Method · Discover → Build → Test → Rollout → Operate

How Excel work becomes a system.

Building fast while staying in control is not a contradiction but a matter of method. Five phases, approvals at the points you set, and a complete audit log over every action. That's how manual work becomes a program you can trust — because you can watch it work.

How we work together

How we work together.

You hand over the complexity, not the control. We take on the manual work — and every step is documented in your client portal, in real time.

What happens in this phase

Work leaves your desk for a system that keeps it.

Open on your side
Open on your side
Crossing over
Crossing over
Running with us
Running with us

With every phase the system takes over one more item — and on the right you see what of it is documented in your portal.

client portal live
Project timeline1/5
Project timeline
Milestone · DiscoverIn progress

The map of your Excel routines takes shape — filed as the first deliverable in the portal.

Every step is documented in your portal — you always see where your project stands.

Phase 01

Discover

We understand the process as it really runs — not as it reads in the manual.

scope
1 workflow, clearly scoped
metric
defined before build
risk
mapped & named

We observe the people who run the process every day, rather than interviewing them. Each step gets a quantified picture: how often, how long, how error-prone, who waits on whom. From this comes the honest figure — hours per year, converted into your internal cost.

In the end, we know not only what can be automated, but also what is better left to hand. We prefer a documented no over a solution nobody needed.

Condition

Benefit quantified, data accessible, first process clearly scoped. Without a solid figure, nothing gets built.

Result

A map of your Excel routines, what they cost and a ranking by payoff — written down, not on a slide.

Next: Phase 02 · Build

Phase 02

Build

The program takes shape — fast, but verifiable, versioned and maintainable.

region
europe-west6 · zurich
auth
keyless ci/cd · least-privilege
approvals
human, built in

We write the program for your process — not off the shelf. Every step gets a clear input, a clear output and the metric that shows whether it works. No step runs without a log.

You set the points where the program stops and waits for approval — typically where an error costs money, time or trust. Those points are built in from the start, not bolted on afterwards. Operated in Switzerland, europe-west6 (Zurich), revDSG-compliant.

Condition

The agreed approvals are in place, every action writes to the audit log, access follows least-privilege. Only then do we test.

Result

A working program with a defined metric, approvals at the agreed points and complete logging — not a prototype without a future.

Next: Phase 03 · Test

Phase 03

Test

Validated against real data and the uncomfortable edge cases, before anything goes live.

validation
against real history
edge cases
played through, not ignored
example
unseen periods

We don't test the ideal case but the exception: the document that doesn't fit the schema, the figure that stands out, the step where someone would normally pause. We hold results against the real history — for forecasts quantified with a clear accuracy metric.

Error paths aren't defined away but played through: what happens if an approval never comes? If a source fails? The system may fail — but only loudly, traceably and without damage.

Condition

Results reproducible against real data, error paths cleanly caught, the metric holds. A red result stops the rollout.

Result

A validated system with documented limits — you know what it can do and where it breaks.

Next: Phase 04 · Rollout

Phase 04

Rollout

Rolled out under control — step by step alongside your current work, not a leap into the unknown at the press of a button.

mode
parallel → step by step
approval
stays with you
handover
audit log as truth

We go live step by step: first in parallel operation alongside the existing manual work, then with growing volume, while the approvals stay with you. That way you see the system work before you hand the process over entirely.

The people who accompany the process afterwards, we train in — with the audit log as shared truth. Handover here doesn't mean handing off a black box, but making control visible.

Condition

Parallel operation runs smoothly, approvals work, the people in the process are trained. Only then does the system take on the full volume.

Result

A productive system in regular operation — with clear responsibilities and traceable approvals.

Next: Phase 05 · Operate

Phase 05

Operate

We see the start through — then hand it to your people, with everything that belongs to it.

support
until it runs steadily
handover
code · documentation · access
after that
a new order, not a subscription

That a program ran once doesn't prove it runs well. So we stay with it after launch: we watch the metric, correct what needs correcting, and your people get to know the program in real work — not from a manual.

At the end of this phase the program belongs to your business: code, documentation and access. You can carry on without us. If you want an extension later, that is a new, clearly scoped order — not a subscription running quietly in the background.

Condition

The program runs steadily in daily work, your people are comfortable with it, and the handover is complete — code, documentation, access.

Result

A program that belongs to your business and runs without us.

Book an intro call →

Control

Why pace stays safe here.

Pace is only an advantage if it doesn't come at the cost of control. Three mechanisms keep you in the picture at all times — built into every system, not bolted on.

Human approvals

You decide what runs through unquestioned and what waits for your approval. An internal report can run on its own; with a VAT return, most people want to look before it goes. The program prepares — you approve.

Complete audit log

Every action, every approval, every exception is logged — traceable down to the individual operation. Not a compliance formality, but the shared truth between you, the system and us.

Security as foundation

MFA/TOTP, App Check via reCAPTCHA Enterprise, keyless CI/CD authentication and least-privilege access. Swiss operation in europe-west6 (Zurich), revDSG-compliant. Protection is built in, not optional.

control & trust secured
  • Human sign-off
    at the points you set, before anything goes out
  • Complete audit log
    every action traceable and recorded
  • Data in Switzerland
    stored and operated in europe-west6 (Zurich)
  • Secured access
    MFA · App Check · least-privilege
5
Phases
Approval
wherever you want it
100 %
logged
METHOD

Intro call

Let's run a first routine through these five phases.

Non-binding and concrete: we take one real routine of yours, start with Discover and say honestly whether the path through the remaining phases pays off.