Havish M Consulting
Customer Case Study · Finance & Asset Operations · 8 automations
Renewable Energy × Havish M Consulting

Eight chores the team will never do by hand again

For an Indian renewable energy business, HMC automated eight workflows across generation, treasury, regulatory and lease accounting. Each chore was matched to the right tool: Excel formulas, VBA, Power Query or Python.

ClientRenewable Energy FunctionFinance & Asset Operations ThemeWorkflow Automation
Workflows automated
0chores
across 4 toolkits
Hours returned to the team
~0hrs / month
▼ from about 192 manual hours a month
Less manual handling
0%
▼ copy-paste, re-keying and lookups
Teams served
0teams
Generation · Treasury · Regulatory · Lease

Figures indicative; validated metrics available on request.

The Challenge

Smart people, spending their days on copy-paste

Running wind and solar assets produces a steady flow of data: SCADA logs, bank statements, government energy accounts and lease agreements. Most of it reached Excel by hand, and each team had built its own workarounds.

Data locked in PDFs

Bank statements and regional energy accounts arrived as PDFs with shifting layouts. People read them and typed the numbers in.

Copy, paste, repeat

SCADA exports, DGR sheets and lookups moved between workbooks by hand every day, and each pass was a chance for an error.

Heavy, fragile workbooks

Lease models held long nested formulas over 14,000 rows. They were slow to recalculate and hard for anyone but their author to change.

Mixed Excel skills

Some users wrote macros and others avoided formulas. Any fix had to be a button or a form that everyone could use.

HMC Approach

One chore at a time, with the lightest tool that works

It started with an on-site week in Pune in March 2024, sitting with each team, and grew into a portfolio of eight automations shipped through the year.

Select a step to see what happened.

Discover · Watch the work

We sat beside analysts in generation, treasury, commercial and lease accounting.

  • Logged every repeated task, how often it ran and how long it took.
  • Collected sample files: SCADA exports, bank PDFs, REA PDFs and lease workbooks.
  • Ranked chores by hours, error risk and how fragile the current method was.

Deliverable: Chore inventory and priority list.

Design · Match the tool to the chore

No platform rollout, just the lightest tool that fits each job.

  • Formulas where the logic is a calculation: FILTER, SUBTOTAL, LAMBDA.
  • VBA where people click through steps: macros, buttons, UserForms.
  • Power Query for folders of files, and Python for websites and messy PDFs.

Deliverable: Design note per chore, signed off by its owner.

Build · Small, testable pieces

Each automation was built against real files and checked against last month's manual output.

  • Same columns, same layout: users kept the sheets they knew.
  • Errors caught on the way in: column checks, duplicate flags, blank filters.
  • Every tool runs from a button, a refresh or a short form.

Deliverable: Eight working tools, each with test evidence.

Adopt · Train the users, not just the champions

Every tool shipped with a walkthrough and a one-page guide.

  • Hands-on sessions with the people who run the chore each week.
  • Notes in the workbook itself: where to paste, what to click, what not to open.
  • A support window after go-live to fix edge cases.

Deliverable: Training sessions, guides and handover.

Scale · Reuse across sites

Patterns built for one site or bank were reused for the next.

  • Site and month are parameters, not new files.
  • New banks added by mapping their columns once.
  • LAMBDA functions shared through a common template.

Deliverable: Reusable templates and a backlog of next chores.

The Solution

An automation portfolio, not a single tool

Eight cases, four toolkits, four teams. The map shows where each one sits. Every case below includes the original screens and a working demo you can try.

Filter by toolkit

Jump to a case

Bubble size shows manual hours saved per month (indicative).

Impact Dashboard

Small automations, compounding hours

No single tool changed the business. Together, eight of them gave the teams about four working weeks a month back.

Manual hours per month, 2024

Stacked by case, as each automation went live

Where the hours came back

Hours saved per month, sized by case

Figures indicative; validated metrics available on request.

Before vs After

How the work gets done now

DimensionBeforeAfter
Generation reportsSCADA and DGR data copied between sheets dailyOne macro: paste, filter, pivot, verify
Bank statementsUTRs and FD numbers typed in from PDFsDrop PDFs in a folder and refresh, or run one script for all banks
Regulatory dataBrowse the WRPC/SRPC sites, open each PDF, copy the rowsPick year, month and account; Excel fills itself
Budget vs actualStatic totals that ignored filtersFILTER by site, SUBTOTAL on what's visible
Lease workbooksLong nested formulas, slow and fragileDynamic arrays, named ranges and LAMBDA functions
Data entryTyped into the grid, with duplicates and gapsUserForm with auto numbering and duplicate flags
Tools & Tech Used

Four toolkits, all inside the team's reach

Excel 365 FILTER, SORT, UNIQUE, SUBTOTAL, XLOOKUP, LAMBDA VBA macros, buttons & UserForms Power Query folder of PDFs to one table Python pandas, pdfplumber, PyMuPDF, regex Web app front end year, month and account pickers Pivot Tables breakdown hours by turbine
Key Takeaways

What any operations team can borrow

01

Pick the lightest tool that works

A formula beat a macro, and a macro beat a new system. Python came in only where websites and messy PDFs left no other option.

02

Small automations compound

None of the eight saved more than 35 hours a month on its own. Together they returned about four working weeks a month.

03

Hand over with training

Every tool shipped with a walkthrough and a one-page guide, so the people who run the chore own it, not only the person who built it.