I remember sitting there watching the process and thinking… this can’t be right.
Every week, the same thing. Someone on the finance team would start their Monday pulling timecard data from 40+ stores across the country. Then they’d spend hours cleaning it in Excel, fixing formats, correcting mistakes, making sure each store’s numbers lined up properly. Then they’d build a separate report for each location. Then email each store manager individually.
By the time they were done, the day was gone. And next Monday, they’d do it all over again.
So I started poking around
The whole thing ran on Excel, which actually made it easier to start. I didn’t have a grand plan. I just picked the part that was eating the most time, cleaning the raw data, and figured out how to automate that one piece.
Once that worked, I moved to the next part. Then the next. Building the reports. Formatting them. Sending the emails to the right managers.
Eventually there was nothing left to do manually.
The result
The whole process, everything that used to take a full day, now runs with one click. The data gets cleaned, the reports get built for every store, and the emails go out. All of it, automatically.
The team still checks the results. But nobody builds anything anymore.
Why I’m writing this
I’ve seen this same pattern in a lot of places since then. A process that’s totally manageable when a business is small, but at some point it just doesn’t scale. And nobody stops to fix it because it feels like “that’s just how it works.”
It doesn’t have to be. If your team is spending real time every week on something that follows the same steps every time, there’s a good chance it can be automated. Maybe not perfectly, maybe not all at once. But enough to get your Mondays back.
If any of this sounds familiar, I offer a free 15-min call where I look at your setup and tell you what’s actually worth fixing. No commitment, just an honest look.


Leave a comment