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Excel use and your reputation..

Excel use and your reputation..

Consider this real life situation.. You acquired a business and inherited provision of long standing services to a major Oil and Gas business but you also inherited time consuming, error prone invoicing of thousands of transactions per month. Inherited processes involved days of transaction checking before invoicing but there were still too many errors. The […]

Automatic compliance register – no data

Automatic compliance register – no data entry required

Smart Excel use auto generates registers without any data entry. Save time, remove error prone manual data entry and improve professionalism with smart Excel use.  The illustration below is of a compliance register. The register is refreshed automatically and includes hyperlink references to source documents. Requires absolutely no data entry!  (Even cell colouring is dealt […]

3 Step Customer Report

3 Step Customer Report

How much time do your people spend preparing regular reports … running system extracts, copying and pasting data, filtering, doing calculations etc, then attaching to emails? Is the result professional, consistent in layout and accurate? Is the customer impressed? There IS A BETTER WAY! You can THRILL your customer.  

Client Report Tool

Client Report Tool

What do you do when the report for the Client is too big to email? Yes, you could use Dropbox but that often has practical and security implications. One successful approach is the (client side) CLIENT REPORT TOOL. The CLIENT REPORT TOOL overcomes email attachment size issues and, as an additional benefit, ensures the underlying […]