Integration assessment
Excel
Plan how Excel can fit into your workflow.
01 / The work
How it can help
- Identify the exact records required
- Review permission scope with the system owner
- Test mapping, freshness and failure handling
Try asking: “Help my team identify the exact records required, and show what needs human review.”
02 / The connections
Fit into your existing systems
Reviewed workbook or table mapping
Start with the minimum access needed. Review each proposed write or communication before enabling it.
03 / The workflow
Follow one request through the process
Open a stage to see the information, responsibility and control point.
01Select the use case
Input: the information confirmed in the previous stage.
Action: Select the use case for this Excel example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
02Agree access permissions
Input: the information confirmed in the previous stage.
Action: Agree access permissions for this Excel example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
03Map the data
Input: the information confirmed in the previous stage.
Action: Map the data for this Excel example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
04Test in a sandbox
Input: the information confirmed in the previous stage.
Action: Test in a sandbox for this Excel example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
05Approve deployment
Input: the information confirmed in the previous stage.
Action: Approve deployment for this Excel example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
Your next step
Make this relevant to your team.
Your enquiry will include Excel automatically.