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10 excel applications that improve business efficiency

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10 excel applications that improve business efficiency

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Client Proposal Generator for High-End Insurance Provider
Pricing Tool for Event Management
Automated Data Validation for Tax Form Processing
Automated Reports for Manufacturers Reps
Billing and Payment Reports to Supplement EMR for Health Care Providers
Meter Readings for Hydro Electric Plant
Sales Data Validator
Media Client Proposal Generator
Investment Advisor Analysis Tool
Nursing Home Staffing Tool

Transcript

  1. 1. 10 EXCEL APPLICATIONS THAT IMPROVE BUSINESS EFFICIENCY BY: ESOFTWARE ASSOCIATES
  2. 2. In our consultancy, life is never dull. We are constantly finding new ways to use the incredibly powerful Excel platform to provide value to our clients. In this post, we will showcase the following applications that our expert Microsoft developers have built: • Client Proposal Generator for High-End Insurance Provider • Pricing Tool for Event Management • Automated Data Validation for Tax Form Processing • Automated Reports for Manufacturers Reps • Billing and Payment Reports to Supplement EMR for Health Care Providers • Meter Readings for Hydro Electric Plant • Sales Data Validator • Media Client Proposal Generator • Investment Advisor Analysis Tool • Nursing Home Staffing Tool
  3. 3. CLIENT PROPOSAL GENERATOR FOR HIGH-END INSURANCE PROVIDER • Our client’s insurance agents were spending an inordinate amount of time generating client proposals. For each proposal, they were copying and pasting information downloaded from multiple insurance carriers for each insured into Excel spreadsheets. This information was then manually consolidated on a summary sheet for comparison, selection and presentation to clients. Along the way, client names and birthdates had to be re-entered in multiple places. The client came to us looking for help creating a streamlined, efficient process of generating proposals.
  4. 4. CLIENT PROPOSAL GENERATOR FOR HIGH-END INSURANCE PROVIDER • Our Microsoft experts developed an Excel VBA application to automate the process generating client proposals. The home page provides an interface for entering client information, which then is used to auto- populate cells throughout the application. It also provides functionality for browsing to and selecting import files for the various insurance carriers. • Insurance Agents can now develop client proposals in a fraction of the time that they previously spent on them. This gives them more time to customize and optimize the proposals for their clients. The Solution: Key Client Benefits:
  5. 5. PRICING TOOL FOR EVENT MANAGEMENT • An improved and automated Excel pricing tool was needed for the sourcing, estimating, contracting and invoicing phases of each program and its associated events. Since each program involves third party vendors for the various program components, the application needed a streamlined workflow with interfaces for entering data, automated calculations, and automated generation of invoices and other documents.
  6. 6. PRICING TOOL FOR EVENT MANAGEMENT • Our Microsoft developers create an Excel application that allows program planners to easily manage client information and view alternate cost and pricing scenarios. The Client Info tab contains an interface for accepting client information, which automatically flows through to other areas of the application, eliminating the need for duplicate data entry. Furthermore, the Invoice Output and Detail Output Tabs are automatically populated and used to generate PDF documents for the • Program planners can focus their attention on obtaining information from their clients and vendors and quickly develop estimates, contracts and invoices. Since information is automatically calculated and populated, errors and time expended are reduced. The Solution: Key Client Benefits:
  7. 7. AUTOMATED DATA VALIDATION FOR TAX FORM PROCESSING • Tax filing software has certain data type and formatting requirements for each field pertaining to each tax form. A tax preparer needed a process for their clients to use in validating their data before attempting to upload it into the tax preparer’s online software.
  8. 8. AUTOMATED DATA VALIDATION FOR TAX FORM PROCESSING • Our Microsoft developers created an Excel application with VBA code. The application runs a data validation macro and notifies the user of any invalid data. Once the user corrects the data, the validation can be run again to make sure all errors have been rectified. • Users can now easily see the errors in their data and address the issues before spending time uploading data into the tax filing software. This saves time and frustration, reducing delays in submitting information needed for tax filing compliance. The Solution: Key Client Benefits:
  9. 9. AUTOMATED REPORTS FOR MANUFACTURERS REPS • Each month, management sends sales reports to manufacturer’s representatives. These reports are a compilation of information from several different systems and include calculations based on logic pertaining to costs, pricing tiers, rebates, and fulfillment percentages.
