The administration
building at particular university houses the Office of Compliance. Each year,
the university’s Compliance Officer provides a report of on-campus and
off-campus crime statistics for the University along with other universities to
show comparison. The reports are simple and quick to create, and they vary from
year to year depending on which schools are requested to be included in the
comparison. Preparing the data, however, is a much more laborious process
assigned to a student employee. As many university departments experience, the “student
employee” is different every year due to high turnover. So each year a new
student must be trained by the compliance officer to clean and prepare the data.
Additionally, most student employees lack experience with spreadsheets, so they
use manual techniques to cut and paste data. It is not uncommon for rows and
columns of data to get mismatched, or for a random university to mistakenly be
deleted altogether. This adds hours of work for the compliance officer who must
review the data and check for errors. The Excel program created to address this
problem uses VBA code to get rid of unwanted data entries and combine multiple
excel files (provided online by the US DOE) into one workbook from which
reports can then be created. The automated process is complete in just minutes
and significantly reduces the potential for errors. Additionally, the workbook
includes instructions to complete the process, which reduces the time required
to train. The expected reduction in labor costs is hundreds of dollars, and the
busy Office of Compliance will be able to allocate labor to other priorities.
Wednesday, April 22, 2015
Personal Finance Program
Created By: Ethan Lindstrom
Executive Summary
Over the last several years I have had accounts in 4
different banks and have tried 3-4 personal budget software programs. Each of
them has had features I like but I have not been completely satisfied with any
of the packages, or have run into incompatibility problems with data coming
from one of my financial institutions. I decided that building my own personal
finance program would alleviate those problems and give me control to build the
features that I want.
My new personal finance program imports transactions, checks
for overlap in the existing and incoming data, categorizes the incoming
transactions, has a user form to allow categorization of items that were not
categorized under existing rules, and sums the categories over the specified
date range to compare against the budgeted amounts. It also pulls all data for
the house I own and rent out to a separate sheet so I can keep track of my
gains/losses for that property.
I have included a file that can be used to test the import functionality of the program (Test Transaction Sample.csv).
Monday, April 20, 2015
Symbolic Picture Story Inventory (SPSI) Basic Module
By: Ivan Marchenko
Purposes
Purposes
This project creates a basis for a program that will later
be used to automate Symbolic Picture Story Inventory (SPSI). This inventory is
used to analyze the symbolic stories that define the identity of individuals
and groups. These stories help understand the logic behind a certain type of
choices and behavior.
The method works as follows:
·
Client chooses the main heroes of his/her story:
picks a picture that will represent himself/herself and then pictures that
represent other significant heroes that should act in the analyzed context
(those pictures may be warriors, princesses, animals etc.)
·
Client chooses the environment (roads,
mountains, caves, woods, houses, castles, walls, rivers etc.) and arranges the
“stage” for heroes to act
·
Client places the heroes on the stage to show
the logic of the story
·
Client answers several questions regarding the
logic of the story
·
The resulting picture and answers are then
analyzed by a psychologist
The basic module of the program allows the user to construct
the picture choosing from a categorized menu of pictures. This version contains
pictures that are downloaded from the web, whereas the final version will
feature the pictures that will be drawn specifically for SPSI and will have
options of choosing different positions of the object (limited 3D rotation).
SPSI pictures will be black and white and emotionally ambiguous.
Functionality
This version features only the basic functions of the future
program. Full version will allow user not only to draw the picture, but also
tell the story that is depicted by answering questions. It will also allow the
researcher to automatically analyze the picture by calculating object sizes,
positions etc. This version allows to do the following:
·
Choose image to insert by specifying the
category and the type in the dropdown menu
·
Insert the picture to the drawing area by
clicking on it
·
Arrange inserted objects to form the picture
Sunday, April 19, 2015
Automated Email Scheduler for Gmail - Will Matheson
Executive Summary
This project aims
to create an email scheduling solution through Microsoft’s Excel VBA for small
organizations and individuals who use Gmail as their primary email application.
The benefits will help users efficiently communicate with clients, suppliers,
applicants, recruiters, contacts, management, direct reports etc. Once the
workbook is loaded up with pending drafts, the workbook will need to be
scheduled to run as a task in Windows Task Scheduler to be run every hour.
