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Beyond Excel: Processes

Develop or document processes to improve your everyday workflow:

  • 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.

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