Excel Consulting Service
Our sole focus is to save your business time & money by using Excel Automation to create fast, accurate, reliable custom Excel Spreadsheets & applications to streamline & automate your workflows.
Our
Difference
No "One-Size Fits-All." Our Excel Specialists build tailored Excel solutions to meet each unique business requirement.
Dedicated Excel Consultant. From contact to completion of your project & beyond. Strong relationships provide great results.
Excel Automation. Experts in Excel Automation, we constantly provide maximum long term cost savings on every project for our clients.
Proven Track Record. Our Excel Consulting Services project portfolio & testimonials demonstrate impactful results for clients
Excel Consultants
Microsoft Excel Consultants Providing Exceptional Use of Excel for Your Business. Let's make sure your Excel is working seamlessly to assists your business today and supports future growth.
Excel Experts With Great Communication Skills. We take the time to listen, learn and understand your business in order to give correct advice & smart Excel options to achieve your goals. This communication is consistent from start to finish of your project.
We Guarantee to deliver outstanding process improvements and always strive to exceed your expectations!
Excel Consulting Solutions
Some Excel Help we've Provided businesses
What to Expect from Your Excel Consultant
Discovery
Initial contact within 24hrs. This phase is all about understanding your business and what you want to achieve. Your Excel consultant asks questions, suggests options & create a high level set of requirements for the project.
Estimation
The plan for the project comes together in this phase with the outline of tasks and approach confirmed. Your Excel consultant estimates effort and then determines the sequence in which the tasks will be completed.
Approval
A detailed proposal is provided which includes requirements, high level design, costs and timeframe. If the proposal is acceptable you provide approval and the project is scheduled for the next available start date.
Build
Build starts using existing Excel components developed by XLAutomation to ensure build timeframes are minimised. Unit Testing against your requirements ensures the solution is on track for the solution outcome.
Prototyping
As the build progresses you receive iterative prototypes to review and provide feedback. Starting with confirming the 'look & feel' of the solution and then moving to the key functional components of the Excel solution.
Project Complete
A final version is provided after all functionality is confirmed as working during the prototype phase. The client provides approval that all requirements have been met and a "live" version of the Excel solution can be delivered.
Excel Support
All Excel Consulting projects include one month free support to ensure any issues not identified during build & test phases are resolved quickly. This period can also be used to enhance the solution for new requirements.
Excel Spreadsheets
The Unsung Hero's of Successful Business's
Our Spreadsheet Experts make Excel work exceptional for your business saving the day one cell at a time.
We design and develop excel spreadsheets not just to work, but to stay fast, reliable, & easy to maintain as data grows or users change, ensuring your spreadsheet's work efficiently for you at all times.
Make Spreadsheets your Superhero
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Gain a competitive edge, with Custom Excel Spreadsheets tailored for your unique business or industry.
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Give your current spreadsheets a turbo charge! Ask us to review your current Spreadsheets to fix formulas or make updates
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Operate with lightening speed and accuracy, when we identify area's of your business where spreadsheets could save you time, money & increase accuracy. We'll then use our Excel VBA Programming skills to build macros to Automate Routine Tasks.
Custom Excel Spreadsheets
Examples of what our Spreadsheet Specialists get asked for,
but you name it and we'll build it!
Financial Spreadsheets
Take control of your business finances with a custom built financial spreadsheet. From tracking income & expenses, budgeting, cashflow, profit/loss or financial forecasting. Our spreadsheets will turn complex numbers into clear insights. Ideal for accountants, CFO's and finance teams.
Compliance Spreadsheet
Keep your business operations clean, transparent, and fully inline with regulatory requirements, internal policies, and legal standards. Track audits, monitor risk factors, document procedures, & ensure accountability all in one organised, easy to use customised compliance spreadsheet.
Project Management
Scott Lindsay, Former Project Manager 20+ yrs knows what's needed to plan, identify risk, track tasks, timelines, team progress, milestones. Scott's Lead Developer & can design a Project Management Spreadsheet to suit you. Ask him about dashboards & Gantt charts for automated status updates on your team & goals.
