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Offthespreadsheets.Intosystems.

We take the processes your team runs on email, Excel, and memory and turn them into software with workflows, integrations, and audit trails, without stopping the business while we do it.

Digital Transformation
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manual re-keying steps left in an invoice-to-payment flow we automated
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institutional bank feeds ingested automatically, replacing manual reconciliation
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payment gateways unified behind a single API and dashboard
The shift

What changes when it's done right.

  1. Critical processes live in one person's head and a folder of spreadsheets

    Documented workflows in software, so the process survives the person

  2. The same data is typed into three different systems by three different people

    Systems integrated so data is entered once and flows everywhere it's needed

  3. You can't answer 'where is this right now?' without asking around

    Live status on every order, claim, or request, visible to everyone who needs it

  4. Every past transformation attempt died because the team kept using the old way

    Phased rollouts that run alongside the old process until the new one has earned trust

What we build

The building blocks.

Block 01 06

Process mapping & audit

We trace one high-value process end to end and measure what it actually costs you today, before writing any code.

Block 02 06

Workflow digitisation

Paper forms, email approvals, and spreadsheet trackers become structured workflows with state, ownership, and history.

Block 03 06

Data migration

Years of spreadsheet and legacy data mapped, cleaned, and moved into the new system with a verification pass.

Block 04 06

System integration

The new platform talks to your finance tools, CRM, and banks, so nothing needs re-keying between systems.

Block 05 06

Phased rollout & training

Department by department, with the old process as a safety net until each team has switched with confidence.

Block 06 06

Measure & expand

Before/after numbers on the first process, then the same pattern rolled out to the next one.

Proof, not promises

We've already built this.

LexPars · 2024

LexPars: Multi-Tenant Investment & Fund Management Platform

Multi-tenant platform managing listed securities, unlisted funds, direct assets, capital calls, distributions, and bank accounts for investment managers.

  • Unified platform covering listed securities, unlisted funds, direct assets, and bank account management in one interface
  • Live securities pricing via EODHD and Refinitiv pulled on scheduled crons, keeping portfolio valuations current without manual data entry
  • Automated bank transaction ingestion via SFTP feeds from HSBC, Goldman Sachs, and Stonehage Fleming, with per-tenant bank config and dedicated CSV processors per institution
Read the full story →
LexPars project screenshot
FAQs

Questions, answered.

The things people ask us before starting a project like this. If yours isn't here, ask us directly, we reply like humans.

Ask us anything→

Will this disrupt day-to-day operations?

It shouldn't, and we design for that explicitly. New systems run in parallel with the old process during rollout, migrations happen in verified stages, and no team is forced to switch before the replacement demonstrably works for their cases.

Where do we start? Everything feels like it needs fixing.

With one process, chosen because it's high-volume, painful, and measurable. Proving the pattern on one workflow builds the internal trust you need for the second and third. Transformation programmes that start everywhere at once tend to finish nowhere.

Do we have to replace our existing systems?

Not necessarily. Some systems deserve replacing; many just need a modern interface or an integration in front of them. Part of our audit is an honest keep, wrap, or replace call for each system, with the reasoning written down.

How do you handle staff who are attached to the current way of working?

The people who run the current process know where it hurts better than anyone, so we involve them from the mapping stage. When the new system visibly removes their most annoying work first, adoption stops being a battle.

How long until we see results?

The first digitised workflow is typically live within 6 to 12 weeks, and it's chosen so the before/after numbers are obvious. Longer programmes are sequenced so something real ships every quarter, not as a two-year big bang.

Let's make things happen

Ready to craft tomorrow, today?

Where innovation meets execution, and ideas evolve into impactful solutions. Book a free consultation, no strings attached.