Enterprise Excel Consulting & Modernization
Cloud Connectivity • Custom Workbooks • Excel Add-ins • Web Interfaces • User Authentication
How we work
- Discovery (1–2 weeks) — Stakeholder interviews, current-state review, success criteria.
- Design (1–2 weeks) — Architecture, governance controls, integration plan, validation approach.
- Pilot (2–4 weeks) — Prototype the hardest paths end-to-end to de-risk delivery.
- Rollout (4–8 weeks) — Iterative delivery with training, documentation, and change management.
- Support (ongoing) — Enhancements, telemetry, SLAs.
Looking for examples? See our Harley-Davidson and Industrial Construction case studies below.
Geochemistry tasks now performed by algorithm.
Teams nationwide connected thru custom ERP.
Vendor risk profiles aggregated in real-time.
Years relying on engineering data solution.
Medical samples inventoried in custom LIMS.
A real game-changer. Now, our Geochemists can do actual interpretation. They didn’t earn PhDs to copy-paste all day.
And it’s a relief that changes are easy to build and validate.
Harley-Davidson
Sales Performance Management
Centralized data.
User authentication.
Previously, sales performance data was tracked Excel workbooks. Version control, aggregate insights, and real-time data were difficult to attain.
Department leads continue to use familiar Excel workbooks, but now they're synced with a cloud database—solving the shortcomings of the previous approach, and increasing security.
Shell
Automated Geochemistry Reports
Reduction in effort.
Rework.
Previously, PhD geochemists would manually execute SQL queries to find available test results and interpret which graphs (traces) to generate before compiling the report.
Now, they enter one or more Sample IDs and receive completed reports. Hyper-automation handles the queries, inventory interpretation, trace generation, and report preparation.
SES Engineering and Construction
Detailed Estimating Tool
Win rate increased.
More time for strategy.
Maintaining their estimating schedule on larger projects became risky and error-prone. Win rate for bids declined.
Now, every estimate starts from the same template and scope management is automated, ensuring no worksheet, column, or cell is forgotten or miscalculated. Database sync grants real-time visibility.
Industrial Construction
Automated Engineering Proposals
6x faster proposals.
Output quality guaranteed.
Previously, new proposals were made by editing old proposals. New team members frequently broke the Excel model.
Now, sales engineers enter specs into a web form and receive a completed proposal in seconds. Admin users can manage templates and branding assets in a content governance library.
The Excel model is automated and runs in the background with no human interaction. Only admins can access it directly.
Executive Summary
Frequently Asked Questions
Massive talent pool and rapid iteration. With the right controls, Excel scales securely.
We add governance, authentication, and connectivity so teams keep the flexibility they love, while IT gets the control it needs.
Discovery — Design — Pilot — Rollout — Support.
We de-risk early via a focused pilot. See How we work for details.
Role-based access, auditability, and data separation are first-class.
We centralize data (not in-workbook), enforce auth, and align with your policies for logging, retention, and change control.
Pilots in 2–4 weeks; phased rollouts in 4–8 weeks.
Typical projects range from ~$5k for automation utilities to $200k+ for multi-team platforms (median ~$35k).
Yes—from side-panel UIs to automation services.
See our add-ins: Sheet Sherpa and Flow Finder.
Yes. We commonly integrate with Salesforce, QBO, Monday.com, DocuSign, and internal databases.
Our goal is seamless sync so Excel is a governed front-end—not a data silo.
© 2025 Sumer Inc. All rights reserved. Privacy Policy.License Agreement. Custom website