Case studies

Short, anonymised examples of what we build and what changed afterwards. Client names are shown only with permission.

Portfolio tracking for 50+ projects in one workbook

Client: PMO teams in countries (based on our Ultimate Excel PM Template and 120+ All-in-One PM Bundle)

Problem: PMOs were running one tracker per project, with no single view of status, resources or deadlines.

What we built:

  • Multi-project dashboard with status, RAG and milestone views
  • Resource allocation and Gantt views on one data table
  • One-click status reports for PowerPoint

Result: teams use it; one workbook replaces dozens of trackers.

Portfolio tracking for 50+ projects in one workbook
A monthly sales report that updates itself

A monthly sales report that updates itself

Client: Sales operations analyst (based on our Sales Data Process Automation VBA project)

Problem: Twelve regional files were merged by hand every month; errors were found only after distribution.

What we built:

  • One-click consolidation of all regional workbooks
  • Validation log that flags missing or duplicate rows
  • Formatted output emailed automatically to the distribution list

Result: per month; zero re-issued reports since go-live.

Help-desk tracking without buying a ticketing system

Client: Small IT support team (based on our Help Desk Management System VBA project)

Problem: Requests arrived by email and were logged nowhere; SLAs were impossible to measure.

What we built:

  • Excel user forms for logging and assigning tickets
  • SLA timers and escalation flags
  • Dashboard of open, overdue and resolved tickets by agent

Result: downloads; used by .

Help-desk tracking without buying a ticketing system

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