Creating data solutions to build efficiency in the workplace

Abstract

Inefficiency in the workplace could be costing valuable people valuable time. In a small business that is rapidly growing and taking on more work, these inefficiencies can be magnified. The Accounting Department is so busy with new acquisitions that they do not have time to update their manual invoicing process that is over eight years old and highly inefficient. This project examines the understanding of the client contracts, data collection, reviewing and understanding the invoice process, documenting the process, reconfiguring the invoice spreadsheets, and using Access for data entry and visualization. In the end, a new Excel workbook is created that condenses the near 100 worksheets down into 9 tables. The tables are then imported into Access to allow for meaningful queries, forms, and reports that allow for the final invoices to be generated.