START WITH THE BUSINESS OUTCOME

Replace Excel Processes

Move a recurring spreadsheet workflow into a system with shared rules and ownership.

Workshop participants arranging handwritten sticky notes across a blue table
Understand the process before replacing the spreadsheet.Illustrative photography · FORTYTWO

THE PROBLEM

What is slowing things down?

Versions diverge, formulas break and one person carries the whole process.

THE INTENDED OUTCOME

What the system should make possible.

A controlled workflow with validation, permissions and a planned data migration.

FROM PROCESS TO PRACTICAL SYSTEM

Define the steps before building the tools.

These are the starting points for scoping. We agree the people involved, the source records, approval points and exceptions before development.

  1. STEP 01

    Map the spreadsheet’s real business rules.

  2. STEP 02

    Choose the first process worth replacing.

  3. STEP 03

    Prototype the workflow with existing users.

  4. STEP 04

    Migrate approved data and agree a cutover plan.

CONNECTED SERVICES

The services behind the solution.

A solution can combine a focused website, a business system and supported integrations. We recommend the smallest useful scope around your requirement.

Keep a useful first release in view.

Bring a real example of the work you want to improve. We define what completion looks like, what stays manual and which future features belong in a later phase.

Make responsibilities clear.

Permissions, third-party costs, account ownership, testing and support are scoped in the quotation. Connected platforms are assessed for supported access before an integration is promised.

LET’S BUILD SOMETHING BETTER

Let’s help you replace excel processes.

Tell us what happens today, who is involved and where the process breaks down. We’ll help turn that into a clear project brief.

No technical brief required. Just a conversation.