What's included

• Ongoing Maintenance & Updates

  Routine Updates: Regularly update Excel workbooks, Access databases, VBA code, and Power Query processes to ensure they meet evolving business needs. Bug Fixes & Optimization: Continuously monitor and fix bugs in VBA scripts, queries, or database functions, optimizing for better performance. Data Source Integration Updates: Keep Power Query and database connections updated, ensuring smooth integration with new or changing data sources.

• Custom Data Analysis & Reporting

  Monthly/Quarterly Reports: Deliver scheduled Excel reports or dashboards with up-to-date data analysis, insights, and trends (automated with VBA or Power Query where possible). Ad-Hoc Analysis: Provide on-demand data analysis and insights for urgent or specific business questions (e.g., sales performance, financial metrics). Data Visualization Enhancements: Regularly refine or redesign reports and dashboards for improved clarity and decision-making.

• Automation & Process Improvements

  New VBA Automations: Continuously develop and implement new VBA scripts for automating tasks as the client’s needs evolve (e.g., report generation, data consolidation, emailing reports). Power Query Refinements: Regularly optimize Power Query processes for faster data transformation and loading, and add new transformations based on changing data structures.

• Database Management & Optimization (Access)

  Database Maintenance: Regular updates and improvements to the Access database schema, queries, and user forms for better performance and usability. Security Updates: Ensure that user permissions and security measures in Access databases are up to date and reflect changes in team roles or data sensitivity.

• Data Cleansing & Validation

  Routine Data Cleansing: Ensure data in Excel, Power Query, or Access is accurate and clean, using automated scripts where possible to identify and fix data quality issues (duplicates, errors, etc.). Data Validation: Set up and maintain validation rules in both Excel and Access to maintain data integrity over time.

• User Support & Training

  Ongoing User Assistance: Provide continuous support for users in troubleshooting issues with Excel, Access, VBA scripts, Power Query, and data analysis tasks. Training Sessions: Offer periodic training on how to use new features or updates in the workbooks, databases, or automation scripts, ensuring users stay up to date on new developments.

• Data Integration & System Updates

  New Data Source Integration: Continuously integrate new data sources (external databases, APIs, Excel files) into existing workflows, ensuring seamless updates for analysis. System Scaling: As data grows, optimize existing systems (Excel, Access) to handle larger volumes of data efficiently, including improving Power Query processes and VBA performance.

• Proactive Recommendations

  Process Improvement Suggestions: Regularly review the client’s workflows and suggest improvements for increased efficiency (e.g., better use of automation, new report designs, optimizing data structures). Business Insights: Offer data-driven recommendations based on ongoing analysis, helping clients make informed decisions based on their evolving data trends.

• Customizable Subscription Tiers

  Basic Support Tier: Covers essential maintenance, bug fixes, and periodic reporting/analysis. Premium Tier: Includes more frequent updates, advanced data analysis, additional VBA automations, and more in-depth database management. Training & Consultation Tier: Monthly or quarterly sessions dedicated to training staff and offering strategic consulting based on data insights.

• Performance Monitoring & Reporting

  System Performance Reports: Periodically assess and report the performance of VBA scripts, Power Query workflows, and database operations, making improvements as needed. KPIs and Metrics: Deliver ongoing analysis of key business metrics, ensuring the client has access to updated and accurate data insights.