Free Ebook
Outgrowing Spreadsheets
When the workbook running your business becomes the risk
Spreadsheets run an extraordinary amount of real business, and mostly they deserve to. The problem is the ones that quietly became infrastructure — multi-user, error-prone, understood by one person. This guide covers recognising that moment, choosing between a better workbook, an existing product, a low-code app, and custom software, and migrating without a gap in operations.
Who it's for
Operations, finance, and business leaders whose critical process lives in a workbook.
What you'll take away
- A risk checklist to score your most critical workbooks
- A requirements template built from the spreadsheet's own logic
- A parallel-run and cutover plan that keeps operations moving
What's inside
- 1Six signs a spreadsheet has become a liability
- 2Costing the risk: errors, key-person dependency, and audit exposure
- 3Choosing between a better workbook, a product, low-code, and custom
- 4Mining the spreadsheet for the business rules nobody wrote down
- 5Running parallel and reconciling to the penny
- 6Retiring the original so you don't end up with two sources of truth
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Prefer to talk it through?
Book a free 30-minute call and we'll apply the same thinking to your situation.