Business problems. Practical solutions.

Case 01·Finance · Procurement

Investigating missed supplier credits

Differences between supplier invoices and agreed contract terms meant money owed to the business was being missed. I investigated those discrepancies and helped introduce a more consistent validation process.

Tools: SQL · Excel · Stakeholder workshops

What I did

• 01Used SQL to reconcile supplier invoices against contracts, rebate percentages, buy prices and costs.
• 02Investigated discrepancies with Finance, Vendor Management and Customer Success.
• 03Supported the resolution of outstanding amounts and cash collection.
• 04Introduced invoice validation checks and an audit trail for follow-up.

Case 02·Retail · E-commerce

Understanding why customers returned products

Returns were rising, but the reasons were spread across order, product and returns data that nobody looked at together. The teams who could act on it had no clear view of which products, categories or reasons were driving the problem.

Tools: Power BI · SQL · Excel · Data modelling

What I did

• 01Cleaned and joined returns data with order, product and reason data.
• 02Analysed returns by product, category, reason and channel to find the real drivers.
• 03Built Power BI reporting tracking return rates and reasons over time.
• 04Shared findings with the teams responsible so actions targeted the biggest causes.

Case 03·Operations · Reporting

Replacing manual reporting with automated workflows

Recurring reports were rebuilt by hand every cycle — downloading exports, copying, cleaning and re-checking totals. The work was slow, easy to get wrong and depended on whoever remembered to do it.

Tools: PowerShell · Excel · AI-assisted workflows

What I did

• 01Mapped the manual steps in each reporting workflow and assessed what could safely be automated.
• 02Automated data collection, refresh and distribution using PowerShell.
• 03Used AI-assisted workflows to speed up building and validating the automation.
• 04Validated outputs against the manual versions before switching over, and documented the new process.

Case 04·Supply Chain · Sales

Making supplier delivery problems visible

Late deliveries were affecting sales, but purchase, delivery and sales data sat in separate places. Without a shared view, supplier follow-up relied on anecdote rather than evidence.

Tools: SQL · Power BI · Excel

What I did

• 01Consolidated purchase, delivery and sales data into one model.
• 02Measured delivery performance and late orders by supplier, segment and period.
• 03Connected supplier delivery issues to the sales they affected.
• 04Delivered reporting that gave teams a shared evidence base for supplier follow-up.

Case 05·Finance · Process Improvement

Designing the invoice validation process and audit trail

Finding discrepancies was only half the problem — without a defined process, flagged invoices could still be paid and outstanding amounts forgotten. The business needed clear checks, owners and follow-up.

Tools: Process mapping · Requirements gathering · Stakeholder discussions · SQL · Excel

What I did

• 01Agreed the validation checks with Finance, Vendor Management and Customer Success.
• 02Defined responsibilities: who validates at intake, who reviews exceptions, who approves recoveries.
• 03Designed exception handling so flagged invoices enter a queue with a status and an owner.
• 04Implemented the audit trail recording each check, finding, status and outstanding amount.