  10. 10. AUTOMATED REPORTS FOR MANUFACTURERS REPS • Our Excel developers created a branded, polished Excel application with VBA. The application automatically imports unit costs, rebates, fulfillment percentages and other information and places it in reference tables within the application. The VBA code contains formulas with logic rules that are specified by the client. Once the data is imported, the results report can be automatically generated. • Reports can now be generated in a fraction of the time that was formerly spent generating these reports on a monthly basis. The Solution: Key Client Benefits:
  11. 11. BILLING AND PAYMENT REPORTS TO SUPPLEMENT EMR FOR HEALTH CARE PROVIDERS • The accounting department of a medical group needed to send monthly statements to each provider, documenting billing and payment information for services rendered to their patients. Although they have an electronic health records (EHR) system in place, which includes billing data, it doesn’t generate the provider statements. They want an application that automatically extracts information from reports generated by the EHR system, creates separate reports for each provider, and then emails those reports.
  12. 12. BILLING AND PAYMENT REPORTS TO SUPPLEMENT EMR FOR HEALTH CARE PROVIDERS • An Excel application was developed with functionality for selecting the time period, providers and CPT codes to include in the reports. After the selections are made, pressing the “process” button generates the reports and sends emails to each provider with their report attached. • The client was previously spending a few days each month generating provider reports, which can now be completed by the application in minutes. This results in the providers receiving their reports in a timely manner and frees up the time of the accounting staff to work on other matters. The Solution: Key Client Benefits:
  13. 13. METER READINGS FOR HYDRO ELECTRIC PLANT Our client needed a way to analyze and visualize historical as well as current meter reading data from equipment in a Hydro Electric Plant.
  14. 14. METER READINGS FOR HYDRO ELECTRIC PLANT • Our data experts extracted approximately 2.5 million electrical meter and peak readings from 1925 to the present; 1.9 million hydrology readings from 1926 to the present; and several hundred additional miscellaneous data points. Using Excel, this data was cleansed, prepared and then imported into data tables in an Access database. • Our Excel developers then created a frontend application with a data connection to the Access backend. This frontend application contains an interface for entering new meter readings and functionality for generating reports for visualizing the data in various ways. • With the historical data in a database, the client can now use it for a variety of analytical purposes. The Solution: Key Client Benefits:
  15. 15. SALES DATA VALIDATOR • The client wanted to improve the process of validating and correcting sales data prior to uploading it into a corporate reporting system.
  16. 16. SALES DATA VALIDATOR • An Excel application was created to import, validate and export sales data. A user interface allows the user to select the company name from a dropdown list and the file and folder locations for the import files. From a popup menu, the user can then load the data into the Excel file from the source files, validate it and generate an export file. • The salesforce can quickly and easily correct errors in their data prior to attempting to import it into the corporate reporting system. Because this new process is much faster than their previous process, the sales team can provide information to the corporate reporting system on a timelier basis. The Solution: Key Client Benefits:
  17. 17. MEDIA CLIENT PROPOSAL GENERATOR • Our media client needed a more automated means for their salesforce to generate proposals. Their products are included in publications that span a variety of brands and media platforms, including both electronic and print media. As a result, the application needed flexibility to accurately handle product specifications and bulk pricing tiers for each brand and platform specified. Furthermore, they wanted the ability to easily select publication dates for the selected quantity. When the quantity specified is 24, they wanted to easily select 24 dates to include in the proposal. Media Client Proposal Generator
  18. 18. MEDIA CLIENT PROPOSAL GENERATOR • An Excel application guides the salesperson through a sequence of selections, where the available choices are filtered based on prior selections. The backend tables were designed to allow easy update by the administrator, which is extremely important for accommodating ever changing product offerings. • Salespeople can now focus on helping their clients select the most suitable publications, products and platforms rather than scrambling to find the most current offerings of each. The Solution: Key Client Benefits:
  19. 19. INVESTMENT ADVISOR ANALYSIS TOOL • A group of Investment Advisors needed an efficient method of importing ticker data and associated financial, firm and industry information into an application for further analysis. Due to the large amount of data, the current system was slow and cumbersome to use. • A hybrid system consisting of an Access backend and an Excel front end application was developed. The Access backend stores the data, while the Excel frontend performs the calculations. The Solution:Problem
  20. 20. NURSING HOME STAFFING TOOL • An Excel application was developed with an automated process for importing and visualizing data. • A nursing home needed an application that imports staffing and patient census data from a larger database and compares the current and projected staffing levels to the required staffing levels during each shift. The Solution:Problem:

