One button
Import, consolidate, PDF, and send without the 40-click path.
VBA case study
Friday report pack automated with VBA
Dummy professional-services team: a 90-minute Friday consolidation became a button their intern can run.
90 min → button
Friday ritual
8
Source files
2 weeks
Sprint
Intern
Who runs it now
The story
What the client was facing
Every Friday an analyst opened eight workbooks, copied ranges into a pack, saved PDFs, and emailed partners. The steps lived in one person’s head. When that person was on leave, the pack was late and partners chased the team.
How our services saved time and cost
Dummy result: ninety minutes of clicks became a one-button run. They stopped paying overtime for “pack week” and did not hire a second analyst just to cover Fridays. Partners stopped chasing missing attachments.
How we automated the process
Excel macro services: commented VBA for import, consolidate, PDF, and send — with a clear message if a source file was missing. A walkthrough and notes on folder paths meant an intern could change a path without calling us back.
What you get
What we delivered
Sample VBA outcomes. Replace the steps with your Friday ritual.
Missing-file message
A clear alert if a source workbook is not in the folder.
Commented VBA
Readable procedures, not a 4,000-line module.
Partner pack
The same PDF set they already expected on Friday afternoon.
Path notes
Where to change a folder without a rewrite.
User walkthrough
When to run it and what to do if it stops.
Why this engagement
The challenge
Dummy reasons a team would automate a report pack.
Eight workbooks every Friday
Copy-paste was the integration layer.
One person knew the steps
Leave coverage meant a late pack.
Silent breaks
A renamed sheet produced an empty PDF with no warning.
Partners chasing email
The send step was easy to skip when they were rushed.
Afraid to touch the code
A previous macro had no comments.
Needed desktop Excel
Office Scripts was not a fit for their locked-down desktops.
How we work
How the engagement ran
Discovery first. If Power Query was a better fit, we would have said so before quoting.
Discover
Mapped the outcome, sources, and who would own the file after handover.
Propose
A written plan, timeline, and price before any build started.
Build
Short sprints with working files the client could review weekly.
Test
Real close / reporting scenarios with the people who run the process.
Handover
Documentation, a walkthrough, and access their team kept.
Support
A defined window for fixes as the data or team changed.
Client stories
What clients say
A 90-minute Friday consolidation is now a button. We have not missed a pack since.
The code is commented. Our intern adjusted a folder path without calling them back.
They refused a clever approach that would have locked us in.
Help centre
Frequently Asked Questions
Dummy story?
Yes. Replace the Friday ritual and timings in WP Admin.
Related service?
/services/excel-macro/ is the offer page. This is the case-study template.
Mac Excel?
Say so in the story if the real team is on Mac. This sample assumes Windows desktop.
Can I add this to the menu?
It is already in the Case Studies dropdown. New slugs added in admin appear there too.
Still doing the same clicks every Friday?
Send a sample file and the steps you repeat. We will tell you if a macro, Power Query, or a rebuild is the right fix.
Contact us