Work sample: monthly operations report cleanup

This public sample uses recreated data to demonstrate assessment structure, workflow thinking, QA logic, and fixed-price implementation planning.

Problem

A recurring report is assembled from three files. The team copies data into a workbook, updates filters, fixes dates, removes duplicate transaction IDs, and checks totals near the end of the process.

Assessment findings

Finding Risk Recommendation
Date formats vary by export Late rows may be excluded Normalize date column during import
Manual category mapping Inconsistent summary totals Create controlled mapping table
Duplicate transaction IDs Overstated activity Add duplicate flag before final output
No refresh checklist Process depends on memory Document refresh and QA steps

Recommended build

Build a repeatable cleanup workflow using the existing exports, a mapping table, and an output workbook with validation checks. Add a short handoff note so the process can be refreshed consistently.

Projected savings 5.25 hrs/cycle
Implementation quote $1,200-$1,500
Build timeline 1 week

This is recreated sample data for public demonstration. It does not include employer, client, vendor, customer, or confidential records.