See what an IC-Flow workbook assessment produces

Understand what a critical workbook does before you change, migrate or automate it.

IC-Flow analyses workbook structure, formulas, dependencies, key outputs, complexity and changes between versions, then turns the findings into a structured report for business, technology, risk and transformation teams.

View Sample Findings Request a Spreadsheet Assessment

Anonymised Example

Example: multi-sheet operational and financial workbook

This anonymised example demonstrates the type of information IC-Flow can extract from a complex workbook. The figures below are based on a completed customer assessment, with customer-identifying information removed.

Sheets analysed

Multiple connected workbook areas.

Tables identified

Structured data and calculation areas.

Formulas analysed

2,150

Workbook logic assessed at scale.

Cross-sheet references

1,040

Dependencies spanning multiple sheets.

Key outputs identified

Business-facing outputs prioritised.

Complexity band

High

A deeply interconnected workbook.

Risk indicator

Medium

Review recommended before approval or change.

Formula coverage

100%

Full formula inventory within the assessed workbook.

The purpose of these metrics is not to claim that the workbook is wrong. They help determine whether it is simple, highly interconnected, difficult to document, or likely to require controlled review before migration or operational change.

Workbook Analysis Report

What the assessment report can contain

The report combines an executive overview with structured workbook findings, so management, finance, operations, technology and transformation teams can review the same evidence.

Executive scorecard

A concise overview of workbook scale, confidence, complexity, risk, sheet count, formula count and key outputs.

Workbook overview

A structured view of sheets, tables, formulas, cross-sheet references, inputs, calculations, outputs and reference fields.

Business-purpose analysis

An assessment of the workbook's likely business role and where business-owner clarification is still required.

Key-output identification

Identification of business-facing outputs, dashboards and calculations that may need to be protected during change.

Formula and dependency analysis

Visibility into formula relationships, cross-sheet dependencies and areas where change impact may spread.

Complexity assessment

Evidence-based indicators showing whether the workbook is relatively simple or deeply interconnected.

Risk indicators

Structural findings such as heavy cross-sheet dependency or concentrations of business-facing logic requiring review.

Recommended actions

Focused next steps for workbook ownership, change control, business sign-off, comparison and remediation.

Stakeholder-ready PDF

A professional report that can support workshops, governance, handover, migration planning and management review.

Workbook Comparison

Compare two workbook versions and understand what changed

IC-Flow does more than compare visible values. It can identify formula, field, structure and logic changes between versions and highlight which downstream calculations may require review.

Change detected	Example result	Why it matters
Formulas added	7	New workbook logic may need validation.
Formulas changed	24	Existing calculations changed between versions.
Fields changed	4	Workbook structure or definitions changed.
Changed formula outputs	9	Business-facing calculations may require retesting.
Affected downstream fields	15	Changes may influence later calculations or reports.
Sheets added	0	No new sheet-level structure was introduced.
Sheets removed	0	No existing workbook area was removed.

The strongest outcome is not simply knowing that a cell changed. IC-Flow helps connect changed formulas to changed outputs and affected downstream calculations, giving reviewers a more focused test and approval list.

Before and After

From undocumented spreadsheet dependency to structured evidence

Before IC-Flow

Workbook knowledge may sit with one person.
Hundreds or thousands of formulas are difficult to trace.
Multiple versions may circulate across teams.
Important outputs may not be formally documented.
Changes are compared manually.
Downstream impact is uncertain.
Migration requirements depend heavily on interviews.

After an IC-Flow assessment

Workbook structure is documented.
Key outputs are identified and prioritised.
Formula and cross-sheet relationships are analysed.
Complexity and risk indicators are visible.
Version differences are recorded.
Affected downstream calculations are highlighted.
Stakeholders receive a structured report and review session.

ERP, CRM and Software Partners

Support discovery before implementation and migration

Spreadsheet-based processes often contain calculations, outputs and workflow rules that are not captured in formal requirements. IC-Flow can support discovery before Salesforce, Dynamics, NetSuite, SAP, ERP or custom software implementation.

Stronger discovery

Identify spreadsheet-based calculations, dependencies and key outputs before design and configuration begin.

Better requirements

Give business analysts and solution architects a structured evidence base for workshops and requirements discussions.

Reduced scope uncertainty

Surface hidden workbook logic earlier rather than discovering it during build, UAT or after go-live.

Improved UAT preparation

Use key outputs, formula changes and affected calculations to focus validation and acceptance testing.

Reusable documentation

Produce a stakeholder-ready report that supports handover, governance and client review.

Additional service capability

Use IC-Flow as a specialist assessment step within consulting, migration or software-modernisation engagements.

Direct Customer Use Cases

Suitable for organisations relying on business-critical spreadsheets

Finance and reporting

Budgeting, forecasting, reconciliation, pricing and management reporting.

Fleet and logistics

Utilisation, cost tracking, route planning, maintenance and operational reporting.

Supply chain and operations

Inventory, capacity, resource planning, scheduling and operational controls.

Project controls

Cost models, resource planning, progress reporting and delivery tracking.

Audit and governance

Workbook ownership, documentation, review and change-control evidence.

Modernisation

Preparation before ERP, CRM, application, database or reporting migration.

IC-Flow is most relevant where a workbook is complex, frequently used, difficult to explain, owned by a small number of employees, or about to be changed, audited, migrated or automated.

Purpose-Built Workbook Intelligence

Why not simply use a general AI assistant?

General AI tools

Can explain individual formulas.
Can answer questions about uploaded content.
Depend heavily on prompts and user interpretation.
Usually produce conversational output.
May not provide a repeatable assessment structure.

IC-Flow

Applies a defined workbook-assessment process.
Analyses workbook-level relationships.
Compares versions systematically.
Highlights affected downstream calculations.
Produces structured business reports.
Supports governance, discovery and transformation.

General AI can explain parts of a spreadsheet. IC-Flow is designed to assess the workbook as a connected business system.

What You Receive

An IC-Flow Workbook Assessment can include

Executive summary.
Workbook structure overview.
Workbook-purpose analysis.
Key-output identification.

Formula and dependency findings.
Complexity and risk indicators.
Workbook-version comparison.
Formula, schema, sheet and logic-change analysis.

Downstream-impact visibility.
Stakeholder-ready PDF report.
Practical review recommendations.
Findings-review session.

Final scope depends on workbook size, complexity, number of versions and the analysis required. IC-Flow provides structured evidence and review guidance; final business interpretation and approval remain with the customer.

Assessment Process

A controlled five-step engagement

Initial discussion

Explain the workbook and business process.

Scope and data handling

Agree access, confidentiality and transfer arrangements.

Workbook analysis

Analyse structure, formulas, outputs and dependencies.

Version comparison

Where relevant, compare earlier and current versions.

Report and review

Receive the report and discuss findings and next steps.

Find out what is hidden inside your critical workbook

There is no need to send a workbook during the first enquiry. We begin with a short discussion about the business process, workbook complexity and the outcome you need.

Request a Spreadsheet Assessment Request a Sample Report Discuss Your Workbook

info@ic-apps.co.uk