Frequently Asked Questions

Yes of course, I offer a free consultation to discuss how I can help your business.

Absolutely. Where employee's do not have the skill set where they need to transfer information from one spreadsheet to another, they will manually key in the data or search data, spending a few hours of data input/search. There are automated techniques which will free up hours of your employee's time to work on value added work or save on staff costs.

Yes, this is the normal case in most business's, depending on the problems you get with the format of the data, it may take a few extra steps, but it is possible and can free up a lot productivity hours, allowing you to review the summary and the meaning of the data.

All business's should aim to do this, to ensure you can trust the reports and reducing the time spent updating files to become more efficient.

This is a common tool used by most large organisation's and can be created in spreadsheets with no need for additional expensive software.

Either a simple or complicated set of rules can be created to produce a summary which helps forecast future months/years, off the back of actual data results.

Again mainly large organisations use this approach for using financial and non financial data in a summary report. I can view where you house, or create business processes to capture non financial information, which can then be amalgamated into your financial report to give KPI's.

This can be done, by exploring your current business processes of data capture of financial and non-financial. If there are area's of non data capture I can suggest processes of how to capture the data, so that we can create a complete dashboard which will steer your business.

A simple macro can be created, but first the process of invoicing will need to changed so that the macro can then create the invoices in batches saving a lot of time.

Best way would be to password protect the file (file/save as/browse/Tools/general options). You can then email the password on another email or text myself. Also if you still feel uncomfortable, the I suggest that you clear the quantities/Value/names and anything which is sensitive, and I can continue to work on the file.

I can create a host of different bar charts, pie charts, waterfall charts etc. This will be with the aim to show business performance.

Once you let me know what you need me to do, I can estimate how much time I think I will need, then once payments received I will commence work.

Yes I have a few blogs which can help get you started, please see below:

1. Top 5 Excel Formulas in Microsoft Excel for advanced users

2. Top 5 rules on how to create a well designed excel spreadsheet

3. How to create Audit Integrity Checks in Microsoft Excel Reports

4. How to create Data Modelling to Forecast

5. Top 10 uses of how Small Businesses can use Microsoft Excel

6. Importance of Data Capture and Analysis

7. Benefits of a Procurement Dashboard