Proof of approach

Excel Automation Case Studies

Example projects showing how Excel, VBA, Power Query and AI-assisted workflows can reduce manual effort and improve reporting reliability.

Finance reporting

Monthly management pack automation

Replaced manual copying and formatting with automated data imports, checks and report generation.

Typical outcome:

Hours saved each month and fewer reporting errors.

Operations

Spreadsheet workflow modernisation

Improved a legacy workbook with clearer structure, better VBA error handling and documented processes.

Typical outcome:

More reliable daily operation and easier handover.

Data processing

Power Query file consolidation

Combined multiple files from a folder into a repeatable transformation and reporting process.

Typical outcome:

Less copy-paste work and faster data preparation.

AI + Excel

AI-assisted macro development

Used AI to speed up draft code creation, then reviewed, tested and adapted the solution for business use.

Typical outcome:

Faster development without relying blindly on AI output.