I will automate your spreadsheet business workflow
Business Intelligence Enterprise Data Strategy Leader
About this Gig
Is your team copying information between spreadsheets, checking the same rules by hand, and assembling the same output each week? I can turn one clearly defined, file-based process into a repeatable workflow with validation and an exception list.
This pilot covers up to two Excel or CSV inputs and one output. I map current handoffs, agree on the business rules, build a runnable Excel or Python solution, test it with sample records, and provide an operating guide. Records that fail a rule go to an exception list for human review. One revision covers fixes within the agreed rules, inputs, and output.
I have led enterprise workflow automation involving intake, eligibility rules, duplicate checks, cross-team delivery, and post-launch monitoring. My public portfolio includes a synthetic technical reconstruction of a lead-list process I led; it contains no employer customer data or production code.
Please message me before ordering to confirm your process fits this pilot. Live integrations, email sending, credential storage, regulated data, production deployment, and ongoing support require separate scope.
My Portfolio
FAQ
Will this send emails or update my CRM?
No. The pilot produces one file-based output. Connected system updates, email sending and live integrations require separate scope.
Will I be able to run it myself?
Yes. You receive a sample run and operating instructions. We choose Excel when its capabilities fit your rules, or Python if your team can run it.

