Your spreadsheet.
Your next application.
We turn the spreadsheets your business relies on into applications built around the way your team works.
Keep the useful calculations and business knowledge. Bring the records, workflow and reporting into a system designed for the people using it.
One workbook, linked files or a process that now runs through the whole business. Tell us what you have.
The spreadsheet works.
The work around it doesn’t.
A good spreadsheet can be exactly the right tool. The difficulty starts when everyday work depends on files, workarounds and knowledge that only a few people hold.
There is more than one version of the truth.
Copies, linked workbooks and emailed files make it difficult to know which records are current.
People keep the process moving by hand.
The next step depends on someone copying a row, chasing an update or remembering what happens next.
Changing a rule has become a risky job.
Formulas, macros and exceptions have accumulated over time. They need to be understood before anything is replaced.
Keep the logic.
Give the work a home.
We design the application around the jobs people need to complete. That may mean an internal web application, a desktop tool, or connected screens for people working away from the office.
Shared records, clear access.
Bring the information into an agreed data structure, with screens and permissions suited to the people who use it.
Customers · Jobs · Orders · Records
A workflow people can follow.
Make status, ownership and the next task visible. Capture the information a job needs without relying on someone knowing which cell to fill in.
Assignments · Checks · Approvals
Reporting built around decisions.
Define useful calculations and reports from the information you need to run the business. Keep Excel exports where they still serve a purpose.
Planning · Progress · Management reporting
The aim is to preserve the business knowledge, not reproduce every cell. We identify the rules that matter and test the new application against agreed examples.
From scattered files
to a shared workspace.
The practice had been using spreadsheets, shared drives and mail folders. It needed clearer oversight for partners and an easier way for accountants to pick up one another’s work.
Client Workbench is designed to bring client work, correspondence and reporting into one connected application.
Explore the Client Workbench case study →For your project, we work through the records and calculations, agree the first version, then build and test the application with your feedback. See how a project works.
A few useful
answers.
You do not need all the answers yet. These are some of the things we can work through together.
Do we have to stop using Excel completely?
No. Excel may still be useful for analysis, exports or a particular task. We focus on the parts of the process that need a shared application, clearer controls or a more reliable flow of information.
Can you keep our calculations and business rules?
We review the formulas, macros, reports and examples of the work to understand the intended behaviour. Rules that belong in the new application are agreed and tested. We do not assume that copying a formula captures every business exception.
Can you bring our existing spreadsheet data across?
Often, yes. We first check the files, their structure and the quality of the records. Data mapping, test imports and checks against the original information are part of planning the move.
Will the application run on a desktop, in a browser or on a phone?
That depends on the users, the tasks, the data and any offline requirements. We can plan desktop, web and mobile applications, and connections between them. You do not need to make that decision before contacting us.
What does an Excel-to-app project cost?
The cost depends on the workflow, users, calculations, integrations and data involved. We agree the scope and price of the project or phase before that work begins. See our current project price guidance.
What should we send you first?
A short description of what the spreadsheet does, who uses it and what needs to work better. You do not need to send the workbook with the first enquiry. We can agree which files or examples would be useful to review.
What comes after
your spreadsheet?
Tell us what the workbook does for your business and where the work becomes difficult. We will help identify a useful starting point for the application.
No technical brief needed. A few sentences about what you have and what needs to work better are enough to start.