Relationship management with clients, suppliers, applicants, and coworkers is an important facet of today’s world of business. Employees who remember to maintain contacts with key individuals in a timely manner are able to excel. Email is becoming a critical channel for communication. Automated e-mails with canned messages are commonly used but lack the personal touch of a phone call or customized e-mail. One struggle with writing customized e-mails is making sure the message is sent to the recipient at the right time. During a busy week when work is piling up, it is easy to lose track of time to get an important e-mail out Friday morning and ends up being remembered Friday at the end of day. This can result in delayed projects, lost productivity, and slow turnaround times in communication. This effect is compounded when dealing with overseas contacts whose workday is opposite your own.
The business need is a tool that can assist users who want to schedule e-mails to send to their contacts at a specific time. This way, users can have a productive episode of drafting e-mails at any time of the day or night and have the messages sent out at scheduled times in the future. The benefit is not letting important communication between the user and their contact be at the mercy of a busy schedule.
The most commonly used application for workplace e-mail is Microsoft Outlook. A feature to schedule e-mails at a specific time exists for Outlook and greatly benefits employees as they strive to manage relationships and communication pertaining to their work. Google for Work is a growing SaaS solution for small businesses which offers Gmail as an application for e-mails. The same functionality of scheduling e-mails does not exist for Google’s Gmail. There are third party developers who have created Chrome Extensions which do offer scheduling functionality. However, these solutions come with subscription plans and have tiered service levels which can limit the number of scheduled e-mails you can schedule or send in a period of time.
Relationship management with clients, suppliers, applicants, and coworkers is an important facet of today’s world of business. Employees who remember to maintain contacts with key individuals in a timely manner are able to excel. Email is becoming a critical channel for communication. Automated e-mails with canned messages are commonly used but lack the personal touch of a phone call or customized e-mail. One struggle with writing customized e-mails is making sure the message is sent to the recipient at the right time. During a busy week when work is piling up, it is easy to lose track of time to get an important e-mail out Friday morning and ends up being remembered Friday at the end of day. This can result in delayed projects, lost productivity, and slow turnaround times in communication. This effect is compounded when dealing with overseas contacts whose workday is opposite your own.
The business need is a tool that can assist users who want to schedule e-mails to send to their contacts at a specific time. This way, users can have a productive episode of drafting e-mails at any time of the day or night and have the messages sent out at scheduled times in the future. The benefit is not letting important communication between the user and their contact be at the mercy of a busy schedule.
The most commonly used application for workplace e-mail is Microsoft Outlook. A feature to schedule e-mails at a specific time exists for Outlook and greatly benefits employees as they strive to manage relationships and communication pertaining to their work. Google for Work is a growing SaaS solution for small businesses which offers Gmail as an application for e-mails. The same functionality of scheduling e-mails does not exist for Google’s Gmail. There are third party developers who have created Chrome Extensions which do offer scheduling functionality. However, these solutions come with subscription plans and have tiered service levels which can limit the number of scheduled e-mails you can schedule or send in a period of time.
Saturday, April 18, 2015
BYU Tanner Building Room Reservation Export Tool - Daniel Christ
EXECUTIVE SUMMARY
The “business”
that my project focuses on is that of Me, Inc. but I plan to share this tool
with my classmates and future BYU business students. The first year of my MBA
at BYU is almost finished and one of the keys to being successful was working
well with your various teams. This meant meeting frequently and this often occurred
in one of the Tanner Building team study rooms. To use a study room, you must
reserve it on the BYU Marriott School room scheduler web site (http://marriottschool.byu.edu/scheduler).
To stay organized, I often would reserve a study room and then immediately create
a Google Calendar event noting the room location, date, and length of time. As
I looked back on this first year, I have booked nearly 300 room reservations
and for each of those, I manually created a Google Calendar event. If I assume my
teammates booked a similar amount, that’s another ~1,200 (~300 x 4) room
reservations that were made over the past two semesters. We were all consistent
in creating calendar events for each reservation. If we assume each event took approximately 90
seconds to create, that’s 135,000 seconds (1,500 x 90) or 2,250 minutes or 37.5
hours of time spent on simply creating Google Calendar events. Unfortunately, I
cannot have this time back but if I created a tool to automate parts of this
process, my second year of the MBA program would free up a substantial amount
of time for me and my classmates.
