Looking for proof that our Excel systems deliver results? Discover how organizations streamlined their operations, eliminated spreadsheet inefficiencies, and achieved measurable outcomes. Our case studies show the exact impact these solutions made: no theory, just concrete examples from companies like yours.
Challenge
The client struggled to get accurate data from estimating spreadsheets into the general ledger. Team members copied and pasted figures by hand. This process took hours each week, slowed the month-end close, and introduced frequent accounting errors.
Solution
We built an intermediary spreadsheet that linked the estimating files to the general ledger. The tool pulled only the…read more.
Challenge
Lab results were uploaded into a single Excel file for analysis. The file was slow and unstable. Recalculations often took several minutes, and uploads failed if any source file contained errors. This slowed quality checks and forced staff to restart uploads or troubleshoot data problems by hand.
Solution
We reviewed the existing spreadsheet and identified the main causes of poor performance and crashes. Instead of rebuilding…read more.
Challenge
Estimating was handled in a complex spreadsheet that was difficult to use and easy to break. After completing the estimate, the staff had to manually transfer numbers and terms into a long service contract. This process took several hours per job and frequently introduced errors, creating risk in both pricing and legal terms.
Solution
We combined estimating and contract generation into a single, guided Excel system. Users enter inputs in clearly…read more.
Challenge
The client needed a simple way to show return on investment to doctors in a format that looked professional and was easy to understand. Reps had to complete the analysis quickly during meetings, then generate a PDF they could print or email on the spot. Existing tools were too slow and inconsistent for live use.
Solution
We built a streamlined Excel tool that separated user inputs from calculations and reduced the number of fields…read more.
Challenge
Reports were built by manually pulling data from multiple systems and running the same analysis steps in Excel each month. The process was slow, error-prone, and hard to hand off when roles changed. New team members required extensive training to reproduce the same results.
Solution
We automated data uploads and report creation within Excel. With one action, the system pulls in required data, applies the…read more.
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.
Solution
We designed a new Excel-based system that standardized how meeting items were entered, updated, and tracked. Built-in…read more.