Template / checklist
A working checklist for teams moving an important workflow from spreadsheets into an internal tool without overscoping the first phase.
Spreadsheet migration usually goes wrong when the company simply tries to redraw the existing sheet in a new UI without understanding workflow, exceptions, and ownership.
This checklist helps separate what actually needs to move, which data is meaningful, where the real problems sit, and what the first version should solve.
The point is not paperwork for its own sake. The value is revealing blind spots early and improving the first serious project decision.
The asset should work as a practical tool before scoping, discovery, or an intro call rather than as a final document for its own sake.
When used well, the template shortens the path to the first sensible next step and reduces the risk of starting the project on weak assumptions.
No. It is often better to start with one critical workflow and then expand from there.
Yes. If poor or duplicated data is moved into the new system without review, the same problem simply appears in a new place.
No. It is a working input that improves the quality of later scoping, prioritisation, and technical design.
Next step
If you want help turning this into an actual delivery plan, a short context summary is enough.