Zansa › Answers › Integration and BI tools
How do I move from spreadsheets to a proper data setup without disrupting the business?
Do it in stages: inventory current spreadsheets, load their sources into a database alongside existing processes, rebuild one important report on the new setup, reconcile it with the old one, and then retire the spreadsheet only when users trust the new version.
Staged approach:
- Identify the reports that matter most and cause most pain.
- Automate data collection first, keeping familiar outputs.
- Run old and new in parallel for a period.
- Document definitions as you go.
- Train users and keep Excel access to the new data where helpful.
Zansa's process follows a similar logic: a free intro call, a Data Health Check, then a Foundation Build, so the move is planned and the business keeps running throughout.
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