DECISION GUIDE · 3 MIN

From Excel to an app. Is it time?

File size alone does not decide it. Check whether your workflow rules, permissions and follow-up already depend on messages outside the spreadsheet.

Review my workflow See the criteria ↓

AN EXAMPLE TO TEST

One request, from start to finish.

01Enter
02Review
03Approve or return
04Check the history

Illustrative example to define a first test.

Keep the spreadsheet

With one owner, few rules and sufficient history, better templates and validation may be enough.

Connect the data

If data entry works but preparing reports takes time, source integration and reporting automation may solve it.

Evaluate an app

When several people enter, approve and access different information, test a workflow with states and history.

Start with one complete request

Example: entry → attachment → review → approval or return → lookup. The first version should complete that workflow, including correcting a mistake. You do not need to migrate the entire business to test it.

The test before replacing Excel

Use an authorized sample and ask the team to complete a request. Check who can view, correct and approve it. Define data export and what happens when the system is unavailable.

Your checklist

The same data is entered more than once.Several versions describe the same record.Approvals live in separate messages.People need different viewing or editing rights.Reconstructing who changed a record takes time.

Check what happens today. This is not an automatic score: prioritize the issue with the greatest effect on your team.

A PRACTICAL FIRST STEP

Let’s discuss your process.

Tell us what your team repeats manually and the result you need.

Review my workflow

Datomatico · Project lead: Carlos De León · October 7, 2026