Challenge
The process depended on many spreadsheet files, manual rules, and repeated checks across finance and operations, which made reporting slow and risky.
Operations and finance-heavy SME
Delivered workflow
100+ Excel sheets replaced with one ERP-connected workflow
A business running reporting and business rules through more than 100 linked Excel sheets moved to one controlled workflow connected to its ERP.
Timeline
6 to 10 weeks
Estimated time saved
30 to 50 hours per month
Basis
Delivered workflow
Representative of spreadsheet replacement, ERP integration, and rule-heavy operational transformation work.
Old process
Teams exported data, updated linked spreadsheets, checked formulas, applied business rules manually, and uploaded outputs into the ERP.
What was delivered
A browser-based workflow with central business rules, imports, validations, approvals, and ERP-ready outputs that replaced fragmented spreadsheet handling.
Before
- 100+ linked Excel files carrying critical business logic
- Manual application of business rules and checks
- Slow uploads and repeated ERP handoffs
After
- One workflow with centralised rules and validations
- Cleaner ERP integration points
- Faster reporting with lower manual risk
Operational impact
The business moved from a fragile spreadsheet process to one repeatable workflow with clearer controls, cleaner reporting, and far less manual review.
Business value
Leadership received faster reporting, finance reduced error risk, and the process became easier to scale and support.
Start here
Need something similar?
The first step is usually to map the current process, define the bottleneck clearly, and scope the simplest useful solution.