Diagnose
A proposed workflow
The sequence below is a starting design, not a claim about the current operation.
- 01Inventory users, inputs, outputs, formulas, and dependenciesDefine evidence and the exception path
- 02Classify critical and redundant functionsDefine evidence and the exception path
- 03Stabilize definitions and identifiersDefine evidence and the exception path
- 04Build a controlled replacement for one workflowDefine evidence and the exception path
- 05Run parallel reconciliation for an agreed periodDefine evidence and the exception path
- 06Retire or archive the old workbook under change controlConfirm ownership and handover
Design
Data inputs
Use the minimum information needed and define its source and retention.
| Reference | Input or decision to establish |
|---|---|
| 01 | Representative workbook versions |
| 02 | Formula and macro inventory |
| 03 | Input sources and downstream consumers |
| 04 | Correction, access, and retention requirements |
Design
Human responsibilities
Automation routes information; accountable people retain operational decisions.
01Process owner chooses required functions
Use a representative example to confirm the cause, owner, decision rule, and exception path.
02Workbook experts explain edge cases
Use a representative example to confirm the cause, owner, decision rule, and exception path.
03IT governs access and integration
Use a representative example to confirm the cause, owner, decision rule, and exception path.
04Users accept the replacement against agreed tests
Use a representative example to confirm the cause, owner, decision rule, and exception path.
Measure
Limitations
A spreadsheet may remain proportionate for small, low-risk analysis. The goal is controlled work, not removing every spreadsheet.