Case Study 4: Custom Applications – Closing the Gaps

Case Study 4: Custom Applications Closing the Gaps

ChallengeSupply chains that rely on imports face unique challenges: long lead times, tariffs, shipping rates, and special charges. To remain profitable, organizations need accurate forecasts and visibility from ordering to delivery. SolutionWe built underlying systems and datasets within Microsoft 365 to capture and integrate both internal ordering data and external supply chain variables. Our solution…

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Case Study 3: Supply Chain Forecasting – Data-Driven Precision

Case Study 3: Supply Chain Forecasting – Data-Driven Precision

ChallengeSupply chains that rely on imports face unique challenges: long lead times, tariffs, shipping rates, and special charges. To remain profitable, organizations need accurate forecasts and visibility from ordering to delivery. SolutionWe built underlying systems and datasets within Microsoft 365 to capture and integrate both internal ordering data and external supply chain variables. Our solution…

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Case Study 2: Commercial Construction – The Matt App

Case Study 2: Commercial Construction – The Matt App

ChallengeCommercial construction involves coordinating multiple skilled trades toward a single goal: opening a building on time. Paper processes, calls, and scattered communication often slowed progress and reduced visibility across subcontractors and general contractors. SolutionWe built the Matt App (Manpower Allocation Time Tracking) in partnership with a commercial HVAC contractor. The app: Lives entirely in the…

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Case Study 1: Unstructured Data Projects – Ahead of the Curve

Case Study 1: Unstructured Data Projects Ahead of the Curve

Challenge Fifteen years ago, long before today’s automation tools, organizations still struggled with how to manage unstructured, paper-based data. One client had thousands of motor-related job cards — odd-sized, handwritten, and stored in paper form — making it slow and error-prone to bid jobs accurately. Solution We partnered with a local company that built scanning…

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Designing User Interfaces for Data Entry into Your Solution

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Learn how to design user interfaces for better data entry. In this Data Survival Skills session, Robin shows how to translate data requirements into simple, effective UI mockups. Starting with a volunteer signup form, you’ll see how to think through fields, dropdowns, and workflows—even using basic tools like PowerPoint. The goal isn’t to make something…

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Using Pivot Column to Look at Text Data in a Pivot

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Discover how to turn messy text data into clear, powerful visuals in seconds. Pivot tables are powerful for counts and summaries—but they fall short when you need a true schedule. In this Data Survival Skills session, you’ll see how Excel’s Power Query Pivot Column can instantly transform your data for faster insights—and why this technique…

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Testing Data Entry in Data Designs

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Learn how to test your data before design problems get too big. In this Data Survival Skills session, Robin demonstrates how to use Power Query to connect and test datasets before moving forward with design. Using Explore California’s agenda and volunteer data, you’ll see how to merge queries, apply joins, and quickly spot inconsistencies—like volunteers…

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