Reporting automation consulting

A practical path from manual report to reliable refresh.

Start with an asynchronous free fit check. Move into a paid Automation Assessment, diagnostic, or fixed-scope implementation only when the workflow, controls, and appropriate next step are clear.

Common problems

  • Monthly Excel reports rebuilt by hand from exports.
  • Power Query or dashboard refreshes that break when files change.
  • Numbers that do not tie across reports or departments.
  • Manual filters, copied formulas, hidden logic, and no QA trail.
  • One person knows how the report works, but the process is not documented.

Automation Assessment deliverables

  • Current workflow summary.
  • Manual step inventory.
  • Failure point and data-quality review.
  • Automation opportunities.
  • Estimated time savings.
  • Recommended implementation workplan.
  • Fixed-price implementation quote.

Engagement path

Begin with the smallest step that creates clarity. The free fit check determines whether a paid diagnostic, Automation Assessment, or implementation project is appropriate.

01

Free fit check

Review the submitted outline asynchronously and recommend the appropriate next step.

No charge
02

Automation Assessment

Workflow map, controls, capacity estimate, recommended workplan, and build quote.

$350 standard / $650 expanded
03

Implementation

Build the repeatable workflow, checks, output, and handoff notes.

$1,200-$4,000; complex work from $4,000
04

Monthly support

Maintain reports, repair refreshes, add fields, and keep documentation current.

From $500/month

Assessment credit

Discovery becomes part of the implementation

The assessment is a standalone, nonrefundable consulting deliverable. If Marshall Consultancy performs the recommended implementation within 30 days, the assessment payment is applied toward the total engagement price.

Scoping discipline

What affects an implementation quote

The final fixed price is based on the confirmed scope and what is required to deliver a reliable, testable, and documented result.

Number and condition of source files
Complexity of cleanup and transformation rules
Required validation and QA checks
Output, documentation, and handoff requirements
Ongoing support needs

Not sure whether the report is worth automating?

Send the outline first. The free fit check is asynchronous and requires no payment or confidential files.

Request a free fit check