Case Studies
At SmartSheet Automation, we've helped businesses across various industries streamline workflows, save time, and reduce errors through our custom automation solutions. Here are some examples of the real-world results we've achieved for our clients.
Automating Reconciliations for a Financial Institution
Manual reconciliation processes were time-consuming and error-prone, requiring significant staff hours and creating compliance risks.
Built an automated Excel tool using VBA and Power Query to streamline the reconciliation process, automating data extraction, comparison, and exception highlighting.
Reduced reconciliation time by 70%, significantly improved accuracy, and ensured consistent compliance with financial regulations. Staff were freed up to focus on resolving exceptions rather than finding them.
Excel-Based Report Automation for a Bank
The bank's reporting process involved extensive manual data entry and formatting, taking valuable time away from analysis and decision-making.
Created a macro-driven Excel solution to automatically generate reports by pulling data from multiple sources, formatting it consistently, and creating visualizations.
Saved several hours per week of manual work, allowing teams to focus on analysis rather than data preparation. Improved reporting accuracy and consistency across departments.
Custom Macro for PDF Generation & Data Extraction
Users needed to manually save Excel data as PDFs and extract key information to update another workbook, a repetitive process prone to human error.
Developed a VBA macro that automates the entire workflow – generating PDFs, extracting required data, and updating the target workbook with a single click.
Eliminated manual errors and significantly improved efficiency in document processing. The process that used to take hours now completes in minutes with perfect accuracy.
Power BI Dashboards for Real-Time Insights
Decision-makers lacked real-time visibility into key performance metrics, relying on outdated reports and delayed information.
Designed interactive Power BI dashboards pulling data from multiple sources, with automated refresh schedules and customized visualizations for different stakeholders.
Provided interactive reports enabling faster and more informed decision-making. Management gained immediate access to critical KPIs, improving response time to market changes.
Data Cleaning & Transformation for SMEs
Small and medium enterprises struggled with messy data and inconsistent records, making analysis difficult and time-consuming.
Implemented Power Query solutions to clean, standardize, and transform data from multiple sources into consistent, usable formats.
Improved data accuracy and reduced processing time by over 80%. Businesses gained better insights from their existing data assets and improved decision-making capabilities.
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