01
Map every workbook and hand-off
The spreadsheet is often only one part of the system. Email approvals, shared folders, macros and manual checks must be included to understand the actual process.
Solution / replace spreadsheets
Replace spreadsheet operations with a dependable system
Spreadsheets should be replaced when a critical shared process depends on copying data, one person's memory, unclear versions or weak access control. Custom software can preserve familiar business logic while adding workflow, validation, permissions and an authoritative record.
02
Turn cells into domain concepts
Customers, jobs, assets, cases, invoices and approvals become validated records with explicit relationships and permissions instead of loosely structured rows.
03
Migrate with reconciliation
Historic data is profiled, transformed and checked. Parallel reports and exception review help users trust the new source of truth before the old process is retired.
Start with the operation