Excel ConsultantSolutionsSample “Smarter Microsoft Solutions”: From Our Clients’ PerspectivesSample Solution: Fully Integrated & Automated Solution in Microsoft Access, SQL Server and Excel for Toshiba

Sample Solution: Fully Integrated & Automated Solution in Microsoft Access, SQL Server and Excel for Toshiba

Sample Solutions: Our Clients' Perspectives

Microsoft Excel 2019 is an amazing budgeting tool

The Client's Initial Need

Why They Reached Out For Custom Microsoft Programming Service

♦  A large international high-tech firm with annual revenues in the billions of dollars recently had a time sensitive need to have a new Microsoft application built to manage their business.

♦  The system that they hired us to build would do all of their budgeting, forecasting, month end closes, financial reporting and analysis, all of this in a single Microsoft application, in a “Smarter Microsoft Solution“.

♦  The system was designed so that it could be used on a daily basis, by everyone working in both their accounting and finance departments, some 25 people in all.

 

This is just one example of the thousands of financial applications our staff have built over the past three or more decades of their careers.

 

 

 
The Technical Details

What They Wanted In This System

♦  What they wanted in their terms, technically speaking, was a fully integrated and automated system that anyone can run with little training, by a few clicks of a mouse on a custom graphical user interface.

 

 

♦  Their vision of a simply complex point and click system resulted in an advanced solution built in Microsoft Access, SQL Server, Excel and Outlook.

♦  It would be used for company wide accounting, budgeting, forecasting, financial reporting and analysis for decades to come.

♦  It needed to be built to work with multiple concurrent users, up to a few dozen at one time.

 

 
The Challenges

Concurrent Users, Point & Click Simplicity

♦  A fully integrated and automated system where the user would interact with the file via a custom graphical user interface, form based, point and click system is a challenge to build for a variety of reasons.

 

 

♦  A dozen or more concurrent users working in a system that uses four of the Microsoft applications is highly advanced and the data scientist building the solution needs to take many things into account.

♦  The challenge is to ultimately have a system where even the most junior of finance or accounting staff can move the mouse, click a button on the Excel or Access form, and watch the file run in a matter of minutes, if not seconds.  All of this without user intervention or effort.  That was the challenge.

 

 
Our Smarter Microsoft Solution

Build It Once, Use It Daily. Pay Once, Benefit Daily.

♦  There are numerous ways to do most tasks in Microsoft Excel, Access, SQL Server, etc. Finding the optimal solution with all of these choices results in a better solution, a “Smarter Microsoft Solution” if you will.

 

 

♦  Why pay staff to do manual processes, data entry or to make manual changes to a Microsoft solution when you can fully integrate and automate the majority, if not all of the effort.  Point and click interface (Priceless).  A “Smarter Microsoft Solution“.

♦  Our Data Visualization Experts will make sure your numbers pop off of the page.

 

Smarter Microsoft Solutions offer interactive Pivot Tables, Power Pivot, Power BI Dashboards, KPI Reports, Month-End Accounting, Budgets, Forecasts, Financial Analysis, Reporting and more.

 
The Results

Did We Deliver The Goods

♦  How do you know how you did on any given project?  hopefully they told you and perhaps asked if they could post a review on your services.

♦  If not, ask the client, how did we do?  Get it in their words, from their perspective, did they get what they were looking for, did they get less, or perhaps even more?

♦  Did you provide 5-Star service?

♦   According to the client we delivered the results.  They were and continue to be happy with the custom solution we built for Toshiba North American Finance.

 

Toshiba’s Review of our Smarter Microsoft Solution services:

Toshiba hired Mr. Fennell in 2009 to improve our financial planning model by setting up Access databases to process the huge amount of data we deal with on daily and monthly basis. Mr. Fennell not only understood our business needs well & reflected them in Access, but his work was done so accurately that 4 years later, we’re still using his work. He also did a great job training all our individuals to maintain the databases and make changes as our business needs evolved over the years. I highly recommend Mr. Fennell and his company to anyone who is looking for an expert, knowledgeable consultant. Top Qualities: Great Results, Personable, Expert. Majid Soroosh – Senior Financial Analyst at Toshiba America Information Systems, Inc.

toshiba-blue

 
Sample Solution: Budgeting and Forecasting in Microsoft Access, SQL Server and Excel for Business

Sample Solutions From Our Clients’ Perspectives: Fully Automated & Integrated Budgeting, Forecasting, Financial Reporting Solution for Businesses

 

A large international tech firm with annual revenues in the billions of dollars was in the need of a fully customized system, one that would be fully automated & integrated. They wanted all of this in a single solution, so we built the Smarter Microsoft Solution for Toshiba North America Finance.

 

  • Accounting
  • Month-end
  • Budgeting
  • Forecasting
  • Financial Reporting
  • Financial Analysis
  • Everything Financial

 

Built in Microsoft Access, SQL Server, Excel and Outlook.

 

This is just one example of the thousands of financial applications we have built over the past three or more decades.

 
 

A little background, I spent two decades of my career building such budgeting and forecasting systems for firms such as Toshiba, Robert Mondavi and El Pollo Loco to name just a few. It was based on that experience that I founded this company. Building budgets, forecasts, reporting and analysis are the most common requests our clients make.

 

If you would like to discuss our data scientists and visualization experts to build one for you, give us a call at 877-392-3539.

 

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