Microsoft Excel expertise is one of our biggest differentiators! Below is just some of what we can do.
EXCEL TOOLS WALKTHROUGH
Made for Insurance Agents, but applicable to other industries
Summarizing financials into a dashboard, cost & benefit of hiring a new employee, and complex client tracking
AUTOMATED PERFORMANCE MONITORING
Macro-driven data collection and presentation
The business was tired of taking hours and hours each quarter to manually input financial performance data, so they brought us on to build an Excel macro to automate the data collection, and then present the results in summary graphs and tables with performance metrics.
Captured all historical data and centralized the data storage in one location, with the ability to easily add future data
Caught errors in the financial reports sent from a third party and corrected them
Created an easy to understand and manipulate performance summary to see growth by year and quarter
Developed monitoring routine to alleviate the business of all manual work
Custom data pulling and modeling tool
Looking to gather historical data in order to build projections for the football season, we developed a tool that pulled data from online, ran that data through formulas (with the help of macros) with changeable inputs, and created a model based on that data to build football projections, all contained in one Excel file.
Built a tool for the user to select what data to pull from online
Ran the data through macros and formulas to make it ready for the model
Gave visibility into the model's individual pieces and outcomes in order to deep dive in any particular area
Developed a summary that contained all projections in order to compare team by team and compare against actuals
POLICY TRACKING FILE
Macro-driven data merging and updating
Trying to track the conversion of customer policies, the agency had to figure out a way to maintain the notes on each policy, the price, and the status for every weekly update. Instead of manually trying to match all the criteria week by week, we helped them by developing a tracking file that automatically pulled in new info, highlighting changes, and maintaining their tracking notes for each policy.
Built a tracking tool that maintained important notes, brought in new information and new policies, and highlighted changes
Created a simple updating process that took under 5 minutes and required no Excel macro knowledge
Offered free support for any hiccups in the process or unique scenarios
Our Excel expertise can be seen throughout all of our services. See more specific examples in each of the following:
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