Your reports should run themselves
Microsoft 365 Automation for Small Businesses
I help small businesses replace hours of manual Excel work with automated reporting systems built on tools you already own.
Small businesses. You have a data problem
Your Data is Everywhere: QuickBooks, Spreadsheets, CRM exports - nothing talks to anything else.
Your weekly and monthly reporting process is extremely MANUAL: Downloads (lots of them), Additional files (Quotas, or Product Info) are on someone’s Hard Drive. Lookups and Copy/Paste for hours. Pray that nothing breaks.
Reports Emailed with absolutely no Version Control: Final_Budget_V2A.xlsx anyone?
Your People are Stretched to their limits. One or two people holding the whole thing together in an often very tedious process. When they're gone, reporting breaks.
You hate to think of the cost of this “system” but you know it’s a lot - hours and hours that should be automated. Maybe the answer is a BI tool like PowerBI or Tableau. But isn’t that expensive and difficult to implement? Maybe AI can handle it with one prompt? (You already know the answer to that one).
OR perhaps the answer is right inside the Software you already pay for - Microsoft 365
The Small Business Advantage
Large companies aren't as far ahead as you think. Most have the same broken processes - they just have enough people to hide it. Analysts spending days assembling reports that should take minutes. IT departments maintaining spreadsheet systems held together with duct tape.
You can't afford to do it the old way. That's actually good news. The constraint that feels like a disadvantage forces you to do it right. One well-built automated system replaces what three people are doing manually. At a fraction of the cost.
And here's the part that might surprise you. The tools to build that system are already in your Microsoft 365 subscription. Excel Online. SharePoint. Power Automate. You're already paying for Fortune 500 level reporting infrastructure. It just hasn't been set up yet.
That’s exactly what I do.
This is what's possible. Already inside your Microsoft 365 subscription.
I design and build automated reporting systems using only what comes with Microsoft 365. No new software. No steep learning curve. Just your existing subscription finally working the way it should.
SharePoint
Your data hub. One place where everything flows in and out. Clean, structured, always current.
Power Automate
Your delivery engine. Reports and alerts sent automatically on your schedule. Emails, Teams Notifications or almost any communication tool your organization uses. Fully Automated.
Excel Online
Your dashboards and reports. Accessible from any device, any browser. No email attachments. No version chaos.
See it in action
10 years building this inside a Fortune 500. Now I build it for small businesses.
Client SharePoint Site
One button starts the entire reporting cycle
Executive Dashboard - Excel Online
Automated Executive Email
KPIs, regional performance, and trends -
updated automatically.
Key metrics and performance summary delivered to the inbox every month. No manual work required.
A few things people ask before we talk.
-
Everything is built inside Excel and Microsoft 365 - tools your team already knows. No new software to learn.
-
Systems are documented and designed so your team can maintain them. You're never left with a black box.
-
Most projects are complete in 2 to 4 weeks. No big rollout. Minimal disruption to your current workflow.
-
That's usually a sign the wrong tool was used for the job. We build around how your business actually works, not a generic template
Still not sure? That's exactly what the discovery call is for.
No obligation, no pitch.
Just an honest conversation about your reporting needs.
Ready to stop building reports by hand?
Let's spend 30 minutes looking at your current process.
If there's a clear automation opportunity, I'll tell you exactly what I'd build.
If there isn't, I'll tell you that too.