Description

Client Proposal Generator for High-End Insurance Provider
Pricing Tool for Event Management
Automated Data Validation for Tax Form Processing
Automated Reports for Manufacturers Reps
Billing and Payment Reports to Supplement EMR for Health Care Providers
Meter Readings for Hydro Electric Plant
Sales Data Validator
Media Client Proposal Generator
Investment Advisor Analysis Tool
Nursing Home Staffing Tool

Transcript

  1. 1. 10 EXCEL APPLICATIONS THAT IMPROVE BUSINESS EFFICIENCY BY: ESOFTWARE ASSOCIATES
  2. 2. In our consultancy, life is never dull. We are constantly finding new ways to use the incredibly powerful Excel platform to provide value to our clients. In this post, we will showcase the following applications that our expert Microsoft developers have built: • Client Proposal Generator for High-End Insurance Provider • Pricing Tool for Event Management • Automated Data Validation for Tax Form Processing • Automated Reports for Manufacturers Reps • Billing and Payment Reports to Supplement EMR for Health Care Providers • Meter Readings for Hydro Electric Plant • Sales Data Validator • Media Client Proposal Generator • Investment Advisor Analysis Tool • Nursing Home Staffing Tool
  3. 3. CLIENT PROPOSAL GENERATOR FOR HIGH-END INSURANCE PROVIDER • Our client’s insurance agents were spending an inordinate amount of time generating client proposals. For each proposal, they were copying and pasting information downloaded from multiple insurance carriers for each insured into Excel spreadsheets. This information was then manually consolidated on a summary sheet for comparison, selection and presentation to clients. Along the way, client names and birthdates had to be re-entered in multiple places. The client came to us looking for help creating a streamlined, efficient process of generating proposals.
  4. 4. CLIENT PROPOSAL GENERATOR FOR HIGH-END INSURANCE PROVIDER • Our Microsoft experts developed an Excel VBA application to automate the process generating client proposals. The home page provides an interface for entering client information, which then is used to auto- populate cells throughout the application. It also provides functionality for browsing to and selecting import files for the various insurance carriers. • Insurance Agents can now develop client proposals in a fraction of the time that they previously spent on them. This gives them more time to customize and optimize the proposals for their clients. The Solution: Key Client Benefits:
  5. 5. PRICING TOOL FOR EVENT MANAGEMENT • An improved and automated Excel pricing tool was needed for the sourcing, estimating, contracting and invoicing phases of each program and its associated events. Since each program involves third party vendors for the various program components, the application needed a streamlined workflow with interfaces for entering data, automated calculations, and automated generation of invoices and other documents.
  6. 6. PRICING TOOL FOR EVENT MANAGEMENT • Our Microsoft developers create an Excel application that allows program planners to easily manage client information and view alternate cost and pricing scenarios. The Client Info tab contains an interface for accepting client information, which automatically flows through to other areas of the application, eliminating the need for duplicate data entry. Furthermore, the Invoice Output and Detail Output Tabs are automatically populated and used to generate PDF documents for the • Program planners can focus their attention on obtaining information from their clients and vendors and quickly develop estimates, contracts and invoices. Since information is automatically calculated and populated, errors and time expended are reduced. The Solution: Key Client Benefits:
  7. 7. AUTOMATED DATA VALIDATION FOR TAX FORM PROCESSING • Tax filing software has certain data type and formatting requirements for each field pertaining to each tax form. A tax preparer needed a process for their clients to use in validating their data before attempting to upload it into the tax preparer’s online software.
  8. 8. AUTOMATED DATA VALIDATION FOR TAX FORM PROCESSING • Our Microsoft developers created an Excel application with VBA code. The application runs a data validation macro and notifies the user of any invalid data. Once the user corrects the data, the validation can be run again to make sure all errors have been rectified. • Users can now easily see the errors in their data and address the issues before spending time uploading data into the tax filing software. This saves time and frustration, reducing delays in submitting information needed for tax filing compliance. The Solution: Key Client Benefits:
  9. 9. AUTOMATED REPORTS FOR MANUFACTURERS REPS • Each month, management sends sales reports to manufacturer’s representatives. These reports are a compilation of information from several different systems and include calculations based on logic pertaining to costs, pricing tiers, rebates, and fulfillment percentages.
  10. 10. AUTOMATED REPORTS FOR MANUFACTURERS REPS • Our Excel developers created a branded, polished Excel application with VBA. The application automatically imports unit costs, rebates, fulfillment percentages and other information and places it in reference tables within the application. The VBA code contains formulas with logic rules that are specified by the client. Once the data is imported, the results report can be automatically generated. • Reports can now be generated in a fraction of the time that was formerly spent generating these reports on a monthly basis. The Solution: Key Client Benefits:
