Our Consulting Process
With years of consulting experience we've found the right structured approach to give you outstanding customer service, and the best possible Excel solutions in a timely, cost effective & professional manner, no matter the type or size of your project.
Our Consulting Process how does it work?
With fine tuning over the years we've come up with a 7 step consulting process.
1. Your Requirements
Simply click on the Contact Us form on our website to give us a brief idea about the type of help you require. Are you after a solution to a problem with an existing spreadsheet or areas to automate and improve. Or do you have an idea for a completely new custom spreadsheet for your business? You can include attachments of spreadsheets and sample data for further explanation if you like.
2. Our Review
We review your requirements with the understanding that although we may be the Excel experts, you know your business better than us. . As a result we will contact you within 24hrs to ask you questions we may have to clarify and cement a solid understanding of your requirements, the problem you need to solve and the benefits you are looking to achieve.
Our consultant will then develop a proposal which includes a solution, a detailed scope of work, estimates for cost and duration of the project.
Once you've approved the proposal we request 30% deposit of the total project cost. Once this is paid we lock in a start date.
5. Regular Communication
With the project underway there is regular communication between you and our consultant to make sure we are on the right track and to clarify and validate any questions. We can communicate via email or phone and we also find screen sharing very effective. A number of prototype workbook(s) will be supplied for your testing throughout the project as key functionality is developed.
On project completion and after your acceptance that we have delivered what was initially agreed on we issue you with a project completion invoice for payment.
You receive one month free support following completion date to ensure that any issues or problems not identified during the project are resolved.
Our Team Of Experts Are Ready To Help
Get in touch with one of our consultants today.
WHAT OUR CLIENTS ARE SAYING ABOUT US
Our Promise: "We will only use your contact details to share the latest news, free spreadsheets and product information from the XLAutomation team. We will never share your contact details with anyone else.