The Company
A professional services organization that runs frequent client meetings across multiple projects. Project managers rely on structured meeting minutes to track decisions, action items, and follow-ups.
The Challenge
The client used Excel to track meeting notes because it handled task lists better than Word. However, the files were hard to maintain. Formatting varied by user, reports required manual cleanup, and mistakes were common. Creating client-ready minutes took significant time and produced inconsistent results across projects.
The Solution
We designed a new Excel-based system that standardized how meeting items were entered, updated, and tracked. Built-in workflows guided users through the correct steps for creating and maintaining minutes. The tool automatically generated clean, well-formatted reports and produced ready-to-send PDF files, including automated email delivery.
The Result
The new system reduced hours of manual work each week. Meeting minutes became easy to maintain and consistent across all projects and project managers. Every report now follows the same professional structure, improving clarity for clients and internal teams.
About MS Excel Solutions
At MS Excel Solutions, we engineer business intelligence solutions that transform the way companies operate. Our Excel-based builds collapse hours of manual effort into instant, reliable results. With every project, we solve business challenges and empower teams to drive business decisions with confidence.
We’re problem solvers, consultants, and business partners who make technology work for your business.