SEARCH OUR PROJECT CATALOG
Every project is unique. Search our project catalog to see if we have worked on a similar project. Not all our previous projects are listed, as we are continually updating this. Please contact us with any questions or needs you may have.
DATA COMPARISON TOOL
We created a solution that allows for selections of the file folder and the transaction file to then produce a table that shows discrepancies by card number between the two sources.
Tags: Point of Sale, Retail, Data Comparison, Audit, Select File
PIPELINE DASHBOARD
We created a solution that allows the client to add transparency to the incoming and outgoing rental widgets by providing metrics around availability and reservations.
Tags: Report, Dashboard, Data Visualization, Chart, Graph
QUOTE TEMPLATE
We added features to the current master sheet quoting template to allow for increased functionality and added capabilities.
Tags: Quoting Tool, Proposal Tool, Pricing, Sales
DATA MERGE TOOL
We created a solution that merged two data files to create a new file with updated and applicable details.
Tags: Data Comparison, Audit, Select File
STRATEGY CANVAS
We created a rebranded solution that allows for dynamic labeling and reporting views.
Tags: Dashboard, Data Visualization, Chart, Graph
HOURLY SUPPORT
We provided hourly Excel/VBA support to the client as requested until the designed block of hours is used or until the client communicates the project is completed.
Tags: Hourly Support
Constructed Loan Review Workbook
We created a way to easily identify credits reviewed in prior reviews in their current trial balance information. We automated an import into their Excel tab from an Import Tool and incorporate specific data from the a report into a new report.
Tags: Audit, Import Data
Data Entry Template
We updated a file to include the recommendations from the client to allow the salesperson to complete the data entry to enter information more efficiently.
Tags: Quoting Tool, Proposal Tool, Pricing, Sales
Commission Tracker
We built a commission tracker in Google Sheets to allow for statements by date range and individual sales.
Tags: Commission, Google Sheets, Statements, Sales
Pricing Tool
We created a pricing tool based on the client’s direction.
Tags: Quoting Tool, Proposal Tool, Pricing, Sales, Construction, Takeoff
Add-In Functionality: Credit Card Sales
We created a solution that will allow for the input of a transaction list to create a sales tax report and a deposit slip report.
Tags: Tax, Sales, Deposit, Transaction
Strategic Sales and Marketing Plan
We created a template based on the client’s sales and marketing plan that utilizes VBA macros to add information, format the file, and print to a PDF.
Tags: Template, VBA Macros, Formatting, Print to a PDF
State Form Template
We created a solution that links information together and combines data based on the logic outlined by the client.
Tags: Data Comparison, Audit, Select File
Buyer List
We built a template file that each rep will populate based on their unique list of properties.
Tags: Template
Accounting Tool
We created an accounting tool in Microsoft Excel that allows the user to easily input income/expenses and view monthly cash flow.
Tags: Accounting, Report
Budget Model Workbook
We revised and reformatted the budget model workbook to match another version of a budget model.
Tags: Formatting, Replicated Current Files
Payroll Import Template Tool
We created a tool that establishes a data connection to various files, selects the files, and then combines the data by sorting, adding, removing columns, and formatting as directed. A CSV file then is produced to upload files.
Tags: Data Connection, Combine Data, Formatting, File Selection, CSV File
Culture Performance Tracking
We created a new workbook that streamlines the data entry and analysis processes to produce a KPI dashboard.
Dashboard, Data Visualization, Chart, Graph, Data Entry
Document Generator
We created a solution that combines 6 files. The combined file will allow the user to manually enter data inputs, have a master table, and utilize macros to create a finished product of a PDF attachment.
Tags: Combining Files, File Selection, VBA Macros, Print to a PDF
Sales Tax Report Add-in
We created a solution that will allow for the input of a transaction list to create a sales tax report and a deposit slip report.
Tags: Transaction, Sales Tax, Report
Financial Reporting Tool
We delivered a solution that encompasses 3 separate files. One file created is used to consolidate data from the controller, finance department, monthly reports, and enter projections. The next file created was to be utilized for individual controllers to review and enter their information. The last file created is used by Finance to consolidate everything for reporting and enter financial adjustments.
Tags: File Selection, Data Consolidation, Report, Financial Adjustments
P&L Ledger Creation
We created a form where clients are able to enter their receipts by month and the totals will be carried over to the main P&L ledger.
Tags: Form, P&L Report, Report
Payroll Dashboard
We created a solution that tracks employees’ time and pay via a data tab and produces a reporting tab that can display a summary based on the time frame selected.
