Automation Assessment
Map the current workflow, find failure points, estimate time savings, and quote the build.
Fractional Data Analyst for reporting, automation, and decision support
Marshall Consultancy LLC helps operations, finance, procurement, and nonprofit teams clean up recurring reports, reduce manual spreadsheet work, and build reporting workflows people can trust.
- Focus
- Recurring reports
- Tools
- Excel, Power Query, BI
- Engagement
- Assessment to build
Monthly operations report
Automation assessment preview
Ready
1
Export files
2
Clean logic
3
Refresh report
Manual time
6.0 hrs
Target refresh
45 min
Checks
12 QA rules
Issue
Impact
Fix
Mixed date formats
Delayed close
Standardize
Duplicate IDs
Wrong totals
Flag and remove
Manual filters
Missed records
Parameterize
Reporting support for teams that are stretched but not ready to hire full-time
The work starts with the reports your team already uses: Excel files, ERP exports, CSVs, dashboards, and recurring leadership packs. The goal is not to add noise. It is to make the reporting process clearer, faster, and easier to maintain.
Report Automation Sprint
Turn recurring manual cleanup into a repeatable workbook, query, or dashboard-ready dataset.
Monthly Reporting Support
Keep reports refreshed, repair broken queries, add fields, and document changes.
How an assessment turns into usable work
A small paid assessment protects both sides. You get a practical plan before a larger build, and the implementation quote is tied to time saved and effort required.
Review the report workflow
Gather sample exports, current files, cadence, pain points, and desired output.
Find the automation path
Identify cleanup logic, data-quality checks, repeatable steps, and risks.
Quote the build
Price the implementation based on time saved, build effort, testing, and support needs.
Work sample: monthly report cleanup
This public sample uses recreated data to show the kind of assessment a client would receive. The pattern is based on common operations and procurement reporting workflows.
- Current-state workflow map
- Manual step and risk inventory
- Time-saved estimate and fixed-price build scope
Before
Manual paste, inconsistent filters, and late exception checks.
6 hours per cycleAfter
Repeatable refresh steps, QA flags, and documented handoff notes.
45 minutes targetQuotes are based on value and effort
Pricing considers the time your team saves, the complexity of the source data, and the work needed to build and test a reliable process.
Assessment
Starts at $350
Small fix
$500-$750
Automation sprint
$750-$3,000
Have a recurring report that takes too long?
Send the basic context and the next step will be a short fit check before any paid work.