Automation Solutions

Moving Beyond Spreadsheets

A step-by-step path from recognising Excel's limits to choosing the right replacement and making the switch.

5 articles

Who this is for: Business owners still running core processes in Excel or Google Sheets.

  1. 1
    beginner

    5 Signs Your Business Has Outgrown Excel

    Recognise when spreadsheets are holding your business back. Five real-world signs it's time to move beyond Excel — and what to do about each one.

  2. 2
    beginner

    Data Entry Errors in Excel Are Costing You More Than You Think

    Fat-finger mistakes in Excel cause invoicing errors, wrong quotes, and bad reports. Here's how to reduce them and when to move on.

  3. 3
    beginner

    Stop Emailing Spreadsheets Around: Better Ways to Share Business Data

    Version control chaos from emailed spreadsheets costs businesses real money. Practical solutions for sharing business data without the mess.

  4. 4
    intermediate

    Excel vs Custom Software for Quoting: An Honest Comparison

    An honest comparison of Excel and custom quoting software. When spreadsheets are enough, when they're not, and how to decide for your business.

  5. 5
    intermediate

    How to Migrate From Excel to a Database (Without Losing Your Mind or Your Data)

    A practical guide to moving your business data out of Excel. When to migrate, what to move first, and how to avoid losing anything.

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