Prepared exclusively for UK Plumbing & Heating Contractor

From Excel Sprawl To A Single System You Control.

A tailored strategy to solve your most critical challenges and unlock growth.

📅 June 10, 2026 👤 Prepared by Jason 🔒 Confidential

Where You Are Today

We've taken the time to deeply understand your current situation. Here's what we identified.

📊

Linked workbooks are a fragile source of truth

Tendering, costing, take-offs, billing and Xero all flow through a chain of linked Excel files and Word templates. One broken reference, one renamed file, one duplicated row and the whole development carries that error across multi-year project lifecycles.

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The same data is entered five times

Plot details, house type costs, supplier pricing, customer variations and billing lines get re-keyed and re-copied across workbooks. Every duplication is an hour lost and a place for a £100k margin error to hide on a 200-plot development.

🧱

Scaling means more spreadsheets, not more control

Adding a new development, a new house type, or a price revision today means cloning a template and praying nothing drifts. There's no single product database, no audit trail, and no clean path to dashboards or reporting on what's actually profitable.

A discovery & system design engagement — architecture you'll own, not a black box.

I review every workbook and template you use today, map the real data flow from tender through Xero, and deliver a system design you can take to any developer (including me) to build. The recommended stack will let your team add developments, house types, and pricing updates yourselves — no ongoing software development for routine changes. The output is a build-ready specification with cost and timeline ranges, not a sales document.

Services & Deliverables

Everything you need — built, delivered, and ready to run.

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Phase 1 — Workflow & Spreadsheet Review

  • Walkthrough interviews with estimating, ops, and accounts
  • Forensic review of every workbook you share — costing, take-offs, billing, master cost analysis
  • Map the real data flow: tender → plot → supplier → variation → billing → Xero
  • Identify duplicated data, fragile links, and the workflows that hurt most
🗂️

Phase 2 — Data Model & Architecture

  • Entity model: products, house types, plots, developments, suppliers, variations, billing stages
  • Database structure (SQL Server or Azure SQL) with relationships, audit, and revision history
  • Architecture diagram covering UI, automation, integration, and reporting layers
  • Xero integration design — invoice generation, payment tracking, reconciliation
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Phase 3 — Tech Stack Recommendation

  • Stack recommendation with reasoning: Power Apps + Power Automate + SharePoint + Azure SQL evaluated against custom web app alternatives
  • Self-service editing assessment — how your team adds house types, products, and price revisions without a developer
  • Build-vs-buy analysis for each module (estimating, ordering, billing, reporting)
  • Licensing & total cost of ownership over 3 years
🗺️

Phase 4 — Implementation Plan & Estimate

  • High-level implementation plan, module by module, with sequencing
  • Migration strategy from current Excel workbooks — parallel run, cutover, no big-bang risk
  • Build cost range and timeline estimate for full implementation
  • Ongoing support model recommendations — internal owner, retainer, or hybrid

How We Get There

A clear, phased approach so you always know what's next.

1
Workflow & Spreadsheet Review Week 1

Interviews, workbook forensics, data flow mapping. Findings briefing at end of week.

2
Data Model & Architecture Week 2

Entity model, database structure, integration design, architecture diagrams.

3
Stack Recommendation Week 3

Tech stack with reasoning, self-service assessment, build-vs-buy, TCO over 3 years.

4
Implementation Plan & Estimate Week 4

Module sequencing, migration strategy, build cost range, timeline, support model.

How Your System Works

A visual breakdown of your build — from first touch to close.

Yes No No Yes Tender / Estimate House Type Costing Plot & Site Setup Customer Variation? Revise Plot Cost Supplier Order Billing Stage Reached? Hold For Next Stage Generate Invoice → Xero
Ready to move forward

Send the workbooks. I'll come back with a real plan.

Send me a few times you're free this week. We'll walk your current workflow end-to-end, I'll flag the structural issues I'm already seeing in the brief, and you'll get a clear sense of how I'd approach the discovery before any commitment.