Reporting for Duty
In an age where strategy is given emphasis to analysis, its comforting to know that there are still professionals in the business place who understand the intrinsic value of data and the latent power in robust management reporting.
Our Story
Many years of Management Consulting experience has revealed a universal need for robust reporting. Most companies do not have the time or budget to implement specialized reporting tools. Provision of excel consulting services to address this need became a natural evolution for us.
Our Values
Partnership and collaboration are our guiding ethos. Acting in an advisory and specialist capacity our approach is geared to solicit detailed requirements and jointly steer toward a client-centric solution. Along the journey together we also incorporate thought leadership and best practices.
Wesley Jeftha
Wesley is a bone fide data and reporting fundi who hails from the world of Management and Strategy Consulting. He has plied his trade with global super brands like Accenture, KFC, Mercedes Benz and Virgin Mobile where he has created some audacious excel reporting artifacts.
Jaco Du Plessis
Jaco has built a career on number crunching at prolific global brands like Unilever and DHL. With a keen eye for forecasting, planning and replenishment Jaco has become astute in application of best practice in the area of data modelling and draws from 10 years of thought leadership.
Our Process
Our Excel consulting delivery model starts with a deep understanding of the requirements by first defining the business needs. An assessment is then made based on best practices, with all scenarios and possibilities being jointly evaluated before a final recommendation is presented. The solution is then designed, implemented and professionally supported until all parties are satisfied with the success of the outcome.
1Define
2Advise
3Design
4Implement
5Support
Our Industry Alignment
We have a long and successful history delivering advisory services, Excel consulting and robust custom reporting and excel based solutions within the following industries:
- Retail
- FMCG
- Food and Beverage
- Quick Service Restaurant
- Transport and Logistics
- Telecommunications
- Government and Public Sector
- Automotive
- Management Consulting
Proprietary Tools
Leverage best practice models that we have refined during Excel consulting engagements with clients all over the world. We have broad solution toolkits that can be rapidly customized.
Sales and Operations Planning
Bespoke tools to plan and manage supply side constraints such as lead times, minimum order size and multiples and align them to the forecast to optimally meet true demand.
Distribution Requirements Planning
Tools to optimally balance stock holding across multi-echelon supply chains and assist in setting appropriate inventory policies. The tools actively manage and monitor constraints such as service levels, capacity and total primary distribution spend.
Inventory Optimisation
Data models incorporating ABC stock analysis, target service levels and statistical analysis to support inventory policy. The key metrics which are tracked through dashboards include: Stock Availability, Working Capital, Write-Off and Obsolescence Costs.
Warehouse Transition Planning
Complex tools and models to support supply chain centralization, rationalization and transition. Variables such as Inbound Capacity, Warehouse Operational Capacity, Open Orders, Back Orders and Outbound Capacity all need to be balanced and harmonized.
Production Planning and Scheduling
Apply best practice with Excel based planning and manufacturing models which utilizes the resource allocation of activities of employees, materials and production capacity, in order to serve different customers.
Spend Analysis
Tools and processes designed to collate all your spend data from multiple sources into one clean multi-dimensional, time based pivot table. Link any of your master data, such as region, category, volumetrics, company financial reporting periods, account managers etc. to unlock fascinating new ways of dissecting your information. This kind of visibility is essential for companies serious about strategic sourcing and procurement.
Business Case Evaluation
Data models and dashboards able to combine qualitative and quantitative measures and heuristically evaluate scenarios through capital budgeting, ROI and payback analysis.
Bill of Material Management
Tools to capture all BOMs and sub assemblies. Blow your sales and price catalogues through our BOM tool to establish the total Cost of Goods percentage. Tweak input costing and retail pricing to optimize total Cost of Goods Sold and compare multiple scenarios.
Sales Reporting
Tools and processes designed to collate all your sales data from multiple sources into one clean multi-dimensional, time based pivot table. Link any of your master data, such as region, category, volumetrics, company financial reporting periods, account managers etc. to unlock fascinating new ways of dissecting your information. In 3PL business models, a tool like this is required which is able to handle and seamlessly link large data sets.
Customer Relationship Management
Need to send surveys out and then aggregate and analyze the responses? Using just Excel you can do this quickly and easily and avoid 3rd party software and providers.
We also have tools that can support basic call centers. One of our clients pushed 600 tickets through this tool per month.
Master Data Management
Whether its a product catalogue, an item master, a staff contact list, a list of properties or stores or even a vendor master, we have tools that can safely sanitize your data, before distributing it via PDF to a pre-configured audience. Our tools, make sure all content has been validated and that any sensitive information has been hidden or removed.
Financial and Procurement Administration
We have templates and excel based database tools to manage Purchase Orders, with the added benefit of having all your master data available to the tool.
We have also built models to facilitate 3 way financial matching of key source documents (PO, Invoice and Goods Receipt). The models allow payment cycle time to be tracked and captured.
