Automated reporting systems for small businesses.
Built fully in Microsoft 365. No additional software required
One engagement. One system. Reporting that works without you.
I work with small businesses that rely on Excel but are stuck assembling reports by hand. I design and build the automated system behind your reporting. Clean data pipelines, reliable outputs, and scheduled delivery - so your team stops rebuilding the same reports every month and starts actually using them.
Everything is built inside Microsoft 365. No new subscriptions. No steep learning curves. Just the tools you already pay for, finally working the way they should.
What’s included.
Every engagement covers the full system - from raw data to delivered report. Here's what that looks like:
Data pipeline design. Your data sources are connected into a single, clean feed. No more downloading files from three or more different places. This functions as your Reporting Database - without needing to create one from scratch.
Fully automated reporting. Reports that refresh automatically or at the click of a button on your SharePoint Reporting Portal. No manual downloads, no copy-paste and no formula audits needed.
Dashboard build. A clean Excel Online Dashboard your team can rely on. One source of truth - no more issues with Version Control.
Scheduled delivery. Reports sent automatically via Email, Teams or your preferred Communication Platform. The right people get the right numbers without asking for them.
Documentation and handoff. Everything is documented so your team can maintain the system without depending on outside help.
Post-launch support window. A defined period after go-live for questions, tweaks, and confidence-building.
My favorite feature: links to your Online Reports & Dashboards are included in all automated messages. My customers love no longer having to hunt for their reports in their inboxes.
This is for you if...
You manage a small business and the way your team uses Excel is holding your reporting together - barely.
You and your team spend hours each month building or checking reports that should take minutes.
You already pay for Microsoft 365 but feel like you're barely using it.
You're never fully confident the numbers are right - and neither is anyone else on your team.
You need something that works - and that your team can actually maintain after I'm done.
Not the right fit for everyone.
This isn't the right fit if you're looking for a Power BI implementation, an enterprise data warehouse, hourly Excel support, or general Excel training. I work on focused automation projects with defined scope and clear outcomes.
It's also not the right fit if the goal is to automate a broken process as-is. Part of what I do is design the right data flow and not just wrap automation around something that isn't working. If your process needs rethinking, that's actually good news. It usually means the fix is simpler than you'd expect.
If you're not sure whether your situation fits, that's exactly what the discovery call is for.
How we work together.
Four steps from first conversation to a system that runs itself.
Discovery call (free). I review your current process, identify where the manual work lives, and determine whether automation with Microsoft 365 is the right solution. No obligation.
Proposal and scope. I send a clear project proposal - scope, timeline, and investment. No ambiguity.
Build phase. I design and build the system. You stay informed but don't need to manage the work.
Handoff and support. We test together, I document everything, and you have a defined support window to get comfortable with the system.
Let's spend 30 minutes looking at your current process. If there's a clear automation opportunity,
I'll tell you exactly what I'll build.
If there isn't, I'll tell you that too.