01What I automate
Repeatable tasks where people are spending time moving, cleaning, checking and presenting data.
- Monthly and weekly reporting
- Data imports and cleanup
- Workbook creation and distribution
- Roster and assignment logic
- Email-ready summaries
- Historical archiving
02VBA and Power Query
Power Query is strong for repeatable data ingestion and transformation. VBA is useful for guided workflows, file operations, report generation and actions that formulas alone cannot handle.
03Right-sized systems
Not every business needs custom software. A well-structured spreadsheet tool can be faster, less expensive and easier to adopt. If a spreadsheet is no longer the right platform, I will say so before you spend money.