Technology and Productivity Solutions ( TAP Solutions)
Excel Solutions and Productivity Examples.
Case 1 Problem:
A retail call center manager needed to monitor the employee phone
use. To do this, the manager needed the list of inbound and outbound
calls as well as customer phone number information. The manager
had the list of calls from the phone system, and the corporate
headquarters had the customer information. So, the manager had to
manually input the info from both sources, which was extremely
Case 1 Solution:
TAP Solutions wrote an Excel macro that combined the two sources of
information, so it was easier to determine if the employees were abusing
their phone privileges; and, the manager was able to see the phone
activity in each division, which in turn allowed them to balance out the
call load, saving on costly overtime.
Case 2 Problem:
A large manufacturing company did business with a large multi-store
retailer. Each shipment to each store created a receivable invoice.
There were thousands of receivable invoices each month. When the
retailer sent a check, it also sent an electronic report of what
invoices it was paying. This was then entered by hand into the
manufacturer’s system to clear out the invoices and balance the payment.
Case 2 Solution:
TAP Solutions wrote a routine that allowed the spreadsheet to be
uploaded into the receivables system and match/clear the invoices
automatically. It also identified problems that the user could quickly
Case 3 Problem:
A consulting firm required its employees to manually fill out monthly
billing reports, which would then go to the billing department to be
entered by hand. This resulted in a lot of paper. However, sometimes the
consultant would forget to include some information on the report,
resulting in incomplete billing for the month and lost revenue.
Case 3 Solution:
TAP Solutions created a master report sheet in Excel that consultants
would fill out electronically while they were at the client or at the
end of the day. It could be e-mailed in at any time. Then TAP Solutions
created an Excel program that combined and re-formatted all the billing
reports into a file that could be uploaded directly into the billing
system, making it much easier to bill clients and keep monthly reports
current. It also prevented errors inputting the data.
Case 4 Problem:
A human resources department had a problem keeping its employees’
insurance reports in sync with the insurance company’s reports because
each used a different data format and data structure. This caused the HR
staff to have to manually reconcile the reports of more than 1,000
employees. This took some serious time! And numerous errors were missed.
Case 4 Solution:
TAP Solutions wrote an Excel program that matched employees’ names
and addresses with their insurance packages, and highlighted
inconsistencies between the two reports. It also took into account
different data formats: for example, CA and California or 12/31/12 and
December 31, 2012. Now, all the HR staff had to do was quickly glance at
the spreadsheet and the errors would be easily seen.
Case 5 Problem:
An online retailer downloaded her orders into an Excel file. Then an
employee created packing slips for her company’s shipping department by
copying and pasting all the pertinent information into a Word template.
Customers did not put things in the correct format so she also had to
correct this. This was extremely time consuming.
Case 5 Solution:
TAP Solutions created an Excel program that produced the packing
slips with a click of a button and made formatting corrections
automatically. The process now took seconds instead of hours.
Case 6 Problem:
A window blind owner never knew how much material he needed for any
single project. He would estimate, and put that figure into Excel. When
he estimated too much, it cost him money. When he estimated too little,
it delayed the project’s completion. Plus, he used Excel as if it were a
Case 6 Solution:
TAP Solutions used Excel to create an order worksheet for each order.
Then when all the orders were entered into sheets, the program
calculated how much material was needed for each order and how much
material was needed for the group of orders. The worksheet saved the
time and money because the owner didn’t order too much material and didn’t have
to constantly reset his cutting machine.
Case 7 Problem:
A large retailer received a large amount of inquiries from its
website’s inquiry form. When the staff went to read the emails, there
was a large amount of spam mixed in. It took countless hours to go
through all the emails, weed out the junk and copy the person’s
information into the appropriate Excel spreadsheets.
Case 7 Solution:
TAP Solutions wrote an Excel macro that went through all the email,
eliminated the junk mail and put the appropriate information into the
appropriate sheets. The user then sent the correct sheet to the correct
Case 8 Problem:
A manufacturer had a multi-store report with no page breaks come in
from a vendor. Each store had to be its own page. The manufacturer had
to manually go through the report and put in page breaks before
Case 8 Solution:
TAP Solutions wrote a macro that went through the large report and
logically figured out the page breaks.
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Tags: Excel Macros, Excel Applications, Excel
Solutions, Productivity Solutions, Automating processes