Synthetic demonstration · not client work

A reporting automation example you can inspect.

Northstar Operations is a fictional business with 24 synthetic operating records. SWH built the demonstration to show the standard of work: validate the source, calculate agreed KPIs, produce editable management outputs, and document the boundary.

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What the build does.

1. Validate the source

The build checks the expected row count and data shape before presenting results. Dates, categories, amounts, and missing values must be usable enough for the agreed calculations.

2. Calculate the KPIs

Six agreed metrics are calculated from the source records. The formulas remain visible in the editable workbook so the buyer can inspect how each number was produced.

3. Produce the decision layer

The workbook becomes a concise dashboard and five-slide executive deck. The output is designed for an owner or manager who needs exceptions and decisions—not another data dump.

The pattern, not the fictional numbers.

A contractor could use jobs, estimates, invoices, and completion dates. A property manager could use units, collections, maintenance activity, and vacancies. A professional office could use cases, deadlines, status, and billing. The source and KPIs change; the controlled reporting process remains.

Stable input

One recurring CSV or Excel export with a consistent set of columns.

Agreed definitions

Up to six KPIs with plain-English definitions and visible formulas.

Editable ownership

Files and rerun instructions stay with the buyer after delivery.

What this example does not prove.

01It does not prove that every source file fits the $295 scope. Multiple systems, severe cleanup, custom integrations, or sensitive-data controls can require a different build.

02It does not prove a specific labor saving. Savings depend on the current process, frequency, review time, error rate, and whether staff actually use the delivered process.

03It does not replace accounting, tax, legal, or regulatory review. The buyer owns the business definitions and approves the final KPI logic.