From Spreadsheets to Systems
Somewhere in your team a spreadsheet has quietly become the system: everyone depends on it, one person understands it, nothing backs it up. This course is about recognising that moment and moving on from it deliberately.
Runs most often inFinancial services and bankingProfessional servicesManufacturing and industrials
What participants can do afterwards
- Recognise when a spreadsheet has crossed from tool to system
- Choose the smallest real system that replaces it
- Move the data and the process without breaking the team that runs it
- Retire the spreadsheet so it cannot quietly come back
Modules
4 modules, 5 facilitated hours.
1.The spreadsheet audit
1.5 hrsFinding the spreadsheets that have become systems, and being honest about which ones are load-bearing.
- Identify the load-bearing spreadsheets in your team
2.Choosing the replacement
1.5 hrsThe smallest real system that does the job, chosen against requirements rather than habit.
- Choose the smallest system that replaces it
3.The migration
1.5 hrsMoving the data and the process while the work keeps running, with the team rather than to them.
- Plan a migration that does not break the team
4.Retiring it for good
0.5 hrsRead-only, archived, and a named owner for the new thing - so the old file cannot quietly return.
- Retire a spreadsheet so it cannot come back
How it is delivered
A facilitator runs the course live, in person or live online. Attendance is taken per session, participants submit work against the modules above, and a facilitator grades it. Those records stay with the organisation and can be exported.