1. xlteq
turning data into information
xlteq
turning data into information
Introduction to xlteq

2. Mark Dean-Evans founded xlteq in 2007 with the aim of providing senior managers a
service that unlocks their legacy, unstructured and unclear data into meaningful reports and
effective tools.
Mark was formerly a Director of International data analysis group data2impact Prior to that
he was Head of Analytical Services for McKinsey & Company in London.
xlteq provide services through most markets for both corporate and SME organisations. We
work across the entire range of business functions including Finance, Sales, Marketing,
Operations, Human Recourses, Strategy and Senior Management.
About xlteq

3. What we do
We automate manual processes to create elegant reporting tools, including dashboards and
Management Information Systems. We turn tasks that are laborious and prone to error into
a process that is automated and reliable.
Typically we work in MS Office, primarily Excel and Access. Our portfolio of services and
tools continues to grow but today includes:
· Excel Automation · Dashboards
· Management Information Systems · Access Databases
· Embedded Consultants · Training & Mentoring
· Data Cleaning · Managed Service Desk

4. Selection of clients

5. Excel Automation
We automate the many manual processes within Excel that many find too time-consuming
or complex to quickly deliver. For our clients this saves considerable time, cuts down on
human intervention and input errors, allowing them to be more productive by analysing data
rather than creating it.
The tools we build are bespoke to a specific client need. These solutions include the
following:
· Automated analysis tools · Reporting suites
· Standardised data collection templates · Consolidation tools
· Dashboard reports · PowerPoint & PDF Automation

6. Access Databases
MS Access is a versatile tool for working with sets of data. It is flexible, low cost, and
scalable and when used in conjunction with Excel, can become a powerful management
reporting and decision making tool. We use Access to manage multiple file formats and
import or link directly to data stored in other applications and databases including Excel and
SQL Server.
Typical applications may include the following:
· CRM systems · Sales tracking tools
· Facilities management tracking · Change programme management
· Order processing tools

7. Access Database – Menu Screen

8. Embedded Consultants
Expert consultants embedded in your business without the full time employee costs.
Embedded xlteq consultants developed from client requests for regular Excel and Access
support within their organisations. Most companies have a need for this type of expertise,
but not enough to warrant a full time employee.
xlteq offer a flexible plan to suit your requirements, starting from just one day a month.
Key features of the embedded xlteq service:-
· Free consultation day · Flexible plans from one day a month
· Regular onsite support for Excel & Access · No employee costs
· Additional project resource available

9. Dashboards
Data analysis is an essential element to gauging business performance. Dashboards and KPI
reporting help management to focus on key areas of the business. For more complex
analysis the ability to drill further into information is a critical requirement. Dashboards help
our clients focus on the information they need.
Dashboards are bespoke to each client need and might include the following:
· Dynamic KPI charts · Drill down capability
· Real-time reporting · Simple navigation
· Accurate analysis · Single page headline data
· Stand out graphics

10. Dashboard – Year on Year Summary

11. Management Information Systems
Management Information Systems (MIS) are tools that help clients to evaluate and
efficiently manage various business functions. We build bespoke MIS using Access and
Excel enabling our clients to focus on the key issues within their department or project. This
provides insightful indications on direction for resource allocation and future development.
Whilst there are very large enterprise systems available in the market place, usually with a
hefty price tag, the MIS we build fill the gap between these large systems and the simple
spreadsheet currently used by most managers. xlteq MIS are effective and quickly give you
what you need without a lengthy procurement specification and build process.
· KPI Tracking · CRM
· Programme Management

12. Dashboard – HR mapping

13. Data Cleaning
A major problem for many companies is the process of detecting and correcting corrupt or
inaccurate records in large data sources. This can include removing duplicate records from
databases or validating the data stored in specific fields. Data cleaning is especially
important when combining data from different sources, whether they be Excel spreadsheets,
Access or SQL databases, in fact any data sources or legacy data feeds.
Typical data cleaning projects involve:
· Identifying incomplete information · Validating Data
· Removing redundant information · Fixing inaccurate data
· Combining data from multiple sources · Deleting Duplicated records

14. Managed Service Desk
Companies don’t always have the resource to manage and produce regular business
reporting. The frequency may be quarterly, monthly, weekly, or even daily. xlteq Managed
Services Desk can provide this as a service without you having to outlay significant
overhead and time. Typically we take multiple data feeds from a variety of sources and
clean. analyse, and build bespoke client driven reports as PDF, Excel or PowerPoint files.
Examples of output include:
· Daily Sales Tracking · Financial Reports
· HR Summary Reports · Quarterly Board Packs
· Programme Management Reporting

15. PowerPoint & PDF Automation
Often organisations have to manually import or manipulate data within Excel or Access
before producing PowerPoints PDF presentations. We build automated tools that enable
managers to produce these presentations at the press of a button. For our customers this
means more time is spent understanding the reports, seeing actionable trends and making
business decisions.
Benefits of PowerPoint and PDF automation include:
· Time saving · Error eradication
· Standardisation