VBA userform-driven list builder

VBA userform-driven list builder.

We built a pseudo database entirely in Excel VBA to act as a reliable and robust order entry module.

An Excel database-like application

We developed an application entirely within Excel that could handle attribute based card indexing. The end user can use the application without any Excel knowledge.

Cost effective VBA development

Mindful of the client’s budget and timelines, building this app with VBA offered a cost-effective approach and short development time.

Prototyping/modelling in Excel

By modelling algorithms and developing a fully working proof of concept in Excel, we derisked the project for the client and demonstrated feasibility before committing to a cloud based application.

The challenge

Our client’s business model is unique, and is built around speed and efficiency. As such, off the shelf software wouldn’t cut it. Instead, we were able to design, develop and deploy an entirely bespoke solution that not only utilised systems that they already had in-place, but improved their overall order process.

Building an application of this complexity within Excel and using VBA isn’t without its challenges, but our experience and expertise enabled us to create something that was cost-effective, quick and easy to deploy, and is familiar to our client’s team.

Our approach

Service digitisation 

This project was part of a wider effort to digitise our client’s back-of-house processes, which also included packing optimisation, an ecommerce store, workflow management and customer communication. Working across these solutions simultaneously allowed us to create a unified set of deliverables that could easily integrate with one another and deliver maximum visibility and efficiency.

A bespoke database

There’s no standard database for trading cards, which presented OnlyExcel with a great opportunity to build something entirely customised. A key priority was to move the client away from paper-based order submissions, but in a way that is easily accessible and highly customisable. Which is why we chose to deliver an Excel and VBA application.

A user-friendly UI – in Excel!

Whilst the fully-functional application lives within Excel, you could be forgiven for thinking that it’s tables, rows and columns. We chose to build a user interface within the app which clearly displayed buttons, fields and results in a way that is easy to access, search, and analyse. Teams can readily input and access data without the training or onboarding that you’d expect with feature-heavy off-the-shelf order management software.

Fully customised order process

Within the application, we were able to set custom order milestones not only specific to the client’s existing order process, but also including key fields such as a card’s variant name, year and value. Activity is tracked at every step of the order, which integrates with our customer communication process for full visibility of an order’s status.

The result

  • A bespoke, cost-effective and future-proofed solution that easily integrates with existing processes and has the ability to be upgraded to a web-based solution when required.
  • A user-friendly interface that makes it easy for staff to update fields, input data and access information, all within the application.
  • A direct API into customer emails, allowing information and updates to be easily emailed to customers throughout their order.

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Ace Media PR reporting in Excel

Customised Media Reporting Tool

Ace Media PR reporting in Excel

Customised PR reporting tool using exports from Ace Media

CREATING AN ALGORITHMIC TOOL TO ENHANCE ACE MEDIA REPORTS

CREATING A NEAT INTERIM SOLUTION

We created an interim tool that allowed the client to carry on using its existing sophisticated media software but produce more nuanced feedback to demonstrate their full value to clients.

REDUCING ADMIN TIME

While the reports the client wanted could be produced manually, this was time consuming and our tool enabled them to automate the process.

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MARKING THEM OUT FROM COMPETITORS

The new bespoke tool allowed them to produce uniquely detailed reports about the quality of the reach penetration of their campaigns.

The Client Challange

The client was already using Ace Media whose software offers a range of sophisticated PR reporting tools. This facilitated most of the reporting they required but a key part of their offering was a more nuanced approach to the results of their campaigns in which they score themselves on very specific criteria. Rather than simply reporting on the reach and penetration of their campaigns, they have developed ways to analyse the quality and depth of their impact.

They were keen to carry on using Ace Media’s products but were having to undertake certain aspects of their reporting manually and this was extremely time-consuming.

They wanted to find a cost-effective way to produce the specific reports they wanted without having to significantly reconfigure their current reporting arrangements.

Our Approach

At Only Excel we pride ourselves on our pragmatism and always strive to find clients the neatest solution to their problem. Where we can you find an off the peg solution, we will and we’re firm believers in the principle that it is not worth reinventing the wheel if it can be adapted to perform better. After working with the client to establish the additional detail they required to report and what was required to extract and analyse it from the data, we established that there was no existing tool that would meet their needs. We developed a bespoke algorithm that would create reports to match their precise requirements. Data was imported from Ace Media’s excel spreadsheets and used our algorithm to examine it for data exception and convert it into the charts and visual formats that the client required to present to their clients.

The Outcome

The new tool enabled the client to create highly sophisticated and in-depth reporting that helped differentiate them from competitors. Their ability to drill down into the quality of interactions and conversations that people were having about their client’s brands, enhanced appreciation of their offering and strengthened their relationships. 

But, perhaps most importantly, it didn’t require a costly upheaval reconfiguring their existing reporting processes. And, of course, it helped save considerable amounts of administration time which had been spent every month, manually processing the data. 

Improving supply chains for an international beverage business

Logistics for bevarage manufacturers warehouse to increase efficiencies

SAP reporting, improving an international beverage business's supply chain.

We delivered optimised supply chain management and unlocked efficiencies with Excel-based SAP reporting.

The brief

One of the world’s leading soft drinks manufacturers urgently needed to increase the number of delivery vehicles it could process while ensuring optimal stock distribution between automated and traditional systems.

The client required a tool to process data exports from their SAP system, allocate orders for dispatch from each warehouse, and specify stock movements to facilitate dispatch.

Stock distribution optimisation

We developed an optimisation algorithm with a university-based computer scientist, then replicated it using VBA in Excel to complement the client's existing SAP software.

