A Succession Planning Tool that Feels Familiar

Develop and manage your next generation of leaders using a tool that has the familiarity of an Excel spreadsheet, yet thoroughly supports the complex demands of corporate succession planning.

SecureSheet is a single template that operates in real time, and unlike 'off the shelf' succession planning software it is affordable and flexible.

You can: tightly control your succession planning process; safeguard sensitive data; add hundreds of users and large quantities of data - and mange your talent pipeline using web technology's very best practices.

Creating your custom Succession Planning SecureSheet is as simple as 1-2-3

Step 1: Upload
your spreadsheet.

Upload an existing succession planning spreadsheet you want to turn into a secure business application. Your spreadsheet is automatically imported with all sheets, formats, formulas, etc, in place.

Step 2: Customize
your spreadsheet.

Add business rules to your SecureSheet to control precisely which information executives, managers or employees can see. Add, delete, or edit within the template to update your succession plans.

Step 3: Share
your spreadsheet.

When you're ready you can 'go live' by simply entering your users' email addresses. They will be directed to set up their passwords to gain access. When they log in over the web, they'll only have access to the areas permitted by you

Succession Planning Requirements

While every SecureSheet is a custom business system tailored to your exact needs, there are also some common features most organizations require in order to manage their succession planning process.

  • Secured data, and secure access to all data
  • Web access with no desktop software required
  • Support for tens/hundreds/thousands of users at the same time
  • User-defined user/relationship hierarchy (roll-up for both direct and indirect) including executives, managers and employees
  • Control of user-access including testing the environment pre-release to end-users
  • Administrative impersonation for process support (ability to see exactly what an end-user sees)
  • Proxy support
  • Workflow and routing
  • User-defined control of milestones and deadlines for processing
  • User-defined performance metrics
  • User-defined reporting by summary and detail
  • Ability to easily assign/re-assign/remove/add participants any time during the process
  • User-defined life cycle (one-time annual, recurring, etc...)
  • Integration with existing systems
  • Complete audit of all activities for all users down to the cell level
  • Multi-national users

Succession Planning With SecureSheet

The OLD Process The NEW Process
Multiple spreadsheets were manually created and emailed to end users One single, shared spreadsheet is created from HR data - and no more emailing
Some unauthorized associates had access to sensitive data Associates view and edit only parts of the sheet that are appropriate for them
There were no effective controls to enforce data integrity All budgets, business controls, and security are enforced in the SecureSheet
There was no mechanism to monitor the status or progress of the data collection All activity is in real-time
Each spreadsheet was manually reviewed and sent back for revisions All updates and reviews are real-time in one centralized and controlled place
Spreadsheets were manually aggregated to calculate totals Totals are automatically aggregated
The process spanned several weeks or months for a single event Data collection takes minutes, the process is reduced to days
Not SOX compliant SOX compliant

The HR Enterprise Spreadsheet

Whitepaper - What is an HR Enterprise Spreadsheet?

Keep the flexibility of the spreadsheet by merging it with the power of an HRIS Application. If you're accustomed to Excel, imagine Excel with additional features like user-defined data security and the ability to accommodate thousands of users. You'll be hard-pressed to find a better web-based spreadsheet for your succession planning process.

Check out our news and recent events.

July 27, 2017
NCH celebrates 4 years streamlining Merit with SecureSheet

May 30, 2017
Insurance Firm Manages Merit and Long-Term Incentives with SecureSheet

April 27, 2017
SecureSheet To Exhibit At The 2017 WorldAtWork Total Rewards Conference

March 10, 2017
Engineering/Construction Company Improves Merit Workflow Approval with SecureSheet

Feb 17, 2017
Grocery Chain Improves Compensation Management with SecureSheet

September 16, 2016
SecureSheet To Exhibit At 17th Annual HR Technology Conference & Expo

March 1, 2016
SecureSheet Celebrates Over 1000 Business Customers

October 1, 2015
SecureSheet To Exhibit At 16th Annual HR Technology Conference & Expo

June 25, 2015
SecureSheet To Exhibit At SHRM 2015 Annual Conference & Exposition

June 16, 2015
Compendium Insurance Brokers Manages its Life Department with SecureSheet

April 6, 2015
SecureSheet To Exhibit At 2015 Gulf Coast Symposium on HR Issues

December 5, 2014
SecureSheet Awarded Patent for Multi-User Dynamic Security Model in a Spreadsheet

March 10, 2014
BenefitNext Empowers Enterprises to Navigate Health Care Reform with SecureSheet

November 16, 2013
SecureSheet - The Online Spreadsheet For Business Celebrates Its 10 Year Anniversary

June 18, 2013
CARSTAR Manages Scheduling Demand during Catastrophes with SecureSheet

February 18, 2013
Rockwater Energy Solutions Consolidates Regional KPIs with SecureSheet

October 4, 2012
EXIT First Realty Agents Get Instant Property Visibility with SecureSheet

May 20, 2012
20/20 Image Eye Centers Focus on Customer Service with SecureSheet

March 24, 2012
Holger Kisker, Forrester Research Principal Analyst, identifies SecureSheet as leading provider of Cloud based (SAAS) transactional data collaboration.”

December 1, 2011
CIO Blogger Mark Gibbs, "SecureSheet: Turning Boring Spreadsheets into Hot Business Apps"

November 8, 2011
Kirby-Smith Delivers Up-To-The-Minute Inventory on Smart Phones with SecureSheet

October 24, 2011
Network World IT Best Practices Alert: “SecureSheet is a handy tool to turn that spreadsheet into a Web-based multi-user application with field-level access security.”

May 17, 2011
SecureSheet Aids Central Valley Hospitalists Collect Patient Status And Billing Data

December 14, 2010
SecureSheet Helps CN Manage Technology Disaster Readiness Planning

See more news articles »

Get up and running fast with SecureSheet QuickStart

Our QuickStart Service is for customers who need assistance in getting their projects implemented quickly. You might not have the time to put effective business processes together, or you may want help utilizing your business spreadsheet to its full potential. QuickStart gets you up and running fast.

Learn more about QuickStart »

Performance and merit business process using SecureSheet.

Miracle Gro

Learn how the Scotts Miracle-Gro company utilized SecureSheet business spreadsheets and improved ROI.

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