Spreadsheets are the most flexible business tool ever made, which is why so many critical processes end up inside them. At some point flexibility turns into risk. These signs suggest you have reached it.
- Only one person understands how the file works, and everyone is nervous when they are on holiday.
- People copy and paste data between several files or systems every week.
- Version problems appear: two people edit separate copies, or a formula is accidentally overwritten.
- You need permissions, such as who can see or change what, and a spreadsheet cannot provide them.
- The file is slow, huge or regularly crashes.
- You need an audit trail for customers, regulators or your own peace of mind.
What to do next
You do not have to replace everything at once. Start with the process that costs the most time or carries the most risk. Map how work really flows, build a small tool that handles just that, and let your team use it alongside the old file until it earns trust.
Sometimes an existing product will do the job. If so, we will tell you. Custom software makes sense when your process is distinctive, or when no tool on the market fits without painful compromise.