What the client needed
Work across many locations and categories was reported by hand each month. The firm wanted to enter data once and get every report ready to print.
Monthly reporting across many locations and work categories took days of copying and formatting, and figures had to match exactly for submission.
What we built
- A raw data entry sheet for all work
- Automatic sheets by location and month
- Disposal, maintenance and summary sheets
- An entries viewer with weekly to yearly views and date ranges
How we solved it
We kept the tool the team already knew, Excel, and automated everything around it with formulas, links and print ready layouts.
The team kept working in Excel, the tool it knows, while formulas and links now carry every entry into the right location, month and summary sheets, ready to print.
The outcome
The team enters each job once and every location, month and summary report updates itself.
Reports that once took days are ready as soon as the month's entries are complete, consistent across every location.
