Define the primary requirement.
Spreadsheets are useful for flexible analysis, bespoke calculations and work owned by a clearly accountable analyst.
Spreadsheets and a connected record
Use spreadsheets for analysis and a shared record for source history, investment identity and review status.
Assess the remaining requirement.
When versions, approval state and source history must be shared across the office, those conventions need explicit stewardship. A connected record supports that continuity without making the spreadsheet obsolete.
Source evidence
Open the workspaceDocuments, periods and the figures they support.
Before deciding
Read the decision guideAssess implementation and ownership.
Ask about source access, record ownership, review controls, maintenance and the path to export. Compare an agreed first workflow against the current process.
The next investmentAvenset
Bring your next
investment
into focus.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.