Keep the Excel. Drop the manual typing.
Read drawings directly into a structured I/O list, equipment list, and line list with audit trail. Export as Excel.
Two workflows, six decisions.
Where the spreadsheet-only workflow concentrates effort, and where the Tagsight workflow concentrates it instead.
Teams running spreadsheet-only workflows usually have a template that has evolved over many years: specific column orders, signal-class dropdowns, conditional formatting for SIS instruments, a tab structure that matches how the engineering team thinks about the project. The migration is not about leaving that template behind.
The first project routes drawings through Tagsight and exports the result as Excel. The engineering team compares that workbook against the template they would have produced by hand for the same project, and adjusts whatever differs. The output format converges quickly; the work that disappears is the typing pass.
Subsequent projects run drawings into Tagsight directly and skip the data-entry step. The reviewer corrects what is flagged. The Excel workbook lands in the same shared drive folder it always has. Revisions go through the Revision Comparison tool instead of cell-by-cell diff.