PORTFOLIO
Satisfied clients have received these solutions and more.
Successful Projects
Sku Management (5,000+)
Created sku management system to track pricing, cost, profitability, trends, and revenue. Ensure price alignment and tracking by sku group.
(click for weekly report in Tableau)
API to Xero
Automate data flow to Xero. Move invoices and purchase orders at speed. Connect your inventory system like Skuvault so you never lose track of financial activity.
Accomplished: Automated daily flow of daily purchase orders into Xero from inventory platform.
Accomplished:
Converted raw Amazon reports to actionable analytics in Excel and Tableau.
Created scheduled reporting of customized analysis for catalog of 5,000+ skus.
Automated price updating and synchronization between Amazon and other ecommerce platforms.
Project Management
Created multiple bases for multiple clients including: ecommerce, digital marketing, construction.
Functionality included cross tab linking, Gantt charts, calendars, notifications, and formulas.
Data Flow Mapping
Accomplished: Combined data from three platforms into actionable cash flow management method.
Time Sheet Upload to QuickBooks
If time sheet information from projects are being entered by hand into QuickBooks then we can automate the data flow so it became a ‘hands-off’ process.
Vendor Bill Uploading
We can automate the conversion of vendor bills so they can be uploaded into QuickBooks at the click of a button.
Home Depot Pro Analytics
We can automate over 20 reports for you. How many times is X employee going to Home Depot in a day? A week? Which store is getting the most visits from your employees? What is purchased most often? What part should be stocked in the trucks instead of the crews running to Home Depot? We can deliver analytics to you on a quarterly, monthly or weekly basis.
ADP & Payroll Job Costing
We can combine data from ADP and payroll systems to allow for itemized job costing reporting within QuickBooks. If you use one software for tracking time/materials/project and another for processing payroll, we can combine that data then upload it into QuickBooks. This allows you full power from QuickBooks Estimate To Actual and other job cost reporting. While payroll systems (like ADP) claim to allow job costing, often the export is only a summarizing journal entry. That can hide critical details from you.
LARGE DATASETS
BENEFIT: Client achieved an unprecedented 99.5% recovery of accounts receivables for their medical claims.
MACROS
BENEFIT: Achieved in 30 seconds what had been taking the owner 8 hours a month to perform.
PIVOT TABLES
BENEFIT: Provided owner the ability to have monthly analysis and project awareness for the first time.
AUTOMATION
BENEFIT: Achieved the highest profitability and most accurate production scheduling in their history.
SORT & FILTER
BENEFIT: Gave managers the ability to rapidly look back at wage information as needed on employees and time periods.
MAILING LIST
BENEFIT: Eliminated the workload for the clients and gave them rapid deployment of their lists.
DASHBOARD
BENEFIT: Achieved the highest profitability and most accurate production scheduling in their history.
Training
This advanced Excel curriculum is updated for Office 365. For over 12 years it has been taught to groups and individuals.
The curriculum’s framework:
- Using a ‘data centric’ approach to Excel
- Re-formatting using ‘data washing’ techniques
- Advanced filtering
- Conditional formatting
- Pivot tables
- Formulas
- Recording simple macros
It can be tailored to a particular topic, function or need.