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.

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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.

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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. 

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3. Proposal

Our consultant will provide a proposal,  including solution, detailed scope, cost estimate & duration.

At this point we encourage you to determine the value is worth the cost!  What change will this automation or enhancement provide our business? How will we benefit and for how long? For example if it saves you time, how much time? What is that time worth to us? Then quantify that into hours to determine the value the project will provide your business compared to the initial outlay.

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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.

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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.

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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.

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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.

WHAT OUR CLIENTS ARE SAYING ABOUT US

"The Personal Portfolio Manager workbook is running beautifully. Thanks for your help and for cleaning up the old formats. You've done a brilliant job and I'm super impressed with your Excel skills"

 

Cameron Seidel

"The new revision of the workbook is perfect. I'd just like to thank you for your patience during the project. I am aware that my lack of computer knowledge makes correspondence more difficult than it should be.

I have again been amazed at the level of understanding your team can apply to such a random concoction of ideas that our workbook has become."

Mitch Batterham

Western USI

"Scott was very understanding of our situation & requirements, assuring us he could provide an easy to use database with custom reporting capabilities, which he did. The level of communication with Scott's availability via email, phone and Team Viewer made the whole process easy & stress free.


The Project was completed in the set time frame and the price was very competitive. The outcome has not only made our duties easier, but we are also receiving positive feedback on the new reporting system from the ACT Government to whom we send the custom reports. I would not hesitate to recommend XLAutomation."

Christina Bariesheff

CoreEnviro Solutions

"XLAutomation listened to what we wanted, and checked their understanding  by making available to discuss essential details in more depth to ensure they were meeting the project objectives for us. I was kept updated on the projects progress which was completed in a timely fashion for a reasonable cost.

We now have the ability to provide a broader range of feedback with statistical data to relevant managers, enabling us to identify trends and area's requiring improvement and training"

Belinda Harbourne

Audi Centre Brisbane

 

"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..!!"

Adam

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

 

"Scott Lindsay and his team are very professional. He is thorough, conscientious and creative. He produces a very high quality product, on time and working correctly. I appreciate his attention to detail at all stages: from the original estimate through to the end product and the accompanying documentation.

I'd be very happy to recommend his services to anyone."

Douglas V. Nelson

Nelson Financial Consultants

 

"Andrew has been very good for us and he has responded quickly and correctly in most circumstances. The project was very quickly imposed upon us and you and he responded very well. Whilst not yet actually completed we are very happy and will be working again with you to build more products into the calculator, and will keep it in mind for other clients and projects."

Craig Howlett

BHB Printing Pty Limited

 

"Geotechnical Testing Services found XLAutomation very easy to work with and extremely professional"

John Boykett

General Manager, Geotechnical Testing Services Pty. Ltd

 

"XLAutomation's grasp of what we required from our spreadsheet was quick and the delivered product worked as specified"

Peter Fawkes

Bathurst Regional Council

"We've sought the expertise of XLAutomation for a number of projects since 2011. Our experiences with Scott and his team have been first class in all areas of the build, implementation and ongoing support.


Not only do we personally use Share Trade Tracker in our own business, we confidently provide it to our clients as well. I highly recommend the use of XLAutomation for anyone wanting better business tools."

Nick Radge

Head of Trading & Research The Chartist

 

"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

 

"A very thorough service. They knew what they were doing and there was no problem that they couldn't overcome. Everything was explained to us in easy to understand terms and even when we were finding it difficult to explain a problem, they understood very quickly what we were talking about."

Nicole Sharp

Noble Wilson Real Estate

 

"Ours was a relatively small job but the attention and the service was wonderful. The reply to our initial enquiry was almost immediate and the job was completed within the promised time frame. As is usually the case there was some additional modifications that were again handled in a professional and timely fashion.

I would have no hesitation in recommending XLAutomation"

Ian Ross

Skincare Specialist

 

"Scott was fantastic from the time of the initial call right through to finalisation of our project. Scott was knowledgeable, well informed and quick to provide a solution suitable to our needs. Scott was also happy to provide this service within our time frame and delivered well before the proposed deadline. I would highly recommend the services of XLAutomation to everyone requiring these specialised services."

Debra Barber

Online Personal Assistants

 

"I found the XLAutomation team to be very professional, courteous and knowledgeable.

They quickly resolved the issues that we had with our excel macros, in a timely and economical manner."

Mark Perissinotto

VetShopAustralia.com.au

 

"Scott recently did some work for us that was more involved than we initially thought it might be. A seemingly standard spreadsheet that we use frequently needed refinement following some software upgrades to hardware. Scott showed a considerable amount of knowledge, patience and commitment to promptly deliver a very well put together product for us that will work well into the future."

Gary Bulbeck

Product Implementation Manager at Davey Bickford

 

"Once again thanks for not only your help, which is fantastic, but the help you gave in guiding the process of deciding just how to achieve the desired outcome and the speedy fashion in which you replied and finished the work. Of the 15 plus requests I sent out for this job using Google as a source last Saturday night, I received your response early the next (Sunday) morning, 1 response Monday AM, 1 response Tuesday AM, and 1 further response Wednesday AM.

This speaks for itself."

Michael Page

Wallaby Hill

 

"Understanding our problem, what we needed to achieve and working through the development phase, testing and re testing produced a fit for purpose outcome."

Keith Carroll

Managing Director, Alimak Hek Pty Ltd

 

"XLAutomation were very consultative in their approach to our needs and I am very happy with the result.

I would not hesitate to recommend their Excel macro services."

Tony Marlow

Research Director, Asia Pacific, Nielsen Online

 

"The level of attention we received to thoroughly understanding our requirements was excellent. The final product perfectly fulfilled those requirements.

The steps & support taken to get to the end result were efficient & effective."

Richard Lamport

Managing Director. Kalgin International Freight Services