Case Studies

Problem

Meal planning, dietary substitutions and production reporting were manual and difficult to manage across multiple locations.

Solution

Built an Excel-based system to automate meal planning, dietary matching and kitchen production reporting.

Result

Streamlined operations across multiple nurseries and supported evolving requirements over a 7+ year period.

Problem

Analysing thousands of corporate annual reports required extensive manual review.

Solution

Combines search, AI selection, local PDF parsing, AI data extraction, keyword and semantic search.

Result

Replaced months of manual work with a fully searchable and automated pipeline.

Problem

Multiple sources of data led to inconsistent reporting and disagreements over key metrics.

Solution

Developed a single-source Excel dashboard with dynamic reporting and drill-down capability.

Result

Established a single agreed-upon set of metrics, eliminated reporting inconsistencies and improved decision-making.

Problem

Commission calculations and statement generation were complex, varied across sales reps and required significant manual effort.

Solution

Developed an Excel and VBA system supporting 30+ sales reps, 12 commission structures, multiple statement formats and automated email distribution.

Result

Reliable, automated commission processing and reporting, continuously extended and maintained over more than a decade.

Problem

Client reporting required manual preparation of statements using transaction and valuation data.

Solution

Created a VBA-driven system to generate PDF statements including returns, holdings and charts directly from source data.

Result

Delivered consistent, professional-quality reporting without requiring a dedicated reporting platform.