  11. 11. BILLING AND PAYMENT REPORTS TO SUPPLEMENT EMR FOR HEALTH CARE PROVIDERS • The accounting department of a medical group needed to send monthly statements to each provider, documenting billing and payment information for services rendered to their patients. Although they have an electronic health records (EHR) system in place, which includes billing data, it doesn’t generate the provider statements. They want an application that automatically extracts information from reports generated by the EHR system, creates separate reports for each provider, and then emails those reports.
  12. 12. BILLING AND PAYMENT REPORTS TO SUPPLEMENT EMR FOR HEALTH CARE PROVIDERS • An Excel application was developed with functionality for selecting the time period, providers and CPT codes to include in the reports. After the selections are made, pressing the “process” button generates the reports and sends emails to each provider with their report attached. • The client was previously spending a few days each month generating provider reports, which can now be completed by the application in minutes. This results in the providers receiving their reports in a timely manner and frees up the time of the accounting staff to work on other matters. The Solution: Key Client Benefits:
  13. 13. METER READINGS FOR HYDRO ELECTRIC PLANT Our client needed a way to analyze and visualize historical as well as current meter reading data from equipment in a Hydro Electric Plant.
  14. 14. METER READINGS FOR HYDRO ELECTRIC PLANT • Our data experts extracted approximately 2.5 million electrical meter and peak readings from 1925 to the present; 1.9 million hydrology readings from 1926 to the present; and several hundred additional miscellaneous data points. Using Excel, this data was cleansed, prepared and then imported into data tables in an Access database. • Our Excel developers then created a frontend application with a data connection to the Access backend. This frontend application contains an interface for entering new meter readings and functionality for generating reports for visualizing the data in various ways. • With the historical data in a database, the client can now use it for a variety of analytical purposes. The Solution: Key Client Benefits:
  15. 15. SALES DATA VALIDATOR • The client wanted to improve the process of validating and correcting sales data prior to uploading it into a corporate reporting system.
  16. 16. SALES DATA VALIDATOR • An Excel application was created to import, validate and export sales data. A user interface allows the user to select the company name from a dropdown list and the file and folder locations for the import files. From a popup menu, the user can then load the data into the Excel file from the source files, validate it and generate an export file. • The salesforce can quickly and easily correct errors in their data prior to attempting to import it into the corporate reporting system. Because this new process is much faster than their previous process, the sales team can provide information to the corporate reporting system on a timelier basis. The Solution: Key Client Benefits:
  17. 17. MEDIA CLIENT PROPOSAL GENERATOR • Our media client needed a more automated means for their salesforce to generate proposals. Their products are included in publications that span a variety of brands and media platforms, including both electronic and print media. As a result, the application needed flexibility to accurately handle product specifications and bulk pricing tiers for each brand and platform specified. Furthermore, they wanted the ability to easily select publication dates for the selected quantity. When the quantity specified is 24, they wanted to easily select 24 dates to include in the proposal. Media Client Proposal Generator
  18. 18. MEDIA CLIENT PROPOSAL GENERATOR • An Excel application guides the salesperson through a sequence of selections, where the available choices are filtered based on prior selections. The backend tables were designed to allow easy update by the administrator, which is extremely important for accommodating ever changing product offerings. • Salespeople can now focus on helping their clients select the most suitable publications, products and platforms rather than scrambling to find the most current offerings of each. The Solution: Key Client Benefits:
  19. 19. INVESTMENT ADVISOR ANALYSIS TOOL • A group of Investment Advisors needed an efficient method of importing ticker data and associated financial, firm and industry information into an application for further analysis. Due to the large amount of data, the current system was slow and cumbersome to use. • A hybrid system consisting of an Access backend and an Excel front end application was developed. The Access backend stores the data, while the Excel frontend performs the calculations. The Solution:Problem
  20. 20. NURSING HOME STAFFING TOOL • An Excel application was developed with an automated process for importing and visualizing data. • A nursing home needed an application that imports staffing and patient census data from a larger database and compares the current and projected staffing levels to the required staffing levels during each shift. The Solution:Problem:

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