The
tool that I built allows me to compile all of my upcoming room reservations
into a tidy CSV file that I can then easily upload into my Google Calendar. The
outcome is having all of my study room reservations turned into individual
calendar events that are cleanly placed into my Google Calendar. My tool is
driven by a single button on a customized ribbon that quickly allows me to log
into the My Reservations web site, extracts all necessary room reservation data
from the web site, and then places all of the data into a CSV file that is then
ready to be uploaded into Google Calendar. The Web Query information is cleared
after the macro runs so it’s ready for its next batch.
Thursday, April 16, 2015
Shipment Receiving Log - Joseph Murphy
Executive
Summary
This project is for a
client company Northrop Grumman Corporation (NGC), and specifically for a
division site located at Hill AFB, UT. Northrop Grumman is an aerospace
engineering defense contractor with major military programs such as the F-35 Lightning
II Joint Strike Fighter, the B-2 Spirit stealth bomber, and the Minuteman III
Intercontinental Ballistic Missile (ICBM).
NGC’s Hill AFB site
manages operations for ICBM-related activities at seven main locations
throughout the nation. These locations include engineering offices, testing sites,
and military grounds.
This particular division
of NGC wanted improve the visibility of receiving shipments of orders / purchases. NGC purchases that are shipped to the sites
have a lot of variation; they can be highly technical, expensive pieces of
equipment ordered by engineers, or they can be low-cost commodity items such as
printer cartridges ordered by facilities management.
Currently employees at
the different sites use a clipboard and paper records to track expected
incoming shipments and whether shipments arrive or are lost in transit.
Information such as delivery courier, tracking number, sender, receiver, dates,
location, receiving personnel are recorded for accountability and tracking.
The sponsor of the
project wanted a centralized repository for this information, rather than
multiple documents for each company site, so that there’s better tracking of
whether their expected shipments are actually arriving.
The solution that I
created is an Excel document to be used with a user form interface to be used
as a shipment receiving log. This log sheet also is able to, with the click of
a button, launch the courier’s tracking website to check the status of the
shipment. This file can be posted on NGC’s SharePoint drive, so that purchasers
can input their purchases and warehouse receiving personnel can expect and
track the shipments’ arrival.
This unification of
information is critical for the division because they have had a history of delayed
shipments, lost-in-transit shipments, and instances where the sender claimed to
send the product but did not and NGC was charged for the purchase. Because
there has not been a singular communication channel, these cases existed.
http://files.gove.net/shares/files/15w/jmur2000/Receiving_Logbook.xlsm
Find great deals on cars
Executive
summary
Jed
the owner of Polly Auto is a good friend of mine. Jed started the business a
few years ago and has worked hard to make it successful. Polly auto is a
buy-here pay-hear used car lot that specializes in cars that are usually less
than $10,000. Jed finances the cars that he sells and has a portfolio of loans
outstanding. Sometimes customers stop paying and after repeated attempts to
contact them if they are not willing to pay Jed has to repossess the vehicle. After
repossession he will either work out new terms with the customer or he will
resale the car. The margins are quite high because of the high default rate and
all of the costs associated with financing people who usually cannot get
financed through traditional methods. Polly Auto gets the majority of its
inventory from the Auto Auctions; however, Jed is always on the lookout for
good deals on used cars. Jed often looks on the local classifieds to try and
find vehicles that he can buy and then sell on his lot. This process can be
very time consuming and we have talked about how nice it would be to have a
computer program that automatically searched the web and notified you of potentially
good deals. As I started taking VBA Jed’s problem came to mind and I realized
that I could potentially help solve his problem using VBA. I have built a
program in excel that does what Jed needs. The program I developed takes parameters
about a specific type of vehicle and goes online to the local classifieds and
pulls data from cars fitting those parameters. It then pulls market price data
about each vehicle using the VIN and compares that data do the asking price. If
the car is considered a good deal an email is sent to the user notifying him of
the potential good deal and includes the link to the listing.
