Spreadsheet and process assessment
We map how the file is actually used, where the risk concentrates and what the manual work costs in hours per month.
Miami · South Florida
Excel Consultant in Miami for Businesses Outgrowing Spreadsheets
We work with South Florida companies whose operations depend on spreadsheets that have quietly become critical infrastructure. We assess the process, then recommend optimizing it, automating it, or replacing it — in that order of cost.
Why Miami operators call us
South Florida runs on trade, construction, logistics and property — industries where the operational detail is high and the spreadsheets get complicated fast.
- Import and export paperwork tracked across several workbooks
- Pricing and customer agreements validated by hand against outdated lists
- Inventory, equipment or asset records kept in files nobody can audit
- Quality and inspection data captured on paper, then re-keyed
- A bilingual team where each version of the file has its own conventions
- One person who understands the master spreadsheet — and no backup
What we do for South Florida businesses
Scoped engagements that start with the process, not with a technology choice.
Workflow and Excel automation
Consolidation, recurring reports and data movement between systems stop being manual while the spreadsheets stay in place.
Custom internal applications
When the constraint is concurrent editing, permissions or audit history, we build a structured system to replace the file.
Dashboards and operational reporting
Governed data with executive and floor-level views, so departments stop reporting different numbers.
Bilingual delivery
We work in English and Spanish — documentation, training and interfaces in the language your team actually uses.
Integration with existing systems
ERP, CRM, accounting and logistics platforms. We connect what you have rather than asking you to replace it.
What we tell Miami clients before quoting
Most consultants arrive with a solution already chosen. We would rather lose the larger project than sell you one you do not need.
- If the spreadsheet works and only the reporting is painful, a data pipeline into a BI tool is the cheaper fix.
- If the pain is repetition, automation is faster and costs a fraction of a custom application.
- If several people need the same data at once, no amount of automation fixes it — that is a structural problem.
- If an existing system already does this and nobody configured it, configuring it is the honest recommendation.
- We quote after we understand the process, not before.
If you already know the spreadsheet has to go, the detail on how we replace an Excel process with a custom web application.
How an engagement starts
Local, in person when it helps, and scoped before you commit.
- 01
Free consultation
A conversation about how your team works today. On site in South Florida, or remote if that is easier.
- 02
Process assessment
We map the workflow, the rules and the exceptions, and quantify what the manual work costs today.
- 03
Recommendation and fixed scope
You get a written recommendation — optimize, automate or replace — with scope, timeline and a firm number.
- 04
Build, parallel run, hand over
We deliver in iterations, run alongside the current process until the numbers match, and hand over full ownership.
Where we work
Based in Miami, working across South Florida and with clients throughout the Americas.
- Miami
- Miami-Dade County
- Fort Lauderdale
- Broward County
- West Palm Beach
- Doral
- Hialeah
- Medley
Remote engagements across the United States and Latin America. Spanish and English throughout.
What we build with
Chosen to fit your stack and your team's skills.
- React
- TypeScript
- Python
- FastAPI
- PostgreSQL
- Power BI
- Azure
- AWS
Frequently asked questions
Do you work on site in Miami?
Yes. For South Florida clients we do the initial assessment on site where it helps — watching the actual process is far more useful than a description of it. Delivery afterwards is usually a mix of on site and remote.
Do you work in Spanish?
Yes, throughout. Interfaces, documentation and training are delivered in English, Spanish, or both — which matters in South Florida, where a system nobody can read in their working language does not get adopted.
What size of business do you work with?
Typically businesses with 10 to 500 employees where a specific operational process has outgrown its spreadsheet. We are not a fit for a single person wanting a better personal template.
What does the first conversation cost?
Nothing. The consultation is free and carries no obligation. We do not promise a free technical audit — a real assessment takes paid work, and we will tell you clearly when that is the next step.
How much does a project cost?
It depends on whether the answer is optimization, automation or replacement. Automation projects commonly start in the low five figures; a custom application replacing a departmental spreadsheet is a larger commitment. Our guide on conversion costs breaks down the ranges and what drives them.
Talk to a Miami consultant about your spreadsheet
Tell us which process depends on a file. We will tell you whether to optimize it, automate around it, or replace it — and what each option realistically costs.
- On site in South Florida, or remote
- English or Spanish
- A written recommendation, not a sales deck
- No obligation
Prefer email? Contact us.