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.

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 .