The risk is not only that an employee may leave. Often no one knows which file supplies a number, when it is copied, or what happens when it is unusual.
The risk is not only that an employee may leave. Often no one knows which file supplies a number, when it is copied, or what happens when it is unusual. Before converting the spreadsheet, walk through one real case end-to-end and record the explanation with participants' permission.
For each tab, document input source, owner, manual change, critical formula, output, internal customer, and frequency. Ask the owner to explain one real exception, not only the happy path. Exceptions reveal the rules formulas do not disclose.
Only when there is an example input, expected output, and approval rule can automation be specified. The first goal is not a new system; it is enabling another employee to run the process safely.
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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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