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Free field guide

Excel/Access modernization checklist

Evaluate whether your spreadsheets and Access databases need an upgrade, what to weigh before migrating, and how to plan a controlled transition.

12
warning signs
5
decision questions
1
practical plan

01 / Contents

What's inside

This free checklist includes everything you need to evaluate your systems and plan for modernization.

12 Warning Signs Your System Needs Upgrade

Red flags that indicate it's time to modernize

5 Questions to Ask Before Migrating

Critical questions to answer before starting a migration project

Cost Estimation Framework

How to estimate the real cost of modernization

Vendor Evaluation Criteria

What to look for when choosing a modernization partner

Implementation Timeline Template

How to plan and structure your modernization timeline

02 / Download

Take the checklist into your next planning meeting.

Use it to identify risks, frame internal conversations, and compare potential modernization partners on the same criteria.

No card details. No commitment. Just the resource.

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