Your spreadsheet is causing problems. Find out what's wrong — and what to do next.

Your business depends on an Excel application that has become slow, unstable, unreliable or difficult to maintain.

You may know the symptoms. You may not know the cause — or whether the right answer is to repair it, modernise it, rebuild it, migrate it, or leave it alone.

The Business-Critical Spreadsheet Triage gives you an independent technical assessment, the supporting evidence, and a practical recommendation — normally within five working days.

Book a 30-minute suitability call

See what the Triage includes

Fixed fee: £1,250. One business process. Three tangible deliverables. No open-ended commitment.

25+ years in financial-services Excel development · Microsoft Excel MVP · UK and US client experience · Secure remote delivery

Does this sound familiar?

Most business-critical spreadsheets don't fail completely. They keep operating — but only because users know which steps to follow, which errors to ignore, which values to correct manually, and which parts of the workbook nobody should touch.

Then something changes: Excel or Microsoft 365 is updated, a data source moves, the original developer leaves, volumes increase, or a user makes one more apparently minor change. The application that had been "working well enough" becomes slow, unpredictable, or increasingly difficult to trust.

A Triage may be worth having if several of these sound familiar:

  • It crashes, freezes, or shows "Not Responding"
  • It's noticeably slower than it used to be
  • Results need regular manual checking or correction
  • Nobody fully understands how it works anymore
  • People are afraid to change it in case something else breaks
  • You don't know whether the right answer is repair, rebuild or migration

insurance analyst responsible for a complex underwriting workbook

We are trying to fix something and we are breaking something.

What's Actually Wrong?

The principal technical weaknesses, dependencies and likely causes of the reported problem.

How serious is it?

Which findings create real operational risk, and which are lower-priority technical debt.

Can it be relied on?

Can the current application still be relied on? Viable as-is, viable with targeted remediation, or only an interim solution.

What should happen first?

Immediate containment, separated from work that can be planned or deferred.

Repair, rebuild, or migrate?

The most proportionate course of action based on evidence, not assumption.

The likely next-stage effort?

An indicative scope, timescale and cost, where there's enough information to give one.

You're not buying a list of workbook statistics. You're buying a defensible answer to: what should we do with this spreadsheet application?

What We Assess

The Triage can collect and evaluate more than 200 technical metrics and risk indicators. We look beyond what is visible on screen, examining the workbook’s structure, formulas, code, data connections, controls, formatting and operational dependencies to identify where hidden complexity, fragility and failure risk actually sit.

200+
8
1

Technical metrics and risk indicators

Assessment domains

Evidence-based recommendation

Workbook architecture and scale

Worksheets, ranges, names, hidden content, links, protection and structural complexity.

Worksheets · Used ranges · Named ranges · External links

Formula and calculation integrity

Errors, broken references, circularity, volatile formulas, inconsistencies and hidden calculation dependencies.

Formula errors · Circularity · Volatile functions · Spill errors

VBA code and automation

Code structure, compile status, library references, error handling, maintainability and compatibility.

Modules · Procedures · References · Error handling

Data connections and dependencies

Files, databases, APIs, network paths, credentials, Office applications and third-party components.

ODBC · APIs · File paths · External systems

Power Query, Data Model & Pivots

Queries, M code, refresh behaviour, load destinations, relationships, measures and PivotTable sources.

Power Query · Data Model · Relationships · Refreshes

Tables, controls and interface

Excel tables, calculated columns, buttons, controls, shapes, charts and linked interface elements.

Tables · Buttons · ActiveX · Form controls

Formatting and workbook bloat

Conditional formatting, duplicate styles, merged cells, data validation and excessive formatted ranges.

Formatting rules · Styles · Validation · Empty ranges

Operational resilience

Manual steps, sequencing, version control, key-person dependency, add-ins and deployment risks.

Workarounds · Versions · Key people · Environment

The analysis combines automated workbook metrics, targeted manual review, a walkthrough of the business process, and controlled hypothesis testing where useful. Metrics establish scale and point toward risk — they don't replace judgement.

Not every metric applies to every workbook. The analysis focuses on the technologies, dependencies and risks actually present in the application, and interprets them in the context of how the business process is used.

How it works — five working days

First, a free 30-minute suitability call. We confirm what the process does, what's going wrong, and whether the standard Triage is the right engagement.

  • Access and commencement — you provide files through a controlled transfer or client-managed access; we confirm in writing when the five days start.
  • Business-process walkthrough (45–60 min) — purpose, inputs/outputs, known symptoms, business consequences.
  • Baseline technical analysis — structural, formula, VBA, data and dependency metrics on a preserved copy.
  • Targeted investigation — the reported problem, plus anything the baseline flags, including controlled hypothesis testing on a diagnostic copy (not production).
  • Findings, recommendation and debrief — the three deliverables plus a 60-minute management debrief covering condition, findings, confirmed vs. probable causes, and recommended action.

What You Receive

  • Executive Triage Report — a concise management-level PDF: what was assessed, overall condition, principal risks, likely causes, whether the application's viable, and the recommended action. For: COO, CFO, Managing Director, Head of Operations.
  • Technical Findings Register — a structured Excel register of material findings: component, observation, evidence, severity, confidence, business consequence, priority, recommended action. For: IT manager, developer, remediation team.
  • Technical Metrics and Dependency Appendix — the supporting evidence: workbook metrics, formula indicators, data connections, VBA metrics, dependencies. For: whoever ends up doing the next stage of work.
  • Also included: a 60-minute management debrief. The Triage isn't just three documents emailed over — we walk you through the conclusions and answer questions.

