The problem
The operation is a workbook, an inbox and a chat thread. The same row is copied, and the approval is a message.
Spreadsheets to software
When a workbook, an inbox and a chat thread run the operation, we keep the rules the sheet already encodes and put them in an application a colleague can run. A large platform is the last option.
The file can stay as the record of the rules. It does not have to stay as the system.
The operation is a workbook, an inbox and a chat thread. The same row is copied, and the approval is a message.
Two people hold two versions. The only person who knows the file is away. Nobody can see which figure is current.
Software for that one workflow. A colleague can run it, and the decision is on the record instead of in a chat.
Three parts. We do not start by replacing every workbook in the company.
1 · The rules
Limits, owners and exceptions are already in the workbook. We write those down and keep them. A product we already run is used only when it covers this workflow.
2 · One workflow
Screens, the approval, and the link to the mail, ERP or files you already use. Other sheets stay until they are the next problem.
3 · Hosting
Environment, updates and a named owner are a separate agreement. The first build does not include them automatically.
You can compare the application with the sheet before the sheet is retired.
Public examples of systems that replaced a repeated manual step. A new project reuses a product only when it fits. Measured client results are shared only with permission.
The usual path is our environment, updates, monitoring and a named owner. A private environment on your cloud or network is available when the contract requires it. We do not promise uptime.
We will say which rules move first, whether a product we already run fits, and how we would host the result.