Excel Exit Diagnostic

Your critical Excel files, mapped and scored — and a costed plan for moving beyond Excel to Power BI and the Power Platform.

In 2 weeks, for EUR 3,900 excl. VAT. Fully credited against the migration if you entrust it to us.

The reality

Does this sound familiar?

The management controller who masters the consolidation file retires in 14 months.

Every close, three days are lost reconciling spreadsheets that contradict each other.

The auditor flagged a formula error. You wonder how many others are still asleep.

The real cost

What a fragile spreadsheet really costs

JP Morgan — USD 6 billion

The “London Whale” losses: a copy-paste into an Excel model.

Public Health England, 2020 — 16,000 Covid cases lost

The row limit of an .xls file.

Reinhart-Rogoff

A range error that influenced European economic policy.

For you, it's probably not 6 billion. It's a wrong margin, an incorrect payroll, a report redone by hand every month.

The deliverable

What you receive

  1. A map of your estate (20 to 50 files)

    Uses, dependencies between files, data sources.

  2. Criticality × complexity matrix

    Every file placed across 4 quadrants — the visual you'll project in the boardroom.

  3. A risk score per file

    Key-person risk, technical fragility (VBA, links), GDPR exposure, business impact.

  4. A prioritised, costed exit plan, destination by destination

    Power BI for reporting, Power Apps + Dataverse for data entry, Power Automate for workflows — and what should stay in Excel. For estates that warrant it: a Microsoft Fabric trajectory.

  5. A 1.5-hour debrief session — with a working Power BI demonstrator built on one of your files

    You don't leave with a report: you leave with the proof.

Each dot is a file in your estate, placed by business criticality and technical complexity. Top right: the files to move out first.

Diagnostic powered by XLGraph, our Excel-estate analysis engine (formulas, VBA, dependencies) — where a manual audit costs EUR 6,000 to 12,000 and stays declarative.

How it runs

Two weeks, three milestones

  1. Day 1

    Scoping and collection

    A 45-minute scoping call + secure collection of your files. Analysis in a European environment; your files never pass through consumer AI tools.

  2. Days 2-8

    Tool-assisted analysis

    Tool-assisted analysis + 2 to 3 thirty-minute interviews with your key users. Total load on your teams: less than half a day.

  3. Day 10

    Debrief

    Report, Power BI demonstrator, 1.5-hour debrief session, and a costed migration proposal where relevant.

What next?

The trajectory, in three acts

Get out of the risk

Your critical processes leave Excel for the tools your Microsoft 365 licences already include.

Structure

When volume warrants it, your data foundation consolidates in Microsoft Fabric: a single source of truth. “Power BI to see clearly, Fabric when there is too much to see.”

Augment

Copilot Studio agents wired to that foundation, inside Teams. AI arrives on clean data — not on Excel chaos.

AI on fragile Excel files is fragile AI. Secure the data first, augment it next.

The price

A fixed fee, nothing else

Excel Exit Diagnostic

EUR 3,900 excl. VAT fixed fee

  • Fully credited against the first migration project signed within 90 days.
  • Migration: on quotation, drawn up from the diagnostic.

FAQ

Frequently asked questions

Copilot or Claude already analyse my Excel files.

Those tools analyse a single file in isolation. Your risk is in the estate: the dependencies between files, the key-person risk, the prioritisation. That's what the diagnostic maps.

EUR 3,900 for a report is expensive.

The amount is fully credited against the first migration project: if we work together, the diagnostic has cost you nothing. And you leave with a Power BI demonstrator, not just a report.

Our files are confidential.

Systematic NDA, analysis in a European environment, deletion of the files at the end of the engagement.

We already have a Microsoft integrator.

Good — they may well build what comes next. The diagnostic gives you the map, the priorities and the proof of functional equivalence, whoever does the work.

No time right now.

Less than half a day of load for your teams. And if your key person leaves next year, their departure has a date — the diagnostic should have one too.

Two weeks to take back control of your critical files.

Request a diagnostic
  • NDA
  • European environment
  • Debrief within 2 weeks