Behind the scenes

Workflow Automation

Every business has repetitive tasks. We design custom workflows and digital tools that eliminate manual work, reduce errors, and help your team focus on higher-value work - just as we design what your clients see, we design how your business runs behind the scenes.

Automatisation de workflow
What we solve

Five kinds of problems we take off your plate

Automation

Process Automation

Repetitive tasks - consolidating files, generating reports, sending alerts - handled automatically instead of by hand every week.

Visibility

Reporting & Dashboards

Live dashboards that show what's happening in the business at a glance, instead of digging through spreadsheets to find out.

Tools

Internal Business Tools

Small custom tools built around how your team actually works - trackers, calculators, internal portals - instead of forcing a generic one.

Accuracy

Data Processing

Cleaning, matching and reconciling data between systems, so decisions are based on numbers you can actually trust.

Efficiency

Workflow Optimization

A close look at where time actually goes, then a redesigned process - sometimes technical, often just better organized.

Real examples

Four problems, solved

The business problem first. The tool came after - and only because it was the right way to solve it.

Case 01

The monthly report that took half a day

Challenge

Every month, someone manually copied numbers from six branch spreadsheets into one summary report - about two hours of copy-paste, every time, with room for error.

Solution

A one-click tool that pulls every branch sheet into a single formatted report automatically.

Impact

Two hours down to ten seconds, every month, with zero copy-paste errors.

Technical implementation
' Consolidates every "Branch_*" sheet into a "Summary" tab Sub GenerateMonthlyReport() Dim ws As Worksheet, synth As Worksheet Dim row As Long Set synth = ThisWorkbook.Sheets("Summary") synth.Rows("2:10000").ClearContents row = 2 For Each ws In ThisWorkbook.Worksheets If Left(ws.Name, 7) = "Branch_" Then Dim lastRow As Long lastRow = ws.Cells(ws.Rows.Count, "A").End(xlUp).Row ws.Range("A2:D" & lastRow).Copy synth.Cells(row, 1) row = row + (lastRow - 1) End If Next ws MsgBox "Report generated: " & (row - 2) & " rows consolidated.", vbInformation End Sub
Case 02

Two client lists that never quite matched

Challenge

Two customer databases needed to stay in sync, but names were spelled differently and missing entries broke the formulas.

Solution

A lookup system that matches records across both databases and fails gracefully instead of breaking.

Impact

Reconciliation that used to require a manual check now runs itself, every time.

Technical implementation
// Column E: client status looked up from the "Clients_2026" database =IFERROR( XLOOKUP(A2, Clients_2026!A:A, Clients_2026!C:C), "Not found" )
Case 03

Sales visibility that meant opening five files

Challenge

Understanding regional sales performance meant opening five different files and cross-checking numbers by hand.

Solution

A single live dashboard - click a region, everything updates instantly.

Impact

One glance now replaces what used to be a twenty-minute investigation.

Technical implementation
' Refreshes every pivot table automatically when the file opens Private Sub Workbook_Open() Dim pt As PivotTable For Each pt In ThisWorkbook.Sheets("Dashboard").PivotTables pt.RefreshTable Next pt End Sub
Case 04

Budget overruns nobody noticed in time

Challenge

Budget overruns were only caught weeks later, once the damage was already done.

Solution

An automatic alert the moment any line crosses 90% of its budget - no manual checking required.

Impact

Problems get caught the day they happen, not the month after.

Technical implementation
' Sends an email when a spend line exceeds 90% of its allocated budget Sub CheckBudget() Dim c As Range For Each c In Range("Budget_Actual") If c.Value > c.Offset(0, -1).Value * 0.9 Then SendAlert c.Offset(0, -2).Value, c.Value End If Next c End Sub
Tarifs indicatifs

Formules Excel & automatisation

Fichier optimisé

$19 / fichier
  • Formules avancées & mise en forme
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Macro sur-mesure

Sur devis
  • Automatisation de vos process actuels
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Common questions

Before you get in touch

What tools do you use - Excel, Python, or something else?

It depends on the task: advanced Excel and VBA for most dashboards and reports, Python for heavier automation or data processing.

Can you automate a process I currently do manually?

That's the most common request - describe the manual process and we assess what can be automated and how much time it would save.

Do you provide training so my team can maintain the tool afterward?

Yes - a short handover session is included so your team can use and adjust the tool without depending on external support.

Une tâche répétitive sur Excel à automatiser ?

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