ACG Business

Automate the Work That Still Runs on Spreadsheets.

Approval flows, recurring reports, customer requests and management KPIs — moved out of manual Excel files and email chains into controlled, auditable applications.

operationsportal.comDemo
Demo business process automation dashboard with an approval workflow column board and report cards

Demonstration build — not a client project

  • Approval workflows
  • Excel automation
  • Service queues
  • Management dashboards

The starting point

Where administrative work leaks time

Most back-office problems are not a lack of software. They are data living in files nobody controls.

The spreadsheet only one person understands

A critical file with no owner, no history and no access control — and the whole routine depends on it.

Numbers that arrive after the decision

Reports consolidated manually at month end, when the loss has already happened.

Requests lost between inboxes

Customer and internal requests tracked by email and memory, with no queue, no status and no follow-up.

What we build

Automation across the back office

Process Automation

Approval flows, checklists and digital forms that replace paper and manual handoffs, with status visible to everyone involved.

  • Approval workflows
  • Digital forms
  • Checklists
  • Task routing
  • Status tracking

Excel & Spreadsheet Automation

Consolidation, recurring reports and migration of a critical spreadsheet into an application with history, permissions and audit trail.

  • Data consolidation
  • Scheduled reports
  • Spreadsheet to app
  • Validation rules
  • Version history

Customer Service

Capture requests from every channel into one queue with owner, priority and follow-up — so nothing depends on someone remembering.

  • Request intake
  • Service queue
  • Follow-up reminders
  • Response templates
  • Service history

Management Dashboards

Commercial and administrative indicators updated from the source data, available on desktop and phone.

  • Live KPIs
  • Trends
  • Targets vs actual
  • Team views
  • Export

Integrations

Connect the ERP, email, spreadsheets and the tools your team already uses, so data is entered once.

  • ERP data
  • Email
  • Spreadsheets
  • APIs
  • Scheduled sync

Records & Traceability

Every entry with author, timestamp and change history — the difference between a report and evidence.

  • Audit trail
  • User roles
  • Attachments
  • Retention
  • Access control

Demonstrations

Concept screens for business automation

Built to show what an automated workflow looks like in practice. Click any screen to see it full size.

Demo — approval workflow and recurring reports

Process Automation Board

Concept screen for approval flows, request status and automated consolidation of spreadsheet data.

  • Workflow
  • Approvals
  • Excel automation

Demo — service request queue

Customer Service Queue

Concept screen for incoming customer requests with owner, priority, follow-up and response history.

  • Service queue
  • Follow-up
  • History

Demonstration screen built by ACG SmartWorks to show capability. Not a client project; names, numbers and contact details are illustrative.

How we implement

Phased, with the old process still running

01

Map the routine

We follow the process as it happens today, including the workarounds.

02

Define data ownership

Who owns each field, who can change it, what must be kept as history.

03

Automate in phases

The highest-pain step first, delivered usable, then the next one.

04

Run in parallel

The new flow runs beside the old one until the numbers match.

05

Hand over and support

Training, documentation and support after go-live.

A note on risk: automating a business-critical spreadsheet without defining who owns each field and keeping an audit trail only moves the risk. Data ownership and change history are part of every project, not an optional extra.

What changes

The result on a normal week

Less rework

The same data stops being typed into three different files.

Fewer typing errors

Validation at the point of entry instead of correction at the end.

Faster closing

Consolidation that took days runs continuously.

Traceability

Who did what, when — available without asking anyone.

Which Process Should We Automate First?

Describe the routine that consumes the most time today and we'll map the fastest path out of it.