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Replacing Excel: When Custom Software Pays Off
First things first: we like Excel. It is one of the most useful programs there is: flexible, familiar, ready to use straight away. The question is not whether Excel is good. The question is whether your company has outgrown it.
The five warning signs
1. Only one person still understands the file. The spreadsheet with the 14 linked sheets and the formulas no one is allowed to touch any more? If that knowledge sits with one person, your workflow sits with one person, and holidays, resignation or illness become an operational risk.
2. The same data is entered more than once. The customer appears in the order list, on the invoice sheet and in the address file, and after they move only one of them is still correct. Duplicate entry is the single most common source of errors.
3. Version chaos: “Quote_final_v3_NEW_really.xlsx” When copies get sent back and forth by email, no one knows which figure is the valid one any more. Several people, one truth: shared Excel can only do that to a limited degree, a real application can always do it.
4. The spreadsheet calculates, but no one can justify it. As soon as calculations have to be justifiable to customers or superiors, you need traceable calculation logic instead of formulas that grew over time. That is exactly why we built Easy-FM, and for the larger scale easyCAFM, where guessing turned into calculating.
5. Manual work a computer could do. Copying figures together every Monday, building the same report every month? Recurring steps are the point where software starts to pay for itself, and there is more on that in the article Automating processes in SMEs.
When Excel is perfectly fine
An honest counter-calculation: if one person works with the spreadsheet, the amount of data stays manageable, nothing is entered twice and there is no need to justify anything, stick with Excel. Software for a problem that is not one would be money thrown away, and we will tell you so.
The way out, smaller than you think
“Replacing Excel” does not mean replacing everything at once. It usually starts with the one workflow that hurts the most: the order list, the costing, the scheduling. A first usable version is often ready within a few weeks, and we bring your existing data along.
What would that cost? The honest ranges are in the article What does custom software cost?, and the price calculator gives you your specific range after two minutes.
Sounds like your project?