A focused engagement of two half-days, showing that digital transformation doesn't have to be a months-long project to make a difference.
The Foundation's reporting office regularly produces financial reports that combine data from different databases and sources. Each time, the work started from scratch: extract the data, paste it into a consolidation file, check it and rebuild tables and charts.
A slow, repetitive and fragile process: a single shifted column in an export was enough to introduce an error that was hard to spot.
The goalAutomate two reporting processes without introducing new software, leaving the team with a tool they can use and maintain on their own.
The same report, two very different ways of getting there.
Hours of work every cycle
One click to refresh everything
The time that went into collecting data now goes into analyzing it.
The best solution isn't always the newest one. Here, the right tool was already installed on every computer in the office.
Power Query and Power Pivot are already part of Excel: no software costs, no procurement process.
The team works in Excel every day. No new environment to learn, immediate adoption.
The same transformations can move to Power BI when reports need to be shared more widely.
The hours spent each cycle on exports and copy-paste were replaced by a one-click refresh.
Transformation rules are written once and always applied the same way: no more copy errors.
The office runs and changes the system on its own, without relying on external consultants.
Adding a new source means adding a new connection, not a new manual process.
Often a few days of work are enough to automate it. Let's talk.