| Use case | Use Case Details |
|---|---|
| Spreadsheet Change Management Controls | Use this when a workbook drives a business process and changes need to be controlled rather than left to ad hoc editing. It covers the full lifecycle of a spreadsheet change: request, review, testing, approval, implementation, and rollback if needed. In practice, this is the control that helps teams prove that updates to critical Excel files were authorized, validated, and documented before release. It is especially relevant for regulated or business-critical models where even a small formula change can create reporting or operational risk. |
| Audit Trail and Versioning Practices | Use this when you need to answer the question “what changed, who changed it, and why?” This use case focuses on maintaining a reliable history of workbook versions and change events so that a reviewer or auditor can reconstruct the file’s evolution over time. |
| Access Control for Sensitive Spreadsheets | Use this when a spreadsheet contains confidential financial data, PII, or other restricted information and access needs to be limited. This use case covers how to control who can open, edit, share, or distribute a workbook, and it distinguishes between weak workbook/worksheet protection and stronger file-level encryption or SharePoint permissions. |
| Rater Management | Rater Management enables organisations to govern, approve, and deploy Excel-based rating models as controlled, production-ready assets, without removing teams from Excel. This use case is typically applied in:
|
| Underwriting & Claims Workflows | Underwriting and Claims Workflow Management enables organisations to standardise, govern, and automate decision-making processes that rely on Excel-based logic, while maintaining full auditability and operational control. This use case applies to:
|
| Finance Governance Processes | Finance Governance Processes enable organisations to control, standardise, and audit spreadsheet-driven financial workflows—ensuring accuracy, compliance, and accountability across critical processes such as reporting, forecasting, and regulatory submissions. This use case is particularly relevant where finance teams rely heavily on Excel for:
|