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David Bahlavooni's Linkedin Analytics

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David Bahlavooni

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Your business runs on data. The problem is that data isn’t where you need it to be. Instead . . . • Your employees are manually typing data from one system into another • The software that can organize your data is too complex, too expensive, or just doesn’t do what you need • The spreadsheet you started moved past the limit of your Excel knowledge That’s where I come in, because you don’t need a spreadsheet; you need a solution. With 25+ years of experience creating spreadsheets, macros, and databases, I will use Excel to build a custom solution to your problem. Here are just a few ways I can improve your business: ➊ Process Automation. Need to transfer and manipulate data from QuickBooks, Shopify, or an in-house computer system? I’ll use macros and PowerQuery to import your raw data and put it exactly where you need it. With process automation, reduce the amount of time spent on monotonous tasks by 75% or more. I converted one client’s six-hour, heavily manual workflow into a 50-second macro that runs at the push of a button. ➋ Custom Quote and Invoice Templates. Need a way to quickly and easily create a professional, comprehensive quote for prospective clients? I’ll help you consolidate your material and services price lists; incorporate margins, taxes, and fees; and create a quote that will clearly show your client what they’re getting and how much they’re paying. I will work with you to craft a custom-built solution that incorporates the elements unique to your business. I’ve designed quote templates for businesses as diverse as builders, studios, and event planners. ➌ Business Intelligence Visualizations. Your business runs on data. To thrive, you need that data at your fingertips. I will organize your raw data into dynamic tables and graphs that provide you the actionable insights you need. I won’t provide you with “off-the-shelf” calculations. Instead, I’ll work directly with you to provide the exact numbers you need in the format that works best for the way you process information. --- Ready to increase the efficiency and productivity of your business? Ready to make your data work for you? Reach out to me, and I’ll give you more than a spreadsheet; I’ll give you a solution!

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