Workflow Automation
Quality process automation
A complex operational workflow was redesigned into a structured Excel-based process, with an estimated potential saving of around 400 staff hours per month.
Read case study →Selected Excel automation case studies
Real spreadsheet problems. Practical automation. Measurable business value.
The projects below are drawn from previous consulting engagements. Client names are intentionally omitted, and the technical detail is kept focused on the business problem, the Excel solution and the outcome.
Report Automation
Daily reporting automation
Twelve recurring Excel reporting models were redesigned as one-click solutions, helping move a daily reporting workload towards a faster and more consistent routine.
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Custom Spreadsheet Solution
Four-week resource planning
A shared planning workbook for around 30 users combined staff availability and future requirements, with an estimated saving of around 250 staff hours every three weeks.
Read case study →More project experience
A broader portfolio of spreadsheet automation work
Not every project needs a full case-study page. These examples show the range of business problems that have previously been addressed with Excel, Access and VBA-based solutions.
Risk tracking and management
A central risk-management tool used by around 120 users across nine departments to register, track and report project, contract and service risks.
Automated report packs
A one-click reporting application that produced recurring weekly and monthly Excel and presentation outputs from departmental data.
Attendance and leave dashboard
A dashboard that automated the preparation of site-wide attendance and leave information for HR reporting.
Large-scale data cleansing
Tools and analysis used to identify inconsistencies, clean large data extracts and reconcile information spread across hundreds of spreadsheets.
Finance and reconciliation tools
Spreadsheet tools supporting month-end reconciliation, debtor reporting, budgeting, journal cleanup and management analysis.
Planning and operational tools
Custom workbooks for materials planning, holidays, staffing, forecasting and other recurring operational processes.
Your spreadsheet problem does not need to look exactly like these.
The useful question is whether people repeat the same steps, make the same checks or rebuild the same output again and again.