ERP
If Excel disappeared tomorrow, what would stop working in your ERP?
Excel is not the enemy. It can reveal where your ERP ends and manual processes, implicit rules and person-dependent reports begin.
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Excel is an extraordinary tool.
That is exactly why it is such a good test for an ERP.
The goal is not to eliminate spreadsheets from the company. The indispensable ones often reveal precisely where the system ends and manual work begins.
Make an inventory of indispensable spreadsheets
Look for files used to calculate bonuses, finish reports, reconcile inventory, follow collections, prepare purchasing or apply rules the ERP does not understand.
For every file, ask: What information or rule is missing from the system that makes this spreadsheet necessary?
Separate analysis from operational dependency
Excel is excellent for exploration and ad-hoc analysis. The warning sign appears when an everyday operation cannot be completed correctly without a specific spreadsheet or the person who knows how to maintain it.
Look for repeated reconstruction
If people export, clean, join and reinterpret the same information every week, the company is paying the same integration cost again and again with human time.
The goal is not “zero Excel”
The goal is that the ERP knows the rules and relationships required to operate: inventory origin, customer balances, credit terms, targets, approvals and fiscal context.
A good question is not “Does your ERP export to Excel?” It is “What would stop working if Excel were unavailable tomorrow?”
The answer usually points directly to the next process the system should learn.
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