Green Geometric Shapes
Polished concrete kitchen benchtop - Job Scheduling project for a Kitchen Design company

Job Scheduling

Kitchen Design 

A custom time and resource schedule for a Kitchen Design Business. Including an easy to read calendar showing all activities across three departments for staff to work from and automated calculations of job activities.

Case Studies

We're proud to have worked with a wide range of businesses in a multitude of sectors. This page showcases some of those completed projects.

 

Browse through and Click one that takes your interest for a more detailed description of the challenge faced, the solution provided by us and the positive outcomes for clients. 

Luxury hotel - Inventory Tracking project by XLAutomation

Inventory Tracking

Hospitality 

Automated tracking of room inventory, produce, purchase orders, invoices, staff cleaning, maintenance jobs and materials. Included easy to use entry forms to capture stock levels & visual reporting. 

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Trading Portfolio Spreadsheet

Share Trading 

This client was looking for a way to record trading activity for their clients & display those trades to a dashboard to report on performance. The portfolio spreadsheet automatically updates share prices & dividends, includes reports & a dashboard to display key data. 

Share trading screen - Trading Portfolio Spreadsheet project by XLAutomation

Trading Portfolio Spreadsheet

Share Trading 

This client was looking for a way to record trading activity for their clients & display those trades to a dashboard to report on performance. The portfolio spreadsheet automatically updates share prices & dividends, includes reports & a dashboard to display key data. 

Steelworker - Manufacturing Cost Estimation Project by XLAutomation

Manufacturing Cost Estimation

Steel Fabrication

A customised cost estimate tool designed to assist in the clients bid process for projects. The complex nature of quoting steel fabrication made it difficult and time consuming to create accurate quotes. See more about the solution we provided. 

Job Costing - Google Sheets

Urban Landscaping

Requirements for this project were to improve cost estimate consistency and reduce time to manually reset calculations. A google sheet job costing solution achieved this, with the added benefit of sharing across the business and it's ability to operate online across different devices. 

Personal Trainer - Personal Training Tracker project by XLAutomation

Personal Trainer Tracker

Health & Fitness 

This client wanted a step by step process to capture the personal fitness & health objectives of their clients. It needed to be user friendly and create a visual personal fitness card for their clients. See our Excel workbook application solution using a guided form process.

Cement poured - Concrete Production Excel Modelling project by XLAutomation

Excel Modelling

Concrete Production 

This describes a modelling case study using Excel and an upload of stock and forecast data to provide a set of modes configured & used to forecast the expected output for the given levels of stock and the expected sales over the period. 

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Risk Register 

Government Organisation Restructure

This project delivered a risk register for a large organisational restructure. The key aspect to this spreadsheet was the display of the risks on a Heat Map that provided a quick and easy way to focus on the risks that presented the greatest 'risk' to the change program.  

Timesheet Template

Construction Industry

An example of a simple timesheet template in Excel to capture start & finish times, allowing for lunch breaks and include loading for hours worked. The client wanted a single template easy for their employees to complete their weekly timesheet & record their leave.

Job Management Database

Carpet & Flooring

After years searching for the right job management solution, we were able to develop a custom Excel system linked to an SQL Database. This met the clients requirement of the look and feel of Excel but with the data sharing capabilities & multiple user access.

Red Truck on highway - Rate Calculator project for the Transport Industry

Rate Calculator

Transport Industry

Our client had a set of rates for different transport options based on distance & vehicle types. The manual steps required to determine the appropriate costs were

time consuming and prone to errors. Read more about the solution provided using a built-in Excel function. 

Concrete Constuction Worker - Job Booking project by XLAutomation

Job Booking

Concrete Construction

This client had a large number of jobs underway at anytime. Organisation of booking activities for each of those jobs at the right time was problematic. The solution included an Excel Job Booking template and a Job Control workbook. Read more & view a video demo. 

Neighborhood Aerial View - Commission Check Financial Spreadsheet project for Mortgage Broker

Financial Spreadsheet

Mortgage Broker Commission Check

The challenge was to deliver a quick & easy method to validate commissions paid to mortgage brokers were correct. We designed an Excel workbook to import raw data from bank statements then a calculator to check commissions paid matched the brokers arrangement.

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List Management

Car Club Automated Workflow

Read how we created an automated membership list workflow for this car club to replace their manual paper system to take new members and payments. A website form plus some integrations were used to automate the workflow and save countless hours in manual admin.