Your 'Go To' for Custom Excel Solutions
excel applications

Our Consulting Process

With years of consulting experience we've found the right structured approach to give you outstanding customer service, and the best possible Excel solutions in a timely, cost effective & professional manner, no matter the type or size of your project. 

Our Consulting Process how does it work?

With fine tuning over the years we've come up with a 7 step consulting process.


1. Your Requirements

Simply click on the Contact Us form on our website to give us a brief idea about the type of help you require. Are you after a solution to a problem with an existing spreadsheet or areas to automate and improve. Or do you have an idea for a completely new custom spreadsheet for your business? You can include attachments of spreadsheets and sample data for further explanation if you like.


2. Our Review

We review your requirements with the understanding that although we may be the Excel experts, you know your business better than us. . As a result we will contact you within 24hrs to ask you questions we may have to clarify and cement a solid understanding of your requirements, the problem you need to solve and the benefits you are looking to achieve. 


3. Proposal

Our consultant will then develop a proposal which includes a solution, a detailed scope of work, estimates for cost and duration of the project.


4. Deposit

Once you've approved the proposal we request 30% deposit of the total project cost. Once this is paid we lock in a start date.


5. Regular Communication

With the project underway there is regular communication between you and our consultant to make sure we are on the right track and to clarify and validate any questions. We can communicate via email or phone and we also find screen sharing very effective. A number of prototype workbook(s) will be supplied for your testing throughout the project as key functionality is developed.


6. Invoice

On project completion and after your acceptance that we have delivered what was initially agreed on we issue you with a project completion invoice for payment.


7. Support

You receive one month free support following completion date to ensure that any issues or problems not identified during the project are resolved.

Our Team Of Experts Are Ready To Help

Get in touch with one of our consultants today.

We create automated custom Microsoft Excel solutions that improve efficiency and add value to your business process. It can be as simple as a custom Function or as complex as a forms based Microsoft Excel application. We don't do boring.....on each project we aim to exceed your expectations both in terms of the improvement for your business and value for money.


"I found Scott Lindsay easy to deal with, patient and quick to respond to queries. Working with XLAutomation we have achieved simplified processes and improved quality. We are also saving time, money and our staff are happier. Overall a positive outcome."

Michael Delaney

Thursday Island Pharmacy

"The team at XLAutomation understood my very vague description and transferred it into the perfect result with ease and attention to detail. A great result, well done...!!"


T&T Kitchen Designs

"Scott Lindsay was very thorough in analysis of my requirements and confirmed with me that he was on the right track at an early stage. The macros he designed provide the outcomes we were looking for. Very happy with the service from initial quotation through to completion of the project. Very happy to recommend".

Paul Brown

Professional Investment Services


Our Promise: "We will only use your contact details to share the latest news, free spreadsheets and product information from the XLAutomation team. We will never share your contact details with anyone else.