👋 Excel Automation Portfolio

James Byrd — Excel Systems Designer

I build custom Excel tools that automate inventory, releases, packing slips, and operational workflows for small businesses.

✉️[email protected]

💼https://www.linkedin.com/in/james-byrd-52a7a4382/

About Me

I specialize in creating automated, user-friendly Excel systems that eliminate repetitive tasks and reduce errors in warehouse, manufacturing, and logistics environments.

Whether it’s real-time dashboards, inventory controls, packing slip generators, or custom release-building tools, I design spreadsheets that make daily operations faster and simpler.

Portfolio

📦 Automated Inventory Management System

Purpose: A dynamic dashboard that tracks stock levels, customer/category totals, and total inventory value in real time.

Highlights:

• Auto-updating dashboards
• UNIQUE + SUMIFS automation
• Pie chart of value by customer
• KPI indicators
• Hidden helper columns for clean presentation
• Designed for warehouse & manufacturing workflows

Preview:

Download Template

👉https://www.dropbox.com/scl/fi/h7sdtfw4c7gfxe8md7jli/Inventory_Workbook_Template.xlsm?rlkey=7pd3bfe7kghig4a6mpd9x4ly4&st=xtr5e8kr&dl=0

📤 Release Generator Tool

Purpose: Automatically generates customer releases based on current stock, open orders, or forecast demand.

Highlights:

• Auto-filled release quantities
• Shortage indicators
• Color-coded status
• Suitable for automotive suppliers, warehouses, and small manufacturers
• Integrates with existing inventory files

Preview:

Download Template:

👉https://www.dropbox.com/scl/fi/jf3o7ri5l0zaq3mnsu6vp/Release_Generator_Template.xlsm?rlkey=23vzas1qu5334cp1ajygqubfw&st=f2xwjaih&dl=0

📄 Automated Packing Slip Generator

Purpose: Creates accurate packing slips by pulling descriptions, weights, customers, and part data from a master sheet.

Highlights:

• Auto-filled fields
• Pulls part data instantly
• Printable slip layout
• Reduces clerical errors
• Simple interface for quick use

Preview:

Download Template:

👉https://www.dropbox.com/scl/fi/mmxm5sftyuj7ukl3krmg3/Packing_Slip_Template.xlsm?rlkey=hpomvb7294zt060l90g97ocqh&st=9najke1v&dl=0

💼 Services

• Custom Excel dashboards
• Inventory automation
• Release scheduling tools
• Packing slip systems
• KPI & reporting systems
• Data cleanup & reformatting