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webBRIEFCASE is a World class provider of a comprehensive range of affordable off-the-shelf and tailored business and IT services, which suit organisations of all sizes: from sole traders up to global and blue chip companies.


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webBRIEFCASE Excel Toolkit

Click here to download the toolkit

The webBRIEFCASE Excel Toolkit is an Excel spreadsheet which enables the easy (user friendly) collection, validation and management of business data.

Since it's a spreadsheet, you are probably already familiar with the (Excel) interface.  

The Excel Toolkit already includes:

  • Project Management Office (PMO) Toolkit - Track the status of your organisation's projects, programs and portfolios.
  • Customer Relationship Management (CRM) - Add details of your customers and orders. Track order fulfilment and customer (last and next) contact dates.
  • Address Book Toolkit - Record contact details of colleagues, customers and suppliers.

These toolkits will be enhanced continually with new features, and importantly: new Toolkits will be added, quickly (we have identified 35 so far). We can add them quickly because they all use the same underpinning data tables.

The webBRIEFCASE Excel Toolkit is FREE for 14 days and then requires a license. At just £20 + VAT = £30, the Toolkit is incredibly cost effective since, to gain the functionality of these toolkits in other applications (which wouldn't use the same underlying database anyway) can cost significantly more.

Full support is available (via support@webBRIEFCASE.com including, or Skype:webBRIEFCASE), including:

  • FREE guidance on how to get the most out of the toolkit.
  • FREE coaching. Discuss your requirements and we'll help you to get the most out of the Toolkit. 
  • FREE bug fixes.
  • FREE enhancements. Just tell us what additional functionality you want to be added to the toolkit, and we'll add it. There is no charge if the enhancement is suitable for the user community. If the enhancement is specific to your own (or your organisation's) requirements, or your need it sooner than our schedule, then: low cost customization service is available.

Click here to download the toolkit

IMPORTANT NOTE: The functionality of the Toolkit is implemented using Excel VBA macros. When you open the workbook, you will be asked if you wish to enable macros. Please enable them.

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