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Use case

When the spreadsheet becomes the system of record

Spreadsheets are excellent tools and terrible systems. The moment several people depend on one, you have a database with no permissions, no audit trail and no validation — held together by one person's discipline.

Outcomes

  • One version instead of eight copies
  • Who changed what, and when
  • Validation that stops bad data at entry
  • The same flexibility, without the fragility

Use case

Where it is used

Version chaos

Filenames ending in final_v3_new are a symptom, not a habit.

One person owns it

The business stops if they are on holiday.

Manual consolidation

Hours each month merging sheets that should never have been separate.

What we deliver

  • Process and data model mapping
  • Import of existing sheets with validation
  • Role-based access and approvals
  • Change history and audit
  • Reporting that replaces the pivot tables

Who this is for

  • Teams running a critical process in a spreadsheet only one or two people fully understand.
  • Operations where version conflicts, broken formulas or accidental overwrites already cause real errors.

When this is the wrong choice

  • Genuine ad-hoc analysis — spreadsheets remain the right tool for that.

Problems this solves

No single current version

A shared database with concurrent access and history removes 'final_v7_new.xlsx' and the reconciliation that follows it.

No validation

Required fields, referential rules and permissions stop invalid data at entry instead of surfacing it at month end.

No audit trail

Who changed what and when becomes answerable, which matters for both disputes and compliance.

How delivery runs

  1. 01

    Observe the current process

    We watch the work as it is actually done, including the workarounds, before proposing anything.

  2. 02

    Scope the first slice

    One workflow, one team, one measurable target — chosen because it carries the most manual effort.

  3. 03

    Build and pilot

    Working software in a pilot group within weeks, running alongside the current process until the numbers agree.

  4. 04

    Roll out and switch off

    Migration, training and a dated switch-off of the old route, so two processes do not run forever.

Realistic timeline

Week 1

Spreadsheet audit and rule extraction.

Weeks 2–6

Core application in pilot use with migrated data.

Weeks 7–10

Reports, integrations and switch-off of the sheet.

Build or buy

Buy something existing when

  • A standard product matches the process closely and no integration is needed

Build custom when

  • The spreadsheet encodes rules no product supports
  • The data must join your other systems

What moves the price

Formula complexity

Years of embedded business rules must be recovered and verified — usually more work than the screens.

Number of linked sheets

Each feeder spreadsheet is effectively another data source to model.

Reporting expectations

Reproducing familiar reports exactly is often requested and should be scoped explicitly.

Where projects go wrong

Automating the workaround

Rules are agreed with the people who handle today's exceptions, so we encode the correct process rather than the historic patch.

Adoption stalls

Rollout has named owners and measured usage per team; software nobody uses moves cost instead of removing it.

FAQ

Questions buyers ask

Will we lose the flexibility?+

No — we keep ad-hoc analysis by exporting cleanly to Excel, while the record of truth stays governed.

How long does this take?+

A focused spreadsheet replacement is usually 6 to 12 weeks.

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