Services
Everything from a single troublesome workbook to a full reporting suite.
Power BI reporting and dashboards
Interactive reports that give you an up-to-date view of the business. I build sound data models and DAX measures, connect your sources with Power Query, and can move existing Excel reporting into Power BI without losing what already works.
Excel data analysis and reporting
Turning data into management information. I can improve the quality and speed of your existing reports or design a reporting pack from the ground up.
Process automation
Data that gets re-keyed or re-analysed every month costs time and invites error. With Power Query and VBA, much of it can run at the press of a button.
Data cleansing and consolidation
Missing information and versions scattered across folders. I'll clean, reconcile and consolidate your data so you have one version of the truth.
Spreadsheet review and modelling
A second pair of eyes on an important workbook or financial model – checking the logic, the controls and whether the numbers can be relied on.
Also: spreadsheet and database design, custom Excel functions and add-ins, data conversion between systems.
How I work
Talk it through
We discuss what you need and I suggest possible solutions.
Fixed quote
You get an estimated timescale and, wherever possible, a fixed price.
Build
I develop the solution, with check-ins along the way on larger projects.
Test and hand over
We review it together, and you get something your team can run and maintain.
Questions
How much do your services cost?
Wherever possible I offer a fixed price based on an estimate of the time needed, and I reuse templates and code to keep costs down. For larger projects, or where the design can't be finalised at the outset, I may quote an hourly rate – with regular progress updates and an agreed cap on time before further approval is needed.
Do you work on site?
Most work can be done remotely, with meetings over Teams. I'm also happy to meet in person and can work on site if the project needs it.
What size of organisation do you work with?
Mainly small and medium-sized organisations, though I've worked within large groups too. If you have a problem with your data or reporting, it's worth a conversation.
Can you work with our existing spreadsheets?
Yes. Often the best approach is to improve what you already have rather than start again – and if moving to Power BI makes sense, I'll explain why.
Get in touch
Whether you've been recommended to me or just think I might be able to help, I'd be glad to hear from you.