Real Results from Real Projects

The Problem

A mid-size manufacturing company with 50+ employees was spending 8 hours every week compiling production reports. The process involved manually collecting data from 5 different Excel files, copying and pasting into a master spreadsheet, running calculations, formatting reports, and emailing to stakeholders.

The process was error-prone. Data entry mistakes were common, formulas broke when files changed, and the person doing the reports dreaded Friday afternoons.

The Solution

I built an automated Excel VBA system that handles the entire reporting process:

• •Automated Data Collection: VBA script automatically opens all 5 source files, extracts data, and consolidates into master file
• •Error-Proof Calculations: All formulas are locked and validated. Data validation prevents entry errors
• •One-Click Report Generation: Single button click generates formatted reports with charts and summaries
• •Automated Distribution: Reports automatically email to management team with formatted PDF attachments

Technologies: Excel VBA, Access database, Outlook automation | Timeline: 4 weeks

The Results

The reporting process that used to take 8 hours now takes 15 minutes. That's a 98% time reduction. More importantly: zero errors, faster decisions, and scalable to handle 10x more data.

ROI: Project cost $4,500. Annual savings: $15,000. Payback: 3.6 months

The Problem

A finance team at a growing company was spending 3 full days every month on the accounting close process. The manual process included collecting data from 8 different Excel files and 2 Access databases, manual reconciliation, copying data between spreadsheets with constant formula errors, building financial statements manually, and creating variance reports.

The close process was stressful, error-prone, and delayed other financial work. Overtime was common, and mistakes were costly.

The Solution

I built an Excel and Access automation system that handles the whole close process:

• •Automated Data Collection: VBA scripts pull data from all 8 Excel files and 2 Access databases automatically
• •Automated Reconciliation: System matches transactions, flags discrepancies, and creates reconciliation reports
• •Auto-Generated Financial Statements: Income statement, balance sheet, and cash flow statement generate automatically
• •One-Click Close Package: Single button generates all reports, financial statements, and presentation materials

Technologies: Excel VBA, Access database, SQL Server connection | Timeline: 6 weeks

The Results

The accounting close that used to take 3 days now takes 10 minutes. That's a 99.7% time reduction. Zero reconciliation errors, faster business decisions, and the team freed up 2.5 days monthly for analysis.

ROI: Project cost $7,500. Annual savings: $25,000. Payback: 3.6 months

The Problem

A business with 5 locations across 3 states needed to consolidate operational data weekly. Each location emailed Excel files to headquarters every Friday. Headquarters manually opened 5 files, copied data into master spreadsheet, cleaned inconsistent formats, and created consolidated reports.

The process took 6 hours every week. Data was often outdated by the time decisions were made. Location managers had to spend time preparing files instead of managing operations.

The Solution

I built an automated data consolidation system that handles everything:

• •Automated File Collection: System monitors email folders and automatically processes incoming Excel files from all locations
• •Smart Data Mapping: System recognizes different file formats and maps data correctly regardless of column order
• •Automatic Data Cleaning: Standardizes naming conventions, formats dates consistently, and validates data quality
• •Real-Time Consolidation: Data consolidates automatically as files arrive. No waiting for all files

Technologies: Excel VBA, Access database, Outlook automation, Power Query | Timeline: 5 weeks

The Results

The data consolidation process that used to take 6 hours now takes 5 minutes. That's a 98.6% time reduction. Real-time visibility, faster decisions, consistent data, and scalable to handle 10+ locations.

ROI: Project cost $6,000. Annual savings: $18,000. Payback: 4 months