What Kind of Excel Consulting Services Does Peltier Tech Provide?
Updated
Peltier Tech provides custom Excel consulting for third-party clients, ranging from small organizations to large ones, across manufacturing, finance, government, and military sectors. If your team has a complex Excel problem that internal staff can't solve with standard features—building a business model, automating a recurring report, or packaging a reusable tool—this is the kind of work Peltier Tech takes on. The company is best known for Excel charting, but its consulting scope covers programming, templates, and add-in development as well.
What types of projects Peltier Tech has delivered
Based on the company's own project descriptions, past consulting work falls into several recognizable categories:
- VBA- and template-based business models — complex models built with custom code and reusable templates rather than manual spreadsheet work.
- Commercial add-ins — including add-ins used to monitor and improve manufacturing processes.
- Report automation — for example, a market report builder that cut a customer's monthly reporting effort from two weeks down to one day.
- Workflow and branding tools — an Excel add-in that applies company styles to tables and charts before exporting them to PowerPoint.
These examples matter because they show the pattern: the work tends to be about removing repetitive manual effort or extending what Excel can do natively, not general spreadsheet cleanup.
Who the consulting is designed for
The client base spans small and large organizations in manufacturing, finance, government, and the military. That range suggests the engagement model flexes with the client—a small team needing one automation tool and a large organization needing a maintained commercial add-in are both within scope.
If your situation matches any of these, consulting is worth considering:
- You have a recurring Excel process that consumes days of staff time each cycle.
- You need a chart type or formatting behavior Excel doesn't offer out of the box.
- You want a reusable add-in or template that other people in the organization can run without you.
- You have a model that has outgrown manual formulas and needs VBA or a structured template.
How consulting fits alongside the other offerings
Peltier Tech's site presents three service lines, and they serve different needs:
| Offering | Best for |
|---|---|
| Charting software (add-ins) | Teams that need custom chart types and faster chart formatting without custom development |
| Consulting | Organizations with a specific, complex Excel problem to solve |
| Training | Teams that want to build their own skills in formulas, charting, Tables, Pivot Tables, Power Query, VBA, and dashboards |
If an off-the-shelf add-in already solves your problem, that's the cheaper path. Consulting makes sense when your requirement is specific enough that no existing tool covers it. Training makes sense when the goal is capability rather than a finished deliverable.
What to prepare before reaching out
To get a useful response, come with the concrete problem rather than a general request. Useful things to have ready:
- The current process — what happens today, step by step, and roughly how long it takes.
- The desired outcome — a working model, an add-in, an automated report, or a template others can reuse.
- The environment — Excel version, whether macros are permitted in your organization, and who will maintain the result afterward.
- Constraints — data sensitivity rules, especially relevant for government and military work, and any deployment restrictions on add-ins.
The two-weeks-to-one-day report example is the clearest illustration of what a good consulting brief looks like: a defined recurring task, a measurable time cost, and a clear target. If you can describe your problem in those terms, you're ready to start the conversation.