Скачать или смотреть Case study 2: Excel Automation for System Data Preparation

The client faced a manual and repetitive Excel process to extract property and project data for upload into system. Data had to be summarized manually, increasing the risk of human error, inconsistencies, and time-consuming verification before submission.

Therefore, we developed automated Excel programs, enabling dynamic data extraction and system-ready summaries. The solution included controlled data entry, predefined master tables, and built-in verification to support repeated use across multiple projects.

How it solves client's problem:
Automates data extraction into structured summaries
Reduces key-in errors through dropdowns and validation rules
Includes built-in checks to ensure data accuracy and completeness
Produces output formatted for direct upload into the KeyPoint system
This solution streamlined reporting, improved data accuracy, and significantly reduced manual effort.