Success Story

Our solutions generating real results

We turn challenges into achievements! Our success stories show how we help companies from different sectors to optimize operations, reduce costs and increase efficiency with our solutions.

Ready to achieve real results in your company, be our next success story!

From Manual Sheets to a Smart App: The Power Platform That Unified Corporate Processes

A comprehensive Power Apps solution that replaces dozens of Excel sheets with a centralized digital platform. The system automates approvals, integrates data storage in SharePoint, and delivers dynamic process management powered by the Power Platform.

Keywords: Power Apps automation, Excel to Power Apps migration, process automation platform, Power Automate workflow, Power Platform business solution.

Results

How Excel Automation Transformed Budget Control into a Strategic Planning Tool

A Financial Planning and Budget Monitoring System built in Excel with VBA, created to centralize financial projections, control expenses, and monitor real vs. planned performance. The solution delivers automation, precision, and real-time visibility to financial operations.

Keywords: Excel budget control, financial planning Excel, Excel automation, budget tracking spreadsheet, forecasting dashboard Excel.

Results

How Excel Automation Brought Precision and Agility to Inventory and Pricing Control

A fully automated Inventory and Pricing Control System developed in Excel with VBA, designed to monitor stock movements, update prices dynamically, and generate actionable dashboards. The solution provides real-time control of product levels, costs, and margins.

Keywords: Excel inventory control, Excel automation, pricing management system, stock dashboard, Excel VBA inventory tracker.

Results

How Power Apps and Power BI Transformed Fleet Management into a Digital Command Center

A complete Fleet Management Solution developed using Power Apps and Power BI, designed to centralize vehicle tracking, maintenance schedules, fuel logs, and cost analytics. This Power Platform ecosystem replaced manual spreadsheets with an interactive, mobile-friendly management tool.

Keywords: Power Apps fleet management, Power BI dashboard, vehicle tracking app, fleet automation, Power Platform business solution.

Results

Total financial control through personalized ERPs

With our own ERP “from scratch”, we have designed a solution that will not only save a huge amount of manual hours, but give credibility, accountability and data security to our client, while being crystal clear on area expenses, costs and revenue assessments on products also going through stock control. Our custom ERP has delivered and continues to deliver money through data and time savings.

Results

How a Power BI Dashboard Gave a Clinic a 360° View of Its Operations

Sapphire Business Tech created a Power BI management dashboard that gave a healthcare clinic complete control over its operations, financial indicators, and team performance. Built from existing Excel data, the dashboard transformed raw data into actionable insights—improving efficiency and decision-making across the organization.

Results

Well-designed Power BI dashboards by our Power BI development team increase data visualization and real-time insights, which leads to a 55% increase in productivity.

PnL and Finance KPIs in Power BI

A hybrid project that begins to feed the financial routine by automatically categorizing accounting categories with Excel Development and configuration of different accounts by countries, types and type (profit or loss). After all the financial setup, this is converted into a complex database and handled with DAX development in Power BI to show the best categorized financial KPIs and business development.

Results

From Complex Spreadsheets to Smart Control: The Excel System That Revolutionized Commission Management

A Commission and Rate Control System built in Excel with VBA, automating the calculation, validation, and distribution of commissions for sales teams. The system centralizes rates, automates reporting, and ensures financial precision with real-time dashboards.

Keywords: Excel commission tracker, commission calculation Excel, Excel automation, commission management system, sales incentive dashboard.

Results

From Raw Data to Real Insight: How Excel Automation Unified Financial and Operational Analysis for Hering and GUESS

Two leading retail brands — Hering and GUESS — needed a unified way to track and compare their financial and operational performance across stores. Data from payroll systems, attendance software (AhGora), and sales spreadsheets were isolated, making it difficult to evaluate productivity and cost efficiency.

Sapphire Business Tech developed a comprehensive Excel automation solution, centralizing all data into a single analytical model. The result: an end-to-end dashboard that tracks financial performance, foot traffic, and workforce cost efficiency in real time.

Results

Architecting Client Portfolios at Scale with Data-Driven Guardrails

Sapphire Business Tech designed an end-to-end portfolio planning platform where advisors can define multi-layer investment profiles, simulate “New Money” allocations, compare suggested vs. current positions (by custodian/bank), and share a Power BI client report — all orchestrated by a secure Power Apps application backed by Dataverse and automated with Power Automate.

Results

How a Simple Excel Sheet Became a High-Performance Financial Control System

An upgraded Excel-based financial management tool designed to improve accuracy, automation, and usability for financial reporting. This project enhanced an existing control spreadsheet with VBA automations, data validations, and reconciliation logic, transforming manual reporting into a streamlined workflow.

