Client engagement · Industrial Distribution & Equipment Services
Legacy Data Modernization & Reporting
Legacy spreadsheets held operating history and business rules across 200+ customer locations. SOLLUS led a defined migration and reporting workstream and contributed to more structured invoice generation within a broader modernization initiative.
- Customer locations across multiple clients
- 200+
The business challenge
Carry operating history into a modernized environment.
Manual and hybrid collection processes, spreadsheet calculations, and disconnected reporting made customer equipment information difficult to standardize. A broader modernization initiative required that existing history and embedded business logic carry into the new environment.
The engagement
SOLLUS supported the transition toward a web-based customer equipment data collection protocol. Its defined migration and reporting workstream covered more than 200 customer locations across multiple clients, including clients with several locations.
SOLLUS owned the data migration and reporting workstream and contributed to structured invoice generation. The broader modernization initiative and web-based collection environment extended beyond that workstream. The scope indicator counts customer locations across multiple clients.
SOLLUS's contribution
The work behind the result.
- Analyzed complex spreadsheet datasets, extracted embedded business logic, and standardized operational and financial information.
- Developed extraction, transformation, and loading processes with data validation and integrity checks.
- Supported integration of customer operational information into centralized reporting databases and the modernized environment.
- Contributed to converting customer invoice generation into a more structured, automated process as part of the same engagement.
Conceptual workflow
How the information connects.
Legacy collection and reporting formed the starting point. SOLLUS's defined data workstream supported the broader transition to a modernized collection and reporting environment.
- 01
Legacy environment
Equipment records, manual collection, spreadsheet calculations, disconnected reports
- 02
SOLLUS workstream
Extract data, standardize logic, transform and validate, develop ETL, prepare invoice data
- 03
Modernized environment
Web-based collection, centralized reporting, standardized outputs, structured invoicing
Illustrative reporting example
From separate inputs to structured outputs
A fictional customer and three locations illustrate how operating records can support a consistent usage report and invoice preparation. Sample units and rates are explanatory only and do not reproduce a client billing rule.
Example Industrial · Synthetic monthly excerpt
Illustrative data — not a client report
- Sample customer
- Example Industrial
- Sample locations
- 3
- Invoice excerpt total
- $540
| Source | Location notation | Equipment notation | Reported usage |
|---|---|---|---|
| Worksheet A | Location 01 | Unit A | 120 units |
| Worksheet B | Loc. 02 | EQ B | 80 units |
| Manual entry | Location 03 | Equipment C | 100 units |
| Location ID | Equipment ID | Usage | Unit |
|---|---|---|---|
| DEMO-01 | EQ-A | 120 | unit |
| DEMO-02 | EQ-B | 80 | unit |
| DEMO-03 | EQ-C | 100 | unit |
| Location ID | Usage | Sample rate | Line amount |
|---|---|---|---|
| DEMO-01 | 120 | $2.00 | $240 |
| DEMO-02 | 80 | $2.00 | $160 |
| DEMO-03 | 100 | $1.40 | $140 |
Business value
More structured reporting and invoice preparation.
The work helped replace fragmented manual and spreadsheet-driven processes with structured, repeatable data collection, reporting, and invoicing workflows. Customer operating history and calculation context could be prepared for centralized use within the wider modernization effort.
See existing mock worksheets and the conceptual transition from legacy operational and financial history into structured records.
Explore the spreadsheet migration in detail →Capabilities
Tools and methods
Talk with SOLLUS
Is important business logic buried in spreadsheets?
Talk with SOLLUS about preserving existing records, standardizing calculations, and supporting a practical transition to repeatable reporting.
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