Flagship automation
NYC Reporting Automation
Turning a distributed five-to-seven-person New York City billing-report cycle into a solo-managed recurring workflow producing 150+ Excel/PDF packages.
- Excel VBA
- JavaScript
- Validation
Selected Work
Four case studies showing how I move from an unstable or manual process to a reliable reporting workflow—with the business context, technical decisions, validation methods, and tradeoffs kept visible.
Each project uses the tools the environment allowed, at the level of complexity the work actually required.
Flagship automation
Turning a distributed five-to-seven-person New York City billing-report cycle into a solo-managed recurring workflow producing 150+ Excel/PDF packages.
High-volume reporting
Designing a staged, static-output VBA process for a 51-column monthly dataset that broke normal dynamic workbook methods.
Reusable framework
Replacing fragile, formula-heavy templates with reusable Access SQL-style query logic against recurring CSV and XLSX source files.
Internal support tool
Building a no-backend browser utility that made reusable support content, searches, quick links, and customization easier to access.
Different tools, same working principles.
Map the real handoffs, exceptions, and user needs before choosing the automation.
Work within approved tools, changing source formats, Excel limits, and operational deadlines.
Build in reconciliation, exception checks, and a clear review point before delivery.
Favor understandable workflows, documentation, and practical support for the people doing the work.
The homepage summarizes the results. These pages document the reasoning behind them.