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Project: Dashboard Reporting Biz Metrics
Business: Online Healthcare Company
Platform: Excel 2007 & Excel 2010
Summary:
Our client came to us with a need to improve their current dashboard design from multi-chart to 1 consolidated view. We used active layering to show various data points on top of one another with toggle buttons to move the graph along the timeline. This business metrics utility is an enormous improvement for the company's analystics on a day-to-day basis and provides an ease of use that was not present before.
Project: Customer Analysis Application
Business: Fortune 100 Software Company
Platform: Microsoft Excel 2010
Summary:
This application was built to analyze trending customer data in order to alert a sales force of opportunity within their current client pool. An easy to use menu system was implemented along with dynamic charting, analysis and a branded look & feel.
Project: Complex Forecasting Application
Business: Fortune 500 Healthcare Company
Platform: Excel 2007 & Excel 2010
Summary:
This suite of tools was developed to automate a very complex forecasting process with 100's of dynamic inputs taking into account various thresholds and calculations necessary produce an exact printable output. Our team worked along side the business sponsors to develop what was was required to forecast and report on various past and current scenarios.
Project: Corporate Meeting Scheduler
Business: Event Planning Firm
Platform: Microsoft Excel 2010
Summary:
Our client needed a solution in a short amount of time that provided a simple routine to schedule and keep track of an enormous amount of meetings. We built a utility that would snapshot scheduled meetings, allow for new meeting and executive entry, custom reporting and printing of daily meeting schedules.
Project: Branch & Route Tracking Utlities
Business:Snow Removal Company
Platform: Excel 2007 & Excel 2010
Summary:
Our client came to us with a need to automate a process for tracking different branches & routes using Excel files on a shared server. As a quick solution, we developed a system of automated Excel workbooks to allow data entry and dashboard key metrics for management to make important decisions during a fast paced work day. We also provided management with a summary workbook that allows them to import individual branch workbooks to snapshot relevant data.
Project: Customer Dashboard
Business: Heating & Ventilation
Platform: Microsoft Excel 2003, 2007 & Excel 2010
Summary:
This dashboard application was created to allow clients to monitor analyze their own ventilation system data. Data range as well as data point options are provided to allow clients to view their results in a quick and meaningful manner.
Project: Dynamic PDF Reporting Application
Business: Seafood Distributor
Platform: Microsoft Excel 2007 & 2010
Summary:
This PDF reporting application imports parameters from raw data and dynamically creates & updates a professionally branded PDF report so clients can visualize various metrics related to their own intake. This new process was created to streamline a very tedious reporting process and free up hours per week for employees.
Project: Project Tracking Applications
Business: Construction Company
Platform: Microsoft Excel 2010
Summary:
A large Construction clients of ours had a need for an Excel application which tracked cash flows & expenses against total budget for large scale projects. We created an applications highlighting the use of Excel Slicers that would allow project managers to easily see all key metrics necessary when tracking a job. Various reports, inputs and outputs are now easily controlled within a central interface. A dynamic backend list setup with cost codes is available for the administrator to update whenever they need. The app also features checks and balances to ensure correct monetary flow throughout a project.
Project: Monthly Management Dashboard/Reporting System
Business: Healthcare Company
Platform: Microsoft Excel 2007 & Powerpoint 2007
Summary:
A monthly reporting process that once took over 100 cumulative hours now only takes 15 through process automation of a multi-tiered custom Excel solution. Project Managers and Directors once had to manually collect, cut and paste, format, and submit data to the Executive level where it then had to be organized, updated, formatted, and prepared in presentation form by a VP and staff. Now, with simple templates for data entry, point and click data importing, an Executive level PowerPoint presentation can be created in minutes saving thousands of dollars every month.
Description & Screenshots
This workbook tab shows all projects and status as reported from Project Managers through their respective Directors. Data is imported through automated process for use throughout the workbook.
This workbook tab allows Directors that report to the Executive level to provide overview charting and real-time status in bullet form. Data import is automated from files received from each Director and will be converted to a PowerPoint Presentation.
