Decision guide
Excel, SharePoint and Doconio: use each tool for the work it does well.
Excel is flexible and SharePoint is a strong collaboration and document workspace. The gap appears when a business-critical document needs a clear requirement, concrete version, validity, responsibility, review decision, reminders and reliable reuse across teams.
Tool decision
Starting point
Current process
Decision
Keep or control
Excel for flexible analysis
SharePoint for collaboration
Doconio for recurring evidence work
Decision criteria
Keep Excel where flexibility is the value
Excel works well for analysis, lists and calculations. Supplier, customer and partner master data can move into Doconio through its CSV or XLSX templates. Arbitrary workbooks are not interpreted automatically.
Keep SharePoint as the document workspace
With Enterprise, select a concrete file version for review or approval. Doconio stores it with its provenance. Complete sites and libraries are not migrated.
Start with one useful process
The setup guide supports a direct start. Historical data, custom mappings and cleansing are scoped after representative data has been reviewed. Only then is a reliable schedule possible.
Process
Signals that a structured process may help
Several teams maintain different status views for the same evidence.
A deadline or expiry is known but the responsible next action is unclear.
Receiving a file is regularly confused with reviewing or accepting it.
The team cannot quickly identify which version supported a past decision or customer response.
Approved evidence is repeatedly copied into new audit, supplier or customer folders.
Questions and answers
Excel and SharePoint FAQ
Does Doconio replace SharePoint?
No. SharePoint can remain the collaboration and document workspace. Doconio takes over selected evidence processes, decisions, validity and reuse.
Can SharePoint documents be used in Doconio?
Yes. With Enterprise, select a concrete version for review or approval. Complete sites are not migrated automatically.
Can we import an existing Excel file unchanged?
No arbitrary workbook import. Existing columns must first be mapped to a Doconio CSV or XLSX template.
How long does the introduction take?
The setup guide supports a direct start. Historical data requires a sample review before scope and schedule can be agreed.
What is the smallest useful starting point?
Choose one evidence type with recurring requests, more than one responsible role and a visible cost of missing status or deadlines.
Next step
Bring one spreadsheet or SharePoint process to the conversation.
We will separate what should stay in the existing workspace from the evidence steps that benefit from clear ownership, review and traceability.