Practical Process Automation for Operations & Manufacturing Teams

Small, high-impact Excel/VBA tools that remove manual steps—quoting, PO→SO, BOM, inventory coverage—plus ISO-aligned, locked documents that are easy to use and maintain.

What can we do?

  • Parametric sizing, price pulls from your lists, clear inputs, and one-click PDF/CSV export.

  • Parse PDFs/CSVs, clean fields (SO#, color, dims, qty), map customer SKUs → internal SKUs, and output CSV for import.

  • Rules-based assemblies (kits/components), waste factors, alternates, and label/WO exports.

  • Tiered logic (Finished → WIP → Raw), “needed by” dates, vendor lead times, and suggested POs.

  • Lead time, on-time %, quote win rate; simple role views; PDF/CSV exports.

  • Locked templates with only input cells unlocked and a sensible tab order.

Packages

  • Core Process Automation

    What it is: One focused build that removes a painful manual step.
    Typical picks: Quoting Calculator or PO→SO Converter.
    Includes: Input validation, clean exports (PDF/CSV), light logging, ISO-aligned, locked doc + short usage guide.
    Outcome: Quotes in minutes / import-ready orders with fewer entry errors.
    Timeline: ~2–4 weeks.
    Best for: “Prove value fast” / first win.

  • Operations Flow Bundle

    What it is: Two–three tools stitched together for end-to-end accuracy.
    Typical picks: PO→SO + BOM Generator + Coverage/Buy Suggestions.
    Includes: Shared reference tables (SKUs, costs), error handling, logging, exports, ISO-aligned docs + usage guide.
    Outcome: Fewer handoffs, fewer errors, clearer buy signals.
    Timeline: ~4–8 weeks.
    Best for: Teams ready to standardize the whole flow.

  • ISO Documents Pack

    What it is: Locked Excel templates that meet ISO documentation expectations—clean header/footer.

    Doc ID • Rev • Effective Date • Owner • Page X/Y—with validation and optional one-click PDF.
    Choose 3–5 templates: NCMR, CAR, Inspection (incoming/in-process/final), Calibration Log, Training Record, DCR, Records Register.
    Outcome: Standardized records that are easy to use, hard to break, and ready for audits.
    Timeline: ~1–3 weeks depending on count.
    Best for: Quality/ops teams wanting immediate control of forms/records.

Pick your starting point

Good fit for Excel/VBA

  • Quotes, PO→SO, BOM, inspection/records

  • One team, one workflow

  • Keep current systems; automate the gaps

When ERP makes sense

  • Multi-plant, multi-currency, deep planning

  • Need end-to-end system ownership

  • Budget and timeline for change management

 FAQs

  • Most core builds go live in 2–4 weeks depending on scope and data readiness. Typical timeline:

    • Scoping (1–3 days): confirm inputs/outputs, sample files, success criteria.

    • Prototype (3–7 days): working draft on your real data.

    • Refinement (5–10 days): edge cases, validation, performance.

    • Handover (1–2 days): documentation, short Loom walkthroughs, and a rollback copy.
      Accelerated options are available for small, single-workflow tools.

  • Yes—100%. You receive unlocked Excel workbooks, VBA modules, and any helper scripts delivered to your drive (or repo). You can edit, duplicate, or extend them internally. I can also version the files and leave clear notes so your team can maintain them without me.

  • No—this augments your ERP/MRP. I focus on the “last-mile” tasks ERPs don’t handle well: quoting logic, PO→SO parsing, BOM generation, coverage checks, exports, and clean handoffs into your system (CSV, XLSX, or API if available). Less disruption, faster ROI.

  • Not certification—ISO-aligned templates and controls. I structure forms, logs, and SOP checklists to support common clauses (traceability, revision control, approvals, data integrity). That means locked fields, audit trails, version/date stamps, and role-based tabs. Certification still comes from your auditor, but these deliverables are built to make audits smoother

  • A 30-day warranty for bug fixes and small tweaks, plus optional monthly retainers for enhancements, new data sources, and reporting.

  • 2–3 recent files (e.g., a PO, a BOM, and your price list), who will use the tool, and where/ how you want outputs delivered (CSV, XLSX, SharePoint, email, etc.).