Microsoft Excel Custom Software Consultants ThesisTech

Who We Are

ThesisTechnologies is a collection of experienced business people and talented software developers. We serve clients across North America and our projects range from small spreadsheet tune-ups to large scale software implementations. We offer a wide range of Microsoft technologies which we believe offer the best combination of business tools on the market today.

Who You Are

We don't know for sure, but if you are like many of our clients, you have business challenges to solve and a solid vision of what the right systems can mean for your business. Our clients see inefficiencies, redundancies and opportunities left on the table. Often these challenges can mean dissatisfied customers and frustrated employees. We get it and would welcome the chance to help.

Technology That Fits Just Right

We believe our job is to bring the right technologies to each client project. This is why we offer a wide range of solutions. In some situations, a professionally developed web application is exactly what is needed. In other cases, a well designed Excel workbook is the right answer. All of the technologies we offer have their place and we offer them to help you build the perfect solution for you.

We Know Unique When We See It

We know your business is unique. We have an obsession with understanding this uniqueness and making sure it is well represented in the solution we deliver for you. 80% of business system functionality is "blocking and tackling" functions. These functions need to be executed well but they don't necessarily create an advantage in the market. The other 20% is where we get a little excited. When we understand your uniqueness and amplify it in software, project ROI goes up and up.

How Can We Help You?

Recent Work

If you are interested in seeing more of our recent custom software projects, please contact us at (888) 705-7253. At ThesisTech, our business systems consultants take pride in helping our clients improve their business through custom software solutions that address their unique needs.

Finance/Operations Dashboard

ThesisTech specializes in the design and implementation of Excel Dashboards and KPI Reports. Most of our dashboard are automated with VBA Macros which makes refreshing the report with new data as easy as clicking a button.

Microsoft Excel CRM Web Application Michigan, MI

Excel Based CRM Application

This CRM application was developed for a home services company. The application is built with VBA Macros that automate the workflow. Excel userforms are used to add and update data. This application has the ability to automatically set appointments in Microsoft Outlook.

Excel MRP & Scheduling

This application was developed for a large manufacturing plant and has complete MRP and production scheduling capabilities. VBA Macros are used to automate workflows and to produce a collection of schedule and forecasting reports.

Quickbooks Conversion

This VBA Macro application was developed to export all transactions from Quickbooks and convert the data for use in a different accounting system. Each transaction type is automatically converted and saved as a csv file.

Excel to Word & PowerPoint

This application imports survey data from Survey Monkey, organizes the survey responses and then automatically exports the data to PowerPoint as a professional presentation.

Access CRM Application

This application is a full CRM system for a web-services company. New leads are logged and tracked along with all followup activities for each lead. Once a project is confirmed, contracted services are scheduled and tracked using a highly functional services calendar.

Microsoft Front-End Access Application Michigan, MI

Safety Issues Database

This application was developed to collect and process all safety issues in a large manufacturing plant. Issues are logged by employees or managers and followed until final resolution.

Microsoft Web Data Access Application Michigan, MI

Project Cost Tracking

This application tracks the costs associate with large equipment turn-around projects. Project costs are tracked by Invoice and by Work Order. Reports and Queries allow the client to analyze costs from various viewpoints.

Inventory Control

Our Client needed an application to track inventory throughout their plant locations. This Application allows the users to track purchased inventory which is applied to various inventory locations. Inventory issued to production is also tracked and inventory balances are maintained.

Microsoft Access Web Front-End SQL Application

Production Scheduling

This application was developed to manage the production schedule, shipping and invoicing for manufacturing. The main production schedule is shown on a big screen on the production floor. The colors assigned to each job indicate the real time status of that job.

Sales & Marketing/CRM

For sales, marketing and CRM related projects, we will provide a project manager with over 10 years of experience in that area. Our team will help you design and build a custom application that automates your unique sales process.

Retail

For retail related projects, we are able to provide a project manager with over 10 years of management experience in retail. Our team can help you build dynamic Apps that enhance the customer experience and streamline the retail process for your team.

