Example scenario: trade reconciliation
Illustrative scenario based on patterns from enterprise finance automation work.
- 5 analysts copying data across 3 systems
- Errors caught days too late
- Audit flags every quarter
- $2,500/month in lost productivity
- Fully automated overnight pipeline
- Exceptions flagged automatically
- Zero audit flags in 6 months
- $36K/year recovered
How the Sprint Works
Discovery & requirements
We map the workflow end-to-end, agree on the automation scope, and define success metrics. You approve the spec before any code is written.
Build
I build the automation — VBA, Power Automate, Python, or whatever fits your stack. Error handling and logging are built in from day one, not bolted on later.
Testing & validation
Edge cases, error scenarios, volume testing. The automation runs alongside your existing process until both of us are confident it performs.
Deployment & training
Go live. I provide full documentation and a training session so your team understands what runs, when, and what to do if something flags.
Support window
30 days of included support for any issues, adjustments, or edge cases that surface in the real world after go-live.
What's Included
- Discovery & requirements gathering session
- Custom automation build (VBA, Power Automate, Python, RPA)
- Error handling, logging & alerting
- End-to-end testing & validation
- Full deployment to your environment
- Written documentation & user guide
- Team training session
- 30 days post-launch support
- Source code ownership — it's yours
- Works within your existing security & compliance setup
💡 Most automations use tools you already own
Excel VBA and Power Automate are included in most Microsoft 365 subscriptions. Many clients are surprised to learn they don't need new software licenses. I'll tell you upfront if I recommend something additional — and whether the ROI justifies it.
- Full workflow automation build
- Discovery, build, testing & deployment
- Documentation & team training
- 30 days post-launch support
- Source code ownership
- Works with tools you already have
From the Blog
Other Services
Ready to Build Your First Automation?
A free 15-minute call is all it takes to scope your workflow and get a fixed price. No obligations.