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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
Allocated Expense Budget
This is a comprehensive workbook which completes multiple tasks. It has the quarterly budgets for expenses broken out by company, the internal department estimated expenditures and T&E budgets. These three functions were previously maintained in multiple workbooks with links but we were able to integrate the workbooks into one. Visual Basic was built-in to import manager estimated expenses (from a template file), enable automated email reports to be sent to managers, to import actuals and to show/hide the actuals for comparison against the estimates.
Intercompany Package file
This is a file which contains information about intercompany package file descriptions and the contacts which must receive copies. Due to the tediousness of the manual process of attaching these files to multiple contacts several times throughout the year, we were able to automate the process. at the push of a button, the emails are created with the appropriate files attached to the corresponding contacts.
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.
Event Planner Quote, Contract & Invoice Tool Support
Supported text revisions of tool via telecon. Updated header formatting on 6 event templates.
Human Resource Employee Compensation Import Conversion
This is a tool that accepts an ADP download and converts the data into an importable format for an online tool the company uses to create compensation letters for employees. This conversion was completed manually prior to the tool development, taking a lot of time and prone to human error. The tool completes the task in less than 1 minute.
Personal Financial Statement Form Redesign
Created, designed and implemented a Major Bank’s Personal Financial Statement documents in Excel to make user-friendly interface, printable formats, ensure labeling and formatting align with corporate business requirements and branding and enhance functionality using VBA/background scripting.
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.
Custom Financial Model Software for a Hedge Fund
Custom-built financial model software package for a hedge fund needed to be modified to be completely functional
Dynamic Report Cards
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.
Clean-up of existing real estate model
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.
Human Resource Compensation Tool
This is a comprehensive tool with 4 major functions: Headcount reporting for all employees, Merit Increase reporting, Bonus (2 types of bonuses awarded) reporting and Equity reporting. The Headcount reports create bi-weekly manager reports with imported ReportSmith EV4 (ADP) data files. The reports are in customized format for each manager showing sensitive employee data to only their specified managers. The Merit Increase, Bonus and Equity processes create reports for each manager to review their employees suggested compensation and allows them to adjust the compensation due to performance or other factors. The manager reports are then returned and import to a Master workbook for each process where the top-level executive can review the recommendations for each employee, make their own adjustments, approve the final numbers, create summary reports and ADP import files.
Import and Merge Tool
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!
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.
Inventory Audit Charts
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.
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.
Market Research Data Analysis Tool
This Market Research firm collected data from survey results. They needed to create metrics reports correlating the data in different ways. PivotTables were developed to create customized reports and macros were written to import new raw data and automatically update the reports.
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.
Enhanced Time Clock Output
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.
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.
Daily Leasing Tracker
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.
Stand Alone Deep Dive
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.
Human Resource Earnings Report & Tax Letter Tool
This is a tool with 2 major functions: Earnings reporting for selected employees and creating tax letters for US/Ex-pat employees reporting annual earnings in Microsoft Word. Both of these functions were completed manually prior to the tool development, taking a lot of time and prone to human error. Each of the tools now complete the tasks in less than 2 minutes.
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.
Casualty Spreadsheet Automation
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.
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.
Historical Data Integration
The customer is a reinsurance broker. The tool enables cycling thru an existing directory structure, opening existing template, extracting applicable data and populating the data on a new claim or premium template. There are thousands of files so this saves a lot of time and prevents human errors.
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.
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.
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.
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.
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.
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.
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.
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.
Estimate Status Tracking & Correspondence Tool
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.
Automation of Tax Reporting
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.
Automate WIP Report
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.
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.
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.
Property Budget Automation Tool for a Real Estate Property Management Firm
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.
Sales Inventory & Tracking
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.
Lable Sheet Templates
Took a PDF and turned it into a updatable Excel template for a sport supplement company. The template has built in functionality for adding rows to all data tables as well as automated picture uploading into the template. When printed as a PDF the buttons used for the functionality are not seen. The templates allow the client to quickly and easily modify the document so it can be customized for the product it represents.
Automated Processed Report
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.
Product & Spec Sheet Templates
Took a PDF and turned it into a updatable Excel template for a sport supplement company. The template allows for automated adding of rows all data tables as well as automated picture uploading into the template. When printed as a PDF the buttons used for the functionality are not seen. The templates allow the client to quickly and easily modify the document so it can be customized for the product it represents.
Risk management dashboard and reconciliation file for a large insurance company
Custom created file to import RAW data files from various selected reports and automatically load the data in the developed structure, compare to the prior month, and generate dashboards and reporting on current and overdue receivables. Built in flexibility to allow for various report formats and structures, and to allow for those reports to change overtime without the need for further development.
