Workflow Using Excel
Developing an Excel based workflow tool will streamline your processes and eliminate cumbersome manual tasks from many of your day to day business tasks.
- Connect your website to a spreadsheet to monitor sales or registrations and produce email notifications as thresholds are reached.
- Hook your spreadsheet up to SAGE or another accounting program to notify users in other teams when a payment is made or an invoice is issued.
- Track your leads through a sales process, flagging problems in the sales funnel or prompting users to make a call to nudge a sale through to completion.
- Connect your spreadsheet to a barcode scanner to process your goods in or track documents as they move around your organisation.
Unite Your Business Using Excel
Middleware to connect systems and standalone workflow tools are available all across the internet, but using Excel to integrate your existing systems and processes makes use of software familiar to your users and without the need to purchase additional products. The power of Excel lies in it’s programmability which we can help you harness with our team of experienced business analysts and Excel developers.
Maximum Efficiency At Minimum Cost
By integrating an Excel workflow solution into your business you can increase visibility of pertinent data within your organisation, reduce the opportunity for error, save on staff costs by ensuring appropriate resource is targeted at each stage of a process, and importantly, make the most of the investment you have already made in Microsoft Office.
We used The Excel Experts to create a joint police and CPS performance tracker. The support we received was exceptionally insightful and professional facilitating us to build an innovative system to track performance. This has now been shared with a range of other areas and we have been back for more business since. The result has saved hours of time on a weekly basis and providing data analysis to drive our teams objectives.
We were concerned that our requirements for a spreadsheet would get lost in translation given the specialist nature of our requirement, however Ben has been fantastic, managing to interpret our non technical jargon into a working solution which we are delighted with. Thank you Ben, I hope we get to work on another project with you in the future
I’d like to drop you a line to say I have been absolutely delighted with my consultant’s work. He produced exactly what I wanted with maximum efficiency. I found him extremely knowledgeable and his expertise enabled him to rapidly grasp what I was looking to achieve. Throughout he was very polite, courteous and always called me after a few minutes if he missed my call. I hope to work with him again in the future and will certainly recommend Excel Experts to people who need your help.