Is It Worth Migrating Internal Spreadsheet Controls to a System?

Migrating internal spreadsheet controls to a system is worth it when the process already involves several people, requires approvals, or depends on real-time data, situations where spreadsheets tend to fall short.

Internal controls, such as expense approval, vendor management, or task tracking, often start out in a spreadsheet because it's quick to set up. The problem is these controls keep gaining complexity without the structure keeping pace.

When that happens, the control that was supposed to bring security starts creating doubt: nobody knows if the open version is the latest one, and approvals get lost in a back-and-forth of emails.

What Drives the Migration of Internal Controls

  • Lack of traceability over who approved or changed each piece of information
  • Approval processes handled by email, with no centralized record
  • Difficulty cross-referencing data from different controls, like inventory and finance
  • Constant rework to consolidate information scattered across several files
  • Risk of human error in formulas that support important decisions

How the Migration Works in Practice

  • Mapping the current control, identifying the columns, formulas, and rules used
  • Importing the spreadsheet into a structured table, preserving existing data
  • Creating forms and approval flows from the same database
  • Defining permissions by role, to control who sees and edits each field
  • Testing with the team before fully retiring the original spreadsheet

What Jestor Offers in This Process

  • Imports the spreadsheet and organizes the data into relational tables with connected fields
  • Automatically creates forms, Kanban boards, and dashboards from the same database
  • Uses the AI App Builder to set up approval flows described in text
  • Keeps data exportable at any time, without locking up company information

Jestor Highlights

  • Enforce, a BTG Pactual affiliate, uses Jestor to structure internal controls
  • A Jestor client reported an efficiency gain of around 35% in its processes
  • Jestor applies granular permissions by role, field, and action
  • Jestor includes a Trash to recover records deleted by mistake

Frequently asked questions

Is migrating internal spreadsheet controls a lengthy process? It depends on how complex the control is, but importing the spreadsheet directly speeds up the initial stage considerably, see more at jestor.com.

Is it possible to keep the formulas used in the spreadsheet? The original formulas serve as a reference for recreating the logic within the system's conditional fields.

Is it worth migrating even a simple control? It's worth it when the control involves more than one person or approval steps, even if it seems simple today.

In the end, migrating internal spreadsheet controls to a system tends to be worth it whenever the process grows faster than the spreadsheet can keep up with.

Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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