Client Case Studies at Excel and Access, LLC

Client Case Studies

Examples of Our Work

Excel and Access, LLC has worked with organizations in a wide range of industries since 2004. These case studies provide examples of the Excel, Access, Power Query, training, and development work we have completed for clients.

British Red Cross

Excel & Access Training

Customized Microsoft Excel and Access training designed around the organization’s specific requirements and users.

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CommerceWest Bank

Excel Programming & Training

A combination of Excel development and training designed to improve existing processes while giving users the knowledge to work effectively with the solution.

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Power Query Case Study

Excel 365 & Power Query Development

A practical example of using Power Query to transform a manual Excel process into a more structured, refreshable, and maintainable solution.

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Organizations served by Excel and Access, LLC

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Elizabeth Hand

16:38 15 Jul 21

The team and Excel and Access are very efficient, friendly and professional. I'm confident that when I send a project to them, it will be done quicker than I expected it and done perfectly.Thanks!

BC Synapse

23:32 02 Feb 21

I arranged for two 1.5 hour sessions on Microsoft Excel Tips and Tricks sessions for my organization in January 2021. I am 100% satisfied with the service. Chris and Maria were very responsive to my initial inquiries and helping me with setting up the virtual sessions. This company provide consulting services on various applications and I liked how I was able to customize my sessions by selecting the tips and tricks to be shared- it was 100% customizable.Our trainer, Bob Umlas, was superb in the delivery of both sessions. He provided an Excel workbook and shared his screen to show all the tips and tricks on how to use Excel more efficiently. The sessions were also recorded so that staff could rewatch the lessons again at a later date. Overall I was very please with the company's services and would work with this company again should future opportunities arise.

Christine Williams

20:52 01 Feb 21

These guys are the excel experts! They take our complicated needs and turn them into easy tools that we can use and run on the daily basis. Quick turnaround as well, the latest project we needed help with they completed and had back to me in 24-hours!

John Gebbia

22:45 18 Dec 20

Excel and Access was a great pick for our excel training needs. The training class was very easy to follow and Bob our instructor was very knowledgeable. Would definitely recommend and will be going back to them for future training needs.

Kelly WILKEN

20:01 03 Dec 20

Jacob was fantastic to work with. I was tasked with developing an easy way to track our Corporate Training across all departments and positions based on company requirements and hire date. I knew there had to be a way to do it in Excel with formulas, but it was way above my skill set. I contacted Excel and Access, and they listened to my needs and paired me with Jacob. He was very responsive and was quickly able to come up with precisely what I needed. He was great at making the necessary tweaks, including creating a “GENERATE” button in bright red so that I couldn’t miss it. I can now run all of my reports with all of my different conditions with the click of that big beautiful red GENERATE button. I will definitely reach out to Excel and Access and Jacob for my future needs.

Steven Kurtz

20:12 22 Aug 20

I'm not Pepsi, Amazon or any of their big clients...just a guy with a small, boutique private psychology practice 3,000 miles away in NY. Every time I need these guys they are there...got my project started ASAP, turn around time was amazing and best of all, any and all tweaks were handled ASAP until we got all the bugs out. Admittedly I was afraid we'd settle on a price and I might not be able to make edits. But no worries - each and every edit, debug done with a virtual smile and ASAP. Well worth the money and they won't disappoint. A pleasure to write a positive review for them!

Jerelene Tan

00:18 24 Feb 18

I have engaged Jacob to help me with an Aging Report. He quickly provided me with a solution which I didn't think of. I would highly recommend his service to anyone who needs excel help.

Demetrios Lambrou

03:30 17 Oct 17

I have been assisted once again, by Paul this time, quick and effectively, even though it has been a weekend. So many thanks!!!! Such a great support to Excel users and Excel programmers alike!

Mitch Goins

15:06 01 Aug 17

I had an Excel problem that I could not crack without extreme effort on my part. I contacted Excel and Access via email. I received a prompt response then described my problem and indicated that I really wanted to remunerate them for their (Christopher and Jacob) time and effort. They honed in on my problem description with only 2 very helpful emails that showed me how to solve my problem. I was very impressed and grateful. There was never a mention of any charges. They are consummate professionals. I can see why they are Microsoft MVP's.

Michael Bell

12:22 09 Jun 17

Chris and Paul were amazing. We hit them with a project last minute and they dropped everything and came through within hours. The work was done professionally and exactly as we needed and at a very reasonable price. We were very pleased.

Bret Linford

20:16 30 May 17

Excel and Access, LLC were super responsive. They really went above and beyond my expectations. They were able to customize directly to my needs. The automation they delivered is very fast and easy to use. I'd use them again in a second. AND they're nice people, too. ?

Chris DeSantis

19:10 07 May 17

Our experience with Excel and Access. LLC was excellent. Chris and his team of very skilled professionals were able to help us out immediately. After just a brief discussion of the project we hired them for, they completed the work and exceeded our expectations in just hours. I have used Chris and his team on numerous projects over the span of 10 years. I am consistently impressed with how quick the payback is, and how well his team understands my requirements and delivers a product that exceeds my expectations. His team is always available anytime of day or night to help or answer questions. We highly recommend Excel and Access, LLC for anyone searching for highly effective and easy to use productivity tools.

Jacqueline

13:10 21 Mar 17

I had the pleasure of working with Excel & Access on a very intricate Excel project involving a massive spreadsheet that housed years’ worth of data. After having two other firms take on the project and then bail, I was panicked and desperate to get the project completed in what was now a very tight time frame. I worked with Christopher and Jacob and couldn’t be more delighted with the level of customer service I received. Jacob is extremely knowledgeable, and also incredibly responsive. My e-mails were answered immediately and the project was completed quickly, ahead of my deadline, thanks to his working nights and even over the weekend to get it done. I felt as if I were the only client he was working with at the time! Jacob made a difficult, tedious assignment look like child’s play. Excel & Access are fabulous to work with and are now my go-to for any Excel need, large or small. Good customer service is difficult to come by, but they nail it! If you are looking for help with an Excel project, I recommend Excel & Access without reservation. You won’t be disappointed.

Client Case Studies

Examples of Our Work

British Red Cross

Excel & Access Training

CommerceWest Bank

Excel Programming & Training

Power Query Case Study

Excel 365 & Power Query Development

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Client Case Studies at Excel and Access, LLC