Keywords: Excel financial automation, reconciliation spreadsheet, financial control Excel, accounting automation, Excel dashboard.

Results

The Precision Behind Productivity: Automating Employee Allocation in Construction with Excel

A construction company needed a centralized Excel system to track and automate collaborator movements across multiple worksites. The goal was to ensure real-time visibility of employee allocations, enable accurate reporting, and reduce manual administrative work.

Results

Our Excel experts improved decision making and productivity by up to 88%

Data integration and project profitability calculator

The first movement that this project required was to enter into the deep analysis of how the project’s costs and revenues would be defined and how to design spaces and allocate multiple variables that may arise in the future in relation to revenues and costs, giving lifetime usability to the project. .

After obtaining the variables and coordinating with the client how to show the data, the final NLP project would be able to be reliably and easily manipulated to truly show important data along with profitability and giving our clients more “data capability” analysis through graphs and KPIs drawn in Excel.

Results

Power Automate design can cut an incredible amount of hours off your daily work and increase efficiency.

ERP's, Project Tracker, Owners, Coordinators and Customer Assurance

Project entirely developed on Power Platforms, mainly integrating Power Apps and Power BI, allowing several layers of chain of command to interact in a single environment. The solution offers monitoring of different results, monitoring deadlines in real time and evaluating the achievement of goals and project management.

Results

Precision at Scale: Excel Automation for Sales Operations in Construction Materials

We upgraded a legacy Excel workbook used by a steel distributor’s sales team into a robust, auditable Excel automation that centralizes product data, accelerates quoting, and delivers executive-ready reports—without leaving the Microsoft ecosystem.

Results

From Paper Trails to Smart Data: How Excel Automation Brought Efficiency to a Funeral Services Business

For a growing funeral services business, manual spreadsheet updates and disconnected records were holding back productivity. The company needed a unified system that could manage clients, service guides, billing, and payments — all while providing clear, actionable insights.

Sapphire Business Tech transformed a scattered data environment into a fully automated Excel-based management system that integrates financial, operational, and customer information in real time.

Results

A New Era of Visibility: Automating Manufacturing and Sales Analytics through Excel and Power BI

The client — an apparel manufacturer selling through multiple marketplaces — needed a smarter way to control production, sales, and profitability. Manual spreadsheets could no longer provide real-time insight into which products, teams, or marketplaces were driving performance.

Sapphire Business Tech delivered a complete automation system in Excel, fully connected to interactive Power BI dashboards that now translate daily data into strategic decisions.

Results

Automating Financial Operations with Power Platform: Real-Time Control and Data Transparency

The client needed a smarter way to manage daily financial operations — tracking income, expenses, and recurring payments. Their Excel macro-based control system was functional but limited in scalability and data visibility.

Sapphire Business Tech modernized the entire solution by migrating it to Power Apps, integrated with Power BI dashboards and Power Automate workflows. The result is a unified financial management system that provides real-time insights, centralized data governance, and automatic updates.

Results

How Excel Automation Transformed Multi-Specialty Clinic Operations and Data Management

A multi-specialty health and aesthetics clinic — offering treatments in dentistry, dermatology, nutrition, physiotherapy, and facial aesthetics — was manually managing daily patient data, treatment results, and financial summaries from various PDF reports. The administrative team spent hours consolidating these reports into Excel.

Sapphire Business Tech designed an automated Excel solution using VBA macros and Power Query, capable of importing and transforming data from PDF reports, categorizing them by specialty, and automatically generating dashboards that provide instant insights into patient volume, treatment performance, and revenue by department.

Results

Automating Medical Quotation Management: How Excel Simplified Cost Estimates in Fertility Clinics

The client, a specialized fertility clinic, needed a smart and fast way to generate treatment quotations that combined multiple cost components — laboratory procedures, medical fees, medications, and consumables.

Sapphire Business Tech developed a fully automated Excel system with VBA macros and structured databases that calculate all components dynamically, reducing manual errors and ensuring financial transparency in every quotation.

Results

Streamlined Finances in Excel: How Automation Simplified Accounting for an Occupational Safety Company

A company specializing in occupational safety and regulatory services needed an efficient way to manage financial operations — controlling expenses, revenues, and cash flow without depending on third-party systems.

Sapphire Business Tech developed a custom Excel automation system that consolidates all financial transactions, automates calculations of cash balance and profit, and provides visual dashboards with daily and monthly summaries. The result is a fully structured financial management environment within Excel.

