There is plenty to explore on this page. Start by clicking any of the links that interest you. You will find something different about my capabilities in each one. To learn the most about me, look at them all.
The examples below illustrate the kinds of analysis, reports and tools I can custom create for you. Check back often, because I occasionally add examples showing different types of analyses, reports, assessments and tools.
As you look through these, think of how the different types of analysis, forms, reports, etc. might help your company. You will see gains in efficiency, effectiveness, standardized processes and increased success in strategic decisions.
Each example below has a synopsis. Some of the examples also have an Introduction on the first tab.
Mackie's is an imaginary retail clothing store that opened it's doors on January 8, 2021. Mackie's sells only in-store and does not have credit accounts, neither receivables nor payables, at this time.
Mackie's owner and GM, Melisa Mackie, aims to operate her store as efficiently as possible. She also intends to be debt-free, at least until opening new stores in the future, after the Boutique's revenue and profit are reliable and growing. She prepared a budget for her new store before opening and carefully purchased the best displays, supplies and equipment she believed would give the store the best chance of success.
It is now the end of Q1. Purchases and Sales were recorded when they occurred. Inventory has been counted and reconciled. This example shows the results of Mackie's Clothing Boutique's first 3 months, including inventory reconciliation and report, P&L and budget variance with variance explanations and recommendations. This example also includes a 3-way planner for estimating outcome, based on several factors, such as cost, sale price, sales quantity and profit.
Now that Mackie's has been open for a few months, some analysis has been done and reports written to get a deeper view of how operations currently stand, what could be learned from this first quarter and what needs to be done next to make the next quarter successful. This example is the follow up to the first Mackie's example. Three tables have been linked to the first example file and stored in the data model of this second example file to show ETL data collection, cleanup and integration (the extraction, transformation and loading process). You will find reports with charts, analysis, interpretation and recommendations.
The client requested a change to her current residental remodel. This analysis evaluates how to best accomodate the customer's request, while keeping her current project and others on schedule and budget. It includes monetary and opportunity costs for both the company and the client and gives a recommendation of how to proceed to best benefit both the client and the company.
This is an Accounts Payable Report showing all open AP invoices and the total due. The user can choose which invoices to pay to take advantage of discounts or to match the funds available.
This strategy planning tool starts with current values for costs, sales price and units and allows the user to test various changes to these values. Results are shown in the form of a P&L comparison between current state and potential future state. Breakeven and unit contribution are also reported.