custom Excel project: Case Study
Connected Excel and Outlook functions to create a seamless and less time-consuming solution
Combined several manual processes into an automated solution across multiple departments
Improved the workflow for participants looking to reserve a meeting space across many campus buildings
Goal: To reduce the time of manual entry, as well as the time needed for each user to create a meeting request, and to standardize the process so that requests would be consistent across the company.
Custom Excel Services
Platte River Power Authority
What We Built
Working with Platte River Power Authority (PRPA), a Colorado utilities company, we learned that they had been managing meeting room requests across multiple campuses on a regular basis. Their method for organizing and working with these requests was a manual, time intensive process with many user errors throughout. DWC was hired to create a custom Visual Basic Application (VBA) in Microsoft Excel and connected to Outlook.
To complete this project, an Excel and Outlook combined solution was proposed to be able find a workable solution. DWC created a clone of the PDF form previously used for meeting room requests and added several custom form features to mimic the PDF functionality.
This user base is not tech savvy and DWC did everything possible to keep the changes of the form, from both appearance to functionality, to a minimum. Some custom VBA logic was needed to handle the various use cases. For example, if a specific location for a meeting was selected, then certain options were allowed/disallowed and the recipient list of the request would change accordingly.
Once a meeting request form had been completed, the user could connect an Outlook appointment, as well as invite additional attendees with either an ical or PDF file.