Results

Automating Production Control: How Excel Simplified Industrial Operations in the Automotive Sector

An automotive manufacturer relied on multiple manual spreadsheets to control daily production data. Each product line required separate sheets for weight calculations, production logs, and shipment records — a time-consuming and error-prone process.

Sapphire Business Tech developed an automated Excel solution that unified production monitoring and reporting through dynamic templates, VBA automation, and standardized layouts, ensuring accuracy and consistency across all product lines.

Results

Type Once, See Everywhere: Excel Data Entry with Power BI Financial Dashboards

The client needed to keep the agility of Excel for daily inputs while gaining Power BI’s analytical depth for decision-making. We designed a model where Excel remains the operational system of record and Power BI provides real-time financial visibility across cash flow, revenue, expenses and profitability.

Results

Fuel, Maintenance, and Metrics: The Excel Solution That Streamlined Fleet Control

Sapphire Business Tech developed an Excel-based control system to manage vehicle maintenance and fuel consumption. The solution consolidated refueling, maintenance, and cost analysis into a single, dynamic dashboard—reducing errors and providing total transparency for operational decisions.

Results

KAN-363: The Excel Solution that Simplified Employee Time Tracking and Hours Banking

Our client needed a more efficient way to manage employee work hours, night shifts, and time compensation. We redesigned their Excel sheet to automate hour calculations, integrate a bank of hours, and adapt to the company’s unique scheduling rules — all within a clear and user-friendly interface.

Results

Building a Financial Story: How Power BI Turned Raw Data into Real-Time Insights

Safira Consultoria developed a complete Power BI financial dashboard that consolidated revenues and expenses into a single management view. With an integrated data entry base and dynamic metrics, the solution gave executives a transparent understanding of profitability and cash flow performance.

Results

KAN-371: Turning 12 Spreadsheets into One Smart Sales Dashboard

Our client managed sales across 12 different spreadsheets — one for each month. We built a single, dynamic Excel system with integrated dashboards that unified all sales records, simplified analysis, and visualized profitability trends with clarity and precision.

Results

How a Modern Excel Dashboard Transformed a Team’s Sales Control in Just 2 Days

Our client’s sales team used multiple disconnected sheets to calculate totals, team performance, and commissions. We created a unified, branded Excel system that automates every calculation, centralizes monthly data, and delivers a clean, modern layout — boosting control and confidence across the entire sales department.

Results

The Inventory System That Transformed Stock Management : The Inventory System That Transformed Stock Management

A furniture manufacturer needed complete visibility over its raw materials, tools, and equipment — from supplier purchases to employee checkouts. We built an integrated Excel and Power BI solution that transformed the warehouse into a data-driven control center, reducing waste, improving stock rotation, and ensuring accountability.

Results

From Manual Proposals to Fully Automated Business Documents

Sapphire Business Tech developed an automated proposal generator in Excel with VBA, designed for a service company that needed to standardize and accelerate its sales document creation. The tool automatically fills proposal templates, performs pricing calculations, and exports client-ready PDFs following the company’s visual identity.

Results

How We Centralized Contracts, Payments, and Performance in One Excel Solution

A student exchange agency needed a comprehensive management system to control contracts, payments, and consultant performance. Sapphire Business Tech developed a fully automated Excel + VBA solution that consolidates all operations — from client onboarding to financial reporting — into one interactive system with real-time dashboards.

Results

Turning Lead Chaos into a Measurable Sales Engine

Sapphire Business Tech built a modern Excel 365 lead management system to centralize acquisition channels, attendant performance, and conversion metrics. The solution brings a clean UI with the client’s logo/colors, list-driven data consistency, and an interactive dashboard for conversion and revenue.

Results

How Excel Automation Simplified Property Opportunity Management

Sapphire Business Tech developed an Excel + VBA solution to automate the registration and classification of property opportunities from various auction sources. The system dynamically updates categories, modalities, and descriptions based on property type and auction model — drastically reducing manual input and improving data accuracy.

Results

How Excel Automation Simplified Property Opportunity Management

Results

From Fragmented Spreadsheets to a 360° Business Control Dashboard

A complete Business Management Suite developed in Excel and Power BI, designed to centralize financial, operational, and sales data in a single automated solution. The system integrates Excel’s dynamic modeling power with Power BI’s real-time dashboards, transforming fragmented information into actionable insights.

Keywords: Excel business dashboard, Power BI integration, Excel automation, business management system, financial control spreadsheet.

