Can you turn our spreadsheet process into a reliable workflow?
Yes, if the spreadsheet is doing more than analysis and has become an unofficial operating system. The goal is to preserve the useful logic while making permissions, handoffs, validation, and history explicit. Sometimes improving the spreadsheet is the better first step.
What a solution might involve
Separate calculations from records and workflow rules. Identify the columns people interpret differently, the formulas that must be preserved, and the events that move work forward. Migrate a small sample, reconcile the results, and keep a usable export rather than trapping the data.
What needs care
Old rows may encode undocumented exceptions. Bulk importing them without reconciliation can create confident errors at scale. We should agree on a migration cutoff, retain the original source, and distinguish corrected data from historical values rather than silently overwriting them.
How we would judge whether it works
Representative calculations agree with the approved baseline. Duplicate submissions and invalid values are handled deliberately. Users can see who changed important records, and the old and new processes have a defined transition rather than indefinite double entry.
Likely engagement
Business Engine: $5,000 to $15,000. This is a likely starting tier, not a quote. Scope, access, dependencies, and responsibility for operation need agreement first.
Discuss Business EngineWhat to send first
Provide a redacted workbook, explain which tabs are authoritative, and show a recent mistake or bottleneck.
Experience and scope
Selected builds documents the currently authorized public proof. This page describes a proposed approach, not a claim of a completed client engagement in this exact workflow.
Related problems
- Can you build an internal tool around the way our team actually works?
- Can you figure out why our reports disagree?
Have something you need built, fixed, or figured out?
You do not need a specification. Just tell me what you are trying to make happen.
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