Palmetto Business Automation Excel, dashboards, and workflow systems Book a Discovery Call

Excel, reporting, and workflow automation for small businesses

Palmetto Business Automation

I help small businesses stop wasting time in messy spreadsheets and manual reports. I clean up reporting, automate repeat work, and build simple systems that are easier to run.

Book a Discovery Call Send a Text

Or text 843-900-0124 directly if your app does not open.

Simple, low-cost support for small businesses.

  • Service-area business
  • Available for in-person or virtual meetings
  • Low-cost, practical support

How I help

Simple Automation
for Small Businesses

I help small businesses stop wasting time in messy spreadsheets and manual reports.

1
Clean up messy reports

Excel files, exports, duplicates

2
Automate repeat work

VBA, Power Automate, Python

3
Build simple dashboards

Power BI, SQL, weekly summaries

Result

Fewer manual steps, clearer numbers, and one simple view built from the tools your business already uses.

Services

Practical automation work that helps teams move faster.

01

Excel automation

VBA-driven tools, workbook cleanup, and repeatable processes that reduce manual entry.

02

Dashboards and reporting

Clear, useful views for owners and managers who need answers without digging through rows.

03

Process improvement

Workflow simplification, handoff cleanup, and automation ideas that fit the way your business already works.

04

Data analysis

Python and SQL support for data cleanup, analysis, and reporting logic behind the scenes.

Example Builds

Practical examples of custom apps, portals, dashboards, and workflow systems.

These example builds show how custom software can turn manual work, scattered spreadsheets, and approval bottlenecks into clean web-based workflows.

Private Directory + Approval Workflow

Church Directory Hub

A branded private directory app with searchable household profiles, role-based access, admin approvals, privacy controls, and member update requests.

searchable directory role-based access admin approval workflow profile management privacy controls branded client portal
View Example

Online Ordering + Inventory Workflow

Remote Concession Ordering App

A remote order-ahead system for concession stands with menu items, live inventory tracking, kitchen order visibility, and payment-ready checkout flow.

online ordering inventory tracking order queue kitchen dashboard payment-ready flow workflow automation
View Example

Reporting + Data Automation

Business Dashboard & Reporting Portal

A dashboard-style automation example showing how scattered spreadsheets, reports, and business data can be cleaned, organized, and turned into useful reporting and decision tools.

data cleanup dashboard reporting KPI tracking spreadsheet replacement workflow visibility decision support
View Example

Each example shows a different automation pattern: directories and permissions, ordering and inventory, and dashboards and reporting. The same patterns can be adapted to many businesses and organizations.

Who I help, how I help, why work with me

Simple support for small businesses that want cleaner systems.

Who I help

Owners and small teams

Businesses that need better reporting, fewer manual tasks, and more reliable processes without hiring a big team.

How I help

Excel, automation, and dashboards

Workbook cleanup, VBA automation, Power Automate, Python, SQL, and dashboards that make the work easier to run and review.

Why work with me

Practical and easy to understand

Clear communication, simple handoffs, service-area support, and no on-site visits. The goal is useful improvements, not extra complexity.

Service area

Based in Goose Creek and serving businesses throughout the Lowcountry.

Virtual support is available across South Carolina and beyond, with in-person or virtual meetings available when helpful.

Contact

Ready to talk through a project?

Send a note if you want help with Excel automation, reporting cleanup, or workflow improvements. Email is the fastest way to reach me right now.

Book a Discovery Call Send a Text

Text 843-900-0124 directly if the button opens an app you do not use. Bookings will open your Microsoft calendar.