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Making the Most of your MS365

Streamlining, templates, automation – get the best out of your MS365 subscription
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Bringing Data Solutions within Your Reach

Agile Data Developer & Technical Delivery/Project Manager for small-medium business and non-profit organisations.
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Data Restructuring

A not-for-profit using BlackBaud Raisers Edge had a complicated Fund, Campaign & Appeal structure. Data entry was convoluted resulting in unreliable reporting & making reconciliation to Finance systems a lengthy & problematic process. Using a free version of SQL Server as a data staging area alongside Raisers Edge import/export & global updating, the Fund, Campaign…
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Consuming PAF (SQL)

A not-for-profit organisation, being entitled to free PAF (Postcode Address Finder) data, were unable to consume it meaningfully. Using a free version of SQL Server, import processes were developed alongside TSQL procedures to return formatted address data based on input parameters. This enables a non-technical user to import PAF updates and extract address lookup data,…
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Staff Rota & Time Tracking (Excel)

A local services provider required a low cost solution to manage their staffing needs across 6 Adventure Playgrounds with the flexibility to track staff seconded to any of the sites. An Excel spreadsheet was developed enabling site managers to schedule rota’s and track hours worked at an individual level with minimum administration. Data constraints, lookups,…
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Complaints Log (Excel)

An FSA regulated business required a more consumable Complaints Log to consolidate their complaints process and enable statistical reporting to their clients to fulfil new FSA requirements. Being a small, local, business, their budget was limited. Utilising their existing tools, an Excel spreadsheet was developed to include data constraints, lookups, cell locking and conditionally formatted…
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Streamline UX and Data Quality (TSQL)

A client in Travel Insurance Claims, having expanded their portfolio, were experiencing challenges with educating their agents on the intricacies of their growing book of products, resulting in data quality issues and increasing the risk of claim overpayments and errors. Through TSQL coding and minor tweaks to their UI, product selection drop-downs were made dynamic…
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About
Happily escaped the Corporate grind and dreary UK weather to my happy place in the sun!
I now help businesses with simple to use, low cost solutions to their process, administration and data headaches.
I can streamline your processes, build templates, automation and websites using common tools which ensures you are not locked into me going forwards. Everything I deliver is fully owned by you, including WordPress Websites, Excel Apps, Automation and any associated custom coding.
I also provide consultancy and training in all aspects of Data and Getting the Most out of your MS365 Subscription.
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