Custom Excel Development – Project Examples
- Construction project estimating tool: For a construction company, we developed an Excel tool that allows estimators in the field to quickly enter detailed information about a potential job site, and generate pricing summaries at the click of a button.
- Sales reporting suite: We worked with a management consulting firm to create a reporting suite for a global Fortune 500 organization, for analysis and tracking of sales leads. Reports and charts dynamically update across multiple workbooks, and automatically roll up to three management reporting levels. We produced English, French and Japanese language versions, with automatic conversion of financial numbers across thirteen currencies.
- Accounts payable tool: We developed an Excel/SQL Server solution to download accounts payable data into an Excel template, enabling client to analyze, establish metrics, and streamline their accounts payable process.
- Data cleanup/conversion: Our client had over 10,000 inconsistent client-related records in a Word document, which needed to be transferred to Excel for uploading to a database. We wrote a script that used advanced algorithms to clean up and match the Word data, and output reliable data into Excel.
- Sales analysis suite: For management consulting firm, helped transform a static set of client and sales lead analysis tools by adding dynamic features. New version provides a wide range of analysis and presentation features, including customized tools not available out of the box. Higher-level managers click a button to generate composite reports compiled from individual sales rep workbooks. Customized variants of this solution were then produced under branding of specific clients of the consulting firm.
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