Debt Elimination Excel-eration! - Jonathan Sánchez
My philosophy
with debt elimination is that it is a mental game. There needs to be motivating
factors in place in order to stick to the program and become debt free. One great
motivating factor is simply the elimination of a single debt. Therefore, prioritizing your debts is an important element in any debt-free plan.
The Problem
This VBA project was done with the intention to help students I teach at finance seminars. I’ve noticed people are overwhelmed with many different forms of debt (frequently 10+ debts per person), and sitting down and prioritizing the debts in an elimination plan is a daunting task.
The Solution
My ‘Debt Exceleration 1.0’ VBA project uses an algorithm that
prioritizes debts in a debt-snowball schedule based primarily on the size of
the balance (90% weight), and secondarily on the interest rate (10% weight). It creates debt schedules for each debt as well as a graphical dashboard.
The
goal is to motivate while also saving on interest expense where possible. I
plan to distribute this project to past, current, and future students.
Do you have more than one debt? Try it out!
Fitness Tracker - emails a google form to people in your fitness group and tracks it
Executive Summary
Problem
As an officer in the National Guard I am responsible for the physical readiness of the soldiers under my charge. Soldiers undergo a semi-annual physical fitness exam to determine their readiness. There two areas tested: Strength, which is tested on push-ups and sit-ups, and cardiovascular endurance, which is tested on a 2-mile run. Because Guardsmen are “citizen soldiers” there is little way to ensure that soldiers are exercising consistently. As a result, too many soldiers perform poorly on physical fitness exams.
Solution
As an officer in the National Guard I am responsible for the physical readiness of the soldiers under my charge. Soldiers undergo a semi-annual physical fitness exam to determine their readiness. There two areas tested: Strength, which is tested on push-ups and sit-ups, and cardiovascular endurance, which is tested on a 2-mile run. Because Guardsmen are “citizen soldiers” there is little way to ensure that soldiers are exercising consistently. As a result, too many soldiers perform poorly on physical fitness exams.
Solution
My project is a fitness tracker that will track activity in
these two areas, strength and cardiovascular endurance. The program sends out
an email with a link to a google form every week to all of my soldiers. It
links to the responses on google sheets and pulls in data every time the excel project
is opened or anytime the user chooses to refresh the dashboard. Finally, there
is a dashboard that displays the data for the user (me) allowing me to see
workout and physical fitness testing scores among the groups of soldiers that I
am responsible for. Ultimately, I will be able to have data to support
discipline among my soldiers in their personal physical readiness.
Supporting Files
Supporting Files
TDJ quote quide
TDJ Finishing quote guide
Executive Summary
Background
TDJ Finishing is an industrial paint
shop located in North Salt Lake, Utah. Started in 1983, TDJ Finishing started
as a small three person operation but has grown year over year for the last 30
years. TDJ specializes in liquid and powder coating of industrial items
produced in Utah, mainly for communications, aerospace, defense, mining, and
medical device fields.
Problem
Due to the nature of the
industrial painting industry, TDJ receives many different requests for quotes
every day for new projects every. The owners of TDJ have historically done all
of the quotes for customers. Due to their recent growth, the owners are
no longer able to keep up with the demand. Any delays in sending
quotes out to new customers has a direct result of not being chosen for the
project.
Solution
I wrote a system that will allow other employees to create estimates for customers by answer a few simple questions. At the end of the questions, the system will create an email to be sent to the customer to speed up the response to customers.
Wednesday, April 15, 2015
Sales Forecasting Program
Company and Problem Background
VitalSmarts is a privately held
corporate training company with headquarters in Provo, UT, which sells training
programs, such as Crucial Conversations
Training, that teach communication and leadership skills to a company’s
employees. VitalSmarts’ executive leadership
has recently asked that the Sales department provide monthly sales forecasts from
each sales representative and client.