Tags: Report, Payroll Dashboard, Data Visualization, Dashboard, Chart, Graph
Multi-Variable Quote Tool
We created a tool utilizing Power Query that compiles dynamic configurations and pricing to generate a proposal.
Tags: Quoting Tool, Process Improvement, Data Consolidation, Template
Strategy Tracking Tool
We created a template that accounts for sections, goals, and strategies as well as a master file that aggregates multiple copies of the template.
Tags: Template, Data Visualization, Tracking Tool
Process Improvement for Data Entry
We updated a file to include the recommendations from the client to allow the salesperson to complete the data entry to enter information more efficiently.
Tags: Report, Data Visualization
Multi-Select Dropdown
We created a solution that aggregates data from the order forms into a “Master File”. We included the functionality of multiple selections in drop-down form for financial calculations by species.
Tags: Power Query, Multi-Select Drop Down, Data Consolidation, Forms, Financial Calculations
VBA Date Picker
We created a VBA userform date picker in Excel that allows the user to easily select a date that will be entered into a specific cell.
Tags: VBA Userform, VBA Macros, Date Picker
Revision of Current Appraisal Tool
We created a solution that mimics the production version of an appraisal tool with improved macros, formulas, and processes for a redesigned application.
Tags: Appraisal Tool, VBA Macros, Formulas, Model Changes and Design
State Template Population Tool
We created a solution that connects to Airtable, downloads existing sales tax data, and populates the proprietary spreadsheet upload file format required by each state.
Tags: Template, Power Query, Airtable, Formatting
Real Estate Model
We provided an updated version of the client’s file, making appropriate updates and including conditional formatting.
Tags: Data Cleansing, Formatting
Excel/VBA Support Retainer
We provided continuous weekly support for current and future projects.
Tags: Retainer
Campaign Creation Process
We created a solution that allows the user to download a dataset. The user will be able to identify contacts from previous email campaigns and select the number of contacts to include in the current campaign. The formatted data will then be saved as a csv file to upload as the current campaign.
Tags: VBA Macros, File Upload, Data Comparison
File Output Creation
We created a solution that utilizes the existing tool and creates an output of separate files for each group and label.
Tags: Combining Files, File Selection, VBA Macros, Power Query
Quarterly Billing Process
We created an individual label file based off of previous quarterly input files. The deliverables produced the same output as the other quarter’s output files.
Tags: Power Query, VBA Macros, Data Processing, Billing Tool
Financial Model
We delivered an Excel workbook that displays a rolling 12-month actual profit graph for individuals and departments.
Tags: Financial Model, Data Visualization, Chart, Graph
Field Reports
We rebuilt a template to include various reports to increase efficiencies, add functionality, and improve workflow for the end-user.
Tags: VBA Macros, Field Reports, Template, Added Functionality, Improved Workflow
Mapping Solution with 12-Month Rolling Data
We created a solution that calculates a 12-month rolling cap rate (when applicable), a rolling 3-year restriction on Most Recent Comps, and a mapping solution for retailer names.
Tags: Analysis Tool, Power Query, Formatting, Template
Fraud Data Analysis Tool
We processed and formatted the data found on one file and created an overview tab. This information was then used to prepopulate a report template similar to one provided by the client.
Tags: Analysis Tool, Power Query, Formatting, Template
Weekly Sales Recap
We created a solution that allows the user to aggregate files from Delphi (Salesforce), and other various sources. The solution will then populate a sales recap tab.
Tags: Weekly Sales Report, Power Query, Data Consolidation, Data Visualization
Quote Automation
We wrote a VBA macro to allow the user to click a button to insert a new line item while maintaining the formulas. We also built in the ability for outlook reminder emails to be generated from a date.
Tags: Quote Automation, VBA Macros, Autogenerated Outlook Reminder Emails
Master Database Creation
We created a master database tool in Excel that allows the user to store and query music data.
Tags: Master Database, Query, Airtable
Data Tool to Filter and Sort
We built an Excel tool that allows a file to be processed and produce a filtered and sorted list.
Tags: Data Cleansing, Formatting, Tool
Pricing Sheet and Goal Tracker
We created a pricing sheet and an action plan tracking tool that allowed the client to track progress against each of their identified priorities.
Tags: Pricing, Goal Tracker, Report
Inventory Tracking Report
We created an inventory tracking file in Excel.
Tags: Inventory Report, Report
Expense Tracking Tool
We created a new “IT Expense Tracking Tool.xlsx” workbook.
Tags: Expense Tracking, Report
Match False Positives With Identification
We populated a csv file from an ordered processed csv file.
