Practical steps
Use this as a working checklist. The advice is useful on its own; MyTitan is introduced only where the workflow naturally benefits from being connected.
Step 1
Look for simultaneous editing pressure
Spreadsheets are useful until multiple people need live status, role control, audit history and customer-safe output at the same time.
- Identify who edits the sheet daily
- Note where version conflicts happen
- Check whether staff rely on screenshots of old data
Step 2
Check whether the sheet explains the workflow
A spreadsheet can store rows, but it rarely explains approvals, proof, messages, payments and follow-up without extra interpretation.
- Find jobs with missing next action
- Mark rows that need outside context
- Review whether customer history is easy to reconstruct
Step 3
Move the highest-friction workflow first
Do not replace every sheet at once. Move the workflow that causes the most missed work, customer chasing or payment delay.
- Choose one workflow
- Define the first success
- Keep the old sheet read-only during transition