Moving information from A to B.
Considerations can you control what information you get form the source? Provide a standard list of questions. Ensure the process cannot start until all information is received. If not waste can be created when a step backwards is needed or waiting time for information missing.
Avoid manipulating data if possible automate or standardize (ex. source provides data in a shared column with ID# –
Record Name and can’t separate this prior to sending. Need to split this column each time.
Layout the entire process from source to all parties. Identify the customer who gets the value added. Can the information source be impacted or influenced. Set deadlines (ex. 3 days to complete the process but currently taking 5 days to complete) Identify the unnecessary steps that cause overwork and don’t provide value to the customer. Determine who needs what information when to proceed with their action. Process doesn’t have to flow in exact order 1 > 2 > 3 > next step(s) but can run concurrently as the information to proceed with the next steps is captured in the process.
If Step 1 takes 3 days to complete but Step 2 can start with partial information process should look like so. After removing unnessary tasks what can be standardized and automated. Ensure proper handoffs of information to prevent rework.
Is focused on improving computer processes by Leveraging programming and applying Lean principles. It is our goal to make you more efficient and effective on your computer producing “Less Clicks and More Results!”
In regards to Word Create Outlook Email with Selected Text | VBA Macro #29
This is so perfect!
Thank you so much!
At my job, we recently switched over to Office 365.
Previously we had an email template that we could fill out (using field codes [select all+F9]) but that is no longer available in Office 365, as only Word has the Field Code capability now.
I was trying to find some sort of solution using Word, and yours was the best thing I could find on the web!
YOU are the awesome one!
In regards to Excel Find and Replace across Multiple Word Documents | VBA Macro #30 and custom work.
The use case for CheckTheBible.com was to convert all the variations of Bible verse codes (B C:V - Book Chapter:Verse) in any text to a standardized code. For example, "John 17:21" should be "Joh 17:21." Once the variations are converted, then the next step is to convert them to a markdown language so they can be used in Obsidian.
I found Brent through his YouTube channel: Leverage & Lean (https://www.youtube.com/LeverageLean). Out of all the macro videos, the "Excel Find and Replace across Multiple Word Documents" video seemed like it could help automate a seemingly manual process.
I contacted Brent to see what could be done with my use case. From our first discussion, Brent has always been very understanding and patient with my situation and listened to my suggestions for improving the macro’s speed and efficiency.
Once he understood the end goal, Brent took my improvements to heart and ran with them. Now with this improved macro, I can take on any set of variables, modify a few words, and convert them to the final result. This custom macro searches Word Documents for Bible verse codes, uses a standardized list of 30+ thousand B C:V codes to convert to the markdown language automatically with 100% accuracy.
I have had a great experience working with Brent. Not only does he clarify expectations so it was set up for success, but most importantly, he has always come up with creative and comprehensive suggestions even outside the scope of macro building. Brent was really consulting me to do more than what I had thought possible.