Manufacturing

Our team members have built custom applications for inventory control, MRP, scheduling and procedures to more closely integrate manufacturing with accounting. We are able to provide a project manager with 15 years of experience in a manufacturing environment.

Finance & Accounting

Our project manager in the Finance and Accounting area has over 25 years of practical experience and has earned a CMA designation. We have developed financial reporting apps and procedures to automate accounting tasks. We also specialize in quoting/costing systems.

Project Management

We have extensive experience in many aspects of Project Management and have developed custom project management systems for clients in several industries.

Dynamics 365 Field Services

An in-home health care provider's process was built around Excel spreadsheets updated by manual entry. To enhance quality of care and customer experience, the Field Services functions in CRM were used to create a central database accessible via mobile devices in the field.

Dynamics 365 Sales

A global network of professional firms providing Audit, Tax and Advisory services adopted Dynamics 365 Sales as well as Dynamics 365 Project Services to enhance business processes and to gain timely insights into past projects and future business opportunities.

Dynamics 365 Service Desk

A call-center services company standardized on Microsoft Dynamics 365 as the CRM for its 3,000 call-center agents. Using Unified Service Desk, agents have access to everything they need, including a consolidated knowledge base for each customer.

Dynamics 365 Project Services

A leader in designing and manufacturing amusement parks is committed to delivering high quality products to their clients, installed on time and on budget. The Project Service Automation features of CRM online along with Power BI for Analytics was the chosen solution.

Dynamics 365 & Power BI

One of the larges providers of crushed stone in the U.S. restructured its sales strategy around a customer-centric model by deploying Dynamics 365 CRM and linking it to Office 365 and Power BI which let's sales staff communicate, collaborate and view sales dashboards.

Sales & Marketing

Connect Power BI to Accounting or a Sales Order system to build a view of sales trends, market share and growth opportunities. Data filters can be linked to each dashboard element to focus in on a particular division or region.

Procurement Analysis

Procurement data may be contained in a massive database of P.O. or Invoice Records. Power BI can be connected directly to this type of database. Visualizations are then built to provide interesting metrics such as purchases by country. Filter down to cities for more insight.

Sales Opportunities Analysis

A CRM (Customer Relationship Management) system contains mission critical data related to sales opportunities. Power BI can be connected to CRM data to help you visualize key indicators such as leads per source, dollars per lead, closing ratios and repeat business.

Microsoft BI Web Front-End SQL Application

Human Resources

A Human Resources dashboard in Power BI can provide key insights into new hires, active employees, turnover and employee tenure. Even if this data is tracked in an Excel Spreadsheet, Power BI can be connected to create a dynamic analysis tool.

Supplier Quality Analysis

Quality issues are often captured in a database. Connect Power BI to this database to build insights such as material defects, downtime minutes, poor suppliers, plant comparisons etc. This data can be trended to show year over year comparisons by supplier or reason for defect.

Consolidate Many Sharepoint Files App Developement

Workforce Empowerment

A leading consulting firm empowered all employees with Office 365 and SharePoint to foster collaboration and increase engagement. Workforce and Workplace changes prompted the firm to find new tools to help its employees succeed.

Document Management

An international oilfield services company had grown rapidly. The company's library of 40,000 process documents had become too complicated to manage. The company deployed SharePoint to allow its 5,000 employees to manage documents collaboratively with automated workflows.

Microsoft Sharepoint Web Front-End SQL Application

Media Sharing & Distribution

A homebuilding company needed an efficient way to engage and train their staff using video. The company chose Microsoft Office 365 Video alongside SharePoint Online. The company has empowered employees and lowered training costs by making it simple to share videos.

Innovation & Communication

A major food retailer realized a need to take team communication to a new level. Email was provided to only 20% of the staff. Office 365 and SharePoint were implemented to connect all employees in creative ways. Better communication resulted in new and innovative strategies.

Microsoft Web Data Sharepoint Application

Accessible Information

An IT consulting firm implemented an on-premise and cloud hybrid approach using SharePoint and Office 365. Employees can now find any document whether they are on the company network or not. These documents are accessible from anywhere on any device.

About Thesis Technologies