Previous Clients of Excel Training and Consultancy

Explore how my tailored Excel consultancy and training services have driven success and transformation for professionals and organisations across various industries. My previous clients below are illustrative and real-world, showcasing the breadth of expertise on Excel training and coaching.

Summary of Excel Consultancy, Tuition, Coaching and Mentoring

Over the years, I have had the privilege of delivering both group and one-to-one Excel training and tutoring sessions to a diverse range of organizations, charities, and individuals. This has included staff from multinational corporations, public sector organizations, charities, foreign election commissions, and numerous small businesses. My sessions are tailored to meet the specific needs of each group or individual, ensuring that participants gain practical skills and knowledge that can be immediately applied to their work. Here’s a summary of just some of the organizations I’ve trained, coached, mentored and tutored in Excel skills:

Multinational Businesses

  • Aldi
  • Xero
  • Siemens
  • Chelsea Football Club

Public Sector Organizations

  • NHS (National Health Service)
  • Cheshire Fire & Rescue
  • Wyre Council
  • United Nations


  • Yorkshire Cancer Care
  • St Luke’s Hospice
  • Sheffield Cats Shelter

Foreign Election Commissions

  • Iraq
  • Libya
  • Nepal

Small Businesses

  • Artisan Biscuits
  • Longcliffe Quarries
  • London Bath Company

These training sessions have ranged from introductory Excel courses to advanced data analysis and reporting, depending on the audience’s needs. My approach combines theoretical understanding with practical exercises, enabling participants to improve their efficiency, data management, and analytical capabilities through the use of Excel.

Excel consultancy projects

Here are examples of Excel projects I have consulted on:

  • Developed comprehensive Excel dashboards to centralize various analyses, featuring integrated graphs for streamlined data visualization.
  • Created quoting tools, systems, and invoicing templates in Excel to optimize financial operations.
  • Designed HR management spreadsheets to track salary payments, holiday days, timesheets, recruitment activities, and staffing levels.
  • Implemented timesheet systems for monitoring staff check-ins and outs, including monthly hours calculation, compatible with barcode ID scanning.
  • Developed Excel macros for automated data processing, enhancing efficiency in routine tasks.
  • Engineered solutions for the automated import, processing, and export of CSV files from corporate systems, streamlining data handling processes.
  • Automated the completion of forms, database files, and Word documents using Mail Merge and customized macros for operational efficiency.
  • Created management spreadsheets to analyze production line downtime, aiding in the identification of time loss causes.
  • Performed financial data analyses to produce summaries and reports for accountants, operational managers, and stockbrokers.
  • Developed data analysis and presentation spreadsheets for Premiership football clubs, focusing on fitness and injury metrics.
  • Managed operational budgets of $159 million and $92 million for election campaigns, including the creation of a versatile budgeting template.
  • Calculated election results for Kosovo and Afghanistan, subsequently preparing worksheets for global media distribution.
  • Created centralized data analysis tools that compile field worker data into a single file for comprehensive analysis.
  • Designed timelines for complex operations, such as refugee election management across 14 countries.
  • Conducted advanced data analyses, such as duplicate voter identification and election result anomaly detection.
  • Analyzed supplier quotes and prices to determine the best value offers.
  • Generated reports and graphs from extensive data sets for detailed insights.
  • Created material quantity calculators, e.g., for distributing election materials across Afghanistan.
  • Managed extensive task lists with detailed tracking and management spreadsheets.
  • Reported and presented statistics to global media outlets, offering clear insights into data trends.
  • Developed a specialized spreadsheet for printing cheques and envelopes for a $2.25 million staff payment project.
  • Implemented a double data entry system in Excel to ensure accuracy in data input.
  • Automated CSV file conversions and data layout transformations using macros or formulas.
  • Generated website data files for platforms like Shopify, eBay, Amazon, Magento, and utilized Matrixify/Excelify for seamless integration.
  • Successfully delivered over 2,000 Excel projects for more than 750 clients, showcasing a broad range of solutions across various operational needs.

Driving Success with Excel

These projects exemplify the transformative power of expert Excel consultancy and training. Whether streamlining processes, enhancing decision-making, or unlocking new capabilities, Excel remains a pivotal tool for professional and organisational advancement. Ready to explore how my Excel expertise can benefit you or your organisation? Let’s connect and discuss tailored solutions to meet your specific challenges and objectives.

Client List for Excel Training, Consultancy and previous employers

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