Put Microsoft 365 to work on your daily operations.
Excel consolidation. Email data entry.
Turn monthly manual work into a system.
We gather and organize your scattered data and automate routine tasks — building a system where sales, progress, and key business figures can all be reviewed in one place.
We start by reviewing your current environment and propose the tasks where automation delivers the most value for the cost.
Diagram showing data from files, email, forms, and databases flowing into automated processing, feeding a dashboard and notifications
Are these tasks a recurring burden every month?
- 1Opening multiple Excel files and consolidating them by copy and paste
- 2Re-typing information from emails into spreadsheets or other systems
- 3Producing the same report in the same format every week or month
- 4Sending approval requests and follow-up reminders by hand
- 5When the person in charge is away, no one knows how the work gets done
- 6Having to ask someone every time you need sales or progress figures
The more often a task repeats, the more likely it can be redesigned as a system.
How It Works
From collecting the data to acting on it.
Following the flow of Collect, Organize, Automate, Visualize, and Improve, we turn your data and day-to-day tasks into a working system.
Collect
We bring in the data you need from Excel, CSV files, email, and more.
Organize
We resolve format differences and duplicates, so the data is consistent and ready to use.
Automate
We automate recurring tasks such as data transfer, notifications, and approvals.
Visualize
We bring sales, progress, costs, and other figures together where they can be reviewed at a glance.
Improve
You see where things stand and take the next action where it is needed most.
You can start with just the parts your business needs.
The five steps illustrate the general flow. The actual setup is designed around your specific operations.
Let the system connect the steps that people used to connect by hand.
Comparison of the manual workflow before implementation and the automated workflow after; the automated flow includes a staff review and approval branch
Before
- Gather the files
- Copy the contents
- Check the numbers
- Build the report
- Send it by email
After
- Import the data
- Organize it by set rules
- Aggregate automatically
- Update the dashboard
- Notify the right people
Steps that require human review or judgment stay with people — we automate the routine work first.
Start with the one task that weighs on you most.
Sales
Examples- Consolidating deal status
- Aggregating sales figures
- Producing sales reports
- Notifying account owners
Finance & Administration
Examples- Consolidating billing data
- Monthly closing figures
- Approval requests
- Support for tracking incoming payments
HR & General Affairs
Examples- Compiling attendance data
- Handling internal requests
- Tracking approval status
- Recurring announcements
Management
Examples- Visualizing revenue, profit, and budget vs. actuals
- Tracking status by department
- Organizing management reports
Inventory & Logistics
Examples- Consolidating inventory data
- Tracking shipment status
- Organizing purchase order information
- Update notifications
Customer Inquiries
Examples- Consolidating inquiries
- Categorizing them
- Routing them to the right department
- Tracking response status
All of the above are examples. The actual approach depends on the systems involved and the state of your data.
Dashboard Demo
Less time gathering the numbers. More time using them.
The actual screens, metrics, and update frequency are designed around your operations and environment.
Our approach
We don't stop at installing tools.
Build on what you already have
We review how you use Excel and Microsoft 365 today, and design only the scope you actually need.
Support that starts with sorting out the work
Together, we decide what to automate and where human review should remain.
Connecting reporting with automation
We don't just make the numbers visible — we connect them to notifications, approvals, and other day-to-day work.
Designed for day-to-day operation
We aim for a setup that stays manageable when staff change, and that is easy to adjust and improve.
AI-assisted extensions
For work that involves text, AI can help too.
For text and information that fixed rules alone struggle to handle, we combine AI to support the processing.
AI output can contain errors, so we build in review and approval steps appropriate to how critical the task is.
Quick savings estimate
How much time does this work take you each month?
Please enter a number between 0 and 744.
Please enter a number of 0 or more.
The percentage is your own assumption. It is not a savings guarantee from us.
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Fill in all three fields to see the estimate.
First we understand the work. Then we build what is needed.
Request a free assessment
Tell us about your current work and where it hurts.
Discovery session
We review your workflows, the tools you use, and the state of your data.
Scope and cost proposal
We propose what to automate, the environment required, and the costs.
Design and build
We build the processes and screens around your operations.
Testing and review
We verify that everything works as intended, and how exceptions are handled.
Go-live and improvement
We share how to use the system and keep improving it based on real-world use.
Start with what you need — no more, no less.
Quoted individually, based on your operations, integrations, and automation scope
Start with a single task
For companies that want to begin by improving one task, such as reporting or notifications
Discuss this optionStreamline a whole department
For companies that want to connect multiple tasks and data sources and reduce the workload of an entire department
Discuss this optionOrganize across departments
For companies pursuing data integration across departments and company-wide visibility
Discuss this option
Licenses and usage fees for Microsoft products and external services may be required separately.
Initial build costs, the scope of operational support, and how additional changes are handled will be explained with your quote.
Frequently Asked Questions
Q. We already use Microsoft 365. Can you build on it?
Q. Can we keep using our current Excel files?
Q. We don't know which tasks can be automated.
Q. Can you integrate with our existing core systems?
Q. Can you handle systems that have no API?
Q. Will it keep running when my PC is switched off?
Q. Are the numbers updated in real time?
Q. Can we use AI as well?
Q. How do you approach data security?
Q. How long does implementation take?
Q. Are license fees included in your service fee?
Q. Can we request changes and advice after go-live?
Start by telling us which tasks you repeat every month.
We will discuss your current work and map out what could be automated and how to proceed.
You are welcome to get in touch even if your requirements are not fully defined yet.


