Business Situation
The problem before automation.
- Recurring report files needed manual copy-paste and formatting.
- Calculations depended on user discipline and were difficult to audit.
- Management wanted a consistent output without rebuilding the file every period.
- The team needed a solution that stayed familiar to Excel users.
Solution approach.
- Created a structured reporting template with protected calculation areas.
- Automated repetitive formatting, summary preparation and output checks.
- Added validation points so missing or inconsistent input could be reviewed before final reporting.
- Documented the workflow so the team could run the process repeatedly.
Business result.
- Reduced repeated manual preparation effort.
- Improved consistency of recurring management reports.
- Made the workflow easier to hand over and maintain.
- Created a foundation for monthly automation support.