Checklist: Do You Need an Excel Consultant?
Does your team spend hours every week on manual Excel work? Take our checklist and find out whether an Excel consultant is the right investment.
What is included?
- ✓ 10-point self-assessment with a scoring system (0–100)
- ✓ ROI calculator — calculate the cost of manual processes vs a consultant solution
- ✓ Common signs that you need help
- ✓ Concrete examples of what a consultant can do
10 questions in the checklist
- Do you spend 10+ hours/week on repetitive Excel tasks?
- Do you have Excel files with 1 000+ rows of complex formulas?
- Do you regularly find errors in manually updated reports?
- Is there an ”Excel expert” who alone understands certain files?
- Does it take 3+ hours to compile monthly reports?
- Have you tried to automate but got stuck technically?
- Is the business growing but the Excel processes do not scale?
- Do you need integration between Excel and databases/ERP?
- Have you considered dedicated tools but want to try Excel first?
- Do your Excel problems cost more than 50 000 SEK/year in working time?
0–3 Yes: Carry on as now | 4–6 Yes: Consider a consultant | 7–10 Yes: High ROI — contact a consultant
Typical ROI example
Problem: 12 hours/month of manual report compilation
Cost today: 86 400 SEK/year
Consultant solution: 15 000 SEK one-off cost → 1 hour/month
Annual saving: 79 200 SEK | ROI: 528% | Payback period: 2.3 months
Download the checklist + ROI calculator
Completely free. Enter your e-mail and you will get the PDF straight away.
