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Excel Project "Customer Documentation Database"

$30-250 USD

Cerrado
Publicado hace alrededor de 1 año

$30-250 USD

Pagado a la entrega
Database (via Excel) of the documentation related to our customers (Enquiry, maintenance, monitoring, generating reports, ...) here are some additional details and considerations but not all : 1- Main Sheet which gathering all data together This sheet should serve as the central hub for all of your customer documentation include all relevant details for each document, such as the customer name and number, document code, name, description, date, amount, and expiry date, status of the document (e.g., accepted, pending, rejected), the name of the employee who processed the document, and any notes or comments that are relevant. 2- Customer Sheet: This sheet should contain all of the details related to our customers, including their name, address, customer number, relationship manager, and segment in addition to their contact information, industry, and any relevant notes or comments. 3- Standard Documentation Sheet: This sheet should list all of the standard documentation that customers are required to provide, along with a default description for each document. This will serve as a reference for our employees when they are processing customer documentation 4- Customer Enquiry Sheet: This sheet should allow us to quickly look up which documents a particular customer has submitted or is still missing. It should be designed in a way that makes it easy to search by customer name or number. 5- Entry Form: The entry form should provide an easy-to-use interface for adding new documents, amending existing ones, updating details, or deleting cancelled ones. It should be designed with data validation to ensure that all required fields are filled out correctly, and that data is entered consistently. 6- Incomplete Documents Report: This report should help track down any missing documents that are still outstanding for each customer. It should be designed to highlight any missing documents and provide clear instructions for how to follow up with customers to obtain them. 7- Expired Documents Report: This report should help keep track of any documents that have expired, along with the customer, segment, or relationship manager associated with each expired document. This will allow us to follow up with customers and remind them to renew their documentation as needed. 8- Dashboard: The dashboard should provide a visual overview of key metrics related to customer documentation database, such as the number of documents processed per day, the number of incomplete or expired documents, and the percentage of customers who have submitted all required documentation. This will allow us to quickly identify any areas that require attention and track your progress over time. There are more information to be discussed in detail in later stage...
ID del proyecto: 36266635

Información sobre el proyecto

16 propuestas
Proyecto remoto
Activo hace 1 año

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16 freelancers están ofertando un promedio de $151 USD por este trabajo
Avatar del usuario
Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 850 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion.. Thank you Sandeep
$220 USD en 4 días
4,9 (428 comentarios)
8,3
8,3
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"""""""""""""""ADVANCE EXCEL EXPERT""""""""""""""""""" "Sir, EXCEL is my specialty and I can perform any complex task in EXCEL. I am an EXCEL VBA and CODING, AUTOMATION, TEMPLATE, REPORTS, FORMULA'S, DASHBOARD in EXCEL Advanced Level Expert. This is my field and I can complete this project with added quality. About me I am a Chartered Accountant with more than 7 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 2 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I have been working as a freelancer from the last 2 years and I have 270+ 5 stars reviews here. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. I will also be available for any query after the job is done as I am building my clients. please be my client and get any type of accountancy, Excel, QuickBooks, and auditing-related work with quality, efficiency, and at reduced rates. Note. The price is negotiable. I will be available for any query round the clock even if the project is completed. Regards Arman Kakar "
$166 USD en 1 día
4,9 (160 comentarios)
6,6
6,6
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Hi there! I have more than 10 years of experience as a Data Base Administrator and Analytics Engineer. I would love to work together on your project and meet all the professional requirements and deliver quality work. I'm so responsible and kind, I'll always send you the files on time and with the best quality. Send me a message and I'll start working on your project. Yours Sincerely, Giovanni.
$30 USD en 1 día
4,9 (38 comentarios)
6,5
6,5
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Hi I've carefully read your proposal and I understood all. Although you need to solve it via ms Excel, my advise will be to solve it via MS Access. If you consider this, I'll detail all. Though , I can code it via ms Excel. I'm Access/Excel/SQL/VBA guru, and I can code do a high quality work. Zurab
$250 USD en 7 días
4,7 (83 comentarios)
6,6
6,6
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Hi there, I can create the database in excel or access based on your requirements. I have 7+ years of expertise in Excel/VBA, SQL, Power BI, Tableau creating complex automation tools, formulas, databases, queries and macros etc. please message me to discuss more. Regards, Ravinder
$75 USD en 2 días
4,9 (136 comentarios)
5,9
5,9
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Hello, I am an Excel and VBA/Macro expert. I have thoroughly read the project details and offer my services to work on "Customer Documentation Database" (the database of the documentation related to customers) including Main Sheet, Customer Sheet, Standard Documentation Sheet, Customer Enquiry Sheet, Entry Form, Incomplete Documents Report, Expired Documents Report, Dashboard, etc. We can discuss further details over chat. You can check my reviews for quality of work and client satisfaction. Looking forward to working with you. Thanks, Hamid
$250 USD en 5 días
5,0 (72 comentarios)
6,0
6,0
Avatar del usuario
Hi - I went through your project description and my advice would be to have this work done in Microsoft Access. What you describe is a database type application, which would be very difficult to maintain in Excel. I am an experienced Microsoft Access developer specialising in building custom Access systems for small and medium sized businesses. I often assist clients to upgrade from Excel spreadsheets or other legacy systems which no longer support their growing businesses, to something more sophisticated. In Access one can set up a user-friendly interface, and screens that can be accessed with the click of a button, the data in structured and protected tables, all the reports that you need, within everything contained in one file. Please get in touch if you would consider using Access and I could put together a quick demo to show you how it would work with your data. Regards - Karin.
$250 USD en 10 días
4,9 (12 comentarios)
4,6
4,6
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Hello, I hope this message finds you well, Thanks for posting such an interesting project. I'm the exact type of contractor you are searching for. Having worked on similar projects for the past 10 years, I can handle tasks demanding the following skills; Visual Basic Data Processing Microsoft Access Database Programming SEND a MESSAGE/CHAT, so that we discuss the details including budget and deadlines… If this project is no longer available please invite me to all your future projects. Data is the pollution problem of the information age, and protecting privacy is the environmental challenge. Regards, Emma A
$100 USD en 4 días
4,8 (3 comentarios)
4,3
4,3
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Hi, I have read the description and I would like to create documentation management excel file which will allow you to add, modify, delete and search files. App should be able to read documents and modify them I am data analyst with 4 years experience in data processing and data analysis. I have made few management apps in excel and I am sure that I will meet your requirements. I would really appreciate for the cooperation. Best Regards,
$250 USD en 8 días
5,0 (2 comentarios)
2,7
2,7
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I can work on Excel Project "Customer Documentation Database" Please share details of work
$140 USD en 7 días
4,1 (3 comentarios)
3,1
3,1
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Ambitious professional with superior analytical and problem-solving skills. Offers familiarity with researching, capturing, analyzing, and aligning fundamental data with the view of ensuring stability and growth for the organization.
$140 USD en 7 días
0,0 (0 comentarios)
0,0
0,0
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This task can be accomplished in multiple ways with 1. Python interface with with excel as database with the seprate Dashboard Interface 2. Is with the Power Query in Excel but with the status of documentation will be limited as if it is a concern
$140 USD en 7 días
0,0 (0 comentarios)
0,0
0,0

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Bandera de SAUDI ARABIA
Saudi Arabia
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Miembro desde mar 25, 2023

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