use case
Replace solar operations spreadsheets with governed records
Map spreadsheet ownership, identifiers, formulas, approvals, exceptions, history, and reporting before moving operational controls.
01
Understand what the spreadsheet is really controlling
A spreadsheet may combine data entry, workflow, calculations, approvals, and reporting. Each responsibility needs a deliberate destination.
- Workbook and owner inventory
- Record and identifier map
- Formula and decision review
- Control and archive plan
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Sheets, tabs, and owners
- Rows, identifiers, and relationships
- Formulas, statuses, and approvals
- History, attachments, and reports
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Data quality and cleanup
- Historical archive
- External source files
- Cutover and rollback
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Who changes the sheet?
- Which formulas drive decisions?
- What history must remain?
- How will totals be validated?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.