Microsoft Office & Sharepoint
Microsoft Office & Sharepoint
Automation, Customization & Training
MS Office Jedis

Our Microsoft Office skills are legendary. We have been automating, customizing and extending the full suite of Microsoft Office products since the mid-90s. We can unleash the power of the tools you already have:


You know Excel is powerful, yet it’s likely far more powerful than you realize. Using data tables, PivotTables and PivotCharts, Excel can seem downright magical. It is built to be dynamic and robust, yet too often lack of awareness of its full feature-set leads to hair-pulling over broken formulas and disconnected data.

We have used Excel as a front-end to databases and to build reports on top of ERP systems. We have used it to create smart forms that enforce business rules and automate data entry into QuickBooks and databases like Access. By using its built-in styling tools, we can make your brand identity consistent throughout all parts of your company.

We have designed, repaired and maintained highly complex Excel enterprise solutions for banks, government agencies, nonprofit organizations and a diverse array of businesses. With extensive knowledge of accounting methods and processes we build insightful financial analysis tools. Our cash-flow projection techniques provide the foresight to prepare for and avoid fiscal turbulence. Our job estimation templates yield big increases in profitability for sales teams.


We’ve seen it too many times. They told you Microsoft Access was easy, but they didn’t tell you that you needed to be a database designer to make it actually work right for you. Novice users build buggy brittle systems that make more chaos than they were meant to solve. We mastered relational and object-oriented data structures decades ago and have built fast solid applications in Microsoft Access since it was first introduced.

Access can do much more that you might think. We have built large-scale multi-user solutions for government agencies, political campaigns, nonprofits and various businesses using nothing but Access for data, business logic, user interfaces and reports. For bigger solutions, Access makes a great front-end for SQL Server, SharePoint, MySQL and other platforms. For small and medium-sized businesses, Access can be a cost-effective solution compared to the overkill of enterprise-level databases servers.


Mail merge is usually the only thing people come up with when they about Microsoft Word and automation. However, that barely scratches the surface of what it can do. Document fields can be used to create smart contract templates. Outline mode makes authoring and organizing large documents a breeze. Master documents take the headache out of collaborating. Using protected templates ensure that documents generated by every member of your team are brand-consistent and policy-compliant. The built-in reviewing tools help to clearly communicate during document development and maintain a version history of edits.


These days it seems most of the workday is spent sending, reading, filtering and filing email. Outlook remains the most powerful email client and much of its robustness is present in its new online version, as well. With custom item templates, Outlook can become a smart, powerful, tailored CRM. Make data collection and form submission easy and standardized inside of Outlook. Keep the trains running on time with automated tasks and status monitoring. Get efficient with smart calendars and resource scheduling. Use customized journals to track billable hours, work performed, issue tracking and memoranda. Keep the team on the same page with RSS subscriptions. Integrate social media into Outlook.


It is unfortunate that PowerPoint has almost become synonymous with boring presentations since it has the power to be anything but. By hosting live data feeds, your data can flower into beautiful information. Use its interactive features to build kiosks for training or candidate assessments. Integrate data collection forms to create digital brochures with embedded calls to action including smart order forms that transmit purchase requests directly to your sales team. Embed Power BI tiles for truly impressive business reporting.


We think that OneNote is the unsung hero of the Microsoft Office family of products. Not merely a note-taking app, it is an extremely powerful and easy-to-use collaboration tool. We have used it as a repository for SOPs and document templates. Since it can work in offline-mode and sync back up once an internet connection is available, it is a great tool for people whose work takes them out in the field or traveling. You can navigate with hyperlinks just like a website and it can host any other Office document inside it. It combines tabs and outlines to organize information in logical ways that make knowledge-sharing simple and straightforward.


When it comes to project planning and estimating, nobody does it better than Microsoft Project. Not merely a Gantt chart, it has all the smarts of Excel when it comes to resource allocation and cost estimation. Highly customizable, it can be tailored to your organization’s specific use cases. By properly organizing files into subprojects and common resource files, individual projects feed information to master projects which allow managers to have an eagle-eyed view of all of the projects in the company and awareness of resource bottlenecks. Project Server lets teams work in real-time to keep plans up-to-date and integration with Excel other Office applications makes custom reporting simple.


Another too-often-underrated member of the Office family is Microsoft Publisher. Its ease-of-use can disguise how robust it is. It has all of the data connectivity potential of its siblings and can host embedded objects from other Office applications and Power BI to create printed materials every bit as compelling as what PowerPoint can do on-screen.


Software architects have long known about the usefulness of Visio since we’ve been using it for ages for modeling software systems. It can make any type of chart and we find that cross-functional flow charts and business process models can both be highly effective tools for documenting and communicating workflows for teams as well as providing useful insight to improve processes and information flow. If a picture is worth a thousand words, then a flowchart is the complete works of Shakespeare.

SharePoint for Office365

We’ve always loved SharePoint. Perhaps the greatest collaboration platform around, it has been the backbone of many large companies’ information ecosystems for years. Now, with Office 365, the power of SharePoint is no longer exclusively for big companies with IT teams. It is now useful and affordable for teams of any size.

Document versioning means you can roll-back to that version of the spreadsheet before you messed up the formulas. Shared lists can be easily configured to suit your business domain with event-driven processes that automatically trigger when data changes or documents are submitted.

The .NET Framework and the Modern Approach to Automation

For the longest time, automation in Microsoft Office was done with Visual Basic for Applications (VBA) which certainly got the job done. However, programming for modern Office applications has grown up and is a first-class citizen using the Microsoft .NET Framework which is the same foundation we use for developing software. We can now draw from the enormous ecosystem of .NET libraries and tools to make Microsoft Office solutions that are just as robust as custom software written from the ground-up, but we’re able to save a significant amount of time and cost by exploiting the power that is already built-in to Office applications.