Logistical efficiency

The tool enabled the client to maximise order fulfilment between different warehouses while minimising stock movements and reducing wastage.

Rapid turnaround

The client had estimated it would take around 18 months to make the necessary changes in SAP. We delivered a solution that could operate using SAP exports in Excel within just a few weeks.

The result

Our client was delighted with the automated SAP export analysis our tool provided, which enabled them to increase the maximum vehicle throughput from their warehouses from 180 to 250.

It also allowed them to optimise staffing levels at their conventional warehouse and ensure that the automated warehouse operated at maximum efficiency.

They saw wastage reduced as more efficient identification of BBE dates and batch numbers ensured that older stock was always shipped first.

By deploying the solution using Excel, development was completed in a fraction of the time that it would have taken using traditional SAP methods.

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SCADA reporting for an international fire safety firm

SCADA reporting and automation via Excel for an international fire safety firm.

Our client wished to provide more detailed and immediate feedback to trainees based on SCADA outputs.

The brief

The client’s fire training simulators deliver intense live-fire training allowing firefighters to battle realistic situations. During the training, the firm captures real-time sensor data at millisecond level, recorded in a SCADA SQL database.

This sensor data is then used to monitor trainee performance and deliver feedback. Their previous SCADA reporting software was costly and was not tailored to their needs.

Automated SCADA analysis

We wrote custom algorithms to automatically process the data produced by the client’s SCADA system and turn the results into useful feedback reports.

Enhanced language usability

To allow the company to use the system in multiple countries, we incorporated a translation model that allowed end users to understand reports in their native language.

Speedy delivery

Due to the nature of the client's business—fire safety—this project required a fast turn-around of just two weeks. The client was particularly thankful for our quick response.

The result

After the successful demonstration of a working prototype to demonstrate, we developed a system in Microsoft Excel, using custom VBA algorithms to automatically process the data produced by the client’s SCADA system and deliver:

  • Dynamic charts and reports
  • Graphical representations of training sessions
  • Improved speed of feedback in the field

The firm can now provide immediate and usable analysis to its trainees, making sessions more engaging and effective whilst saving on the cost of generic SCADA reporting software.

Featured case studies

Transforming a 37-year-old fabrication business with quotation automation

We saved time and improved efficiencyfor AIM Group – a busy steel and pipefabrication company in Falkirk, Scotland.

Sales and customer service software for a B2B water services company

Excel modelling helped us to create ahighly effective web app, enabling ourclient to grow from startup to £5m+.

EPOS data analysis and cost saving for a restauranter

EPOS data analysis and reporting with Excel for a busy restauranter

We helped a US-based restaurateur understand their KPI performance and the effectiveness of their sales promotions.

The brief

The existing EPOS system did not provide the restaurant with the desired data analysis and functionality to enable them to grow their business. The client also faced the prospect of a costly EPOS upgrade or replacement.

Improved Business Insight

By compiling daily EPOS exports into useful tables of information we were able to create detailed reports on the effectiveness of restaurant promotional activity.

Time and cost saving

The owner avoided having to pay for a costly company-wide EPOS upgrade by working with OnlyExcel to get more out of their existing data.

Fast turnaround

Building on our library of existing VBA modules meant that we could quickly produce a system that was easy for the restaurateur to use.

The result

Data exports were available from the existing EPOS system in the form of .txt and .csv files so we created a user-friendly interface for importing and managing these files.

Using Excel’s programming language, VBA, the system compiles the daily exports into organised tables with useful KPI’s saving the client time and money and giving them the desired analysis.

Featured case studies

Transforming a 37-year-old fabrication business with quotation automation

We saved time and improved efficiencyfor AIM Group – a busy steel and pipefabrication company in Falkirk, Scotland.

Sales and customer service software for a B2B water services company

Excel modelling helped us to create ahighly effective web app, enabling ourclient to grow from startup to £5m+.

Cleansing and formatting 80,000+ CRM records

Cleansing over 80,000 CRM records ready for a full system migration.

We helped a firm cleanse their extensive customer data records, improving the quality of their data with minimal downtime.

The brief

The client wanted to migrate contact records from their legacy CRM to an all-new system. The new system required a different data format, so we used this opportunity to cleanse, format and validate all entries.

Effective migration

We cleansed and reformatted the CRM database before migration, ensuring the successful upload of data to the new system.

Rapid turnaround

The client received their clean data back within two days, saving them weeks of time trying to clean the data and check it for exceptions manually.

Speed and quality

Who said you can't have both? We were able to identify company contact numbers for thousands of contacts with missing information.

The result

We agreed a clear set of rules, logic and principles to apply to cleaning up the data, including:
  • Removing unwanted characters and symbols
  • Replacing +44 dialling codes and preserving leading 0s
  • Removing non-numeric entries
  • Removing duplicate numbers within each record
  • Verifying phone numbers trusted data
  • Completing or matching incomplete and mismatched records
Our VBA developers used a mixture of our existing code modules and custom code to complete the operation. By automating data cleaning processes and UK phone number verification in Excel (using VBA) we were able to provide a clean set of data to the client in a short turnaround.

Featured case studies

Transforming a 37-year-old fabrication business with quotation automation

We saved time and improved efficiencyfor AIM Group – a busy steel and pipefabrication company in Falkirk, Scotland.

Sales and customer service software for a B2B water services company

Excel modelling helped us to create ahighly effective web app, enabling ourclient to grow from startup to £5m+.