Sales Dashboard and Reporting Tool for Food & Beverage Distributor
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.
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.
Reduce Run Time for Massively Complex Repetitive Calculations
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.
Automated Revenue file for Artisanal Food Manufacturer
Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.
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.
Reformat Internal Report
Automated the reformatting of a report for an Insurance Company. We transformed an internal unformatted excel document into a client facing, professional report saving the Client multiple manual hours as well as eliminating the risk of human error.
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.
Configurable dynamic tool to restructure data for import into Tableau.
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.
Project Tracking and Reporting
Audit and modify an existing Excel workbook to allow for material tracking and reporting
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.
Budget Automation for Food Costs
Create a budget tracking and analysis tool for food costs
Excel upgrade Conversion Assistance
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.
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.
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.
Rewrote a Construction Company’s Invoicing workbook by replacing formulas and linked worksheets with macros
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.
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.
Cash Confirmation Package Reporting Tool
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.
Produce a Mail Merge Pro import file for a Financial Services Company
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.
Created a custom Add-In for a Private Equity Firm. This Add-In allows the employees to reformat reports that are generated out of their legacy system. We developed a custom menu item in their Excel toolbar. When the menu is clicked, a ribbon section opens up where they can choose which report they have open and the Add-In will reformat the report and save it with a custom name.
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 has a Dashboard including various canned reports, ability to select timeframes for each report and also generates P&L.
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 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.
Inspection Template and PDF report
Created an Excel workbook for collecting inspection data. The tool keeps track of required fields, performs data auditing and allows for photo upload.
Payroll Entry & Summary Tool
Created a custom Payroll Entry and Reporting Tool for an Oil & Gas and Refining & Construction Services business
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.
Annual Consolidation & Reporting Tool
Developed estimating and tracking tool that consolidates and reports on data from a third party
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.
Consolidate Individual Quote Files for Salesforce upload for a Lighting Company
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.
Target List added to Reformatting Add-In
Add a new reformatting routine to an the existing Reformatting Add-In for a Private Equity Firm
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.
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.
Dynamic Employee Scheduler for Construction Company
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.
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.
Forecasting Model for Country Club
Enhanced the Country Club’s existing Financial Model to help the Club make educated decisions as to whether or not to deploy potential future projects to the club. They user now just needs to enter a few figures to see the impact of improvements to the Country Club and how those projects will impact their financials
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.
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.
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.
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.
Master Planning Automation Tool to Streamline Processes for Specialized Fashion Company
Client’s Master Planning file was modified to automatically upload the latest data from multiple sources (spreadsheets and systems) and manipulating the data accordingly to help them manage their budget and Current Bookings by Season by Label for various Wholesale and Retail accounts.
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.
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.
QuickBooks Macro to further Customize Reports for Contracting Business
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.
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
Dynamic Concatenation Macro
This online bookstore client had their product data in a workbook that was not user friendly and required a lot of time to manipulate manually. We programmed a macro inside the client’s existing workbook to combine text for a dynamic number of values together using customized logic and triggered by a keyboard shortcut. After the project was completed, the client said that our solution would save her over 100 hours of work each year!
Create a custom standalone Healthcare Deductible Bill Invoice tool for an Insurance Company
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.
Healthcare Loss Run Tool generating various styles of PDF reports from a Loss Run
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.
Automated Financial Variance Report for Hotel
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.
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.
Reinsurance Treaty Template for Large Financial Services Parent Group and their Global Subsidiaries
Created a template for inputting Reinsurance Treaty Details on a per contract basis. The template includes varying functionality for Quote Share, Excess of Loss and Aggregate Stop Loss Treaties along with a robust database of Reinsurer Names and their corresponding Groups, Domiciles, Syndicate #s, and FEIN #s. User does not need to have any Excel knowledge to enter information in this template. Other key features of this template include: ability for the client to update dropdowns and change any parent names post acquisition, pushing out updates to all users via a google spreadsheet, printer-ready summaries for Letter, A3 & A4 paper at the push of a button and automatically converting original currencies to US $ based on the conversion rate at the effective date of the treaty. This is done via web scraping the rates from oanda.com.
Importing and Reporting Tool for Reinsurance Treaty Templates for Large Financial Services Parent Group and their Global Subsidiaries
This tool allows insurers and reinsurers to upload all completed Reinsurance Treaty Templates. The tool then produces 2 large data sets and corresponding PivotTables for the user to aggregate and slice the information themselves along with a sophisticated dashboard including canned reports that can be easily altered by Broker, Reinsurer, Treaty Type, Line of Business, and so forth.
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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