Tags: Data Cleansing, Data Population
Billing Capture and Analysis Tool
We created a solution that allowed for three separate input files to be quickly imported and aggregated to produce a report that shows revenue and expense by project.
Tags: Billing and Analysis Tool, Data Consolidation
Invoicing Solution
We created a new workbook and added automation functionality.
Tags: Invoicing Report, Added Functionality
Project Template Improvements
We built a payroll capture system in Airtable and made various improvements to the existing Excel template.
Tags: Template, Airtable, Payroll Report
KPI Dashboard
We created a new workbook that streamlines the data entry and analysis processes to produce a KPI dashboard.
Tags: Report, Dashboard, Data Visualization, Chart, Graph, Data Entry
Billing Tool Updates
We made various improvements to the current file based on the proposal.
Tags: VBA Macros, Billing Tool
Efficiency Chart
We created a chart that shows efficiency vs. bottles per min vs. cost per bottle.
Tags: Chart, Data Visualization, Graph, Report
Create Anchor and URL Pivot Table
We created several pivot tables in the client’s Google Sheets file.
Tags: Pivot Tables, Google Sheets, Report
Appointment Comparison Tool
We added automation functionality and increase efficiency in the client’s Google Sheet.
Tags: Comparison Tool, Automation, Increased Efficiency, Google Sheets, Report
Fix PTO Calendar
We provided hourly support based on the client’s direction.
Tags: Hourly Support
Fix Brokers Spreadsheet
We wrote complex formulas to populate columns in the current tool as well as make various formula improvements.
Tags: Complex Formulas, Data Population, Report
Training and Nutrition Trackers
We created several custom Excel files; one training tracker and one nutrition tracker.
Tags: Report, Training Tracker, Nutrition Tracker, Customized Files
UpServe API to Excel
We created a solution that streamlines the reporting process. The tool connected to the UpServe API and allowed the user to add staff with a click of the button.
Tags: API Integration, UpServe API
Report Redesign
We added formatting and reporting functionality to in the client’s workbook.
Tags: Data Visualization, Formatting, Chart, Graph
Inventory and Ordering Solution
We built an Airtable base that will allow the client to capture orders, manage inventory, and keep a waitlist.
Tags: Inventory Report, Report, Airtable
Work Order Tracking Improvements
We added sorting functionality, complex prioritization scoring ability, and a dynamic dashboard to the current Work Order tool.
Tags: Dashboard, Data Visualization, Chart, Graph, Scorecard
WIP QuickBooks Automation
We added Quickbooks data import automation (Quickbooks ODBC connection) functionality to the client’s tool.
Tags: WIP Quickbooks Automation, VBA Macros, Data Import
Multi-Variable Quote Tool
We updated the current tool that allows for 3 tabs each for type of product, accounting for labor, equipment, and hours.
Tags: Quoting Tool, Process Improvement, Data Consolidation, Template
Audit Checklist and Reporting
We designed and built an audit/inspection tool in Excel that adds multiple features and efficiencies to the current tool.
Tags: Audit/Inspection Tool, Added Efficiencies, Report
Flat Fee Integration
We altered the existing compensation tool to accommodate for a flat fee payment structure .
Tags: Report, Compensation Tool
Proposal Form
We altered the existing proposal tool and developed functionality to store plan data and populate the proposal tool via a dropdown.
Tags: Proposal Tool, Quoting Tool, Drop Down Functionality
WIP Dashboard
We designed and built a filterable chart based on the current WIP tool that will allow the user to view counts by job sites and another criteria.
Tags: Report, Data Visualization, Dashboard, Graph, Chart, Filtering
Report Adjustments
We made various fixes and added additional functionality to the current client’s tool.
Tags: VBA Macros, Report Adjustments, Added Functionality
Create Searchable Dropdown
We developed a solution to provide 2 searchable dropdowns in Excel. We also designed and built a base in Airtable to allow for searchable dropdowns.
Tags: Searchable Dropdown, VBA Macros, Airtable
Aggregate Data
We aggregated the data from three different files into one database (Excel table).
Tags: Power Query, Data Consolidation, Excel Tables
Payroll Report Automation
We built a tool that allows the user to import payroll report data into the tool and automatically calculate appropriate allocations and produce journal entries for QuickBooks.
Tags: VBA Macros, Payroll Report Automation, Custom Calculations, QuickBooks
Monthly Reporting Automation
We designed and built a tool that automates the import of data from 3 separate lenders (multiple files each). The tool also automatically separated out and sent 5 lender emails and 5 government emails by lender.
