Reporting • Automation • Business Process Solutions

Turn repetitive work and messy processes into something easier.

I help businesses improve reporting, streamline repetitive tasks, organize data, and build practical tools that make day-to-day work faster, clearer, and easier to manage.

The goal is simple: spend less time fighting spreadsheets and manual processes, and more time using the information your business already has.

Services

Practical support for businesses that want better reporting, cleaner workflows, and tools built around how their operation actually works.

Reporting & Spreadsheet Improvement

Clean up existing workbooks, simplify layouts, improve formulas, organize data, and make recurring reports easier to understand and maintain.

Report & Workflow Automation

Reduce repetitive manual steps by streamlining recurring tasks, report preparation, data movement, and other repeatable business processes where automation makes sense.

Dashboards, Trackers & Internal Tools

Build practical dashboards, trackers, forms, and internal tools that help teams organize information, monitor work, and make better day-to-day decisions.

Process Review & Custom Solutions

Look at the way a task is currently being done, identify unnecessary steps or bottlenecks, and build a cleaner solution around the needs of the business.

Problems I Help Solve

You do not need to know the technical solution before reaching out. Start with the part of the process that wastes time, creates confusion, or simply does not work as well as it should.

Recurring reports take too long

Reduce unnecessary manual updating, formatting, sorting, and copy-and-paste work.

Too many files track the same thing

Consolidate information and create a clearer, more reliable workflow.

A spreadsheet has outgrown its original purpose

Rework the file or build a more practical internal tool around the process.

Only one employee knows how it works

Make reporting and tracking easier to understand, maintain, and hand off.

Data needs constant cleanup

Improve structure, consistency, formulas, and repeatable preparation steps.

The process works, but it should work better

Review the workflow, identify friction points, and simplify what can be simplified.

How It Works

The process stays straightforward from the first conversation through final delivery.

1

Discovery

We talk through the current process, what is causing problems, and what a better version needs to accomplish.

2

Review

I review the files, workflow, or reporting setup and confirm the recommended approach, scope, pricing, and timing.

3

Build

I clean up, automate, redesign, or build the solution and provide a review version when the project calls for one.

4

Deliver

Final files or tools are delivered with a clear handoff, plus follow-up support when needed.

About

Practical experience built around real operations.

My background includes hospitality operations, payroll and workforce systems, reporting, process improvement, customer experience, and business technology. Much of my career has involved looking at an everyday process, finding the parts that create unnecessary work, and building a simpler way to handle it.

I focus on solutions that are practical, understandable, and maintainable. The goal is not to add more technology for the sake of technology. It is to build something that saves time, reduces frustration, and fits the way your business actually operates.

Rory Updike

Common project types

  • Recurring report automation
  • Dashboard and tracker design
  • Spreadsheet cleanup and restructuring
  • Data organization and workflow improvement
  • Internal business tools
  • Manual task reduction
  • Process documentation and handoff support

Have a report, spreadsheet, or process that takes more work than it should?

Tell me what is slowing you down. I can help determine whether the best answer is a cleaner report, an automated workflow, a better tracking tool, or a different process altogether.