Case Studies

Client records and project history scattered across Outlook, Excel, and staff memory

Centralised Access CRM with client profiles, project tracking, billing status, and follow-up reminders

Project costs tracked in separate Excel files with no live budget vs actual view

Access job costing system with budget entry, cost allocation, variance alerts, and project P&L

New-hire onboarding via email chains - tasks dropped and IT setups delayed

Excel onboarding tracker with checklist templates, status dashboard, and automated reminder emails

Finance team spent 3 days each month manually compiling a 40-tab board report from 8 source files

VBA automation that pulls all sources and rebuilds the formatted pack in under 20 minutes

15 projects in separate files with no consolidated view and overspend discovered weeks late

Master budget tracker with drill-down by project and cost code, auto-refreshed from site data

Commissions calculated manually each month - disputes, errors, and late payments

Automated Excel commission engine pulling from CRM data, applying tier rules, generating pay slips

Handwritten timecards and disputed payroll totals

Job-level time capture with automated totals and approval paths

CFO's financial dashboard was a 200-row Excel model rebuilt manually each quarter

Power BI dashboard connecting to ERP exports - P&L, cash flow, and margin by product line, auto-refreshed

Daily ops reports built from 5 Excel files each morning - 2-hour lag before managers saw numbers

Power BI dashboard on live SQL Server data with fleet utilisation and delivery KPIs refreshing every 15 min

12 sales managers each built their own monthly report - inconsistent metrics, no single source of truth

Single Power BI sales report with regional drill-down, pipeline view, and YTD comparison

Manual logs and no live stock picture across locations

Scan-driven check-in/out with condition tracking and live totals

Proposal and project status scattered across email and files

Central delivery hub with automated status and reporting

Disconnected spreadsheets for sales, stock, and suppliers

Single retail operations system with governed pricing and live inventory

28 branch managers emailed weekly Excel reports - HQ spent half a day combining them every Monday

VBA automation that picks up emailed files, validates structure, consolidates to master, and flags exceptions

Accountants manually typed 80-120 invoices per month from fee agreements and time logs

VBA macro that reads the billing register, generates formatted Word invoices, and emails via Outlook

12 reports sent to 40 recipients every Friday - one analyst spent 3 hours preparing and emailing

VBA scheduler that regenerates reports from live data and emails recipient-specific packs on a schedule