01When the workbook has become a bottleneck
The same copy-and-paste job every Friday, reports rebuilt from scratch, macros that break when a source changes, and duplicate versions are useful warning signs. So is a workbook only one employee understands. Start by identifying the repeated decision and simplifying unnecessary steps; automation is worthwhile only when the remaining process is stable.
02Review, build, check and hand over
Start with a sanitized workbook and an explanation of the expected output. Map imports, calculations and exceptions; agree the repair or build scope; then check representative files against known totals. Document how to run it, handle changed inputs and recover from an error before the handoff.
03Excel consulting services
The right solution may use formulas, tables, PivotTables, Power Query, VBA or a combination. The tool is selected after the inputs, users, exceptions and required outputs are understood.
- Custom Excel dashboards
- VBA macros and guided workflows
- Power Query imports and cleanup
- Automated recurring reports
- Workbook repair and redesign
- Documentation and handoff
04Business-first workbook design
A technically impressive workbook can still fail if nobody trusts it or knows what to do next. The build starts with ownership, source data, calculation rules, review steps and the decision the output must support.
05Repair or rebuild
Existing workbooks are evaluated for formula risk, hidden dependencies, duplicated logic, fragile links, performance and maintainability. A repair is recommended when the foundation is sound; a rebuild is recommended only when it is safer or less expensive over time.
06What delivery includes
The scope defines the working file, protected input and calculation areas, test cases, exception handling, documentation, walkthrough and support period. You retain a usable deliverable rather than a black box.