Central record
One clear source for entities, states and owners.
When the spreadsheet carries too much
Replace a critical Excel workflow with software
I help turn shared spreadsheets, fragile formulas and manual steps into a small tool that keeps the useful workflow and reduces avoidable errors.
Problem it solves
Move beyond Excel without trying to build an ERP
Excel works well until multiple users, states, permissions and integrations turn the sheet into an accidental application.
The transition should identify which part needs software and which part can remain an export or one-off analysis.
Investment decision
When it is worth it
Several versions exist and nobody knows which is current.
Formulas or macros depend on one person.
Data is copied from forms, email, CRM or ERP.
History, permissions or consistent validation are needed.
Frequent work
Common use cases
Scope should start with an observable problem and a clear way to verify the improvement.
Workflow
Tasks, reviews and state changes with history.
Validation
Rules at entry instead of corrections at the end.
Import and export
Keep Excel where it remains useful without using it as the operational database.
Possible scope
What it can include
- Map of sheets, users, rules and exceptions.
- Web application for the primary workflow.
- Initial import and necessary exports.
- Integrations and gradual retirement of duplicate sheets.
Working criteria
What to avoid
- Copying every column and macro without questioning its use.
- Replacing every spreadsheet at once.
- Migrating without cleaning duplicates and conflicting rules.
- Removing exports the team still needs.
Execution
How I work
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I review the spreadsheet and how it is actually used.
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I separate data, rules, reports and tasks.
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I build a first version for the frequent path.
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I migrate in phases and retain a safe exit while validating.
Useful context
Related reading
Frequently asked questions
Must Excel disappear on day one?
No. A gradual transition validates the workflow and keeps exports while the tool earns trust.
Can current data be imported?
Yes, after reviewing format, duplicates, missing values and rules hidden in formulas or macros.
How is scope estimated?
By users, workflows, data, permissions, integrations and exceptions rather than the number of sheets or columns.
Next step
Show me the spreadsheet and the process around it
You do not need a formal specification. Who uses it, what they copy and where it fails usually reveals a sensible first version.