This data is used by sales management and the company leadership to
understand what revenue they should expect in a given month, depending on the
percentage of confidence the sales rep has assigned to the given sales
opportunity. In this way, management
knows whether they need to push sales reps for more revenue, and they also know
how to manage budgeting for the next month.
The Sales department had been
creating sales forecasts for only 2 or 3 months, and the process was very
manual. A sales rep would type their
forecasted sales opportunities into an Excel workbook template, then send that
workbook to their manager. The Sales
Operations team would somehow aggregate the data from the 20+ sales reps’ worksheets
and present it to Sales management and the CEO each month.
VBA Solution
The solution I have created for
this sales forecasting problem automates much of the reporting process in a
clean user-friendly interface. The solution
consists of two user-facing workbooks.
One is a workbook for sales reps that allows them to enter, edit,
delete, move, and track all their forecasted sales opportunities for the
current month plus three months forward, as well as past opportunities. The second workbook serves as a “dashboard”
for Sales management and the CEO, which lists all sales opportunities for all
sales reps for the current month plus three months forward. The workbook allows management to filter the
opportunities by month and by sales rep, and to see the total forecasted
revenue plus the total adjusted forecasted revenue (adjusted for the percentage
of expected close that the rep has assigned to the opportunity). Each sales rep will have their own workbook
hosted on their computer, and each of those workbooks will send their data (the
sales opportunities) to the managers’ workbook through a third workbook that
just acts as a sort of intermediate transfer database.
The new program created with VBA
adds a lot of functionality for the sales rep without creating any more complexity. For management, the solution provides a
clean, simple, automated dashboard where they can quickly understand the
forecasted revenue for the month and can drill deeper if they want information
for a specific sales rep’s accounts.
Files
(you have to download the workbooks to the same folder!)
Transfer workbook: http://files.gove.net/shares/files/15w/cmatthew/transfer.xlsx
The Address Organizer
Project Description
The Address
Organizer is an address management tool that sorts addresses based on
information needed, automatically emails address requests, and generates
envelopes using Microsoft Word Mail Merge.
Pain Point
Every time I
have a sibling get married, they complain about how long they spent mailing
wedding invitations. My sister manually typed each address on a word document
in just the right place on the document so the envelopes would print correctly.
My brother, after spending an entire day working on envelopes, frantically emailed
me late into the evening the day he was printing envelopes, asking for help
because he couldn’t get it to work. Though I explain the Mail Merge process to
them, this process is not intuitive and usually requires significant
reformatting of the work they’ve already completed.
Solution
Whenever I
have a sibling announce their engagement, this spreadsheet will be my first
wedding gift to them. It will help them collect and organize their addresses.
Sending envelopes will require a mere click of a button.
Features
The
organizer is designed to be very intuitive. There are no instructions along
with the spreadsheet. All of the features are performed either automatically
when the user clicks on a spreadsheet, or by clicking a clearly labeled button
located in a visible area on the worksheet where the button would be needed.
For example, the contact updates are completed with a form that automatically
appears when a user clicks on the data. To add new contacts, the user clicks
the “New Contacts” button that is located in a very visible area on the
worksheet.
·
Create
new contacts using a Userform
·
Update
contacts using a Userform
·
Identify
contacts that “Need an Address”
·
Identify
contacts that “Need an Address and an Email Address”
·
Identify
contacts that have the needed information and are “Ready to Mail”
·
Email
an address request letter to contacts on the “Need an Address” list
· Create
envelopes using Mail Merge
Tuesday, April 14, 2015
Mean Variance Matrix_CCS
In an asset management industry, calculating the return and risk of a portfolio is common type of task. When we want to calculate the risk of the portfolio, we have to find the variance-covariance matrix. However, the sample variance-covariance matrix contains estimation error when the number of stocks under consideration is large, especially relative to the number of historical return observations available (which is the usual case). To solve this problem, we can minimize the error by using a transformation called shrinkage.
Value Stream Compiler - Benjamin Bailey
EXECUTIVE SUMMARY
The
relevant business for this project is one with continuous, repetitive
operations - such as a manufacturing line or distribution center - without
frequent, large variation. This type of
business is one where the current state value stream can be measured as few as
one to three times and still be sufficiently accurate as a baseline for making
significant improvements in the process (a.k.a. system or product line).