Results

How an Automated Excel Quotation System Cut Hours Off Furniture Pricing Requests

A powerful Furniture Quotation Automation System built in Excel with VBA, allowing sales teams to instantly generate quotes with pre-set pricing logic, product options, and professional PDF outputs. This system replaced manual pricing methods with a fully dynamic quoting tool.

Keywords: Excel quotation system, Excel automation, furniture price list, sales automation tool, Excel VBA quoting app.

Results

How Excel Automation Brought Real-Time Control to Cash Flow and Recurring Finances

A powerful Cash Flow and Recurrence Control System developed in Excel with VBA, designed to automate cash inflows, outflows, and recurring payments. The tool provides clear financial forecasting, category insights, and real-time visibility of balances.

Keywords: Excel cash flow system, Excel automation, financial control spreadsheet, VBA finance tool, cash flow dashboard.

Results

How Excel Automation Transformed Freight Quotation into a 2-Minute Process

A custom-built Freight Quotation Simulator developed in Excel with VBA, designed to automate the freight cost estimation process for logistics teams. The system instantly calculates optimal pricing based on distance, weight, and client parameters, reducing manual work and increasing accuracy.

Keywords: Excel freight calculator, Excel logistics automation, VBA cost simulator, Excel transport pricing tool, freight quotation spreadsheet.

Results

How Power BI Transformed Order Tracking into a Strategic Management Tool

A Power BI Order Management Dashboard integrated with Excel data sources, centralizing order processing, tracking, and delivery insights. This business intelligence solution replaced manual tracking sheets with interactive, real-time dashboards for operational control.

Keywords: Power BI order tracking, Excel integration Power BI, logistics dashboard, order management system, Power BI automation.

Results

How Excel Automation Simplified Real Estate Financial Control and Investment Tracking

A comprehensive Real Estate Financial Control System developed in Excel with VBA, designed to automate the monitoring of property revenues, expenses, investments, and returns. The system centralizes financial performance in a single interactive dashboard.

Keywords: Excel financial control, real estate portfolio tracker, Excel automation, property management tool, Excel investment dashboard.

Results

From Paper Sheets to Precision: The Excel System That Automates Daily Rates and Meal Allowances

A purpose-built Excel daily log system for construction teams that automates worker day-rates, meal allowance (marmita), and weekly scheduling. With data validations, auto-filled worker details, and a managerial dashboard, the solution guarantees accurate payouts and transparent field records.

Keywords: Excel construction daily log, labor day-rate calculator, Excel payroll automation, construction site management spreadsheet, VBA workforce tracking

Results

How Excel + Power BI Revolutionized Vehicle Transport Tracking and Cost Control

A vehicle transport management system developed using Excel and Power BI, designed to automate data collection, monitor route performance, and analyze transport costs. The platform brings together operational control and analytics in one visual dashboard for logistics teams.

Keywords: Power BI logistics dashboard, Excel fleet management, transport tracking system, delivery performance analytics, Power BI cost control.

Results

How Power Apps Streamlined Seafood Production and Inventory in Real Time

A Power Apps mobile and desktop application developed to manage seafood production, monitor stock in real time, and connect operational data with analytics in Power BI. The solution replaces manual logs and spreadsheets, giving complete visibility from production to delivery.

Keywords: Power Apps manufacturing, seafood production system, inventory management app, Power BI analytics, digital transformation food industry.

Results

How Excel Automation Turned Event Budget Chaos into a Single Source of Financial Truth

A Financial Management System for Event Production developed entirely in Excel with VBA, built to control budgets, expenses, revenues, and profit margins in one centralized workbook. Designed for event producers, it replaces manual spreadsheets with automation, validations, and dynamic dashboards.

Keywords: Excel financial management, event budget control, Excel automation, cost tracking system, Excel profit calculator.

Results

How Excel + Power BI Unified Cooperative Finance and Boosted Decision-Making

A financial control and analytics system developed in Excel and Power BI, designed to automate cooperative accounting, cash flow forecasting, and performance monitoring. The solution provides a single version of financial truth with visual dashboards and automated consolidation.

Keywords: Excel financial management, Power BI cooperative dashboard, cash flow automation, Excel + Power BI finance, financial control spreadsheet.

Results

How Excel + Power BI Brought Financial Clarity to Real Estate Investments

A complete financial control and analytics system for real estate investment portfolios, developed using Excel and Power BI. The solution automates cash flow tracking, centralizes investment data, and visualizes profitability across multiple assets in real time.

Keywords: Power BI real estate dashboard, Excel investment tracker, real estate ROI analysis, financial automation Excel, property investment performance.