What to Consider Before Leaving Excel or Google Sheets?

Before leaving Excel or Google Sheets, it's important to consider your current data volume, how many people depend on the spreadsheet, which formulas need to be recreated, and whether the process requires permissions the spreadsheet doesn't offer.

Excel and Google Sheets are well-known, easy-to-start tools, which explains why so many companies still rely on them for important processes. The problem shows up when the process outgrows what the spreadsheet was designed to handle.

Leaving these tools isn't a decision to rush into. It's worth understanding what's really holding the process back before choosing where to migrate to.

Points to Evaluate Before the Change

  • How many different spreadsheets currently support the same business process
  • Whether there are complex formulas that need to be recreated in another format
  • How many people access and edit these spreadsheets day to day
  • Whether different permissions are needed by user or by field
  • What the impact of an error in this spreadsheet would be for the company's operations

How to Plan the Transition

  • List the processes that currently depend on Excel or Google Sheets
  • Prioritize migrating the processes with the highest risk of human error
  • Involve the people who use the spreadsheet daily from the start
  • Plan a parallel testing period before retiring the old file
  • Document current rules and formulas to make recreating them in the new system easier

What Jestor Offers for This Transition

  • Imports the existing spreadsheet and automatically generates a table, form, Kanban, and dashboard
  • Structures data as a relational database, with formulas and conditional fields
  • Applies granular permissions by role, field, and action
  • Uses the AI App Builder to create apps by describing the process in text

Jestor Highlights

  • Jestor organizes data that used to be scattered across Excel or Google Sheets
  • Companies like Rumo, Sebrae, and Enforce, a BTG Pactual affiliate, use Jestor
  • Data in Jestor is exportable at any time, without locking up information
  • Jestor keeps a Trash to recover records deleted by mistake

Vídeo de referência: Gestão de Tarefas para Equipes estilo Planilhas. Mostra uma alternativa estruturada para times acostumados com planilhas.

Frequently asked questions

Do you have to leave Excel or Google Sheets all at once? No, migration can happen in stages, prioritizing the most critical processes first, see more at jestor.com.

Are the formulas used today lost in the switch? They serve as a reference for recreating the logic in conditional fields in the new system, without losing the original rule.

Do small companies need to think about this change too? Yes, especially when the process already involves several people or approvals, even at smaller companies.

Considering these points before leaving Excel or Google Sheets helps avoid rework and ensures a safer transition for the team.

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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