Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Spreadsheet operations
Microsoft Excel:
Microsoft Excel:
plan the implementation.
Help teams prepare reliable review packs and identify where a spreadsheet process can be made more repeatable.
DISCOVERYAnswer the questions
Answer the questions
that shape the build.
Which workbook is authoritative? Who understands the formulas? How are manual adjustments documented and approved?
Confirm workbook sensitivity, macros, external links and version ownership. Do not run untrusted macros or silently alter a financial model.
We use these answers to agree on integration boundaries, responsible reviewers, access controls and a definition of done. The proposal identifies dependencies and what is included before implementation begins.
FIRST IMPLEMENTATIONProve the useful part.
Prove the useful part.
Then expand deliberately.
Start with one recurring workbook and completed period. Compare exception findings with the owner's established review before increasing scope.
Measure the result
Measure missed discrepancies, unsupported explanations, review time and errors introduced by proposed corrections.
Prepare for everyday operation
Return a reviewed issue list with cell or range references and record the accepted corrections separately from the original workbook.
Document the owner, support path and recovery procedure. Define how the workflow behaves when information is incomplete, access fails or a reviewer declines the proposed result. Agree on what needs fresh validation after a model or integration change.
CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.