Legacy Workflow Modernization

Replace the load-bearing spreadsheet without stopping the work that depends on it.

Integrations

ERP
1C
Microsoft 365
Google Workspace
REST API
Custom Systems

The task

A critical process runs on a spreadsheet, an ageing internal tool or an undocumented sequence of manual steps. It works, one or two people understand it, and it has become a risk that nobody wants to touch.

What it works from

The current spreadsheet, tool or documented-by-nobody procedure
Interviews with the people who actually run it
Historical records, including the exceptions
The rules that exist only as habit

The automated workflow

The process is observed as it actually runs, not as the policy describes it.
Rules, exceptions and edge cases are written down and confirmed with the people who apply them.
A replacement is built that covers the documented rules, including the awkward exceptions.
Both systems run in parallel and their outputs are compared on real data.
Discrepancies are investigated — they usually reveal an undocumented rule.
Cutover happens once outputs match, with the old process kept available for a defined period.

Where a human stays in control

The people who run the process today validate the documented rules — they are the authority, not the spec.
Parallel running is mandatory, and its length is your decision.
The old process stays available after cutover for an agreed period.
Judgement steps stay with people; only mechanical steps are automated.

Integrations

ERP
Orders, inventory and finance records synchronised through a validated adapter rather than a nightly spreadsheet.
1C
Exchange with 1C configurations through supported interfaces, with reconciliation and a quarantine for bad records.
Microsoft 365
Identity, mail, calendars and document libraries, with permissions respected rather than bypassed.
Google Workspace
Sign-in, Drive, Sheets and Calendar as data sources and destinations for automated workflows.
REST API
Documented, versioned and authenticated endpoints — both consuming yours and exposing ours.
Custom Systems
In-house and legacy systems without a public API, reached through a documented adapter agreed with your team.

Expected effect

Described qualitatively. Actual impact depends on your volumes, data quality and process discipline.

The process stops depending on one person's memory.
Rules become explicit, reviewable and testable.
Errors from manual transcription are largely designed out.
The organisation can change the process afterwards, because it is finally written down.

Limits and what this does not do

Discovery takes longer than anyone estimates, because the real rules are not written anywhere. Compressing this phase is how replacements fail.
If the process itself is wrong, automating it faithfully preserves the problem. Sometimes the right recommendation is to redesign first.
It needs genuine cooperation from the people who own the current process, and that is a management question, not a technical one.