Business problem
Automate Excel processes
Excel is an excellent tool. It becomes a risk when versions, approvals and ownership become invisible.
IN YOUR BUSINESS CONTEXT
Digitise quotation and sales processes
Starting point
Enquiries arrive in several inboxes. Calculations live in spreadsheets, while quote versions and approvals are coordinated by email.
Engineering approach
A business application connects enquiries, calculations and quote approvals with customer and product data from CRM or ERP.
Potential value
Consistent quote versions, traceable decisions and less duplicate data entry.
- Parallel files create conflicting data.
- Formulas do not replace process control.
- Custom web tools can take over incrementally.
APPROACH / WITH BUSINESS TEAMS AND IT
From requirements to a production system.
- 01
Analysis & process understanding
We clarify current workflows, goals and exceptions with business teams and IT, mapping existing systems and responsibilities.
- 02
Design & software architecture
Data models, interfaces, roles and usability are planned together. Privacy and operations inform technical decisions.
- 03
Development & integration
Reviewable development increments enable business feedback. Tests cover data transfers, permissions and critical workflows.
- 04
Rollout & further development
Migration, documentation and handover are planned around ongoing operations. Support scope and responsibilities are agreed within the project.
Common questions
When does automate excel processes make sense?+
When the current workflow repeatedly costs time, quality or visibility and standard software cannot model the core process well.
Can BuildBP integrate existing systems?+
Yes. Interfaces, data ownership and failure cases are planned as part of the solution, not added later.
How long does development take?+
It depends on the process, integrations and risk. A focused discovery produces a dependable scope with prioritised releases.