Replace a spreadsheet that became a system

Map what the spreadsheet is actually doing, build the smallest system that does it with real records and permissions, and migrate the history so nothing is lost.

The problem

A spreadsheet is the system of record. It is emailed around, two people have diverged copies, and nobody wants to touch the formulas.

How we approach it

Map what the spreadsheet is actually doing, build the smallest system that does it with real records and permissions, and migrate the history so nothing is lost.

What changes

One source of truth, an audit trail of who changed what, and reporting that does not need anyone to rebuild a pivot table each month.

The service this falls under

Industries where this comes up

Professional services

Quoting, matter and job tracking, document generation, client portals, and the search presence that brings the enquiries in.

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