Excel Template Design



Core Services

Template Designs

We design and develop basic to complex Excel templates, to save your time, maintain consistency and reduce/omit human errors. This can include Pricing/Costing Sheets, Quotations, Invoicing, Inventory, Product/Services management, Accounting templates and anything that follows a set pattern/formula. We have nice real life examples if you want to see.

Automatic Report Generation

You have the data. Single file or spanning across multiple documents. Simple query or very complex. We can automate it and bring it to a click of a button for you. Generate pdfs, Word, attach to email; all automatic, error free and hugely TIME SAVING!

Task Automation System

Any work that repeats in theory can be automated. Nothing is truer than that for works performed using a general purpose digital device like a computer. We assess (for free) your work, find patterns, and design automated systems. Result is huge savings in time, rapid changeability for your interim processes,NO HUMAN ERRORS, and happy users = Higher efficiency and productivity for your business. It can be as simple as Excel formulas, VBA macros or full blown desktop app/service if required.

However, given the increasing trend of industry wide standardization, and ‘open source-ness’, almost any software package can be used for any purposes! As always, we have nice examples to show. So just ask us!

System Integration

We can connect virtually anything to Excel, thanks to Microsoft Excel's flexibility. What’s the use of new technology and automation if they can’t smartly communicate with each other or to your existing systems? What’s the point to lookup data from a software to perform something else in another app? Would not it be much better if they could just communicate and pass information back and forth? Yes, yes and yes. May be you have a CRM system that needs to talk to a pricing template in Excel. Perhaps you do lots of web searches for all sorts of things and the results end up in spreadsheets. Perhaps your contractors out in the field need to fill in daily work records that would eventually end up in spreadsheets. Expired quotes or invoices and payment claims need to be emailed/texted out as well as other scheduled events and alerts.

Almost always all of those can be integrated. Result is harmony, efficiency, consistency, productivity, smoother work flow. Yes we do have examples to show. Please just ask us.

For costs and pricing, please click here.

How We Do What We Do

We solely believe in simplicity and great user experience. Keeping that in mind, we use Microsoft Excel/Access & even Word for your information storage for ease of maintenance and wide spread familiarity/availability of this packages. For the Reporting we can either use Excel/pdf/Word or any other format you want. 
The Coding is mostly done in VBA or VB.Net to do the heavy lifting. Choice of technology to use is on ‘what suits best’ basis. SQL can be used for the data back-end as well if required.