×

iFour Logo

Quick Summary

Manual Excel tracking was the main problem for a US-based consulting company due to the operations heavily relying on high-stakes analysis and data-driven decisions. This was slowing teams down and creating unnecessary risks.

iFour stepped in with a custom Excel Add-in solution, which helped them with data accuracy, speed, and auditability.

Our Add-in helped them gain automated version control, role-based access, and advanced comparison tools, which helped them turn spreadsheets (from a liability) into a reliable business asset.

Impacts Observed:

 

70%

less manual work

90%

fewer errors

60%

faster reports

100%

data security

80%

audit-ready

About the Client

Our client is a strategic consulting firm serving financial analysts, M&A advisors, and business intelligence teams across the United States.

Industry: Financial Modeling and Strategic Consulting

Geography: United States

Size & Operations: High-performing teams conducting complex, high-stakes analysis using Excel across multiple business units

Initial Approach & Where It Failed: They relied on manual Excel workflows for modeling and reporting, which became bottlenecks as the firm scaled - slowing productivity and increasing risk exposure due to lack of automation and auditability.

Why They Came to Us:

They needed a scalable solution to streamline financial modeling, reduce manual errors, and enhance audit trails - without compromising speed or analytical depth.

Customer
call to action

Automate version control and reporting through Office Add-in development.

Challenge

Since the firm was highly reliant on Excel workflows, it exposed inefficiencies that made data-driven work harder than it needed to be:

There is no built-in version control. Only manual file tracking with data risk.

Had complex, & time-consuming formula tracing across large spreadsheets

There’s no clear way to compare or visualize changes for duplicate versions

Comparing Excel versions manually affected the firm’s productivity.

Managing role-based access and feature restrictions was difficult

Manual license management slowing down user onboarding and renewals

Result: Excel workflows were inefficient, error-prone, and risky for high-stakes analysis.

Need: A smarter, automated way to manage Excel processes with version control, role-based access, and advanced comparison tools.

Solution: SpeedCell Add-in

iFour developed an advanced Excel Add-in that simplifies, automates, and secures spreadsheet management at scale.

Web Portal

Admin & Access Management


  • License Key Management
    Admins can issue and manage activation keys for authorized users.
  • Subscription Control Dashboard
    Track active users, manage renewals, and set expirations in one place.
  • Role-Based Access
    Enable or restrict features based on subscription tier or department role.
  • Role-Based Review Environment
    A clutter-free, tailored interface showing only relevant tools per user.

Productivity & Analysis


  • Archive Module
    Automatic versioning ensures clean change history and quick rollbacks.
  • Delta Sheets & File Comparison
    Compare files side-by-side or against archived versions for fast audits.
  • Trace Cells Visualization
    Interactive dependency maps reveal data flow and pinpoint formula issues.
  • What-If Analysis Tool – Test scenarios in real time with instant visibility into downstream impacts.

For Sustainability

Ad Monetization Model: 100% free for users, with non-intrusive ads via AdPushup to keep the platform profitable.

Mobile App
call to action

Scale productivity and efficiency through iFour’s Microsoft 365 consulting services.

Security, Compliance & Governance

SpeedCell was built with enterprise-grade safeguards to meet regulatory and operational needs:

  1. End-to-end encryption of data
  2. Role-based access control (RBAC)
  3. Built on Azure infrastructure
  4. GDPR-ready and scalable for ISO/HIPAA standards
  5. Architecture designed for secure scaling
How We Built It

(Technology Stack & Architecture)

Frontend/Backend: Built using VSTO for seamless Excel integration
Cloud Platform: Azure for hosting, scalability, and security
Integrations: License management, role-based access modules, and visualization tools
Architecture: Modular, scalable design enabling easy enhancements and future add-ons

Results That Mattered

With SpeedCell in place, the firm achieved measurable gains:

  • 70% reduction in manual change-tracking time
  • 90% fewer errors in version comparisons
  • 50% decrease in formula debugging time
  • License management scaled smoothly to 500+ users
  • Greater confidence, transparency, and audit readiness in all Excel-driven operations
Dashboard
“SpeedCell has transformed how we work with Excel. It’s like adding a layer of intelligence,
visibility, and control to every spreadsheet—something every data-driven team should have.” – HOD, Business Intelligence

SpeedCell transformed Excel from a static spreadsheet into a dynamic decision-making engine - secure, intelligent, and built to scale.

What was once manual, error-prone, and cluttered is now automated, audit-ready, and streamlined.

Now the customer has unlocked new clarity:

  • From scattered sheets to centralized intelligence.
  • From version chaos to structured, secure workflows.
  • From reactive reporting to proactive, data-driven decisions.

This transformation didn’t happen overnight - it started when a custom Add-in and smart automation met real business needs. Let’s talk about how we can do the same for your business.

iFour ensured a smooth rollout with:

  • Tailored training and onboarding sessions for staff
  • Ongoing support for adoption and troubleshooting
  • A clear roadmap for scaling and future feature integration

Hire Office Add-in developers to simplify your workflows today.

Turn manual processes into smart workflows with our Azure AI consulting services.

Get started now
contact team
talk with team

Get In Touch With Us

We encourage you to contact us with any questions or comments you may have.

image

Client Success Stories

See how we've transformed businesses with Azure cloud solutions

 

Related case studies

 
Blog Our insights
Agentic AI Use Cases, Examples & Success Stories | Real-World Business Impact

02 January 2026

Kapil Panchal

Agentic AI Use Cases, Examples & Success Stories | Real-World Business Impact

Let's keep it real. The whole point of building autonomous Agents is to cut manual work and keep focus on business. Approvals that used to take days can happen in hours because...

How to Do Forecasting in Power BI (Steps & Accuracy Metrics)

02 December 2025

Kapil Panchal

How to Do Forecasting in Power BI (Steps & Accuracy Metrics)

Remember our last guide - Power BI forecasting? It revealed things that truly blocks accuracy, both structural and situational. Now it's time to take the next step. Knowing Power...

ETL vs ELT: Key Differences, Benefits & Use Cases Explained

26 November 2025

Kapil Panchal

ETL vs ELT: Key Differences, Benefits & Use Cases Explained

It's amazing to see how Data teams today are racing ahead - moving from traditional warehouses to cloud-native platforms, lakehouses, and real-time architectures. But in this rush,...

Full Project Display
1 / 4