Custom Microsoft 365 Add-ins
Turn Word, Excel, PowerPoint & Outlook Into Your Own Industry Software.
We design and build custom Microsoft 365 add-ins that bake your industry's exact templates, calculations, standards, and approval workflows directly into the Office apps your team already has open all day. No new software to roll out. No data migration. No change-management fight.
What every build starts with
Who this is for
Not generic office software. Software shaped like your industry.
Off-the-shelf tools make everyone reformat their work to fit the software. We do the opposite — we shape the software around how your industry already works.
Engineering & Manufacturing
Give engineers instant access to your reference calculators, standards, and lookup tables directly in Excel — and controlled, revision-tracked documents in Word.
Industrial & Field Services
Turn a finished report or inspection package into a correctly formatted client transmittal from Outlook, and build technical proposals in PowerPoint in minutes, not days.
Professional & Technical Services
Consulting, design, and advisory firms get brand-consistent deliverable templates with built-in quality and completeness checks — so every consultant's work looks the same.
Regulated & Compliance-Heavy Operations
Automatic revision history, controlled/uncontrolled copy stamping, and a live compliance dashboard mean nothing ships without the paper trail to prove it.
How it works
From a messy workflow to a finished add-in, in four steps.
We keep the process short and hands-on — no lengthy discovery phases, no six-month roadmaps.
Map the workflow
We sit down with the people who actually do the work and document the templates, calculations, standards, and approval chains worth automating.
Design it to feel native
Every add-in is designed around the ribbon and task-pane patterns Office users already understand, in your own branding.
Build & test inside your apps
We build and test directly inside real Word, Excel, PowerPoint, and Outlook documents — not a mockup or a demo environment.
Deploy & support
We deploy centrally through the Microsoft 365 admin center, so it simply appears in the ribbon for every user — plus ongoing support as your standards evolve.
Proof, not promises
A recent build: one industrial engineering firm, four connected add-ins.
Details below are generalized to protect client confidentiality, but the shape of the problem — and the solution — is typical of what we build.
The problem
- Engineers were re-deriving the same standard calculations by hand, or hunting through old files for the last time someone did it right.
- Every proposal and technical report was built from a blank slide or blank page, with formatting and structure that varied person to person.
- Sending a finished deliverable to a client meant manually drafting a cover email and hoping the right revision was attached.
What we built
- A document-control add-in in Word — templates, automatic revision history, and a live compliance dashboard before anything is published.
- An engineering reference library in Excel with dozens of calculators and lookup tables organized by discipline, insertable straight into a worksheet.
- A guided proposal-and-report builder in PowerPoint that assembles a fully branded deck from a chosen type and set of sections.
- A document-aware transmittal tool in Outlook that turns a published report into a correctly formatted client email in one click.
Illustrative summary of a recent engagement. Specific tools, formulas, and templates are customized per client and are not reused between clients.
What goes into every build
Capability, not just a pretty task pane.
Your templates, not a generic one
Cover pages, headers, footers, approval pages, and document types built around how your organization already labels and structures work.
Your calculations, always current
Formulas, lookup tables, and reference standards live in the add-in itself, so everyone works from the same version instead of an email attachment.
Guided, not blank-page
Wizards and step-by-step builders mean junior staff produce senior-level, on-brand deliverables from day one.
Auditable by design
Revision history, controlled/uncontrolled copy stamping, and compliance scoring are built in from the start — not bolted on later.
Engagement models
Three ways to work together.
Every project is scoped and quoted individually based on how many apps, workflows, and integrations you need — these are starting shapes, not fixed prices.
One focused add-in for one Office app — the fastest way to prove the concept.
- One app (Word, Excel, PowerPoint, or Outlook)
- A focused set of templates, calculators, or workflows
- Centralized deployment via the Microsoft 365 admin center
- Fixed-scope, fixed-timeline quote
Two or more Office apps sharing one brand, one workflow, and one set of standards.
- Any combination of Word, Excel, PowerPoint, Outlook
- Shared design system and metadata across every app
- Optional SharePoint / Microsoft Graph connections
- Phased delivery so early apps ship while later ones are built
Ongoing evolution of your add-in suite as your standards, templates, and team change.
- Everything in Connected Suite
- Ongoing feature requests and content updates
- Priority bug-fix turnaround
- Monthly retainer, cancel anytime
Questions
Before you ask, here's the short version.
No. Add-ins are deployed centrally through the Microsoft 365 admin center, so they simply appear in the ribbon the next time someone opens the app — nothing to download or install on individual machines.
Usually not — it sits on top of and connects into what you already have, most commonly SharePoint, rather than asking you to move data into a new system.
It depends entirely on scope — a single focused add-in is a much shorter engagement than a connected four-app suite. We give you a concrete timeline after the fit call, not before.
You do. The finished add-in, its source, and everything in it belongs to your business — we build it for you, not for ourselves to resell.
That's exactly what the Managed Partnership option is for — ongoing updates as your templates, standards, and team evolve, without starting a new project from scratch each time.
Get in touch
Let's talk about your workflow.
A short call is enough to tell you whether this is worth pursuing — no sales deck, no pressure.