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Independent diagnostic

Excel/Access system health check

A structured audit of your Excel or Access setup, performance and risk notes, and practical options for modernization or automation before you commit to a full build. Scope and fee are confirmed in writing first.

Book your diagnostic

Decision-ready output

2 hours
discovery call
Written
findings and options
30 min
results presentation

01 / Scope

What's included

A complete system health check for your Excel or Access-based systems.

  1. 01

    2-Hour Discovery Call

    Deep dive into your current system, workflows, pain points, and business requirements.

  2. 02

    System Audit

    Performance analysis, reliability assessment, scalability risks, and technical health evaluation.

  3. 03

    Written Report

    Comprehensive report with critical issues, recommended fixes, cost estimates, and timeline options.

  4. 04

    Results Presentation

    30-minute presentation to review findings, discuss recommendations, and answer questions.

02 / Output

Your written report includes

A clear record of the risks, options, cost and sequence—not a vague sales pitch.

Critical Issues

Identified problems that could cause failures or data loss

Recommended Fixes

Specific solutions for each identified issue

Cost Estimate

Detailed estimate for full solution implementation

Timeline Options

Different timeline options based on your priorities

03 / Value

Why this health check works

  1. Lower Commitment: Less commitment than a full project, but provides expert analysis.

  2. Clear commitment: Scope and fee are confirmed in writing so you get our full attention and expertise.

  3. Positions You as Expert: We provide professional analysis and recommendations based on experience.

  4. Natural Pipeline: If you choose to proceed, the health check naturally leads to larger engagement with clear scope.

Start with clarity

Book your system health check

Ready to get expert analysis of your Excel/Access systems? Schedule your 2-hour discovery call and comprehensive audit.

Book your diagnostic

Includes discovery call, audit, written report, and presentation — fee confirmed in writing before work begins