Forty spreadsheets are not necessarily forty systems. Some are monthly copies, some are reports, and some are sources on which others depend.
Forty spreadsheets are not necessarily forty systems. Some are monthly copies, some are reports, and some are sources on which others depend. Start with an inventory: file name, owner, use, user count, personal data, change rate, and links to other sheets.
Then classify each file into four paths: retain as a working tool, turn into a report, move source data to another system, or archive. Address sheets creating business risk or repeating work first, not those with the ugliest formatting.
Migrate in small waves and compare old and new outcomes. Do not remove the old sheet until data and controls are approved. This makes the CRM, ERP, database, or simple form decision rest on an actual role, not a feature list.
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About the author
Yehonatan Saadia
Freelance automation, web & MVP developer
I'm Yehonatan Saadia, a senior developer who builds business automation, custom websites, and MVPs for small and mid-sized companies across the US, Europe, and Israel. These guides come from real client work, not theory.
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