Data Automation & Workflow Consultancy for Small Businesses

We help small businesses replace manual Excel reporting, Microsoft 365 admin tasks and document-heavy workflows with clearer dashboards, automation and practical handover.

UK-based boutique consultancy
Fixed-scope projects with clear milestones
Practical handover your team can actually use
Illustration of manual spreadsheet reporting, repeated admin checks and time pressure

Still preparing reports manually?

Many small businesses still rely on Excel files, copied data, manual checking and repeated admin steps. Eugnel helps turn these processes into clearer dashboards, automated workflows and documented handover steps your team can actually use.

Services

What We Do

Three core services to help you automate reporting and workflows with confidence.

Spreadsheet and dashboard reporting automation illustration
1

Excel & Dashboard Reporting Automation

Turn Excel, CSV or simple data sources into clearer Excel dashboards or Power BI reports with KPIs, filters, QA checks and handover notes.

  • Data shaping and model design
  • KPI cards and trend analysis
  • Filters, drill-through and QA checks
  • Documentation and handover
Workflow automation illustration
2

Microsoft 365 Workflow Automation

Automate repetitive admin tasks using Microsoft 365, SharePoint and Power Automate.

  • Approvals and request flows
  • File handling and notifications
  • Tracking, status and reporting
  • Governance and documentation
Document search proof of concept illustration
3

AI Document Search & Workflow PoC

Create small proof-of-concept tools for searching, summarising or organising business documents.

  • PDF and document search
  • Summaries and key information
  • Simple prototypes and PoC
  • Practical evaluation and next steps

How We Work

Our Fixed-Scope Process

A clear, milestone-based approach so you always know what is included.

  1. 1

    Discovery

    We understand your current process, data, tools and pain points.

  2. 2

    Scope

    We agree what will be delivered, what is excluded and how milestones work.

  3. 3

    Build

    We create or coordinate the dashboard, workflow or prototype.

  4. 4

    Test

    We check outputs, data logic, usability and edge cases.

  5. 5

    Handover

    We provide notes, guidance and practical next steps for your team.

Portfolio / Demo

Demo: Excel to Power BI Reporting Dashboard

This demo shows how a manual spreadsheet reporting process can be converted into a clearer dashboard, either in Excel or Power BI, with KPI cards, trend charts, workflow steps and handover notes. No client-confidential data is used.

View Full Demo Details

Dashboard Preview

Total Revenue£1.42M 12.4% vs last month
Gross Margin28.6% 3.1% vs last month
Orders1,248 8.7% vs last month
On-time Delivery96.3% 2.5% vs last month

Revenue Trend

Revenue by Category

  • Services 45%
  • Products 35%
  • Subscriptions 20%
eugnel

About Eugnel

Eugnel is a UK-based boutique data automation consultancy focused on helping small businesses improve reporting, admin workflows and document-heavy processes.

We work best on fixed-scope projects with clear milestones, practical documentation and a clean handover.

UK-based

We understand UK businesses and ways of working.

Boutique & focused

Small, senior team with personal accountability.

Fixed-scope delivery

Clear scope, milestones and handover you can rely on.

Have a manual reporting or workflow problem?

Send us a short description of your current process, the data or tools involved, and what result you want to see. We can suggest whether the best first step is a small discovery review, a dashboard build or an automation prototype.

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