Mastering Excel for Smarter Management

Sector: Health & Beauty

The Challenge: Bridging an Excel Knowledge Gap for Critical Data

Our client here needed to create and maintain a robust management and pricing spreadsheet. However, a lack of in-depth Excel knowledge within the team was a significant barrier. This meant that valuable data could not be effectively organised or utilised for strategic decision-making and accurate pricing.

The Solution: Expert Excel Project Support

Create Momentum addressed this specific need by allocating a block of hours for a dedicated Excel specialist. This support was carried out on an ad-hoc basis, with the understanding that notice would be given for project initiation. The specialist worked to:

  • Formulate the initial management/pricing spreadsheet to meet the business’s requirements
  • Ensure the spreadsheet was maintainable for ongoing use
  • Ongoing Ad-hoc support with one off projects

The Impact: Clarity, Professionalism, and Perfect Delivery

The targeted Excel support provided by Create Momentum delivered precisely what this client needed, enabling them to leverage their data effectively.

The business owner enthusiastically states: “I would highly recommend Create Momentum – not only lovely people, but very professional. They really ‘get it’ in terms of understanding what’s needed and always deliver perfectly. Proactive in terms of ideas or improvements, and they get the job done – which is just what you want from this kind of support. Thank you!”

Create Momentum’s ability to understand the specific problem and deliver a precise, high-quality solution with their Excel expertise proved invaluable for this company, ensuring their data management was professional, efficient, and perfectly aligned with their business needs.

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