Case Studies

Our client Alpha Cheng has been in the insurance industry for 15 years and has become an MDRT for many years. MDRT members need to meet the specified commission performance, professional knowledge, ethics and customer service requirements. They are recognized in the industry and will be adjusted according to the price index of each region. At the same time, Alpha has nearly a thousand customers and serves as a team manager. Whether it is team operating expenses or personal reimbursement, Excel is used to manage finances. As the number of customers and teams increases, invoices and receipts and other documents have also increased.

PAE Wine Limited not only sells red wine, but also enters the winery and selects a good wine made by naturally planted grapes and serious winemakers. We hope that all customers can share a bottle of wine with your beloved ones. Enjoy a happy dinner with friends, so that their lives can be satisfied. As a huge retail business, PAE Wine Limited manages inventory, calculates turnover and sales volume every day, so as to manage inventory and place orders with suppliers. Due to the large sales amount, errors are prone to occur in daily settlement, and sometimes the inventory quantity is not updated in time, which increases the workload and slows down the work efficiency.

The retail industry was the first to bear the brunt during the epidemic, and business was greatly affected. Many SMEs focused on expanding online sales channels. Our customer YJ Jewellery was no exception. He chose to use creative methods to increase store revenue while actively embracing digital development. , Simplify the financial work and concentrate resources to develop the online market. Our client, YJ Jewellery, is mainly engaged in the retail of jewellery and diamonds. Customers always like to go to the physical store in person, and the jewellery designer will make unique styles for themselves. In the face of the crisis of the epidemic lockdown, YJ Jewellery has also been affected. Since the main source of tourists comes from tourists, the number of tourists has decreased under the epidemic.

The founder of SiuMing Photo, who also serves as the chief photographer. He was graduated with a Bachelor of First Class Honours from the Department of Design of the Hong Kong Polytechnic University and has worked in the field of design for more than ten years. He founded SiuMing Photo in 2006 and devoted himself to wedding and wedding photography. He has won numerous awards, including being one of the top ten wedding photographers in Hong Kong for 6 consecutive years, winning more than 50 awards in international wedding photography competitions, etc. SiuMing also founded SiuMingTeam in 2020 to create high-quality wedding photography works for more newcomers. SiuMing Photo is engaged in commercial and wedding photography work, and has always used Excel to manage finances. When customers purchase services, employees will issue invoices to collect deposits,

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