DataBasics

Enhanced QuickBooks Reporting

Sun, 30 Aug 2009 14:50:00 -0400

Challenge: Reports from QuickBooks often do not provide sufficient analysis, and clients are exporting QuickBooks report data into Microsoft Excel for further processing. This client, a bond agency, had a QuickBooks report which detailed all the bonds for which commissions were paid - but the QuickBooks report did not provide a report detailing which bonds had not been paid commissions. The client was manually reviewing the QuickBooks report line by line to determine commissions owed.

Sales Tracking Database

Sun, 30 Aug 2009 14:40:00 -0400

Challenge: A sales consultant wanted a software tool to manage her clients, purchases, inventory and daily business tasks.

Email Automation

Sun, 30 Aug 2009 14:40:00 -0400

Challenge: Client maintains a monthly Excel worksheet tracing invoices received. The client was manually filtering for open invoices, and then manually contacting each vendor to request invoices.

Turning Excel Data into Relational Database

Sun, 30 Aug 2009 12:50:00 -0400

Challenge: A printing company kept vendor quotes in Excel worksheets. Their purchasing agents could view current quotes and select the ‘best fit vendor/lowest quote', but there was no ongoing tracking of purchases by agent or by job, and no bridge to the purchase order generation.

Transforming Data into Actionable Information

Thu, 27 Aug 2009 17:40:00 -0400

Challenge: A Vice President & General Manager of an international company received monthly Excel worksheets reporting total (global) company wins, pending awards and prospects by category. The GM needed to analyze this raw data, filter it for U.S. opportunities only, and create a monthly report for his senior management team.