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Service

Excel & Reporting Automation

If the same report needs the same manual steps every week or month, I can help turn them into a repeatable process.

I repeatedly copy, combine, clean, or transform files to produce the same report.

01

You regularly consolidate Excel files or exported system data.

02

The process depends on copy-paste, repeated lookups, or recurring transformations.

03

Data has to be prepared manually before a report can be refreshed.

01

representative files or exports used today

02

description of the current process steps

03

example of the expected output

04

frequency and important operational constraints

01

map the current workflow

02

simplify repetitive steps

03

implement transformations in Excel, Power Query, Python, or an appropriate combination

04

validate data and transformation logic

05

prepare a repeatable way to run or refresh the process

01

automated or simplified workflow

02

required transformation logic

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repeatable output

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instructions for running or refreshing the process

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short handover where required

01

Technology is selected for the client's environment; the product is the repeatable process, not a specific tool.

02

The scope covers the agreed workflow and inputs.

03

Additional processes, new sources, or a material change in the expected output require a scope review.

01

You show the current process and share representative files or exports.

02

I identify the repeated steps with you and define the repeatable output.

03

Once the process is understood, I propose the scope and price; less-defined work may start with a separate discovery step.

Commercial model

The price is agreed once the current process is understood; less-defined work may require a separate discovery step.