Commercial Real State

United States

Background:

Thru a freelance web platform, one of the managers of an important Commercial Real State company contacted me to help them with a very special project: a spreadsheet that will allow them understand the ROI (Return On Investment) of buying, renovating, renting and selling Condo/Commercial buildings.

When they reached out to me, they had already started this project, but they were not able to add the complexities of their business into their spreadsheet.

Some of those complexities were: flexibility to enter any time/size of building, information (current and future rent, costs, downtime, square footage, contract expiration, etc) by UNIT of the building evaluated. As well as all the financial complexities.

Making a difference:

After the final Financial Spreadsheet was developed, the manager and owners would be able to have an easy and quick way of understanding the ROI of multi million dollar investments, with a high degree level of detail. The hours saved for this Commercial Real State are difficult to estimate, since before they didn’t have a way of doing this (only at a very high level); however, after this project was completed, with no doubt, were able to make a difference as they now can very quickly enter all the details of the target building and make the right decision to either make the investment or not.

 

Dental Practice

Canada

Background:

Thru word of mouth, one of the owners of a dental practice reach out to me for help in a project they had: to better keep track their income, expenses, forecasting and incentive plan.

They had already an Excel file tracking all of these, but was very cumbersome and was taking too much time to keep accurate and relevant. Each month was in a different Tab; each year was a different file. Key reports where in different files. For each of their employees, they had created a file with their stats.

 

Making a Difference:

After the final Tool & Tracker was developed, the owner would be saving around 8-10 hours a month. All what they needed was contained in ONE file, with user friendly front end to log their data, multiple reports to keep track of the health of their practice and a front end login tab was developed, so each employee would be able to see only the information relevant to them.

This is another example of how creativity combined with their business & reporting needs, were able to make a difference in their work lives and now they can use those extra 8-10 hours in focusing to grow their practice.