Excel Reporting Automation Consultancy
Spend less time assembling the same reports. Valence Advisory helps businesses review spreadsheet reporting, understand their data preparation steps and design more repeatable reporting workflows.
When reporting becomes a manual production line
Regular reporting can depend on exports, copied formulas and checks known to one person. A review makes those steps visible and identifies where clearer inputs, consistent templates or automation could help. Start with one recurring report and define who uses it and which decisions it supports.
What a reporting review covers
Source data: where files come from, their format and whether consistent exports are available.
Preparation: repeated cleaning, mapping and reconciliation tasks.
Reporting logic: calculations, definitions, exceptions and review controls.
Refresh and handover: who runs the process, how errors are identified and how another person can maintain it.
A practical first reporting project
A bounded project can produce a map of the current process, prioritised recommendations, a prototype and validation findings. Compare the prototype with an agreed reference report and investigate differences before relying on its output. Scope, timing, fees and any platform costs are agreed in a written proposal.
Illustrative example: a weekly management report
A team combines several system exports each week. A possible workflow standardises column names, checks totals and prepares an exception list before producing a draft report. A designated owner resolves exceptions and approves the figures.
This is an illustrative approach, not a completed client project or a promised saving. The suitable solution depends on the source systems, data quality and access available.
Keep the numbers explainable
Agree reporting definitions and checks before automating a refresh. Record the source of each important figure and show when a file is missing or a validation check fails. Use an agreed sample or appropriately protected data during evaluation.
Questions before you start
Can we keep Excel? Potentially. The review considers whether existing tools can support a clearer, repeatable process. A new platform is considered only where there is a practical reason.
Can you work with ERP or DMS exports? Evans brings experience of automotive ERP and DMS implementations and reporting. The first step is to assess the available exports, definitions and permissions for your systems.
Can reporting refresh automatically? This depends on the data sources, integrations, licensing and access available. The proposed approach and any ongoing dependencies are agreed before implementation.
Discuss your reporting process
Tell us which report takes the most preparation, how often it is produced and which systems supply its data. Please avoid sending confidential spreadsheets in an initial enquiry.