Custom Excel Add-ins & Automation

Advanced Excel solutions that eliminate unnecessary steps and improve analysis capabilities

Custom Excel add-ins designed for executive decision-making that transform manual processes into efficient automated systems, saving time and improving accuracy. Each solution integrates seamlessly with your existing technology stack while providing enhanced functionality that streamlines daily operations.

Order Processing & Quality Control Automation


Automated review systems that analyze daily orders for errors and generate comprehensive scorecards. Transform manual quality control into systematic, measurable processes.

Custom Solution: Developed Excel add-in that automatically analyzes previous day's orders, identifying potential errors, pricing discrepancies, and fulfillment issues. Creates automated scorecard generation showing order accuracy rates, processing efficiency, and team performance metrics. Integrates with ERP systems to validate order data against inventory and pricing rules, eliminating manual review time while improving accuracy.

Business Central Integration Tools


Direct Excel-to-ERP connectivity that enables users to launch items, create filters, and view data without leaving their familiar Excel environment. Streamline workflows between systems.

Seamless Integration: Built Business Central handlers that allow users to launch specific items and create dynamic filters directly from Excel selections. Developed context menu enhancements that provide quick access to ERP functions without disrupting Excel workflows. Created tools that synchronize data between Excel analysis and Business Central records, ensuring consistency across systems.

Data Security & Content Protection


Comprehensive data protection tools that prevent accidental information disclosure through hidden tabs, formulas, and embedded data. Essential for organizations concerned about data leaving the building inadvertently.

Security Framework: Created sophisticated Excel add-ins that detect and remove hidden worksheets, formulas, and embedded data before spreadsheets are shared externally. Developed automated scanning tools that identify potentially sensitive information and provide cleanup options. Built audit trails that track data modifications and sharing activities for compliance purposes.

Financial Analysis & Reporting Automation


Advanced financial spreadsheet tools that analyze complex datasets, integrate with SQL databases, and generate executive-ready reports with drag-and-drop trial balance integration.

Executive Tools: Developed financial analysis add-ins with drag-and-drop trial balance integration that automatically generates P&L statements, cash flow analysis, and variance reports. Created aging inventory analysis tools that identify slow-moving stock and recommend action plans. Built SQL integration tools that pull real-time financial data directly into Excel for immediate analysis.

Warehouse Management & Barcode Integration


Barcode-driven workflow tools that enable document scanning, automated filing, and real-time inventory tracking directly through Excel interfaces familiar to your team.

Physical Integration: Built barcode reading Excel tools that automatically scan documents and file them in appropriate digital locations based on content and routing rules. Developed warehouse management add-ins that use barcode scanning for inventory counts, order picking, and shipment verification. Created automated document processing systems that route scanned materials to correct departments and update tracking systems.

Cloud Data & Azure Integration


Seamless connectivity between Excel and cloud data sources, enabling real-time analysis of Azure-hosted databases and automated report generation from cloud-based systems.

Cloud Connectivity: Developed Azure integration tools that connect Excel directly to cloud databases for real-time reporting and analysis. Created automated data refresh systems that update Excel models with current cloud data on scheduled intervals. Built Microsoft Azure upload/download tools that synchronize local Excel work with cloud-based collaboration systems while maintaining version control.

Excel as a Strategic Platform

Excel remains the most versatile business tool when enhanced with custom automation and integration capabilities. My add-ins transform Excel from a simple spreadsheet program into a comprehensive business intelligence platform that connects seamlessly with your existing technology stack.

Each solution focuses on eliminating repetitive tasks, improving data accuracy, and providing executive-level insights through familiar interfaces. Rather than forcing users to learn new software, these tools enhance the Excel environment they already know while providing enterprise-grade functionality and security.

Technology Expertise

Development: C#, Visual Basic, Office VBA | Integration: Business Central, SQL Server, Microsoft Azure, Power BI | Security: Data protection, hidden content detection | Automation: Barcode systems, workflow optimization