Examples

What changes when the work is automated

Illustrative before-and-after examples of the kinds of projects we take on. They use synthetic demonstration data and are not client case studies - your project will be scoped to your own process.

Monthly sales consolidation

Excel Automation · illustrative

Before

Five regional workbooks arrive by email, each with slightly different columns
Rows are copied into a master sheet and totals checked by eye
A region missing from the month is easy to overlook

After

Power Query imports every file dropped into one folder and aligns the columns
A check sheet flags missing regions and totals that do not reconcile
Refresh once; the summary and charts update

Consolidated output - synthetic data
Region	Revenue	Units	Vs. last month
North	$128,400	3,120	+6.2%
South	$96,750	2,410	+3.8%
East	$112,900	2,880	-1.4%
West	$144,250	3,560	+9.1%
Total	$482,300	11,970	+4.6%

Consolidated output - synthetic data.

Excel-to-PowerPoint management pack

PowerPoint Solutions · illustrative

Before

Twenty slides of charts and figures updated by hand each month
Numbers typed from the workbook into text boxes
Formatting drifts as different people edit the deck

After

A template with fixed layouts for every recurring slide
Charts and key figures populated from the reporting workbook
Commentary is the only part written by hand

Customer list clean-up

Data Analytics · illustrative

Before

Customer records exported from two systems with different formats
Duplicates under slightly different spellings
Dates and phone numbers in several formats

After

One standardised list with a documented rule for every change
Probable duplicates matched and flagged for review rather than deleted
A repeatable process for the next export

Validation flags - synthetic data
Record	Issue found	Action
C-1043	Duplicate of C-0871 (name variant)	Flagged for review
C-1102	Date as text: 03.07.24	Converted to 2024-07-03
C-1187	Phone missing country code	Standardised
C-1215	Email invalid	Flagged for review

Validation flags - synthetic data.

Weekly operations report pipeline

Workflow Automation · illustrative

Before

Attachments saved from several emails into a shared folder
Data pasted into a report template, then exported to PDF
The process stops when the one person who knows it is away

After

Source files collected into a fixed location in a consistent format
A macro builds the report and saves the PDF with a dated name
Written instructions so anyone on the team can run it

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