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Microsoft Office Bespoke Solutions

Services


Business Process Transformation

Our solutions are designed and developed using Excel, Word, Outlook and PowerPoint to your exact specifications to improve the way you drive and analyse your data. We build your bespoke solution to automate tedious and time-consuming tasks, business processes and document creation.

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Online Training - Microsoft Office

SME Office Support offers standard and bespoke online training courses for Word, Excel, PowerPoint and more recently Microsoft Teams. Learn how to maximise your use of these programs.

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Meet the Team


Carol Watson

Microsoft Office Solutions Expert (Owner)

“I set up SME Office Support in 2014 to help sole traders and SMEs harness the power of Microsoft Office applications, work SMARTER and reach their business goals.”

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Jason Ensor

Software Developer - VBA and C# .Net.

"Whether it's a full end to end systems or small report generators my goal is to automate the process and make IT work so the user doesn’t have to"

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Sue Mitchell

Virtual Assistant

"I believe most businesses need digital support and experienced office management. I've developed skills and knowledge to quickly untangle a maze of systems and I enjoy the challenge."

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Course Outlines


Microsoft Word - Introduction (1 day)

Word 2013 / 365 to create and edit simple documents; format documents; add tables and lists; add design elements and layout options; and proof documents.

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Microsoft Word - Intermediate (1 day)

In this course you will create more complex documents that include lists, tables, charts, graphics, and newsletter layouts. You will also merge data into documents to personalise correspondence and address envelopes and labels.

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Microsoft Word - Advanced (1 day)

This Microsoft Word 2013 / Office 365 Advanced training course is for anyone who works with lengthy documents, collaborate with others, or create forms. This course will show you how to use Word efficiently to accomplish these tasks.

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Microsoft Word – Mail Merge and Graphics Made Easy User (½-day)

Word 2013 / Office 365 A half-day training course where you can learn the very useful features of how to mail merge and how to use graphics, icons and photographs to create eye-catching documents.

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Microsoft Word – Electronic Forms and Macro Basics (½-day)

2013 / Office 365 This half-day course is designed for all users of Microsoft Word and shows how to set up electronic forms and also looks at the basics of recording macros.

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Microsoft Excel - An Introduction (1 day)

2013 / Office 365 This one-day course starts at the beginning and designed for first-time users of Microsoft Excel. It introduces entering and editing cells and simple statistical functions and it also covers setting up a layout and how to create charts quickly.

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Microsoft Excel – Beyond the Basics (1 day)

2013 / Office 365 If you have used Microsoft Excel for a while but have never really looked at what it can offer you then this one-day course covers features of Microsoft Excel beyond the basics that many self-taught users are familiar with including charts and sparklines, functions, filtering, and cell referencing.

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Microsoft Excel – Advanced User (1 day)

2013 / Office 365 If you have been using Excel for some time now and want to take it further and develop more functionality in Excel then this one-day course covers features for experienced users of Microsoft Excel, and is an ideal follow-on from the Beyond the Basics course. We look at worksheet revision, advanced formatting and functions, using external data, data validation, pivot tables, scenarios, and what-if analysis.

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Microsoft PowerPoint Introduction

Office 2010-365. Our Microsoft PowerPoint Introduction course is suitable for complete beginners to Microsoft PowerPoint or used as a refresher.

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Microsoft PowerPoint – Advanced (1 day)

2013 / 365 This course has been designed for users who already have an understanding of PowerPoint but would like to improve their skills.

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Microsoft Outlook – Organize, Prioritize, Produce!

2013 Office 365 In this course, you will explore the advanced features provided with the Outlook interface, such as advanced message, calendar, and contacts management. You will also spend a lot of time on Tasks and learn ways to organize your list of things To-Do in a way that will make you more productive.

