01
Understand
Discuss the task, files and current process.
DIGITAL SOLUTIONS FOR BUSINESS
Excel workflow automation
Pricing calculations, spreadsheet consolidation, data transfers and document generation tailored to your workflow.
Less copying and consistently prepared documents.
Start with one specific task. We agree the scope and price before development.
Solution diagram- 01Your Excel file
- 02Formulas and validation
- 03Quote and PDF documents
Solution diagram · illustrative example
How could this work in your business?
Prepare a price and production documents from a spreadsheet order
Turn an order spreadsheet into pricing calculations, production specifications and print-ready PDF forms. We agree the pricing, rounding and validation rules and check the solution against your reference examples.
What we agree before starting
- Input files and data sources
- The exact result of the first version
- Reference tests and exceptions
- Handover, integrations and support
HOW WE WORK
From your workflow to a working tool
02
Agree
Define the first scope, result, price and timeline.
03
Verify
Check your reference examples and agree revisions.
04
Hand over
Agree launch, instructions and ongoing support.
Contact
What result does your project need?
Describe the current situation and desired result. We will agree the initial scope, price and timing.
What do we need to provide?
Provide a description of your current workflow and anonymised file, document or product examples. We discuss rules, integrations and the result you need.
What is included in the first version?
Turn an order spreadsheet into pricing calculations, production specifications and print-ready PDF forms. We agree the pricing, rounding and validation rules and check the solution against your reference examples.
How do we agree handover and support?
Before development, we agree launch arrangements, access, data use, instructions and support. Additional features and later changes are discussed separately.