Operational fixes
Excel reporting automation without losing what already works
Keep Excel where it fits. Automate the exports, merges, and summaries around it.
Clear scope and price band before work starts
Common situations
Macro spaghetti nobody dares touch
Monthly workbooks duplicated per manager
Leadership wants one version of truth
What can be included
Excel automation and dashboard handoff
Dashboards with owners, KPIs, and alerts
Automations replacing manual copy-paste
Clear handover so your team can maintain it
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
First scoped build
- 01 / Current Situation
- Manual steps and spreadsheets held the process together.
- 02 / OpsPatch Build
- Focused excel automation and dashboard handoff with one measurable outcome in the first sprint.
- 03 / Delivered Handover
- Scoped deliverable + documentation + handover.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- WhatsApp
- AI assistants