SERVICE OVERVIEW
Excel
Custom Builds
A Better Way to Run on Excel
Most teams don’t need “more reporting.” They need fewer steps, cleaner data, and a tool that updates itself. Our Excel Custom Builds service is a project-based build process where we design custom Excel tools, reporting systems, and automations that remove copy-paste work and give your team back hours every week.
This isn’t a help desk. It’s a transformation of how work moves through your business.
Best For
- Teams stuck in repetitive reporting, weekly exports, and manual cleanup
- Operations, finance, sales, service, and admin teams living in Excel every day
- Businesses that have data in multiple systems and need it unified into one view
- Leaders who want reliable numbers without “spreadsheet hero” dependency
Not Ideal For
- “Quick fixes” with no desire to change the workflow
- Teams who want prettier formatting but still plan to do everything manually
- Anyone looking for a one-size-fits-all template to force-fit messy processes
The Spreadsheet Bottleneck
Most companies rely on Excel… but use it like a calculator instead of a system.
(01)
Reports take hours because everything is stitched together slowly & manually
(02)
Results are inconsistent because the process depends on human memory
(03)
Formula errors, messy layouts, & good luck making changes without breaking things
Monthly reporting takes 2 weeks to compile manually.
Executives argue about whose numbers are right instead of what to do.
Critical signals are buried in a 50 page PDF desk nobody reads.
What This Actually Is
"The Stark Decision Intelligence Framework is the methodology we use to build your custom Decision Intelligence System."
We don't just build charts; we engineer a complete system that aligns your data strategy with your business strategy. The Framework is the blueprint; the System is the machine that ensures the right person gets the right signal at the right time to make the right decision.
Powerful Excel Tools Built Right
"Excel Custom Builds are the fastest way to get powerful Excel tools built for YOUR business.”
We don’t build spreadsheets. We engineer tools your business can run on:
- automated inputs (imports, Power Query, structured data)
- standardized calculations and definitions
- dashboards that update on refresh
- buttons that run your process in one click
The result is a tool that’s simple for your team to use and hard to break.
How It Works
5 Steps to a Self-Updating Excel System
01
1.
Workflow Audit
Workflow Audit
We map what you’re doing now (and where time gets burned): inputs, handoffs, approvals, and reporting cadence.
02
2.
Data Standardization
Data Standardization
We define the source of truth, normalize fields, remove duplicates, and create consistent logic so your outputs are dependable.
03
3.
Automation Build
Automation Build
We automate the transformation, calculation, and distribution steps using the right mix of formulas, Power Query, and VBA when needed.
04
4.
Interface Design
Interface Design
We build the front-end your team actually uses: clean dashboards, guided data entry, validation, and buttons that run tasks in seconds.
05
5.
Handoff & Enablement
Handoff & Enablement
You get SOPs, training, and a maintainable structure so your team can operate confidently without calling you every time Excel sneezes.
Step 01
Decision Audit
We map your critical decision points and identify the information gaps slowing you down.
Step 03
Signal Engineering
We design custom metrics and leading indicators that predict performance rather than just reporting history.
Step 05
Data Architecture
We unify your fragmented data sources into a single source of truth without expensive enterprise warehouse overhead.
Step 02
Interface Design
We build executive-grade dashboards and decision support tools that are intuitive, fast, and action-oriented.
Step 04
Adoption & Training
We train your team not just on the tools, but on the decision-making protocols that drive value.
Step 06
Adoption & Training
We train your team not just on the tools, but on the decision-making protocols that drive value.
What You Get
Custom Excel Tools & Dashboards
Built around your workflow, not a generic template.
Automated Reporting Pipelines
Refresh instead of rebuild. Pull, clean, and output in one motion.
Clean Data Structure
Consistent definitions, standardized fields, and logic that stays intact over time.
Error-Proof Inputs
Validation, guardrails, and protections that prevent “silent spreadsheet failure.”
Documentation & Training
Clear instructions, a handoff guide, and team enablement so you’re not dependent on one person.
Outcomes & Impact
- Reduce reporting time from hours to minutes
- Eliminate recurring errors from manual handling
- Create repeatable processes that scale
- Increase
confidence in numbers across departments
- Free up time for
higher-value work
Monthly Close Reporting Nightmare → A One-Click Refresh System
THE RESULT
Leadership got reliable reporting on demand, manual effort dropped dramatically, and the team stopped spending end-of-month days in spreadsheet triage.
THE PROBLEM
(Sound Familiar?)
Monthly reporting required pulling data from multiple sources, cleaning it by hand, and rebuilding and distributing the same reports every month.
THE APPROACH
We standardized the inputs, created a single data model, automated transformations in Power Query, and built a dashboard that refreshes outputs automatically.
(Our process)
How We Deliver the Framework— turning your vision into results, seamlessly.
(01)
Custom tools and automation
We begin by diving deep into your brand — understanding your goals, audience, and market position. This stage is all about alignment. We identify what makes you different and set a clear direction for measurable growth.
(02)
Executive coaching and advisory
We begin by diving deep into your brand — understanding your goals, audience, and market position. This stage is all about alignment. We identify what makes you different and set a clear direction for measurable growth.
(03)
Financial and performance analysis
We begin by diving deep into your brand — understanding your goals, audience, and market position. This stage is all about alignment. We identify what makes you different and set a clear direction for measurable growth.