by Colin Foster | Jan 24, 2017 | Case Studies, Consultancy, Microsoft Excel
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,...
by Colin Foster | Jan 24, 2017 | Case Studies, Consultancy, Microsoft Excel
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”...
by Colin Foster | Jan 24, 2017 | Case Studies, Consultancy, Microsoft PowerPoint
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”....
by Colin Foster | Jan 24, 2017 | Case Studies, Consultancy, Microsoft Excel
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...
