I have a basic excel workbook which has multiple worksheets where some data from each worksheet is required to be collated on a final worksheet and then produce multiple letters and mapping the data into the word documents.
We need to collect client data. From that data, we use an alternate system to select a clients required product and paste the data into a worksheet. Then we need to bring some of that data into two/three different documets to present to the client.
I would like to streamline this process to save as much time as possible. Limit re-work and flipping back and forth between worksheets as much as possible.
We will also require most of this data to be collated in a specific format as it will need to be manually input into a third system.