Client / business context
Operations and finance-heavy SME
Operations and finance-heavy SME
Process automation
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 impact
30 to 50 hours per month
Project basis
Process automation
Delivered project based on real workflow replacement, ERP integration, and rule-heavy operational transformation work.
Process challenge
The process depended on many spreadsheet files, manual rules, and repeated checks across finance and operations, which made reporting slow and risky.
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
Estimated impact: 30 to 50 hours saved per month, faster reporting, lower error risk, and a workflow that is easier to scale.
Start here
Need something similar?
The first step is to describe the current manual process, the systems involved, and the outcome the business needs.