Category Archives: Case Studies

Case study: DSL Engineering

Summary Using Microsoft Excel spreadsheets to generate effective management dashboards The Client’s problem The client, an engineering company, produced lots of statistical data about their business: the amount of work invoiced, the number of jobs completed, work in progress, new quotations, etc, but it was all held in separate spreadsheets making analysis time consuming & […]

Case Study: Ashford & Co – Chartered Accountants

Summary Using Excel and Word to allow an effective MailMerge saving time, effort and money The Client’s problem On a regular basis, this accountant sends out a printed newsletter to each of his clients; following each budget, he also sends out a “Tax Facts” card. Periodically during the year, he also sends out specific information […]

Case Study: Adrian Cunningham LLB ACA – Chartered Accountant

Summary Creating a Powerpoint presentation to help with a client rebranding The Client’s problem Accountants have always “suffered” with a perception of being “boring” & “grey” – all courtesy of the Monty Python sketch: “The Vocational Guidance Counsellor”. So, when we were approached by a colleague from that profession, we were pleased to note that […]

Case Study: Steel Stockholder

Summary Using Excel spreadsheets more efficiently to reduce manual input and speed up the generation of information The Client’s problem Client had a number of spreadsheets with totals needing to be copied from one to another to allow input of rebates from suppliers & calculation of final Gross margin. During the existing processes, sales significantly […]