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Phil B.

@pbettend

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Sound Excel Solutions - Creative and Technically Robust

$150 USD / Hour

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United States (12:13 AM)

・

Joined on June 13, 2012

$150 USD / Hour

・

My career has spanned multiple disciplines, originating in a desire to establish myself in a creative career. I am both a classically trained trumpet player, and an accomplished photographer. Early on, my path switched to Information Technology (IT) out of financial necessity. I have accepted more and more responsibility throughout my career, with my most recent assignment as a Project Manager. Throughout my career, I have worked with the Microsoft suite, and have found actual enjoyment, a passion and a genuine skill for creating Excel based solutions. My creative side allows for pleasing front ends, and my IT background delivers solid backends to meet the needs of the project.

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Portfolio

Portfolio

161016
This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

161911
When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

161675
Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

160968
This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

160890
Developed originally for a family member, this workbook has provided invaluable insight to retirement planning. There are many tools out there already, but having something based in Excel with no VBA makes it a great tool. The dashboard graph is dynamic. The dynamic nature is displayed when the user chooses an action from one or more of the following: 1. Different scenarios 2. Different start dates and age changes 3. Changing X axis values

Retirement Planner

Developed originally for a family member, this workbook has provided invaluable insight to retirement planning. There are many tools out there already, but having something based in Excel with no VBA makes it a great tool. The dashboard graph is dynamic. The dynamic nature is displayed when the user chooses an action from one or more of the following: 1. Different scenarios 2. Different start dates and age changes 3. Changing X axis values

Retirement Planner

Developed originally for a family member, this workbook has provided invaluable insight to retirement planning. There are many tools out there already, but having something based in Excel with no VBA makes it a great tool. The dashboard graph is dynamic. The dynamic nature is displayed when the user chooses an action from one or more of the following: 1. Different scenarios 2. Different start dates and age changes 3. Changing X axis values

Retirement Planner

Developed originally for a family member, this workbook has provided invaluable insight to retirement planning. There are many tools out there already, but having something based in Excel with no VBA makes it a great tool. The dashboard graph is dynamic. The dynamic nature is displayed when the user chooses an action from one or more of the following: 1. Different scenarios 2. Different start dates and age changes 3. Changing X axis values

Retirement Planner

160835
Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

161016
This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

This workbook was developed for a non-profit. I volunteer on the Athletic Board at my daughter's high school. They had a need for an Excel based workbook that could manage inventory. There was no budget for a package. Knowing that many systems lock down on security, VBA or macros were out of the question. This workbook uses advanced methods to provide a cradle to grave inventory management system using core Excel features. Reporting is through Pivot Tables, including calculated fields within the report.

Inventory Management

161911
When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

When I was a project Manager at a startup company, my tool of choice was Microsoft Project. I came to a realization that the Microsoft product, while a great tool, was too bulky for what was required to manage and report on the type of project being implemented. What was created was an Excel based Project management tool with all the requisite features for managing a project. The resultant tool was agile, and it was used for both Sales estimating and for Project management. The tool also delivered Earned Value Management (EVM) reporting for executive level reviews and for project control. Many other reports were available and too numerous to mention here.

Project Management

161675
Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

Developed for a non-profit, this workbook allows the treasurer of a Boy Scout Pack to manage finances and to provide reporting to the leadership and families. The workbook has a VBA backend, and creates a simple database within the workbook. Navigation is handled through hyperlink text and buttons. Typical Excel features are hidden to give the user a program like experience.

Treasurer Toolbox

160968
This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

This workbook was developed for a Kalamazoo, MI based company. A less costly solution to a full suite of routing intelligence software. Development of a workbook to store, manage, report and upload bus route assignments was requested. This workbook was created with a VBA backend and compiled with Lock XLS. It is presented to the user as a .exe file and operates just like a program. The end user has no knowledge that the program is actually an Excel workbook.

Bus Route Management for Schools

160890
Developed originally for a family member, this workbook has provided invaluable insight to retirement planning. There are many tools out there already, but having something based in Excel with no VBA makes it a great tool. The dashboard graph is dynamic. The dynamic nature is displayed when the user chooses an action from one or more of the following: 1. Different scenarios 2. Different start dates and age changes 3. Changing X axis values

Retirement Planner

Developed originally for a family member, this workbook has provided invaluable insight to retirement planning. There are many tools out there already, but having something based in Excel with no VBA makes it a great tool. The dashboard graph is dynamic. The dynamic nature is displayed when the user chooses an action from one or more of the following: 1. Different scenarios 2. Different start dates and age changes 3. Changing X axis values

Retirement Planner

Developed originally for a family member, this workbook has provided invaluable insight to retirement planning. There are many tools out there already, but having something based in Excel with no VBA makes it a great tool. The dashboard graph is dynamic. The dynamic nature is displayed when the user chooses an action from one or more of the following: 1. Different scenarios 2. Different start dates and age changes 3. Changing X axis values

Retirement Planner

Developed originally for a family member, this workbook has provided invaluable insight to retirement planning. There are many tools out there already, but having something based in Excel with no VBA makes it a great tool. The dashboard graph is dynamic. The dynamic nature is displayed when the user chooses an action from one or more of the following: 1. Different scenarios 2. Different start dates and age changes 3. Changing X axis values

Retirement Planner

160835
Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

Developed for an education consortium. Provides for an interactive understanding of a relational database. Also allows for storage and retrieval of custom export maps from the database. This tool is in use across North America. It was turned into an executable file with the use of the Lock XLS utility.

Database Assistant

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Experience

Project Manager

May, 2008 - Apr, 2012

•

3 years, 11 months

Level Data

May, 2008 - Apr, 2012

•

3 years, 11 months

Sector: Education / IT services Scope: Implementation of managed services in which account creation and ongoing management occurred between authoritative sources and silo systems Responsibilities: o Charismatic leadership that motivated resources towards participation and inclusion of the team o Managed virtual teams across time zones and demographic/cultural differences o Utilized Software Development Life Cycle (SDLC) o Delivered projects according to project scope/charter o Used MS Project 2007

May, 2008 - Apr, 2012

•

3 years, 11 months

Mid-West Region PowerSchool Support Manager

Aug, 2005 - May, 2008

•

2 years, 9 months

Secant Technologies

Aug, 2005 - May, 2008

•

2 years, 9 months

Sector: Education / Support / Training Scope: Student Information System (SIS) support services using Capability Maturity Model Integration (CMMI) Responsibilities: o Provided training with an eye toward client process/knowledge improvement o Front line support of application (Pearson Powerschool) o Schema knowledge (application based in Oracle) o Report creation within SIS application (reporting tools require knowledge of the schema) o Superior user of Excel advanced functions to exam large dat

Aug, 2005 - May, 2008

•

2 years, 9 months

Powerschool Support / Network Administrator / Instructor

Aug, 2002 - Aug, 2005

•

3 years

St. Paul Lutheran School

Aug, 2002 - Aug, 2005

•

3 years

Sector: Education Scope: Technology Instruction, SIS support, network support Responsibilities: o Authored and taught technology curriculum for K-8th grade o Used and supported Powerschool o Installed wireless infrastructure and wired building with CAT5 for teacher connections to network o Created Active Directory OU's, attributes and group policies

Aug, 2002 - Aug, 2005

•

3 years

Education

B.S., Business Communication, Rochester College MI

2001 - 2003

•

2 years

Flag of

United States

2001 - 2003

•

2 years

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