Microsoft Excel logic
Excel provides the controlled calculation and decision layer for agreement variations.
Customer implementations
Asia Pacific · International school group
Governed admissions and commercial workflows at group scale.
Dulwich College used iSAMS, Microsoft Excel and Microsoft 365 to support student agreements, staff-child variations and commercial approvals across a large school group.
Implementation recordDulwich College
- Region
- Asia Pacific
- Context
- International school group
- Workflow
- 10,000+ students · Microsoft Excel · iSAMS
- 10,000+
- group scale
- Two
- workflow families
- Microsoft 365
- operating environment
The operating challenge
Standard workflows still needed room for complex exceptions.
Admissions agreements varied for staff children and other fee structures, while commercial documents such as NDAs and service agreements required a different set of review and approval rules.
- 01
Select the right admissions terms for staff-child and standard agreements.
- 02
Collect missing parent data without returning to disconnected forms.
- 03
Route commercial agreements through legal and finance before signature.
What was implemented
A Microsoft Excel logic engine connected to iSAMS and Microsoft 365.
Structured Excel data and logic determine the correct document path, iSAMS provides admissions context, and Zegal governs data requests, approvals, generation and signing across both workflow families.
iSAMS connection
Student data can populate admissions agreements from the school’s source system.
Parent data requests
Missing information is collected inside the agreement journey.
Commercial approvals
NDAs and service agreements route to the relevant reviewers before signature.
The operational result
A clearer process, with the evidence kept inside it.
Dulwich established one governed layer for distinct admissions and commercial workflows while keeping the Microsoft and iSAMS environment its teams already used.
We have truly, finally gone digital! I’m looking forward to seeing this rolled out in HR and procurement teams too.
Which workflow should become your next case study?
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