Reporting automation for teams rebuilding the same report every month

Start with a focused assessment, then move into a fixed-price build only when the workflow, savings, and implementation effort are clear.

Common problems

  • Monthly Excel reports rebuilt by hand from exports.
  • Power Query or dashboard refreshes that break when files change.
  • Numbers that do not tie across reports or departments.
  • Manual filters, copied formulas, hidden logic, and no QA trail.
  • One person knows how the report works, but the process is not documented.

Assessment deliverables

  • Current workflow summary.
  • Manual step inventory.
  • Failure point and data-quality review.
  • Automation opportunities.
  • Estimated time savings.
  • Fixed-price implementation quote.

Offer ladder

Use the smallest paid step that creates clarity, then quote the build separately.

Quick Diagnostic

$150

One report, short findings memo, and recommendation on whether to automate.

Automation Assessment

Starts at $350

Workflow map, risks, savings estimate, automation path, and build quote.

Implementation Sprint

$750-$3,000

Build the repeatable workflow, checks, output, and handoff notes.

How implementation quotes are shaped

Quotes are based on time saved and build complexity. That keeps pricing tied to the business value without ignoring the real work needed to create, test, and correct the reporting process.

Internal pricing logic monthly hours saved x staff cost x 3-6 months compared with build hours x target rate