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How to Excel in Business to Save You Time and Money

| Community | April 12, 2018

by Warren Schultz

Microsoft Excel is one of the most underused tools business professionals have at their fingertips. If they would just take advantage of Excel’s benefits, they would have more free time to do what they want. People who use Excel save more time and money and gain a competitive edge on their competition.

It is so versatile that it can be tweaked to work with almost any project. It can be used for things as simple as a calculator to something as complex as a full accounting system.

Some of the things Excel can be used for to save you time and money are:

Merging Lists from Different Sources into A Single Spreadsheet. 

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A retail call-center manager needed to monitor employee phone usage and determine if any staff was abusing phone privileges. The manager needed to combine the lists of inbound and outbound calls that he had with the customer phone number information from corporate headquarters. The manager needed to find a faster way to merge the data than manually inputting the information.

TAP Solutions created a spreadsheet using an Excel macro that combined the two sources of information and compared the data. Phone numbers that didn’t match up with the customer list were separated out to determine if the employees were abusing their phone privileges. The new spreadsheet also enabled the manager to see the phone activity in each division. This information allowed the company to balance the call load throughout the call center and saved them overtime costs.

Converting PDF Files Into Excel. 

A manufacturer received client orders in large PDF documents. The company had to print them out, then manually enter the information into the system. The manual process required many hours and contained numerous errors.

Under the new TAP Solutions system, the PDF files were converted into text files that could be read by Excel and turned into spreadsheets. The Excel format enabled the company to directly upload the orders into their processing system. The company could also then analyze the data and import and export the information as needed. Eliminating the manual data entry step resulted in much faster, more accurate order processing.

For more information, contact Warren Schultz at warren@tapsolutions.net or call him at 818-281-7628.

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About Warren Schultz

Warren Schultz from TAP Solutions has been in business since 1999 and in the programming field since 1983. Warren is a MS Excel Specialist who does Excel Support and Development. Warren also develops website that help you be found on the web and represent your company in the way you want it to be seen. For any questions please call Warren at 818-281-7628 or e-mail me at Warren@tapsolutions.net. Additional information can be found at www.TAPSolutions.nett

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