Excel & Spreadsheet Modernization
Turn business-critical spreadsheets, macros and Access databases into governed, refreshable Power BI reports and Power Apps — with the logic documented, the numbers reconciled, and the fragile files retired.
Overview
Excel & Spreadsheet Modernization is for teams whose monthly numbers depend on a workbook only one person understands. We inventory the spreadsheets, macros and Access databases that run your reporting and data entry, document the business logic inside them, and rebuild what matters as governed Power BI reports or Power Apps forms — refreshed on a schedule, secured by role, and maintainable by more than one person.
Every rebuilt report is reconciled number-for-number against the original before cutover, so nobody has to take the new version on trust, and each file gets an explicit retain-or-retire decision. Excel stays where it is the right tool — analysis and ad hoc work; the engagement retires the reporting and data-entry use of spreadsheets. Scope scales from a handful of workbooks to a macro and Access estate.
What you get
- Spreadsheet & macro inventory with risk rating (broken links, hard-coded values, key-person dependency)
- Business-logic documentation for each retained workbook
- Power Query data-prep layer replacing manual copy/paste
- Semantic model and Power BI reports (or Power Apps forms for data-entry workbooks) with numbers reconciled to the originals
- Scheduled refresh and access control
- Macro-to-flow/app replacement plan with the retained/retired decision per file
- User training and a “how to maintain it” runbook
- Legacy-file retirement checklist
- 30 days of post-cutover support (Frontier Hours)
Milestones
| Milestone | Duration | Share of price |
|---|---|---|
| 1Inventory, risk rating & logic documentation | 1 wk | 25% |
| 2Rebuild — Power Query, semantic model and reports / apps | 3 wks | 40% |
| 3Reconciliation & parallel run | 1 wk | 20% |
| 4Training, cutover & file retirement | 1 wk | 15% |
Each milestone is invoiced only after you approve it in your portal.
Payment terms
- Milestone-based payments: the first milestone is a 25% advance, invoiced at signing and paid before kickoff; each remaining milestone is invoiced only after your explicit approval in the client portal.
- Invoices are due Net 15. Payment terms can be negotiated based on the project's scope and duration; any agreed change is confirmed in the signed Consulting Services Agreement.
- All payments are processed securely. Funds are released to delivery partners only after milestone approval.
- Quotes are valid for 30 days. Final scope and pricing are confirmed in the signed Consulting Services Agreement.
- Execution: after Data Arcade review, both parties accept the quote online; the Consulting Services Agreement (MSA + SOW) is then signed electronically by both parties.
Frequently asked questions
What does Excel & Spreadsheet Modernization include?
It includes: Spreadsheet & macro inventory with risk rating (broken links, hard-coded values, key-person dependency); Business-logic documentation for each retained workbook; Power Query data-prep layer replacing manual copy/paste; Semantic model and Power BI reports (or Power Apps forms for data-entry workbooks) with numbers reconciled to the originals; Scheduled refresh and access control; Macro-to-flow/app replacement plan with the retained/retired decision per file; User training and a “how to maintain it” runbook; Legacy-file retirement checklist; 30 days of post-cutover support (Frontier Hours).
How much does Excel & Spreadsheet Modernization cost?
The published price range is $8,800 – $126,300. Configure the package with a free account to get your fixed quote; the price is fixed for the agreed scope.
How long does Excel & Spreadsheet Modernization take?
Typically 2-10 weeks, depending on the scope you configure.
What do we need to provide?
Access to the workbooks, macros and Access databases in scope; A business owner per workbook who can confirm the expected numbers; Power BI (and, for data-entry apps, Power Apps) licences procured by the client.
How is it paid?
Milestone-based payments: the first milestone is a 25% advance, invoiced at signing and paid before kickoff; each remaining milestone is invoiced only after your explicit approval in the client portal.