Workbook and formula review
Identify inputs, formulas, linked sources, macros and manual overrides. Create safe examples with known results so useful rules can be checked after implementation.
Services
Build around the task the spreadsheet supports.
A workbook can contain rules, records, reports and informal workarounds. Separate those roles before deciding what an app should replace.
Shared records and forms
Design a maintained record with validation, search and a clear save result. Agree what happens when two people edit the same record.
Roles and approval steps
Define who may view, change, approve and export information. Apply those rules to the stored data and actions as well as the visible screen.
Migration and reporting
Review duplicates and field mappings before importing history. Provide the reports or spreadsheet exports staff still need, with clear definitions and freshness.
Useful spreadsheet connections
An application can exchange data with an existing workbook where supported. Choose the owner of each field so a file import cannot silently overwrite newer work.
Discuss a first workflow. For a standalone data move, see data migration and cleanup.