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Implementation scenario · Operations

Project tracking off inbox spreadsheets

Replace emailed spreadsheet trackers with one shared application so status, ownership and history are not decided by whichever file arrived last.

CImplementation scenario

Situation

An operations team tracked projects in Excel files circulated by email. People edited stale copies, overwrote each other, and spent recurring time reconciling which file was current. SharePoint file locking did not solve ownership or history for their process.

Approach

A representative migration puts project records in a small web application with authentication, permissions, concurrent edits on one store, an audit trail, and notifications. Spreadsheets may remain for personal analysis; they stop being the system of record.

Illustrative interface using sample data.

Expected operational changes

Implementation scenario. Not presented as a verified client success metric pack.

  • One live record set replaces attachment version races
  • Change history is queryable instead of buried in email threads
  • Reconciliation meetings shrink to exception review

Implementation scenario

Map a spreadsheet that should not be shared truth

Show one tracker that travels by email. We will mark what belongs in a shared app and what can stay in Excel.

Map a spreadsheet that should not be shared truth

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CImplementation scenario

Distribution

Shared Access orders desk: upsize the backend, keep the front end

A shared Access orders file was hitting size and locking limits under concurrent use.

Open

CImplementation scenario

Manufacturing

Weekly production reporting from many workbooks

Weekly production packs depended on consolidating many workbooks by hand.

Open