Excel and business process automation
Automate recurring spreadsheet work, billing, reconciliations, file consolidation and report preparation. Connect the steps between systems so people spend less time copying, checking and moving information.
Services and project examples.
Overman builds automation, analytics and AI tools to reduce manual work, forecast business needs, optimize operations and support better decisions.
A common starting point is one costly Excel process. From there, the work can expand into more reliable reporting, better planning and automated workflows across the business.
Capabilities
What Overman helps with
Data integration and reliable data pipelines
Bring together spreadsheets, databases, APIs and business applications. Clean and standardize the data, automate refreshes and create dependable datasets for reporting, forecasting and AI tools.
Reporting, dashboards and Power BI
Build reports and dashboards with consistent business definitions and measures. Give teams a clear view of performance, the reasons behind changes and the areas that need attention.
Forecasting and predictive analytics
Develop forecasts for sales, demand, inventory requirements and workload. Account for patterns such as seasonality, compare predictions with actual results and communicate uncertainty so forecasts can support practical planning.
Optimization and scenario modeling
Compare inventory, staffing, scheduling, pricing or resource allocation choices against business goals and operating constraints. Model tradeoffs in cost, capacity, service and margin to identify a better course of action.
Profitability, pricing and sales analytics
Understand which customers, products or jobs contribute to profit. Investigate margin changes, pricing inconsistencies and missed revenue, and give sales teams a clearer view of performance and opportunities.
AI automation and agents
Build workflows that use AI to extract information from documents, classify incoming requests, research and summarize information, prepare reports and carry out actions across connected systems. Define access, validation and human approval steps around the work being automated.
Custom AI assistants and knowledge search
Connect assistants to approved business documents and data so people can ask questions, find relevant information and request reports. Design responses around source material and each user's access to the underlying information.
Custom business tools and integrations
Build focused applications, calculators, APIs and approval tools where existing software leaves a gap. Give teams a practical way to use the data, models and automations built for their business.
These services can work together. For example, a project could connect sales and inventory data, forecast demand, compare replenishment options and send recommendations for approval.
Where to start
Which problem should you tackle first?
Choose one recurring process or important decision with a clear owner and a measurable business impact. A useful first conversation starts with:
- The work or decision. What needs to happen, how often, and who uses the result?
- The current approach. Which people, data and systems are involved?
- The cost and constraints. Where do time, money or opportunities get lost? What limits the available choices?
- The desired result. What would improve, and how would you measure it?
For a rough labor baseline, multiply hours per run by runs per year and the hourly cost of the people involved. Track billing errors and payment delays separately. Time released can create capacity even when payroll spending stays the same.
For forecasting or optimization, identify the decision the model will support and compare it with the current approach. Relevant business measures might include stockouts, excess inventory, unused capacity or margin.
Prior work
Examples of prior work
Excel billing automation
A manual billing process took four weeks. Automation improved accuracy and billing speed; the project resulted in $77,000 extra billed in the first month.
Sales performance reporting
A sales leaderboard combined multiple measures into comparable ratings and showed each representative's strengths and improvement areas.
How an engagement starts
Start with one problem, assess its cost and agree on scope and price. Overman works with existing software where it fits, builds and tests the solution, and can continue improving it as needs change.
A 20-minute introductory call. Contact: info@overman.io.