The outcome isn't always "rebuild it"

A large or old workbook isn't automatically a bad one. A complicated application can have sound architecture; a small one can hide a single dependency capable of stopping the process cold. The recommendation follows the evidence, and may be:

Continue with controls

The application's fine; a few monitoring steps or documentation improvements are enough.

Stabilise or Remediate

The application is fundamentally viable, but defined defects need correcting.

Assess in Greater Depth

The assessment reveals more complexity than a standard Triage can responsibly cover.

Modernise, Rebuild or Migrate

The current design or structure isn't the right foundation going forward.

Replace or Retire

The application or process is no longer worth the continued investment.


Is the Spreadsheet Triage the right fit?

The service is designed for one important Excel-based process where management needs evidence before deciding what to do next.

The Triage is suitable when...

A different engagement is needed when...

  • One important Excel process is causing a defined problem or concern.
  • You need a repair or rewrite included in the fee.
  • The process centres on one principal workbook or application.
  • The requirement covers a large estate of unrelated workbooks.
  • A business owner or sponsor is available.
  • Every formula or line of code must be reviewed.
  • Representative files, data and access can be provided.
  • Specialist business calculations must be formally certified.
  • Management needs to decide what should happen next.
  • There is no intention or capacity to act on the findings.

Not certain which applies?

The free 30-minute suitability call is used to confirm whether the fixed-fee Triage is the right starting point. 

We will tell you if a different engagement would be more appropriate.


Access and confidentiality

Files can be provided through a controlled secure transfer, or the analysis can be run inside your own environment via remote access — useful where data or connection policies prevent external transfer. A hybrid approach (structural analysis on a supplied copy, then targeted testing in your environment) is also available.

All engagements are handled under agreed confidentiality arrangements. Nothing about your data, screenshots or findings is published or reused without permission.


Fixed Fee: £1,250

Payable before commencement.

Included: one business process, one principal workbook and its directly connected supporting files, up to two stakeholder participants, automated and manual analysis, controlled hypothesis testing where useful, three deliverables, the 60-minute debrief, normally delivered within five working days.

Not included: production repairs, a remediated workbook, full code/formula review, business-logic certification, implementation or ongoing support.

If the application turns out to be bigger than expected: we'll tell you what's been found, explain why the standard Triage can't responsibly cover it, and agree an extended scope and fee before continuing — or, where it's genuinely a different scale of problem, scope it as a separate project instead. Either way, what you've already paid is credited against the next step.

Book a 30-minute suitability call

Fixed fee: £1,250. One business process. Three tangible deliverables. No open-ended commitment.

25+ years in financial-services Excel development · Microsoft Excel MVP · UK and US client experience · Secure remote delivery


Specialist experience where the spreadsheet is the application

De Havilands specialises in Excel-based applications sitting inside real operational processes — retrieving data from databases or APIs, generating regulatory documents, supporting underwriting decisions, carrying years of embedded logic.

Our Principal Consultant, Marcus Syben, has 25+ years developing, investigating and modernising Excel applications for asset managers, investment banks, insurers and FX firms, and is a Microsoft Excel MVP — one of fewer than 200 worldwide.

A recent example: a mid-tier insurance group's underwriting workbook had become increasingly fragile after years of accumulated changes. The assessment identified intermittent data-retrieval dependencies, thousands of hidden worksheet objects, unstable input controls, and version proliferation — several areas where attempts to fix one issue were quietly introducing another. The findings gave the client's technical team an evidence base for stabilisation and controlled rollout, rather than continuing to patch symptoms one at a time.


Frequently Asked Questions

Is this only for a workbook that's already broken?

No. It's suitable for something visibly malfunctioning, or something that still works but has become slow, fragile or overly dependent on one person — including ahead of a migration, acquisition or key employee leaving.

Will you review every formula and every line of VBA?

No — that's not the standard Triage. Automated metrics establish scale and structure; manual investigation focuses on the reported problem and the areas that actually matter to the decision. A full code review can be separately scoped if you need one.

Will you confirm the workbook's calculations are correct?

Not as part of the standard service. We can identify formula errors, broken references and inconsistent patterns, but certifying specialised accounting, actuarial or regulatory logic needs a separately scoped exercise with your subject-matter expert.

Do you make repairs during the Triage?

No — production repairs aren't included. We may modify a controlled copy to test a hypothesis, but that's diagnostic, not a deliverable. 

When does the five-day period actually start?

Once we have everything agreed at commencement — files, passwords, representative data, instructions, and stakeholder availability. Delays on your side can pause the clock.

Are we obliged to use De Havilands for the next stage?

No. The findings are designed to stand on their own — you can act on them internally, with us, or with someone else.

Stop guessing what the workbook needs

You already know the process is causing problems. The next step is establishing what's actually wrong, how serious it is, whether the application's still viable, and what it's likely to cost to fix.

No charge. No technical preparation required. We'll tell you if a different engagement would be more appropriate.

>