Spreadsheet workflows
Consolidate files, standardize columns, validate records, and replace repetitive spreadsheet preparation.
SUN HARBOR TECHNOLOGIES · SOUTHWEST FLORIDA
Business process automation
in Fort Myers.
I help local businesses replace repetitive spreadsheet preparation, reporting, data entry, and approval follow-ups with reliable automated workflows. We start with one process, map the rules and exceptions, and build around the systems your team already uses.
Discuss this service
A POSSIBLE FIRST PORTFOLIO PROJECT
Automate one recurring report
A suitable initial portfolio project: combine a small set of recurring exports into one checked report. We define the source files, required output, schedule, and exception handling together.
Potential deliverables
- Documented inputs, business rules, and report format
- A working workflow tested with representative files
- Handover instructions and an agreed support plan
Final deliverables, pricing, and timing are agreed before work begins.
Business tasks I can help you automate
Automation is most useful when a process repeats, its rules are clear, and your team can identify what should happen when something goes wrong. Your project can include the following capabilities, with scope agreed before development.
Reports on a schedule
Collect the right data, generate recurring reports, and deliver them to the people who need them.
Approvals & routing
Move requests to the right reviewer with notifications, status updates, and explicit approval steps.
Customer & employee intake
Connect forms, create records, assign tasks, and keep onboarding information moving between systems.
Document generation
Populate templates from validated data for consistent documents, summaries, and business communications.
Exception handling
Flag incomplete records, surface failed steps, and give your team a clear path to review and resolve them.
Example automation workflows
These examples show how a routine task can move between defined steps, with validation and human review where needed.
- Collect spreadsheets
- Validate & combine
- Prepare the report
One repeatable workflow with a review point before delivery.
How I deliver your project
Map the manual work
Walk through your process, including exceptions, owners, and the time-consuming steps.
Build a focused workflow
Test the rules against representative data and give your team something concrete to review.
Put it into practice
Agree on production scope, monitoring, documentation, and the people responsible for ongoing operation.
Questions about this service
Do we need to replace our existing software?
Often, no. We first look at what your current systems support through APIs, exports, and built-in automation. A small connection or workflow may be enough; replacement is considered only when the existing tools cannot support the requirement.
What happens when the automation encounters a problem?
We design for the exceptions as well as the normal path. Depending on the scope, that can include validation, notifications, retry rules, logs, and a manual review queue. The goal is to make problems visible and recoverable.
Where should we start?
Bring one process your team repeats frequently. A sample file, a walkthrough, and an explanation of what should happen are a useful starting point. We can assess feasibility before committing to a larger implementation.
How do pricing and scheduling work?
Selected assessments are complimentary. Implementation, operating costs, and support are agreed separately. I offer approximately 10–20 consulting hours weekly around my full-time role, with evening meetings and remote collaboration.
