Teams delay leaving Excel because migration feels risky. This checklist breaks Layouts360 vs Excel migration into manageable steps.
Phase 1 — Audit (week 1)
- List active projects and which sheet is "truth"
- Count double-booking incidents last 6 months
- Map broker count and CP communication channels
- Export master plot list per project
Phase 2 — Configure (week 2)
- Digitize primary layout
- Import plot numbers, areas, facing, base pricing
- Define statuses: available, blocked, booked, sold
- Create roles: admin, sales, partner
Phase 3 — Pilot (week 3)
- Run one project only on Layouts360
- Keep Excel read-only as backup
- Train five agents on mobile layout
- Test block timer and booking flow
Phase 4 — Cutover (week 4)
- Freeze Excel edits
- Onboard channel partners to live portal
- Point marketing links to digital layout
- Daily leadership dashboard review
Phase 5 — Optimize
- Enable online booking if ready
- Connect installment tracking
- Retire WhatsApp PDF inventory blasts
What not to migrate blindly
Broken formulas, duplicate plot numbers, and unofficial discount columns—clean first.
Success metrics
- Zero double bookings in pilot month
- Reduced time to answer availability
- Faster token collection
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Next steps
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