Easily Enter Data in Excel Using Custom Forms – No Need to Leave Excel
Client Overview
The client is a widely recognized group with a variety of business interests spanning from infrastructure to automobiles. One of their primary portfolios includes providing excavation services for coal mining through government tenders. The client has been operating for over two decades and has successfully completed numerous coal mining projects within India.
Platforms:
Excel VBA Macro
SharePoint
Easily Enter Data in Excel Using Custom Forms – No Need to Leave Excel
Client Overview
The client is a widely recognized group with a variety of business interests spanning from infrastructure to automobiles. One of their primary portfolios includes providing excavation services for coal mining through government tenders. The client has been operating for over two decades and has successfully completed numerous coal mining projects within India.
Platforms:
Excel VBA Macro
SharePoint

Challenges Faced

The client is gathering daily production and trip data from their site, but their current data format isn’t efficient for storage or analysis, and it’s not user-friendly. They’re facing challenges in making this process more effective.

Data Accuracy:

Ensuring accurate data entry remains an ongoing challenge due to the manual input, leading to frequent human errors, typos, and data entry mistakes.

Data Volume:

Continuously managing a large volume of data for multiple shifts and units is currently overwhelming and time-consuming.

Time-Consuming:

The process of manually entering data is currently time-consuming, causing delays in updating the spreadsheet as data accumulates.

Time-Consuming:

The process of manually entering data is currently time-consuming, causing delays in updating the spreadsheet as data accumulates.

Data Validation:

Verifying the accuracy and validity of the data is currently challenging, especially when there are no automated validation rules in place to catch errors.

Data Validation:

Verifying the accuracy and validity of the data is currently challenging, especially when there are no automated validation rules in place to catch errors.

Data Integrity:

The existing spreadsheet is unprotected, which is currently a concern for maintaining the security and integrity of the data, particularly with multiple users currently having access to the spreadsheet.

Reporting:

The client makes 30 copies of an Excel tab each month, and they can't efficiently combine them without automation. The data is messy, scattered, and not consistently formatted, making information gathering and report generation a real challenge.

Our Approach & Solutions

Our team studied how the client puts in data and suggested a better way. First, we looked at the current data input process to find tricky and inefficient parts. Then, we created a user-friendly VBA Form to automate data entry. This form has dropdown menus for easy choices, checks to make sure data is correct, and automatically gets needed details to save time. It also compares entered data to set standards and keeps the data sheet safe from unauthorized changes. Users can easily make reports with just one click, and the system has Key Performance Indicators (KPIs) for tracking how well things are going. Following the successful implementation of our solutions, the client experienced several significant benefits:

Efficiency Enhancement:

Thanks to user-friendly dropdown menus, data entry has become faster and more streamlined, saving valuable time.

Data Accuracy:

Our data validation checks ensure that the information entered is consistently accurate.

Reduced Manual Work:

With automated detail retrieval, the need for manual effort in data entry has significantly decreased.

Error Prevention:

The system compares entered data against established standards, promptly flagging any discrepancies and reducing errors.

Easily Enter Data-before
Easily Enter Data-after
Easily Enter Data-daily production
Easily Enter Data-execution report

Data Security:

Our measures for data protection have fortified sensitive data, maintaining confidentiality and security.

Effortless Reporting:

Users can effortlessly generate both summary and full reports with a single click, resulting in significant time and effort savings.

Performance Tracking:

The integration of Key Performance Indicators (KPIs) enables the team to conveniently monitor and assess their performance.

In conclusion, our customized data input solution has brought about remarkable improvements in efficiency, data accuracy, error reduction, data security, reporting ease, and performance tracking, greatly benefiting the client’s data management process.