Once all data is received and imported into the workbook, a PowerPoint Presentation can be created for Executive presentation. A process that once took over a week and a total of 100 hours can now be accomplished in 15 hours. The data is imported into the workbook and the presentation can be ready in less than a minute after data import. The 15 hours now required is based on 10 Project Managers filling out and updating status worksheets on their projects and forwarding them to their Directors. The 5 Directors are able to now import the data from their Project Managers in less than a minute, update status bullets and forward the data to the Executive level in less than 15 minutes.
Project: Estimate System Conversion
Business: Steel Company
Platform: Microsoft Excel 2007 & Access 2007
Summary:
An older Quatro system was provided to ExcelHelp in order to convert the functionality into the Microsoft Office platform. This system is used to quote entire steel structures and provides a dynamic user interface allowing for all types of adjustments and complete transparency.
Description & Screenshots
The ESTIMATE screen allows the user to see a detailed report of the steel structure bid. The Estimate can be personalized and saved separately for later viewing. Estimate can contain an unlimited number of items and can allow for variations in shipping, labor, quantities, drafting, overhead, and much more.
The ITEM sheet(s) allow the user to build the custom structure from the ground up, piece by piece, bolt by bolt. This information is transferred to the ESTIMATE sheet for reviewing total project costs and profit. ITEM sheet(s) allow for unlimited numbers of items. Highly detailed data is calculated and displayed for the user to ensure the most accurate, detailed, and competitive bid to maximum business and profit. Item data is looked up via Access database which stores the most up to date size and cost data.
The SUMMARY sheet allows the user to review and print out an order sheet for support staff to build the order and ready it for shipping.
Project: Pricing Utility for Retail Dealers
Business: Wholesale Kitchen Cabinet Vendor
Platform: Microsoft Excel 2007
Summary:
Our client came to us with a need for an application they could distribute to their dealers in order to price custom cabinetry. With all the different types of cabinets, accessories, sizes, and special order requests, it was essential that an easy-to-use automated system be developed. With a moderate budget in mind, we decided that a customized Excel application was the appropriate route to take. This would give Marlor the functionality and versatility they needed without sacrificing usability.
Description & Screenshots
This screen prompts the user once they enter the Excel application.
The user has the ability to add cabinets with a functional form which also allows for accessories to be attached to each cabinet. This form calculates sub totals, totals, discounts and due to order amounts.
The sales order screen below is the summary of the order. This excel sheet can actually be uploaded to an Access database that will store all types of client data, order data, and streamline the process of maintaining a general ledger. The combination of the Excel application and Access database will save hours of work and eliminate most errors that would arrise when performing these functions manually.
Project: Request Tracking and Authorization Application
Business: Textiles Firm
Platform: Excel 2003
Summary:
Our client was in need of an Excel application that would allow them to manage requests and approvals in a central repository. The new system was built purely in Excel without Access tables upon request and is heavily form driven allowing users to quickly update fields in drop-downs, grids and list boxes. Scalability was also important so we created back-end interface that is easily updated by an end user.
Project: Return on Equity Calculator
Business: Real Estate Investment Firm
Platform: Microsoft Excel 2007
Summary:
This small application was built in order to calculate the Return on Equity for multi-family apartment buildings.
Project: Custom Accounting System
Business: Online Software Vendor
Platform: Microsoft Excel 2007
Summary:
Our client would spend hours per month on the accounting aspect of their business and needed a cost-effective method to streamline their process in order to calculate payout to all parties involved. The report combines PayPal and Google checkout to compute all different types of values such as royalties by developer, net profit and individual product profit. The application also includes an email extraction utility to save applicable customer emails based on specific criteria.
Description & Screenshots
Front-End interface that is loaded upon opening the Excel application.
This is an example of the Royalty report by Developer with a user specified data range. All of this accounting is completed with a 1 button solution also known as, "Excel Bliss".
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