Free Workflow Review
Free Spreadsheet App Audit
We review one spreadsheet-driven business workflow and show you where it is fragile, where it can be improved quickly, and whether it should become a secure internal web app.
What we look at during the audit
The goal is not to criticize the spreadsheet. It is to understand the work it is carrying and identify the safest next step.
Workflow Map
We map how information enters the sheet, who touches it, what decisions depend on it, and where the work gets stuck.
Data Risk Review
We look for version conflicts, accidental overwrite risk, sensitive data exposure, missing audit trails, and unclear ownership.
Formula and Logic Check
We identify fragile formulas, hidden assumptions, manual calculations, copy-paste steps, and logic that should be automated.
Access and Approval Gaps
We review who can view, edit, approve, or export the data and where role-based permissions would reduce risk.
Automation Opportunities
We find repetitive steps that could become notifications, dashboards, imports, exports, approval queues, or scheduled reports.
Build Recommendation
We tell you whether to keep the spreadsheet, improve it, connect it to automation, or replace it with a database-backed app.
What you receive afterward
After the audit, you get a plain-English summary you can share with your team. No jargon pile. No giant requirements document. Just a clear view of the problem and the best next move.
Best fit for teams using spreadsheets for:
Ready to find out what your spreadsheet is really doing?
Send over a short note about the spreadsheet and the workflow it supports. We will start with a 15-minute call and tell you what is worth auditing.
Request Your Free Audit