Possible first scope
Sales & seasonal comparisons
Review sales by period or product group using consistent source definitions. Compare like-for-like periods before drawing conclusions.
Explore Microsoft Power BI
Tsawwassen business reporting
A clearer business view.
Made for Tsawwassen.
Practical sales reporting and administrative automation for Tsawwassen businesses, using the tools your team already works with.
Boundary Bay · Tsawwassen
Your local business focus
Services for Tsawwassen businesses.
Tsawwassen is a coastal community within Delta. The City highlights its visitor appeal, ferry connections and local shopping corridor. Retail and service teams can start with a focused sales or recurring administration question.
Surrey-based. Scope is agreed around your actual business, tools and data.
Explore the local pageTsawwassen community information
Useful starting points in Tsawwassen
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
A simpler weekly workbook
Create a repeatable sales and operating-cost file with structured imports, documented formulas and a clear review step.
Explore Microsoft ExcelPossible first scope
Enquiries & routine follow-up
Agree how incoming enquiries are recorded, assigned and reviewed. Make missing information and failed handoffs visible.
Explore Microsoft Power AutomateFounder 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 The town centre, local shopping corridor and coastal business community, 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 Tsawwassen business.
Tsawwassen coast