Possible first scope
Stock & warehouse visibility
Compare inventory movement and recorded stock positions. Make missing references, duplicates and inconsistent units visible.
Explore SQL & data modelling
Richmond business reporting
Bring Richmond’s inventory
and reporting into focus.
Stock, purchasing and fulfilment reporting for Richmond businesses. Connect the warehouse, spreadsheet and accounting records behind the decisions.
Steveston waterfront · Richmond
Your local business focus
Services for Richmond businesses.
Richmond’s municipal economic-development profiles describe logistics and distribution, alongside an agrifood chain spanning production, processing and retail. A useful reporting scope makes stock and operating records easier to trace.
Surrey-based. Scope is agreed around your actual business, tools and data.
Explore the local pageRichmond logistics sector
Useful starting points in Richmond
Start with the work
your team handles.
These are proposed project examples. Your available sources, operating process and acceptance checks determine the actual scope.
Possible first scope
Purchasing & fulfilment reporting
Combine defined order, purchasing and financial measures in a dashboard that leads to the relevant source detail.
Explore Microsoft Power BIPossible first scope
Distribution report preparation
Build a repeatable import and review process for warehouse and accounting exports, with a documented reconciliation step.
Explore Microsoft ExcelFounder implementation experience
Real work.
A clear evidence trail.
Anonymized enterprise implementations delivered by Manish. Each case explains the problem, the change, the recorded checks and the limits of the evidence.
Power BI · DAX · Business Central data
Production reporting & conversion controls
A shared input calculation replaced conflicting list and KPI definitions. Missing conversion evidence stays visible as REVIEW.
Consistentlist and KPI in the recorded saved snapshot
Saved correction · October 1, 2026
Source freshness and later report states remain outside this acceptance scope.
Read the implementationPower Automate · SharePoint · Copilot · Jira
Support intake & guarded ticket creation
A contradictory decision gate was repaired. One genuine request was traced through creation, destination read-back and queue completion.
Verified pathcreation, key, read-back and field checks
Recorded execution · October 2, 2026
Historical action statuses rechecked October 6; wider coverage remains unverified.
Read the implementationSharePoint · Document metadata
SharePoint document governance pilot
A defined library structure and governance fields were tested with a bounded document copy while retaining the originals.
Pilot completedstructure, metadata and retained originals checked
Completed pilot · August 3, 2026
Wider migration, owner review and access validation remained expansion gates.
Read the implementationPower BI · DAX · Business Central data
Pre-production readiness reporting
A staging report brought component availability and shortage review into one workflow, with corrected search, reset and rounding behavior.
Staging buildrecorded model and reader checks
Validated in staging · September 29–30, 2026
Production deployment is not established; later layout and exports are not independently rechecked.
Read the implementationThese cases describe the founder’s work within an enterprise environment. They are not presented as paid Surrey AI Automation client engagements. No savings or ROI are claimed.
The tools behind the work
Expertise for the
systems you use.
Explore what we can build, repair and improve across five Microsoft and data technologies.
Microsoft Power BI
Clear KPIs, reliable measures and reports your team can use.
Explore the serviceDynamics 365
Business Central reporting, reconciliation and approved integrations.
Explore the serviceMicrosoft Excel
Repeatable reporting, Power Query and workbooks with clear checks.
Explore the serviceSQL & data modelling
Traceable reporting views, cleaner joins and consistent definitions.
Explore the serviceMicrosoft Power Automate
Intake, approvals and reporting flows with visible exceptions.
Explore the servicePlan a useful first release
One local business.
One clear reporting question.
For teams in Steveston, City Centre and Richmond’s distribution and business districts, discovery can begin remotely with a sanitised sample and a walkthrough of the current process.
- Choose one question from your day-to-day work.
- Identify the spreadsheet, accounting or operating records behind it.
- Agree the reference count, total or exception that should be checked.
- Name the report owner and the person who can approve access.
Meeting arrangements, scope, price and timing are agreed directly. Surrey AI Automation is based in Surrey.
Prepare your reporting brief
Work directly with Manish
Local understanding.
Clear responsibility.
A Surrey-based data and ERP specialist with more than 10 years of enterprise experience and an MBA in Data Analytics.
Meet the founderDiscuss a local introduction or workshop
A practical place to start
A clearer next step
for your Richmond business.
Olympic Oval & Fraser River · Richmond