Cybershapers — Data Systems and Growth
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01 / Excel ERP

An interconnected Excel ERP for operational control

A practical business operating system connecting inventory, installations, contracts, revenue, expenses, assets and management reporting.

Excel ERP system tracking inventory, liabilities and investments

CONTEXT

Built for a screen-installation business that needed one dependable view of day-to-day operations without the cost and complexity of a traditional ERP platform.

Microsoft ExcelPower QueryAdvanced formulasData validation

THE CHALLENGE

Make complexity usable.

Operational data lived across separate registers. Inventory movement, installed screens, pending stock, revenue and liabilities needed to reconcile without repetitive entry or fragile manual summaries.

THE APPROACH

  1. 01

    Mapped each operational workflow before rebuilding workbook logic.

  2. 02

    Connected inward and outward stock movement to warehouse inventory and installation records.

  3. 03

    Standardized statuses, dates, validations and formula-driven fields across sheets.

  4. 04

    Added management views, formula documentation and clear operating guidance.

WHAT THE SYSTEM ENABLES

01

One operational source of truth

02

Traceable warehouse movement

03

Automated inventory summaries

04

Clearer month-end reporting

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