Viewing entries tagged
administration

Project Portfolio Management and Workflow

Project Portfolio Management and Workflow

A Project Portfolio Management and Workflow application built for a global pharmaceuticals company using Microsoft Excel with VBA and delivered via SharePoint.

This one is incredibly complicated and specific, and demonstrates just how much is possible with Excel and VBA.

Church Accounts

Church Accounts

A financial management solution written for a local church to manage a particular set of accounts receivable and payable. The solution was based on Excel VBA and User Forms and featured: extensive VBA code to enforce the process and validate input

There are lots of good accounting packages out there and we don't recommend managing all of your accounts with Excel, but there are occasions when a spreadsheet is the most cost-effective solution to some of your finance challenges.

Vacation & Training Tracker

Vacation & Training Tracker

A vacation and training tracker system built for a global IT outsourcing company using Microsoft Excel and delivered via SharePoint.  The solution included a data entry sheet, a calendar display and a tracking report.

This is a simple worksheet that is easy to use and support, and has an elegant look and feel.

Task Planning Calendar

Task Planning Calendar

A task planning and scheduling system built for a UK financial services company using Microsoft Excel VBA.  The solution included calendar display, data entry form, search and help facilities.  It was more than just a shared calendar: it used a library of information about tasks to calculate the likely time required and managed scheduling conflicts.

It illustrates a situation where the very implementation of a tool forces adherence to a process, thereby driving consistency and savings.

 

Staff Tracking and Organisation Chart

Staff Tracking and Organisation Chart

A staff resource tracking system built for a large multi-national bank using Microsoft Excel and VBA.  The solution included details required by a number of different departments and a facility to create organisation chart data that could be uploaded into Microsoft Visio. 

This example serves to illustrate that significant time savings and data quality improvements can be made with quite simple Excel projects.