The
tool built for this project is called a Value Stream Compiler. It enables an observer to use a touchscreen tablet
device running Microsoft Excel to quickly and efficiently capture the sequence
of steps that constitute the business process of interest as well as the
average time per unit for each step.
Understanding this sequence and the time spent performing each step
facilitates identifying process constraints (i.e. bottlenecks and cycle time),
imbalances in labor standard work, and opportunities to apply Lean principles
to reduce non-value added work (i.e. waste).
In essence, quickly understanding the current state of a process value
stream is the crucial foundation to making improvements that benefit the system
as a whole. This helps to avoid making
supposed improvements to a portion of the process that have negligible or even
detrimental net effects on the larger system.
Automating Circulation Reporting: The Montana Standard Newspaper
Executive Summary
Description of the Business
The Montana Standard is a daily newspaper that circulates to 14,000 subscribers. It sells advertising space as well as newspaper subscriptions in various daily and online packages. The business seeks to perform in a few ways:- Create content that entices readers to purchase a copy or a subscription.
- Drive circulation to increase the cost of ad space in their publications.
- Keep carrier costs low by delivering newspapers in the most efficient manner possible.
- Keep manufacturing costs low by encouraging online subscriptions versus hard copy.
System Overview
I worked with the Circulation Director to automate their monthly reporting process. I created a master spreadsheet called "Create Circulation Reports.xlsm” that resides in the directory where all historical circulation reports sit. Once opened, this report provides the user with the option to create five reports (via the Ribbon or main spreadsheet buttons), which are:- Zero Balance
- Comp Report
- Customer with more than Two Copies
- Inactive with Balance
- Long Sub Period
When the report button is clicked, the user is prompted to select the raw Excel file the program will work from. Once selected, unnecessary data from file is removed, the file’s rows are sorted against the most important criteria, cells are formatted to be easily understood, total columns are provided to determine the impact of aggregate subscriber costs or profits, and the reports are formatted for immediate printing.
The file is saved with a date preceding the report name for easy archiving. Additionally, should the circulation personnel decide to email rather than print, there is an option to do so.
The result is that the circulation analyst in charge of creating and delivering these reports saves a day’s worth of time every month by avoiding to do tedious calculations and formatting that can be automated with Excel.
Files
- http://files.gove.net/shares/files/15w/dbanks/Spreadsheet_Automation_Final_Project.pdf
- http://files.gove.net/shares/files/15w/dbanks/Create_Circulation_Reports.xlsm
- http://files.gove.net/shares/files/15w/dbanks/0_Balance_Report_Butte_first_pull.xls
- http://files.gove.net/shares/files/15w/dbanks/Comp_Report_Butte_first_pull.xls
- http://files.gove.net/shares/files/15w/dbanks/Inactive_Subscription_Butte_first_pull.xls
- http://files.gove.net/shares/files/15w/dbanks/Long_Subscription_Butte_first_pull.xls
- http://files.gove.net/shares/files/15w/dbanks/More_than_2_copies_Butte_first_pull.xls
Personal Finance Dashboard - Caleb Brigman
The project was to create a personal finance dashboard to track spending
relative to budget goals. Currently, my wife and I’s finances a spread across
four bank accounts and three consumer credit lines which has made it difficult
to track. Each of the banks uses a different format for exporting account
information which takes hours to standardize and then label according to the
spending area. The purpose of the project was to automate this process so it
can be completed monthly and create a dashboard to allow us to easily see our
spending relative to our goals.
The dashboard tool
has three major parts. First, the tool imports account activity from CSV files.
Each transaction is standardized and labeled with one of the spending goals.
Labels are selected for a type of transaction the first time it is imported
into the tool and then is automatically labeled thereafter. Second, the
transaction data is compiled and added to the dashboard. The dashboard includes
overall numbers for each account as well as monthly numbers by spending area.
The compiling is only done for months that are already over and when the
numbers have not been compiled previously. Third, only the dashboard is
published as a PDF and emailed via Outlook to my wife and me.