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Case Study


Excel Development - Creating a Faster Invoice System

Our client, Rachel Hayward, is a professional bid writer, business consultant and lead consultant for Ask the Chameleon, an awards and tender writing company. Rachel’s background includes organisational development and an exceptional HR career. Due to her extensive private and public sector bid and tender writing experience, she has successfully secured £12m in funding for Ask the Chameleon clients.Rachel believes strongly in the power of networking connections and has been nominated for a whole host of awards for her business. Ask the Chameleon has won the Small Business 100 Award and the Federation of Small Business - East Midlands Micro-Business of the Year 2019.

Finance system improvements needed

SME Office Support met Rachel at a networking meeting in Derby. During our conversation, she discovered that we offered bespoke automated solutions using MS Office applications. Rachel needed help creating, managing and tracking invoices quickly and efficiently. She also wanted an instant way to view how her business was performing financially.We had a 1-2-1 and discussed how we could help improve Rachel’s current finance system. Through this fact-finding exercise, we gained a better understanding of her business goals and current processes, as well as discussing key areas for improvement and her wish list.Rachel explained that time was essential; she needed to be able to continue to grow her business and to deliver a high standard of service to both existing and new clients.

Manual finance system open to errors

Rachel recognised the current system she’d created to manage her business finances and invoices was inefficient, disjointed and time consuming. As her business was growing, she had neither the time nor skills to be able to improve the invoice process to the level she required. Her current finance and reporting system for sales, invoices and budgets was created using separate Excel and Word files.

Rachel was experiencing the following challenges:

  • The current system involved a lot of data duplication, including manual input and then copy-pasting to get results, which also increased the risk of errors.
  • Due to the manual input and calculation, there were inefficiencies; she had to navigate from one application to another for invoicing, resulting in broken or inconsistent formulae.
  • There was no effective method of creating, managing and tracking sent or paid invoices.
  • Best practice for laying out data in Excel was not being used, which prevented useful functions, such as automation, analysis, reporting and the summarising of data.
  • Invoices were created in Word involving manual calculations, and the customer name and address had to be retyped repetitively each time an invoice was raised.
  • A manual process was used for tracking sales targets and actuals.
  • Managing the current finance system was too time consuming.

Proposed Solution

Following our initial meeting, SME Office Support signed a Confidentiality Agreement. This enabled Rachel to be able to confidently send through her working files in Excel and Word, which she had been using to manage her business finances.

The consultation and following documents were key to helping SME Office Support gain a solid understanding of the business requirements, so that a bespoke, automated solution could be designed and developed. From this information, an Outline Specification document was created, summarising the key elements of a customised solution for Rachel’s specific business needs.

Once the system specification was agreed with Rachel, a Booking Form with T&Cs, along with a quotation including project timescales, were both signed to enable the work to commence. The project was designed using Excel with Visual Basics for Applications (VBA).
Interim deliverables were sent to Rachel to review and test throughout the system build, which included the following key features:

  • Navigation Buttons
  • Client Database
  • Invoice Generator
  • Invoice Tracker
  • Sales Reports
  • Income and Expense Report
  • Budget Report
  • Admin Section

Final Solution: Faster invoice tracking & management system

The following improvements were made to Rachel’s finance system:

  • The navigation buttons make it easier for her to move to various sections, as she uses a touch screen device.
  • Data is no longer duplicated, and the layout/user interface is simple to understand.
  • Invoices are created using a simple, user-friendly template with automated sequential invoice numbering, drop down menus and automatic calculations.
  • An Admin section and instructional text have been included to support the user.
  • The use of macros means that several tasks can be performed in less than 2 seconds at the click of a button. This includes naming and saving the invoice as a PDF in a specified folder in the Admin sheet, opening an email and attaching the PDF invoice, updating the invoice tracker and sales reports.

The solution created for Rachel has streamlined and automated her processes into a simple workbook.

As a result, her improved finance system has reduced the amount of time spent on her invoicing processes.

Rachel can now spend more time focused on managing and growing her business.

Rachel Hayward, Ask the Chameleon


Find out how I can help your business:

Email: c.watson@smeofficesupport.co.uk    

Mob: 07787528287