Outgrown the business spreadsheet?

Fix the part that keeps breaking

Version conflicts, duplicate records and accidental formula changes can turn a shared spreadsheet into a daily coordination job. We assess the process before recommending a replacement. A better workbook, a connection between existing tools or a small shared application may each be the right answer.

When a replacement makes sense

• Several people update the same job, customer or operational records.
• You need clearer control over who can view or change information.
• Work depends on status changes, approvals and a visible next action.
• Your team spends more time reconciling versions than using the information.

If the workbook mainly supports occasional analysis, keep that flexibility. Start with our spreadsheet-versus-database decision guide.

Define the system before moving the data

We agree the records, fields, owners and tasks the system must support. The scope identifies required access, validation, exports and any integrations. Screens and a representative workflow help your team review the proposed change before a wider rollout.

A migration your team can check

1. Inventory the source files and agree which version is authoritative.
2. Map fields and review duplicates, missing identifiers and obsolete records.
3. Trial an agreed sample and reconcile record counts and key totals.
4. Confirm acceptance criteria, cutover arrangements and a recovery approach.
5. Document how the team creates, updates and exports records.

The final migration method, access controls and support requirements depend on the selected tools and written scope. Keep source copies available until the agreed checks are complete.

Example: a shared job register

Illustrative workflow: emailed updates and several versions of a job spreadsheet become one register with a job reference, status, owner and next action. Missing details stay visible for review. Management reporting can still use an export from that register. This is a worked example, not a claimed client result.

Scope and pricing

Quick Fix projects start at US$1,250 for one defined improvement. A full spreadsheet replacement may require a larger scope depending on data cleanup, user roles, workflows and integrations. We confirm the price and software costs before work begins. Delivery is remote from New Zealand for US businesses.

Start with the problem

Tell us what the spreadsheet tracks, who updates it and where it fails. An outline is enough initially; do not include confidential customer records.