This report used SAP data to calculate commissions for sales reps. Custom VBA was used to create a workbook for each regional manager for approval.
The workbook included numerous check figures, other invectives, built in audit logs, permissions, and automated emails.
We developed a custom SharePoint site for the upload to streamline the approval process.
These metrics included delivery and usage data for various regions summarized my month and quarter.
Custom VBA was used to combined data from multiple SAP reports, aggregate it, and then send to each region - all with the click of a single button.
We also created a custom SharePoint site along with a script to automate permissions as this organization had over 50 regions.
We created a custom workbook to plan everything from capital expenditures from travel and entertainment.
This client had unique needs as some budget accounts had set annual amounts, some had set monthly amounts. We created custom VBA scripts to populate the budget based on account selections.
The file also included VBA to help automated the approval process and budget upload to BPC.
Prior to working with us this client was using multiple workbooks to create the budget & forecasts, create monthly financials, and manage payroll costs. It was impossible for them to plan for scenarios and forecast.
We created one master file to help track everything. Assumptions could be changed on the fly for dynamic forecasts. The file included income statements for each business unit and overall, a balance sheet, and a cash flow all driven by a trial balance import and a date function on the dashboard.
The financials used SUMPRODUCT to streamline the process making new account additions easy. The payroll section used a custom VBA formula to take into account furloughs, raises mid-year, and OT projections.
This company wanted a custom card to track financial performance by month. We first got an overview of their business processes and got to work.
We created numerous SQL queries and views to automated the majority of the reporting. These metrics included things like revenue goals, margin goals, SGA percentage, and billing days.
The book had certain information that only certain employees could view. We created a custom VBA script to send a copy of the file to OneDrive, removing data cetin groups do not have access to.
This project had numerous sections. This organization had to fille hundreds of 990s each tax season.
The first job was to create a new financial statement format used by managers during the 990 draft process. The file pulled dynamic data from HFM. Various schedules were made that could be exported with VBA and then important back into the software
For the 990 Schedule J payroll information, we worked with their IT department to create a custom SQL query that added to the efficiency.
At project completion we saved this company over 2,000 hours annually.
SQL stands for Structured Query Language. SQL lets you access and manipulate databases.
Large Excel workbooks make large datasets hard to manage. Using a database can make managing millions of records a simple task. SQL will force your business to organize your data structure by using a relational model.
Modern browsers are extremely powerful! Many businesses might think of a website solely for landing new clients, but they can go beyond that.
A custom accounting system can incorporate all of your business logic, eliminating nearly all bottlenecks. While this route might seem expensive, a quality developer can build a simple app without reinventing the wheel.
Similar to websites, apps are often under-utilized by businesses. A good but simple app can provide values to your customers and internal stakeholders.
One of the biggest benefits to apps is native push notifications. This eliminates the worry about an email not being delivered or an SMS being blocked.
Instead of analyzing data in Excel a popular statistical tool, R, can be used to build better models and take your analysis to the next level.
R can be used for things like building forecast models, logistical regression, and cluster analysis. R also has variety of packages available to help save you time; The Comprehensive R Archive Network.