Keep the useful rules. Improve the way people work.

A spreadsheet may already contain valuable business knowledge. We inspect how it is used before deciding what belongs in an application.

Find the working problem

Conflicting copies, unclear ownership and difficult change history can justify a new tool. Row count alone does not. We inventory formulas, sheets and manual corrections with the people responsible.

Potential scope

• Workbook and process review
• Data and business rule mapping
• Task-focused application prototype
• Controlled import and reconciliation
• Staff guidance and transition

Review the improvement in practice

Users try the complete task, including an exception. A new form that takes longer or removes necessary flexibility needs revision. The first release can replace one bounded workflow.

Bring a redacted workbook and examples of daily use. Read when a spreadsheet is ready.