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7. October 2025

The Journey to Efficient Automation in Energy: From Manual Excel Work to Advanced Reporting

An energy company faced a long-standing challenge: most of its internal decision-making reports were created manually. Preparing them was highly time-consuming, as data had to be collected from multiple systems and sources, with no standardized format in place.

The root cause of this situation was a combination of historically entrenched manual processes, the limited capacity of the IT department, and the absence of an adequate system solution. Our client sought to automate the process of calculating incentives for sales representatives distributing the company’s products in the Czech market.

The objective was to develop a solution that:

  • automatically processing all necessary input data
  • ensuring accurate and consistent calculations without manual intervention
  • minimizing the risk of errors
  • providing management with real-time, up-to-date insights into sales team performance and commissions
  • increasing the security and continuity of data processing
  • freeing up employee capacity for more complex and specialized tasks

The project began with defining a clear approach to data processing. A centralized repository for all documents was established on the Microsoft SharePoint platform. This was followed by the processing of Excel files — the key inputs for the incentive calculation process. These files are automatically imported and stored in a database built on Microsoft technologies. Based on this data, a multi-stage calculation process is executed, ensuring accurate evaluation of incentives.

The solution is complemented by the AI tool Millada, which allows users to query specific details, such as individual sales representatives’ performance or other specific statistics. The result is a fully functional turnkey solution.

Benefits:

  • formalization and standardization of the entire process
  • minimization of manual interventions and errors
  • simplification and acceleration of a complex process
  • greater flexibility and responsiveness
  • significant time savings
  • ensured business continuity

You can find more detailed information about the project in the References.

If you are considering implementing a solution to streamline your business processes, do not hesitate to contact us. We will review your requirements and propose the optimal solution.

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