Contract Analysis Tool based on Excel

In Progress

It is important that the end result of the Excel worksheets looks very professional with regards to formatting and structure. Any lack thereof renders the software useless for my use case.

Data source are word documents of a couple of 100 pages in English language.

1) The content of these documents needs to be imported into Excel, so that each document is one Excel file, each sentence is one row in the main worksheet and I can collapse and extend the content of each of the headings.

2) The main workbook has several columns, that I can freely add, change and delete. But as a standard the columns and their possible values are

- Supplier obligation (y/n)

- Customer obligation (y/n)

- Deliverable (y/n)

- Milestone (y/n)

- Service Boundary (y/n)

- Ambiguous language (y/n)

- Operational Risk (High, Medium, Low)

- Service Level (y,n)

- Supplier obligation to report, provide notice (y/n)

- Surprising clause (y/n)

- Importance of clause (High, Medium, Low)

I have to be able to freely add, change or delete the columns and their possible values.

3) In order to automatically fill the columns for each row, I need a macro that searches the text of the workbook and automatically sets the respective value in the respective column, if it finds a certain word of a defined list of words or a defined phrase of a defined list of phrases.

4) The definition of the possible values for the columns as well as the definition of the lists of words or phrases has to happen in a separate "administration" worksheet (in the same file) in a very user friendly way, so that I don't need any particular Excel knowledge to define those.

Example:

I open the workbook creator file, point to a document or a number of documents, press "convert" and the workbook creator creates one Excel file per word document with each sentence being one row and in a way that I can collapse and extent per heading.

I go to the "administration" worksheet and I define the list of words and/or phrases that create a specific value for each of the possible values in each of the columns. E.g. I am defining that the phrase "Supplier shall" should create a "y" in the Supplier Deliverable column.

I press a RUN button and a macro fills the respective columns in accordance with my defined lists.

If I afterwards change the lists or values and RUN again, the content created by the previous RUN will be deleted and the new RUN writes all values new.

I can filter all columns.

Skills: Microsoft, Visual Basic

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About the Employer:
( 14 reviews ) Rome, Italy

Project ID: #5377484

Awarded to:

jaylancer43

Hello - I am an Expert Techno-Functional Analyst in lots of arenas of IT industry including Excel Macros and formulas. I am an Engineering Graduate with an MBA degree. If you see I am among the niche bidder who has More

$250 USD in 2 days
(22 Reviews)
4.7

8 freelancers are bidding on average $318 for this job

maverick44000

Hi Lutzzy. I have read your project description thoroughly and I am sure that I can manage it pretty comfortably as I have done very similar work before in Excel using VBA macros. When you define a phrase in master wor More

$390 USD in 5 days
(17 Reviews)
5.4
zExcel

Hi, I didn't really know how much to bid without seeing the source document. So I tentatively selected the minimum amount. Could you please send me one of the Word documents so I can find out the extent of automation More

$250 USD in 2 days
(14 Reviews)
4.9
SteveP495

Hi, I build robust, strategic business solutions period. Please see my feedback. Have done some word stuff and mass scraping before so am quite well versed. Like I say, I build bullet proof solutions... PEDIGR More

$400 USD in 10 days
(2 Reviews)
4.6
srdas2012

Hi, We are Expert in Excel Macro VBA/VB6/VB.Net can bring almost VB6 in Macro. We have gone through your requirement would like to do this Macro for you. We can Export data from word tables to Excel apart from More

$250 USD in 2 days
(15 Reviews)
4.3
expertatwork

hey lutzzy, can you please share a sample word document and the populated excel sheet (1 is enough). we like to have a look on how it is populated. thank you :-)

$250 USD in 6 days
(25 Reviews)
4.2
dpune

Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 200 projects. Please look at the feedback left by my employer to know more about my work. Waiting for your positive More

$500 USD in 15 days
(15 Reviews)
3.8
pedrumj

Hello lutzzy I have done a lot VBA programming. I have recently completed a project in freelancer, that has a lot of the things you are looking for in your project. The adding, deleting, finding rows ... were all im More

$250 USD in 2 days
(2 Reviews)
1.8
avkiev

Hi I have big experience with Excel, so you can hire me. I always do my job fast and neatly. My Skype - avkiev. Feel free to contact me. Best regards Alex

$255 USD in 3 days
(0 Reviews)
0.0