For a US lender providing $250K–$4M USD debt to Shopify stores, we automated the entire portfolio MIS pack across 45+ companies using Excel & VBA/Macros—cutting compilation time from several days of multi-analyst effort down to hours while adding strategic parameters for credit decision-making.
End-to-end automated MIS pack across 45+ debt-funded Shopify businesses ($250K to $3–4M USD range), custom credit decision parameters, and cash-flow health insights.
Automated the complete sales pipeline report—from 1st contact and enquiry through to conversion—bridging SAP exports into a dynamic Excel reporting system to monitor performance by Sales Team, Team Member, and Geography.
Automated sales funnel pipeline tracker from first contact and enquiry to final conversion, segmented by Sales Team, Individual Rep, and Geography.
Automated weekly manufacturing reports generated from both legacy systems and SAP—performing automated reconciliation every week to produce a unified Manufacturing MIS across inventory, production, and sales.
Automated weekly data reconciliation engine between legacy factory systems and new SAP reports, generating a unified Manufacturing MIS covering inventory, production, and sales.
For an Indian NGO seeking expansion funding, we built a comprehensive monthly forecast and 5-year annual plan, and translated the financial outputs into a completely automated management presentation deck.
Granular monthly operating forecast, 5-year strategic expansion plan, and a completely automated management presentation deck for institutional funding.
When VAT was newly introduced in Saudi Arabia, we migrated a major Middle East business group from manual processes and scattered Excel sheets into an integrated, automated Excel database and VAT compliance reporting system.
End-to-end migration from manual VAT tracking and scattered spreadsheets to an integrated, automated Excel database and statutory VAT compliance reporting suite.