Dynamic Business Profile With Excel Integration
Budget: $250 – $750 AUD
This project is about creating a professional yet creative business profile (information memorandum) for a business brokerage, powered by an easily updatable Excel back-end. I'm looking for someone with strong document design and spreadsheet expertise.
At the moment we have the attached document that is both out of date (design wise) and requires 100% data input from staff. I am wanting a document that answers can be imported directly from excel.
The generated profile will be about 20-25 pages long and include approximately 60 distinct data fields, these fields will be collected from each client and answers stored in an excel sheet. The idea being - we need a beautiful document that can have easily duplicated merge fields.
- Company name and summary
- Address
- Owner question and answers
- Company history
- Descriptions of our products/services
- Financials summary
- Customer testimonials
- Awards and recognitions
and more (see attached)
note: The financial summary and addback summary will be coming from a different excel document to the rest of the data - so would required 2 x data merges.
While the document should have a modern and creative feel, it should also be comprehensive, clear, and impressively detailed. Although we already have an existing document, your job will be to take it to the next level.
Desired Skills:
- Expert in Excel
- Proficient in graphic design
- Prior experience in creating business profiles
- Has a keen eye for aesthetics and minor details
- Proficient in modern and creative design
In conclusion we want a document that can be "recreated" with a simple excel import x 2 - for over 800 businesses per year.
I would appreciate seeing examples of past work involving Excel integration and document design. Please only apply if you're able to handle this comprehensive and multi-faceted project.
Once we get an initial concept document, we would want to engage further work fine tuning.
At the moment we have the attached document that is both out of date (design wise) and requires 100% data input from staff. I am wanting a document that answers can be imported directly from excel.
The generated profile will be about 20-25 pages long and include approximately 60 distinct data fields, these fields will be collected from each client and answers stored in an excel sheet. The idea being - we need a beautiful document that can have easily duplicated merge fields.
- Company name and summary
- Address
- Owner question and answers
- Company history
- Descriptions of our products/services
- Financials summary
- Customer testimonials
- Awards and recognitions
and more (see attached)
note: The financial summary and addback summary will be coming from a different excel document to the rest of the data - so would required 2 x data merges.
While the document should have a modern and creative feel, it should also be comprehensive, clear, and impressively detailed. Although we already have an existing document, your job will be to take it to the next level.
Desired Skills:
- Expert in Excel
- Proficient in graphic design
- Prior experience in creating business profiles
- Has a keen eye for aesthetics and minor details
- Proficient in modern and creative design
In conclusion we want a document that can be "recreated" with a simple excel import x 2 - for over 800 businesses per year.
I would appreciate seeing examples of past work involving Excel integration and document design. Please only apply if you're able to handle this comprehensive and multi-faceted project.
Once we get an initial concept document, we would want to engage further work fine tuning.