Excel Automation & Data Consolidation
Service Summary
I take recurring manual spreadsheet work – copying between workbooks, rebuilding the same monthly pack, reconciling numbers that don’t agree – and turn it into a macro or Power Query flow that runs on demand and is documented for whoever inherits it.
Typical Benefits
- Hours of copy-paste replaced by a single run
- Data from many workbooks, teams or countries consolidated into one dataset
- Numbers that reconcile, with the logic written down
- Less dependence on one person who “knows how the spreadsheet works”
Overview
Discovery (Days 1–3): Walk through the current process, collect sample files, agree what “correct” looks like.
Build (Week 1–2): Macro or Power Query solution, with validation checks against the source data.
Handover (Week 2–3): User guide, a short training session, and a test run on live data.
Support (optional): Changes as workbooks or requirements evolve.
Our Requirements of You
- Sample files and access to the real source workbooks
- One person who knows the current process and can confirm results
- Agreement on the output format before the build starts
Our Commitments to You
- A working solution tested on your real data, not a demo
- Plain-language documentation for whoever runs it next
- Validation checks so errors are caught, not hidden
Deliverables
- Working macro or Power Query solution
- User guide and handover session
- Validation checks against the source data
Available Service Engagement Models
*This service may be engaged via multiple engagement model options to provide maximum flexibility.
Project Based Engagement
Project based engagements operate on the basis of agreeing work and any outcomes or milestones for delivery in advance of commencement of any engagement in a ‘Statement of Work’. Prices are fixed for the agreed deliverables and should changes be required, these may incur changes to delivery costs. Payment for Project Based Engagements are agreed on a case-by-case basis, giving consideration to risk, contract value, client payment history, relationship longevity and duration.
Network Units
Network Units enable complete flexibility around any engagement. When using Network Units, clients can swap and change delivery experts, scope and duration of engagements in a frictionless manner with very little notice, in line with the quantity of Network Units purchased. Network Units can be purchased in blocks of any size and at any time and are billed in full at point of purchase.
Focus In On: Responsible for Finance / CFO
New Areas of Value:
Quality, speed and savings from optimisation and automation of finance processes
Compliance and data quality is right first time, on time, every time
Fast access to reliable data to enable front-line decision making
Improvements around:
Inefficient or non-standard processes
Unable to produce accurate timely reports
Finance function under a lot of pressure from operational tasks
