Built by someone who spent 25+ years fixing this problem from the inside.

I'm Jeff Stevens. For over 25 years, I built reporting and data analysis systems inside mid-to-large organizations, including over a decade at a Fortune 500 medical device company. I built the kinds of systems that made reporting invisible. Now I build them for small businesses.

Jeff Stevens, founder of Stevens Data Automation

Over 25+ years working inside mid-to-large companies, I saw the same pattern again and again: critical reporting built on manual processes, fragile spreadsheets, and tribal knowledge that lived in one person's head. I spent my career learning how to fix that by building cleaner data flows, smarter automation, and systems people could actually trust.

The truth is, fixing this doesn't require a dedicated IT team or expensive software. It requires knowing which tools to use and how to connect them. Most small businesses already have everything they need inside their Microsoft 365 Subscription. They're just not using it.

In late 2022, I left corporate life to build something of my own, a boutique consulting practice focused entirely on helping small businesses get the same kind of reporting infrastructure their larger competitors take for granted - at a fraction of the cost and complexity.

When I'm not building reporting systems, you'll find me at a HIIT class, chasing a pickleball around the court, or planning our next family trip. I've learned over the years that the best ideas rarely show up when you're chained to a desk, they show up when you've stepped away from it. Staying active and curious about the world isn't separate from doing good work. It's part of how I do it.

Experience

25+ years building reporting and data automation systems inside mid-to-large companies


Specialization


Client Focused

Approach

Location

Microsoft 365, including Excel (Online and Desktop), Power Query, SharePoint, Power Automate and Office Scripts

Small businesses that rely on Excel and want Fortune 500-level data automation without the
Fortune 500 price tag


Project-based. Defined scope. Built around what each client actually needs.


Thousand Oaks, CA, serving clients both locally and remotely


If this sounds like what you've been looking for, let's talk.