Agree Which Files to Use
The same information may appear in several spreadsheets with different updates. A branch file may show an employee transfer that has not reached the central list. Before migration, confirm which file is the reference for each type of record.
We review sample files and identify differences that need confirmation from the people who know the records. Agreeing the source early makes preparation faster and reduces corrections caused by using an outdated version.
Map Columns and Check Their Contents
A column heading may not fully explain its contents. A location column, for example, could contain a branch name, work area, or internal code. Dates and employee numbers may also use different formats across files. These need a consistent format before importing.
We map columns to the application fields and explain the required format. Duplicate entries and missing values are flagged for review together. Working from sample files gives your team clear guidance without requiring you to recreate every spreadsheet from scratch.
Help Users Follow the New Process
Moving from Excel changes how people update and check information. If everyone continues using separate copies of a file, differences can return even after the application is ready. Explain where changes should be recorded and who confirms them.
We check sample imported records and introduce essential tasks in the application. A simple example, such as updating an employee’s branch assignment, helps users practise the steps. Guidance during initial use helps the team establish the new way of working.