The client was a major resource producer who required goods stored on behalf of numerous joint venture owners and projects and had to provide details of what was stored where for which jv owner / project. We devised a floor plan covering undercover and external hardstand and showing identified items and areas of storage (colour […]
Monthly archives for October, 2017
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 […]
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 […]
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.
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 […]