Tags: Report Automation, Report
Label Group Separator
We adjusted the current VBA macros and wrote new ones so the user has multiple options to handle the processed individual files.
Tags: VBA Macros, Label Group Separator
Proposal Tool
We wrote a VBA macro that address the estimate/proposal numbering issue, saved the estimate/proposal to the appropriate folder, exported to PDF, attached PDF to an email, and performed other template cleanup.
Tags: Proposal Tool, Quote Tool, VBA Macros, Export to PDF, Template Cleanup
Contract Data Extraction Automation
We built a macro-enabled Excel tool that processes raw contract data and produces a “clean” contact list.
Tags: VBA Macros, Data Tool, Data Cleansing
Commission Report
We designed and built a commission scorecard that allows the client to analyze their book of business.
Tags: Scorecard, Data Visualization, Graph, Chart, Analytics
Sales Report Automation
We fixed the spreadsheet formulas and streamlined the sales report.
Tags: Formulas, Sales Report, Data Visualization, Data Automation
Payroll and ADP Audit Tool
We built a new Payroll and ADP audit tool in Excel based on the current tool that streamlines the current payroll audit process.
Tags: Audit Tool, Process Automation, Payroll, Tool
Project Budgeting Automation
We wrote a VBA macro to add data from various tabs to the budgeting tab.
Tags: VBA Macros, Budgeting, Data Automation
VBA Loop Macros
We wrote a VBA macro to loop through various processes and create/populate various tabs.
Tags: VBA Macros, Loop Macros, Data Population, Multiple Tab Macros
Deals Report Automation
We designed and built a macro-enabled Excel (.xlsm) file that automates the collection of each rep’s statement file and reports aggregated numbers.
Tags: VBA Macros, Data Automation, Formulas, Data Aggregation
Real Estate Modeling
We modified the existing Google Sheets real estate model so it automatically calculates based on the new inputs. We also made it visually more appealing and built it to automatically calculate.
Tags: Google Sheets, Industry Analytics, Data Automation, Calculations, Data Visualization, Chart, Graph
Financial Model
We designed and built a financial model that pulls in 3 different data sources along with a handful of standardized reports. The tool dynamically allocates expenses, personnel, and revenue to 3 different product lines.
Tags: Financial Model, Data Visualization, Chart, Graph, Data Aggregation, Dynamic Reporting, Power Query
Audit Data Automation
We automated the audit process by creating an Excel Macro/Power Query tool that consolidates four input files into one output file.
Tags: Data Automation, VBA Macros, Power Query, Data Consolidation
Report Automation
We streamlined the current radiographic Excel tool to make the process easier, faster, and more intuitive.
Tags: Report, Data Automation, VBA Macros, Power Query, Data Consolidation
Invoice Automation
We automated the invoice process by streamlining how images are pulled into each invoice, pulling in tax codes automatically, and using formulas to feed client information into the appropriate fields.
Tags: Invoice Automation, Data Automation, VBA Macros, Power Query, Data Consolidation
Properties Performance Reporting
We created a reporting mechanism that allows the client and their stakeholders to view performance by unit, property, developer (if applicable), owner, and as an aggregated whole.
Tags: Report, Data Aggregation, Performance Reporting, Data Visualization, Chart, Graph
Daily Update Reporting Automation
We designed and build a process in UiPath that automates the downloading of multiple reports from multiple hotel sites.
Tags: UiPath, Report, Data Automation, Download from Multiple Reports, Data Consolidation
Underwriting Tool
We performed general cleanup of the client’s current model; consolidating assumptions, automating importation of data, improving visuals, and enhancing reporting.
Tags: Data Cleansing, Data Consolidation, Data Automation, Data Visualization, Report, Underwriting Tool
Vendor Scorecard
We constructed a Google Data Studio dashboard that allows for filtering by month and vendor and displays customer metrics.
Tags: Dashboard, Data Visualization, Chart, Graph, Google Data Studio, Filtering
Airtable to Excel to Quickbooks Tool
We created an Airtable-Excel-QuickBooks solution that connects the Airtable API to an Excel workbook. The user then is able to click a button to create a Quickbooks import file.
Tags: Airtable to Excel to Quickbooks Tool, API Integration, Airtable Excel, Quickbooks Solution
Data Transformation by State
We created a process that transformed data related to a selected state and merged it with two other files to create a standardized input file for the client’s software.
Tags: Data Transformation, Data Consolidation, Standardized Input File
Property Sales Tax Report
We created a P&L report template that populates for individual properties and also has multi-tab capability for additional properties.
Tags: P&L Report, Report
We make Excel spreadsheets easy. We make processes more efficient.