Excel/Office Projects

Development of templates, formulas, and automation using macros written in VBA (visual basic for applications) along with documentation of new processes and any code written.

For example:

• Customize templates to improve speed, accuracy, or presentation of information, including formatting or colors to match your organization.

• Build complex formulas and custom functions to reduce steps for calculations and perform calculations beyond what’s built into Excel.

• Automate repeated or complex processes using VBA macros that are flexible to your project needs, then document the new processes and train staff.

• Create PivotTables and charts to summarize your data, including the best way to keep them up to date for your processes - whether they are for daily tracking or annual reports.

• Generate emails, PDFs, or Word docs from a CSV or Excel file, saving time and reducing error while providing more flexibility than mail merge.

• Handle broken or under-documented formulas and VBA macros, creating documentation plus updating code (if you have the copyright) or replacing it (if you don’t).

Processes & more

Review, develop, or document processes to improve your team's workflow and training of new staff.

For example:

• Create document or slide templates to speed up repeated projects or reporting. 

• Provide a fresh, outside perspective to review existing documentation, instructions, surveys/forms, or other items you provide to employees or customers.

• Document your current processes to improve training and consistency of work.

• Improve processes for Excel, Word, etc for efficiency, error reduction, and ease of use (can include lightweight templates and formulas); add an Excel project if more advanced templates, formulas, or VBA/macros would enhance your process.

• Guide you on organizing data for streamlined charts, Pivot Tables, import or merging.