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Report Automation20262 months

PrimeProjects AB

Technical reporting and CAD preparation workflows simplified across simulation data extraction, Excel, Word, and DWG file handling.

Client
PrimeProjects AB
Service
Report automation & workflow systems
Industry
Construction & Energy Simulation
Status
Delivered

Service used

Report automation & workflow systems

The work was shaped around the operating problem first, then translated into the right mix of automation, systems, and workflow design.

Report automationData extractionDocument generationCAD preparation

Stack

Excel

Structured report workflow

Parser

Simulation data extraction

Word

Client-facing report generation

AutoCAD

DWG cleanup workflow

Batch processing

Folder-based file preparation

The problem

PrimeProjects’ reporting workflow depended on repeated manual steps across simulation data, Excel, Word, and CAD preparation. Data had to be extracted, organized, reviewed, and transferred into client-facing reports, while architectural DWG files also needed cleanup before they could be used properly in the simulation workflow.

A large part of the work was not difficult, but it was repetitive, time-consuming, and easy to delay when project volume increased. The team wanted to remove the manual labor they did not want to spend time on, while keeping the workflow simple enough to fit the way projects were already delivered.

For DWG cleanup, the goal was also practical: one computer should be able to process the cleanup work in batches, without requiring someone to open and handle every file manually.

The solution

The workflow was simplified around the tools already used by the team. Excel remained the main working environment for structured reporting, while a parser was used to extract the required data and prepare it for the reporting process.

The extracted data could then be brought into the report workflow more consistently, reducing the amount of manual copying, checking, and formatting required before client-facing documents were prepared in Word. This made the reporting process easier to repeat across projects and reduced the dependency on manual transfer between tools.

For DWG cleanup, a batch-processing workflow was created so one computer could handle the repetitive file preparation work. The system lets the user select a folder, creates separate output folders for the required file formats, runs through all files in the selected folder, processes them, and moves the finished files into the correct destination folder.

The batch workflow was designed around the practical reality of the task: many files needed the same type of preparation, and the team did not want to spend time opening, cleaning, exporting, and sorting each file manually. By turning that work into a folder-based process, the cleanup could run more consistently with less direct involvement.

The result is a faster and more hands-off workflow. Repetitive reporting and file-preparation steps are reduced, project data moves through a cleaner structure, and the team can spend less time on manual cleanup while keeping the technical process familiar and controlled.