Modeling Spreadsheets
Make smarter decisions with data-driven insights. Our custom built dynamic modeling spreadsheets help simulate financial outcomes, forecast future trends & analyse complex "what if" scenarios in a user friendly, automated format. Built to match your exact needs & scale with your business.
Quote Generation
Speed up your sales process with automated accurate quotes. Generate professional quotes instantly based on pricing rules, discounts & client data. Eliminate manual errors, save time and empower your sales team to close deals faster with confidence.
Inventory Tracking
Keep your stock levels in check with a fully customisable inventory spreadsheet. Perfect for small business, warehouses, and retail operations looking to streamline their inventory process without complex software.
Excel Calculators
Excel calculators streamline complex business calculations like pricing, tax, ROI analysis, and currency converters. Reduce errors, save time and ensure consistency. No matter what the calculation we can build it for you - simple, smart & 100% Excel
Job Scheduling
Streamline task assignments and boost team productivity. Our a custom job scheduling spreadsheets automate task allocation, include built-in timelines, & real-time status updates. Reduce bottlenecks, avoid double-bookings & keep every project on track.
Industry Tailored Excel Spreadsheets
Construction & Engineering
Cost Estimator
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Estimate costs for construction materials, labor, equipment rentals, & subcontractors.
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Calculate total project costs based on blueprints, specifications & project scope.
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Create bid proposals and construction budgets.
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Analyse cost breakdowns by phase, task, resource to identify cost saving opportunities.
Job Schedules
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Plan Project Timelines, Calculate Resource Allocation
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Coordinate Tasks among various teams & subcontractors.
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Use Excel Scheduling to update progress in real time.
Excel Dashboards
Transform Your Approach to Data Analysis & Management.
Instead of navigating scattered spreadsheets and manual processes, let's streamline your data workflow & include custom dashboards to put your most important insights front and center.
Our Interactive Dashboards allow your team to explore, filter & analyse data without the need for manual edits to the spreadsheet structure, giving you a dynamic, user-friendly tool to monitor trends & track goals to make faster, smarter decisions.
Oh, and you may even begin to enjoy it!
Your data management & reports get a lot quicker with maximum automation, key to any Excel project we deliver.
Key Components of Interactive Dashboards
KPI Indicators
Key Performance Indicators are critical for a dashboard that are the basis on which your business performance is measured and if designed well will provide early warning signs of issues that need attention and also indications of strategies that are working and should continue.
Charts & Graphs
Visualisation of your performance data in charts can lead to deeper insights into areas of your business that need focus. Seeing those charts overtime or by category can identify key trends and can be used to support changes in direction.
Data Tables
Transactional data can be viewed using charts & graphs, but sometimes the detail is needed to investigate or discover an issue. This is where a data table with sorting, filtering & conditional formatting is useful, properly designed, the Data Table can quickly isolate transactions
Slicers & Filters
The right filters on a Dashboard are crucial in delivering insights into business performance. Some typical filters might be location, business unit, industry. Slicer is an Excel feature that is a visual button you can click to apply a filter.
Conditional Formats
Conditional formatting involves colour, data bars and icons that when applied provide a visual highlight to data tables. The formatting can indicate problems where a business is under performing or making a loss, where the business is achieving a profit, or where a warning is needed.
Pivot Tables & Charts
Excel built-in Pivot tables & charts provide a simple and effective display of transactional data. This data can be refreshed to update the Dashboard with the latest information. They also provide filters, calculated fields and direct access to all the standard Excel functions.
Data Refresh
Once a Dashboard is developed it needs to be refreshed to ensure you are tracking the most recent trends in the business. A key component of a dashboard is a simple, quick & effective refresh process. In some cases data transformation is needed prior to the refresh.
Data Source
Data for reporting can come from many different sources. Choosing the right source is critical, you want a source that can be automated and involves minimal manual work. Some examples can be databases, excel workbooks, log files, 3rd party solutions, or web sites
Contact Us.
Get in touch with an Excel specialist.
We will respond within 24hrs
