Services

Practical technology work, from immediate support to architecture change.

Support across the lifecycle of front-office tooling: stabilising critical spreadsheets, improving established analytics and moving suitable workflows onto modern platforms.

How scope is set

Start with the investment workflow, not a preferred platform.

The right intervention may be a precise VBA fix, a controlled redesign of an Excel tool or a staged move to Python, SQL, cloud services or a web application. Scope is based on the users, controls, data dependencies and expected life of the workflow.

/ 01

On-demand Excel, VBA & add-in support

Troubleshooting, debugging, rapid fixes and new development for front-office spreadsheets, VBA tools and add-ins.

Targeted support for investment teams that depend on Excel-based workflows and need reliable technical intervention without committing to a large change programme.

Typical scope

Troubleshooting and root-cause analysis
VBA debugging and rapid production fixes
New spreadsheet, macro and add-in development
Ongoing support for business-critical tools

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/ 02

Excel tools modernisation & integration

Upgrade existing Excel and VBA investment tools with better performance, data integration, controls and custom add-ins.

Improve tools that remain valuable to the investment process while reducing fragility, manual handling and key-person dependency.

Typical scope

Performance and calculation optimisation
Market, reference and portfolio data integration
Validation, controls and auditability
Custom add-ins and reusable shared components

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/ 03

Excel-to-platform migration

Move established Excel workflows to web applications and cloud services where the operating model requires it.

A staged migration approach that preserves domain logic, makes dependencies explicit and avoids replacing useful workflows simply for the sake of a new technology stack.

Typical scope

Workflow and dependency mapping
Python and SQL service development
Cloud and web application delivery
Phased cutover, reconciliation and handover

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/ 04

AI-enabled investment workflow automation

Apply AI capabilities directly in Excel to pricing and risk analytics, reporting and workflow automation.

Practical automation designed around defined data boundaries, human review and the controls expected in an investment environment.

Typical scope

AI assistants within Excel and existing tools
Automated reporting and commentary preparation
Investment document extraction and analysis
Natural-language access to governed data

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/ 05

Front-office analytics architecture advisory

Consulting on bespoke front-office tooling, workflow design, analytics architecture, Excel control and migration roadmaps.

Independent technical advice for teams deciding what to retain, improve, integrate or replace across their front-office technology estate.

Typical scope

Workflow and tooling architecture
Pricing, risk, P&L and portfolio analytics design
Excel governance and control frameworks
Modernisation and migration roadmaps

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Engagement formats

Focused intervention

A bounded issue, diagnostic or urgent repair where the required outcome can be defined clearly.

Defined delivery project

A scoped modernisation, integration or migration with agreed outputs, controls and handover.

Ongoing specialist support

On-demand development and advisory for a portfolio of front-office tools and recurring requirements.

Services relate to technology, analytics implementation and workflow architecture. DeskTooling does not provide investment advice, security selection or performance forecasts.

Need help with an Excel tool?

Bring a specific tool, workflow or architecture question.

A useful starting point is the current workflow, the users involved, the systems it touches and the operational issue that needs to change.

Get Excel help