Replace the spreadsheet your business runs on
Most businesses have one: a shared spreadsheet that tracks jobs, customers, requests, or inventory, that everyone edits and nobody fully trusts. We turn it into a simple app with one source of truth, without changing how your team thinks about the work.
Signs it's time
Spreadsheets are great until several people depend on the same one.
- Several versions of the same file are floating around
- People overwrite each other's changes or break formulas
- You can't control who sees or edits which rows
- It's hard to use on a phone in the field
- Only one person really understands how it works
How it works
We keep what works about your spreadsheet and fix what doesn't.
Map
We review the spreadsheet with the people who use it and agree on what to keep, fix, and drop.
Move
The data moves into a SharePoint list with proper columns, required fields, and version history.
Build
An app built in Power Apps gives your team simple screens to search, add, and update records on any device.
Report
Views, alerts, and optional Power BI dashboards replace the summary tabs people relied on.
What it takes
Much of this builds on the Microsoft 365 tools you already use. Here's where licensing usually falls.
Usually covered by Microsoft 365
- SharePoint lists for the data, with version history
- An app built in Power Apps on standard connectors
- Permissions based on your existing Microsoft 365 accounts
- Email and Teams alerts with Power Automate
May need added licensing
- Dataverse, for complex data or row-level security
- Connections to SQL Server or other premium data sources
- Power BI Pro to share dashboards with colleagues
We confirm exactly what your plan covers during the free review, before any work starts. Read our licensing guide
What you get
A fixed quote up front, a solution that lives in your own Microsoft 365 tenant, and a team that knows how to use it.
How this works for small businesses and mid-sized businesses.
- An app that matches how your team already works
- Your existing data, cleaned up and moved over
- A change history for every record
- Training for users and for the person who owns the app
Have a process that eats your team's week?
Book a free Microsoft 365 value review. In 30 minutes we look at one process and where your team's time goes, then send a short written summary of what's possible and what it would take.