"Our nonprofit organization hired Rolf to advise us and help design a tool so we could more easily and accurately
make changes to an Excel workbook with multiple worksheets, intended for quarter-based reporting and annual summaries.
Each worksheet includes both tables with formulas as well as graphs. The workbook is used with multiple clients
and requires a high level of customization for each client, although the basic structure of the workbook
must remain the same across client.
Specifically, Rolf provided the following services:
- Proposed and implemented improvements to our existing Excel workbook template
- Developed Excel macros facilitating the generation of multi-year workbooks based
on this template and provided feedback when user entries adversely affect the workbook integrity
- Encapsulated these macros into a master workbook that provides access to the individual macros
via a user-friendly GUI menu
Throughout our 5 month process of working with Rolf, we found him to be reliable and diligent. He cares about the quality of his work and went above and beyond the scope of our contract to ensure that he was meeting our expectations. Based on our experience, we are happy to recommend Rolf and would be willing to speak with prospective clients if there are additional questions about our experience."