Project File
http://files.gove.net/shares/files/15w/wbrigman/Personal_Finance_VBA_Project_with_Fake_Data.xlsmWrite-up
http://files.gove.net/shares/files/15w/wbrigman/VBA_Project_Personal_Finance_Dashboard_Caleb_Brigman.pdf
File to test statement loading
http://files.gove.net/shares/files/15w/wbrigman/Statement_to_Test_-_BECU_Checking.csv
Business Tracker Lite-- Brent Bishop and Mark Cornelison
Executive
Summary
With well over 1 million current
active sellers on Etsy, and 1.3 million eBay sellers for whom eBay is a
primary or secondary source of income, lifestyle businesses have exploded the
past few years. Mark’s wife is one of
the 1 million Etsy storeowners. As he
was helping her prepare to send off an order in February of this year, he
asked her, “How much have you made this month?” She replied that she didn’t know. He then asked her what her costs were, and
which items had the greatest margin.
She told him what products she “believed” made the most for her, but
she wasn’t sure. When pressed to find
out why this was, she replied that it was because unless she were to purchase
a software program such as QuickBooks, she would have no way to tell. “And,” she added, “These businesses don’t
make enough to be able to justify QuickBooks.”
An idea was born—“What if we
produced a ‘lite’ version of financial tracking software that would allow the
lifestyle-business owner some of the functionality that businesses had in
their commercial packages?” We then set
to work. Over time, we recognized that
what users needed most was 1) a way to see important business information at a
glance, 2) a way to track transactions, and 3) a way to quickly create
invoices. Business Tracker Lite answers all three of those problems. We hope you enjoy what you see. If you have comments or suggestions, please let us know.
Property Management Tool - Jason Eggett
Executive Summary
I am a landlord
and a property manager of a multi-unit property. Onboarding new tenants and keeping track of rents and expenses
are among the biggest responsibilities that I face. The onboarding process can
be especially time consuming.
So I created a
property management tool that automates the onboarding process of new tenants
and tracks rents, expenses, and vendors. These things used to take me hours to
do, but can now be accomplished in just a couple of minutes using this property
management tool in Excel.
The tool allows me to quickly add new tenants, edit those tenants, receive rent payments, and add monthly expenses using custom forms. The biggest time saver comes from the "Create Contract" and "Send Contract" buttons on the ribbon. Once the tenant is selected the "Create Contract" button allows me to create a lease agreement in Microsoft Word and save it as a PDF all with one click. Then I can send the PDF version of the lease agreement as an attachment in a preformed email to my tenant simply by clicking "Send Contract."
http://files.gove.net/shares/files/15w/jme55/Property_Management.zip
http://files.gove.net/shares/files/15w/jme55/Final_Project_Executive_Summary_-_Jason_Eggett.pdf
http://files.gove.net/shares/files/15w/jme55/Final_Project_Executive_Summary_-_Jason_Eggett.pdf
 |
| *Note: You will need to unzip all of the folders with the spreadsheet and have them available in the same location when testing this project. |
Boostability Employee Efficiency Report Generator - By Brett Bishopp
Employee Efficiency Report Generator
By Brett Bishopp
Executive Summary
Boostability is an internet marketing company. A large
part of what they do is create internet content to draw appropriate attention
towards their clients’ websites. Efficiency Reports are key in understanding
both the effectiveness of an employee’s time in being able to generate internet
traffic for a client. It is the heart of
what the business does for the client.
This program will automate the creation of these Efficiency
Reports. Because the user base for implementation of these reports will be
changing, foresight into possible user errors are key into the making of this
program work smoothly.
Due to potential for high employee turnover, this
program integrates the option to update employee data while the program is
running. User-entered data will be retained, minimizing the user-interface
required in the future.
Overall, these Efficiency Reports are a great tool but
take time to create, especially in training the frequently changing user base.
Daily, weekly, and monthly reports are created to track progress and trends.
The time demanded to generate these reports adds up. This program automates the
creation of these reports, both giving back time to the user base as well as
ensuring quality data due to decreased risk of user error.
VBA Program:
Supporting Excel files (VBA code will ask for supporting files):
PDF Project Overview:
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