Client Success Stories

Detailed case studies showing the challenges, solutions, and measurable business impact

Power BI Dashboard Screenshot

Power BI Dashboard

Multi-Location Retail Sales Dashboard

Retail Business | 3 Locations | Canberra

The Challenge

A growing retail business with three locations was manually combining sales data from different systems every week. The process took 8+ hours and was prone to errors, making it difficult to identify trends or react quickly to inventory issues.

The Solution

Built an automated Power BI dashboard connecting all three point-of-sale systems, inventory management, and staff scheduling. Real-time visualizations show sales by location, product performance, staff productivity, and inventory alerts.

95%
Time Saved
$18K
Annual Savings
Real-time
Data Updates

Excel Automation Tool

Excel VBA Automation

Automated Quote Generation System

Professional Services Firm | 15 Staff | Sydney

The Challenge

The sales team was spending 10-12 hours per week manually creating client quotes in Excel. Each quote required pulling data from multiple sources, applying complex pricing rules, and formatting documents consistently. Errors were common and slowing down the sales process.

The Solution

Developed a custom VBA-powered Excel tool that automatically generates professional quotes in seconds. The system pulls client data, applies pricing logic, includes terms and conditions, and produces PDF-ready documents with consistent branding.

90%
Error Reduction
10 hrs
Saved Weekly
3x
Faster Quotes

Financial Dashboard

Financial Modeling

Multi-Year Budget & Forecast System

Healthcare Practice | 25 Staff | Melbourne

The Challenge

A healthcare practice needed better financial visibility for strategic planning. They were using disconnected spreadsheets for budgeting, actuals tracking, and forecasting, making it nearly impossible to see variance or plan for growth.

The Solution

Created an integrated financial planning system with automated budget vs. actual tracking, rolling forecasts, and scenario modeling. The system connects to their accounting software and generates executive reports automatically.

5 hrs
Saved Monthly
100%
Accuracy
3-Year
Forecasting

Additional Work

A selection of other dashboards, automation tools, and data solutions delivered for clients

Manager KPI Dashboard

Real-time performance tracking with automated alerts for team leaders across multiple departments.

Power BI DAX SQL

E-Commerce Analytics

Comprehensive sales tracking with product performance metrics and customer behavior analysis.

Power BI Python API

Investment Portfolio Tracker

Live stock market tracking with real-time calculations and automated performance reporting.

Excel VBA API

Automated Payroll System

Streamlined payroll processing with time tracking integration and compliance reporting.

Excel VBA Automation

Resident Services Dashboard

Service request management system with satisfaction tracking and response time monitoring.

Power BI SharePoint Power Automate

Project Budgeting Tool

Multi-project budget tracking with variance analysis and automated alerting for overruns.

Google Sheets Apps Script

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