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Automation

Project Details

Owner

Humza Sami Chughtai

Release Date

2015 – 2021

Services

VB, RPA, Excel, Oracle

Duration

6 Years

Overview

A portfolio of planning analytics and in-house automations I architected and built solo at Solutions+ — rapid delivery using tools already on the desk, zero incremental spend. Built-in VB, Excel, Outlook, Word, Oracle, and VMs orchestrating bots that work in harmony.

  • Sole owner: discovery, design, build, and support — no vendor, no handoffs
  • ~6,000+ hours saved annually across RPA, scraping, dashboards, and reporting
  • $0 additional platform cost — maximum use of available resources
  • Live decision dashboards plus bots that run while teams sleep

Objective

Make finance and operations faster, leaner, and more transparent — without waiting on IT backlogs or new licences.

  • Ship automations in-house at pace
  • Give management live visibility and clients SLA-grade reporting
  • Remove repetitive manual work from AP, AR, reconciliation, and task tracking

Process

Planning & Analytics

AP cycle-time dashboards (Excel) — one rotating view for all clients, process steps broken down to find bottlenecks, outlier detection for investigation. AP dashboard by user (VB, Excel, Outlook, Power BI) — productivity metrics, transaction volumes, one-click email to the responsible person, leaderboards for top performers. Monthly client reporting packs (Excel, PowerPoint) — SLA tracking, tailored financial insights, slides auto-linked so decks refresh when data updates.

Tools & Automations

Task tracker application (VB + Excel) — live supporting docs and emails, auto email follow-ups, auto-captured dates for audit integrity, dual user/manager views with dashboard portal. ADDC mass bill downloader (VB, Excel, HTML) — 600+ utility bills scraped and filed in one click, PDF parsing split water vs electricity. Live task tracker dashboard (VB, Excel, Outlook) — recent and upcoming tasks, YTD performance, Outlook access for updates and handoffs. Oracle AR invoice RPA (VB, Excel, Oracle) — mass invoice entry, PDF supporting auto-matched and attached, routed for approval. Revenue Reconciliation BOT (VM, VB, Outlook, Excel, Word): User emails a reconciliation file — bot auto-downloads the billing-system file, runs the match, and returns the report by email. Saves ~100 hours per month on revenue reconciliation alone.

Delivery Model

VMs used to host bots; Outlook, Excel, and Word chained so processes run end-to-end with no manual stitching — built fast, maintained lean, entirely in-house.

Impact

Automation architect and only developer — business outcomes, not slideware.

  • ~6,000+ hours saved annually across the automation portfolio
  • ~100 hours saved every month on revenue reconciliation alone
  • 600+ ADDC bills downloaded and processed in a fraction of manual time
  • Mass AR invoicing with auto-supporting attachment in Oracle
  • Live AP and task dashboards driving capacity planning and SLA transparency
  • Delivered at zero incremental tool cost — VB, Excel, Outlook, Oracle already in the environment