IMIT Solutions: Technology Services
Integrating AI into your workflows.
IMIT Solutions: Technology Services
Integrating AI into your workflows.
Case Study
Automating Spreadsheet Consolidation and Review for a Mid-Sized Business
Client Challenge
Each month, the client faced a tedious and time-consuming process:
- Download ~90 spreadsheets for one dataset and ~40 for another.
- Combine each set into two “master” spreadsheets.
- Review each for inconsistencies.
- Transform and reformat the data to prepare it for import into another system:
- Remove and reorder columns
- Add calculated columns
- Rename several headers
This process spanned up to four days and consumed roughly 20 hours per month, placing a heavy manual burden on a single employee and increasing the risk of inconsistency and error.
Our Solution
We implemented a low-code automation pipeline using OneDrive, Power Automate, and Power BI, resulting in:
- Two dedicated OneDrive folders for monthly spreadsheet uploads (one for each dataset).
- Automated ingestion via Power Automate that:
- Validates and imports spreadsheet data into Microsoft Dataverse Tables.
- Dynamic review dashboards in Power BI that:
- Highlight inconsistencies
- Allow on-demand review of historical and current data
- Automated output transformation:
- Final output exactly matches the required upload format — no manual cleanup required.
Now, users can upload files individually or in bulk and see near-instant results in a centralized dashboard.
Impact & Value Delivered
| Metric | Before | After | Improvement |
| Time Spent Monthly | ~20 hours | ~3 hours | 17 hours saved |
| Estimated Time Value | $1,000 | $150 | $850/month saved |
| Error Risk | High | Low | More consistent output |
| Employee Stress | High | Low | More time for higher-value work |
Project Snapshot
- Duration: Less than 1 week
- Total Cost: $8,000
- ROI Realization: ~10 months (based on time savings alone)
Key Technologies Used
- Microsoft OneDrive
- Power Automate
- Power BI
- Dataverse
Quick Recap
This project shows how IMIT Solutions turns repetitive, high-effort manual workflows into efficient, scalable systems. By automating spreadsheet processing and validation, we helped the client reclaim time, reduce stress, and produce cleaner, audit-ready data with minimal human effort.