Automate Clerical Processes

I have extensive experience developing custom software tools that automate clerical business tasks across a wide range of industries. My focus is on building solutions that streamline repetitive, time-consuming tasks such as data entry, report generation, document creation, and data extraction. These tools are designed to reduce lead times, minimize errors, and increase overall efficiency.

Note: I am only able to show simple example projects of smaller clients who confirmed I could share publicly. I do not share any information from client projects who haven't explicitly granted me permission to do-so.

Over the years, I’ve worked on a diverse set of projects that automate various aspects of business operations. Examples include automating the generation of reports from raw data, using Excel inputs to create dynamic MS Word documents or PDFs, and pulling structured data from Word documents into Excel for further processing. It also includes analyzing large complex datasets to yield needed information or flag data for manual attention. These solutions are tailored to meet specific business needs while maintaining simplicity for the end user. My tools are built with flexibility in mind, ensuring they can handle complex workflows while being easy to use for non-technical users. Whether it's automating daily reports or creating custom data manipulation tools, my goal is to deliver solutions that save time and add value to your business processes.

Deliverables:

Automated Report Generation

Solutions that automate the creation of complex reports by pulling data from multiple sources and generating formatted outputs in Excel or PDF. These tools ensure consistency and accuracy while saving time on manual reporting tasks.

Dynamic Document Creation

Custom VBA scripts that use Excel inputs to generate MS Word documents or PDFs automatically. This deliverable is ideal for creating templates that need to be populated with dynamic data for contracts, invoices, or other standardized documents.

Data Extraction and Analysis

Tools that analyze and extract data from MS Word documents into structured Excel formats. This solution is perfect for streamlining workflows where data needs to be processed and analyzed across multiple platforms.