What’s new · Guided evaluation
Evaluate When a Spreadsheet Should Become a Shared Model
A new guided journey and readiness assessment help teams recognize when an expert-built workbook has become shared infrastructure—and evaluate the transition without pretending every spreadsheet should move.
- Release
- FYI-2026-08-25-01
- Availability
- Public
What became possible
Teams can now follow one approachable path from a familiar workbook problem to a bounded evaluation of shared-model readiness.
The journey uses financial forecasting, supply planning, and governed reporting to show when a private file begins behaving like organizational infrastructure. A side-by-side architecture comparison then keeps the business rule constant while showing the difference between five separate implementations and five permitted views of one governed model.
Who this helps
- Domain experts whose models are depended on beyond their immediate team
- Finance and planning leaders reconciling several versions of one operating assumption
- Operations teams translating one change across sheets, schedules, and reports
- Technology leaders evaluating where shared logic is more useful than another application rewrite
What changed in the evaluation workflow
The new path connects four activities that previously lived apart:
- Recognize the threshold where a workbook has become shared infrastructure.
- Inspect three fictional but concrete operating scenarios.
- Compare private implementations with governed surfaces of one shared model.
- Use a printable readiness assessment to define scope, authority, evidence, and acceptance criteria.
Evidence and limitations
The scenarios and comparison are authored illustrations. They do not show a customer deployment, claim arbitrary workbook conversion, or imply that parity proves an existing workbook correct. Macros, external links, source governance, policy, permissions, acceptance criteria, and operating ownership still require customer-controlled review.
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