Attachments, etc. The Mail Merge Pro file is then imported into the Mail Merge Pro software automatically send the emails based on the import file.

Audited a customer’s workbook and fixed an identified runtime error

Survey data consolidation with dynamic graphs.

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.

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.

We created a custom reservation calendar that tracks rentals for multiple pieces of sporting equipment by multiple customers. The calendar allows the client to view the data in multiple ways. It tracks customer data, payment confirmations, waivers, etc. The calendar view shows rentals by day and by equipment piece. There are checks and balances to ensure that the client has been marked as paid before the equipment is lent out and also warns against double booking among many other checks and balances.

Create an Access solution for importing and searching on large sets of data.

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.

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

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

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.

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

Audited a workbook, cleansed the data and reformatted the file accordingly

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.

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.

Reformat an existing spreadsheet by adding a summary and reworking the entry sheets.

Add a new reformatting routine to an the existing Reformatting Add-In for a Private Equity Firm

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.

Spruce up an existing Inventory Audit spreadsheet for auto totals and comparisons of inventory vs order + shipments

This venture capital company needed some financial modeling help with one of their client workbooks. With a Monday deadline approaching, they sought out our help on Friday afternoon. We were able to deliver their project back in time for their deadline.

Rush Financial Modeling Work for an acquisition holding company of middle market business completed in a weekend

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.

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.

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 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.

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

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

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.

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.

Rework an existing Bakery Employee Attendance Tracking Excel workbook to be more user friendly, more relevant and more professional looking. Updated the formatting and added in a macro to assist adding new employees across the quarterly sheets which are used to track Vacation, Personal and Sick days.

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.

We replaced a semi-manual process for creating Deductible Billing invoices with a standalone automated Deductible Billing PDF generating tool for a specialty Insurance Company. Now our client only needs to upload an input Excel file to generate a formatted Deductible Billing Invoice PDF file that is customer ready. The invoice produces a summary page along with billing details and includes the calculated amount due while still allowing for manual entry of the Previous Paid amount.

We created a Loss Run Generation Tool for a specialty Insurance Company that automated the process of generating a formatted Loss Report by Insured by Policy Number in a PDF file that is customer ready. Now our client only needs to upload a Loss Run (Excel file) to the Loss Run Generation Tool, select their desired style of PDF reports (Self Insured Retention, standalone Deductible, …), and where they want to save it and then can generate the report. Additionally, the client no longer needs to go through the manual process for creating For Reference Only claim reports as this has been included as an additional output of the Tool. The PDF Reports from the Tool include automated text replacement, conditional record inclusion along with both detail and summary sections.

This hotel client had financial software that allowed them to export large amounts of data, but they needed help structuring it into views that gave them insight into their business. Over the course of 3 phases, we helped by creating a customized routine that manipulated and formatted the data into an easy-to-use file that helped them analyze their financial metrics (rooms sold, average price, weekly change, etc.) by showing different views of the data.