Data Services & Automation

Dashboards, periodic reporting, workflow automation, and data cleanup for teams that need reliable and fast insights without slogging through spreadsheets. I work with proprietary systems, and directly inside the tools you already use - delivering clear and accurate data solutions.

Dashboards, Reporting & Power Platform

Custom, Impactful, dashboards and automated reports that make you more productive and insights easier to access. Or, maximize your Microsoft 365 investment with Power Platform tools to integrate your existing systems and data sources.

Automated dashboards

Custom, role-based dashboards that provide clear and accurate insights into your business.

  • Totally custom solutions with anything from user defined layouts for different team members, to custom formulas and data modeling
  • Embed custom dashboards directly in sharepoint or integrate Power BI
  • Mobile optimized data access for remote teams is a game changer

SharePoint, Power BI & Power Automate

SharePoint sites, Power BI models, and embedded approvals powered by Power Automate.

  • Data models tuned for refresh performance
  • Automated PO/expense approvals with Teams + Outlook prompts
  • Responsive layouts for desktop and mobile

Managed reporting

Monthly or weekly packages delivered automatically.

  • Templated PDF summaries plus drillable web versions
  • ETL pipelines feeding Power BI or embedded charts
  • Ad hoc analysis for revenue, ops, or finance teams

Excel, Power Query & Legacy Support

Rescue locked workbooks, keep mission-critical macros alive, and deliver modern automations inside the Excel environment your team already trust.

Custom workbook systems

Build Power Query + Pivot-based tools that ingest raw data, transform it, and output polished statements or dashboards automatically.

  • Role-specific interfaces with protected inputs
  • Automated emailing or export packages straight from Excel
  • Scalable architecture so new clients or regions can be added fast

Modernization & migration

Convert fragile VBA routines into auditable Power Query, Power Automate, or script-based pipelines.

  • Reusable ETL templates across workbooks
  • Parameter-driven refreshes for different clients or stores
  • Bridging Excel outputs into Power BI, SharePoint, or automated email packs

VBA unlock & maintenance

Open protected workbooks, refactor brittle modules, and harden user workflows.

  • Repair and document legacy VBA
  • Design locked-down user experiences
  • Administer Microsoft Access databases that back your workbooks
Excel, Power Query & Legacy Support

Automation & Integrations

Wire together finance, booking, and ops tools so status updates happen without copy/paste.

ETL + API orchestration

Backend services and scripts that move data between CRMs, ERPs, Airtable, and SQL stores.

  • Scheduled jobs with retry + alerting
  • Python or low-code implementations depending on the stack
  • Full audit logging so you can trace every change

Workflow accelerators

Deploy tools like Dext, AutoEntry, Jobber, or HubSpot with automations tailored to your process.

  • AP/AR intake automations
  • SharePoint and Teams notifications for approvals
  • Self-serve controls to pause/modify automations

Data Analytics & Collection

Answer questions about routes, markets, pricing, and demand before you spend.

Forecasting & what-if analysis

Time-series forecasting and scenario planning for staffing, sales, or production.

  • Seasonality-aware models with error tracking
  • Sensitivity analysis for key drivers
  • Interactive tools for budget vs actual review

Spatial analysis

Customer clustering, territory coverage, and service radius planning for sales or logistics.

  • Customer and revenue heatmaps
  • Territory coverage, zoning, and rep allocation scenarios
  • Retail and distribution gap analysis

Data collection & scraping

Web scraping pipelines (ex: competitor pricing for breweries) plus survey tooling.

  • Respectful scraping with change monitoring
  • Automated enrichment back into CRMs
  • Exploratory analyses that surface insights fast