Excelerate Solutions

No matter what role Excel plays in your current operations, our professional consulting will elevate your use of this powerful business tool.  We can tailor a solution to turn complex data into manageable and organized data sets with compelling visualizations that allow for decision-making, scenario analysis, and communication.  We can analyze both qualitative and quantitative inputs to define the best strategies and solutions.

We can provide a wide variety of services to an organization, including creation of new excel spreadsheet reports and trackers, VBA Programming and automation of repetitive tasks in excel.  We can also optimize your existing tools and focus more on excel consulting and training.  If you are in need of ad-hoc, on-demand services, we also provide live support outside of a project scope for when your own formula isn't working or you can't remember which buttons to click.

Automation & Data Integrity

• We can help you utilize the tools you already have to accomplish the things that you are already doing, but faster, easier, more efficiently, and with less errors.  We can improve the process that takes your employee weeks to complete and decisions that were influenced by unreliable data and broken formulas.

Root Analysis & Simplification

• We take the time to look at your underlying issues to see how we can streamline the entire process and leverage Excel's full capabilities.  You may feel that what you have works well enough; but by building an optimized spreadsheet you can easily navigate through complex data sets, highlight key results, and spot the most important trends and indicators.

Training & Support

• We encourage more intuitive and team-friendly solutions and create customized training for your needs.  We create plans and processes that make your work scalable, sustainable, and manageable

Excelerate Solutions can help your team execute advanced functions to:

• Visualize key performance indicators

• Filter and sort data to see trends

• Create executive-level dashboard reporting

• Summarize, track and manage data

• Bridge the gap between systems that don't 'speak to each other'

• ...and so much more to meet your specific business needs

Below is just a sample of the many functions that Excel is capable of:

• Budgeting, Forecasting, Reporting

• Charts, Graphs, Forms, Templates

• ​Data Analysis, Break Even Analysis, Statistical Analysis

• Project Management, Project Bids

• Invoicing, Inventory

• Data Validation and Visualization, Key Performance Indicators

VBA Programming & Macros allow for the automation of:

• Routine tasks, Data entry, Formatting, Copy & Paste, Creating visuals, Generating reports, Data integrity, and so much more

We believe you need to understand the client's process in order to provide the best service and communication is vital.  We listen and take the time to understand your situation in a friendly and approachable way so we can craft the right solution.  We even offer a free initial consultation to invest our time in your project.  The information below can provide you with an initial sense of what you can expect when working with us on a project basis.

Project Discovery

• We begin with a high level discussion to decipher what the goals are related to the project and provide all of us an opportunity to establish priorities and approach.  We invest time upfront to clearly determine scope, cost, and timing to ensure that client expectations clearly align with the final deliverable after strategizing and mapping out a plan.

Design & Implement

• We look at all possible outcomes simultaneously and determine the best course of action matching client objectives with our expertise and keeping focus on the user experience and business logic.

• We will release a beta version once everything has been tested on our end.  That will give you and your team the chance to confirm that all functionality is working as intended.

Training & Change Management

• We help you pursue step-change improvements with iterative cycles and rapid feedback loops.

• We equip your teams to design their own improvement processes and empower them to make changes as needed.

• Although our applications are dynamic and built to be sustainable by the client, we are always available to discuss changes, issues or additional phases of development.

We do not believe in charging you for every minute we spend on your project. You have a budget and want to know if we can give you what you need at the price you want.  That’s why we give you a fixed price.  It allows you to make the most informed decision.  We ask the right questions so we can excelerate a solution that meets your needs.  If you’re planning to use a spreadsheet daily, you may want a robust and flexible option.  On the other hand, if you’re only going to use it a few times, we don’t want to over-engineer it.  We ensure maximum return on your investment by building Excel based solutions that typically allow clients to administrate and build onto without needing additional development from us.

We discuss various types of fee schedules before projects begin that fit the needs and expectations of our clients.  Upon project kick-offs, complete transparency and meeting plans are set that fit your schedule.  You can expect timely, professional updates as the project proceeds.

There may be occasions when you wish to work on a consultative basis so we also have an hourly rate we can use to offer a more flexible service where necessary.  ​​​​​​​We’ll give a fair price, whether you want us for half an hour or half a year.

We are passionate about our work and confident that we can help you achieve success.  If you are ever unsatisfied with our services, we will do all we can to make it right.  We test our work, fix problems, and correct potential errors before delivering finished solutions.  The final deliverable is critical to get right but it’s not the end of the service cycle for us.  We provide ongoing support to ensure your solution continues to work correctly.  Our objective is to build a working relationship with you and earn your word-of-mouth referral.

Do you need to expand on a solution, build in additional information or capabilities, or need more training?  We are here for you and happy to help you broaden your impact.