Microsoft Access Solution for Proposal & Project Tracking

How Excel Access Expert Helped an EPCM Firm Streamline Workflows with Custom Automation

At $50 Per Hour

Excel Access Expert recently partnered with a Texas-based EPCM firm—Alliance Engineers & Project Consultants, LLC—to develop a fully tailored project and proposal tracking system. Built in Microsoft Access, this solution automated multiple layers of reporting, communication, and internal tracking, all while keeping the interface simple and user-friendly.

Key Challenges & Our Solutions

01

1. File Storage Limitations

Storing attachments inside the database pushed the system close to Access’s 2GB file limit. We solved this by storing documents in shared folders and referencing file paths in the database. Users could open any attachment with a click—saving space and improving performance.

02

2. Manual Frontend Distribution

As more users came on board, it became impractical to manually distribute updated frontends. We implemented an auto-update checker that notified users of newer versions and downloaded the latest frontend automatically—similar to mobile app updates.

03

3. Multi-User Security & Logging

To ensure traceability and prevent unauthorized access, we deployed a secure login system with per-user permissions and detailed audit trails to monitor user activity.

04

4. High Reporting & Automation Demands

The client needed detailed, on-demand reports and dashboards. We developed dynamic forms and automated Excel and KPI exports, reducing manual work and increasing reporting speed.

MS Access project tracking access database main forms, MS Access Project database
MS Access project tracking access database microsoft forms
MS Access project tracking access database notification forms
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Client Requirements & Scope

The client needed a flexible, secure, and scalable Access-based system to handle complex proposal workflows, interdepartmental approvals, and real-time project visibility.

📧

Outlook-triggered proposal requests and approvals

🔔

Automated status updates and team notifications

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Excel exports for sales and manpower forecasting

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Percent-completion tracking for all projects

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KPI dashboards and weekly project status updates

🧾

Purchase order and proposal form tracking

📋

Dashboard for proposal metrics: submitted, lost, kicked off, etc.

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Button-click links to open external forms or directories

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User login with audit logs and secure access control

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Comprehensive reports: proposal pipeline, meetings, and task statuses

Business Outcomes

Five credibility pillars that set us apart: longevity, senior expertise, proven process, enterprise-grade integrations, and measurable business outcomes.

  1. 01Microsoft Access – main development environment

    Automated workflows saved dozens of manual hours weekly

  2. 02VBA – for advanced logic, automation, and UI control

    External file referencing solved storage bottlenecks

  3. 03SQL & Recordsets – for robust backend interaction

    Built-in update alerts ended version confusion

  4. 04Outlook & Excel Automation – for notifications and report generation

    Dynamic reports enhanced project visibility

  5. 05Optional Upgrades – scalable to React, Python, .NET, and AI-enabled systems

    Improved team coordination with real-time tracking

Ready to streamline your project workflows with a custom MS Access solution? Contact Excel Access Expert today—we’ll help you digitize, automate, and scale your operations for long-term efficiency.

What We’ve Built Lately

Real results across Excel, Access, Apps Script & Power BI.

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