Replace Excel
Replacing Excel by process and sector
Practical guides for businesses that use spreadsheets to run operational workflows and need to decide whether Excel is still suitable, whether an off-the-shelf system fits, or whether a custom web app would be a better replacement.
Browse by process
Find the workflow you want to improve
Start with the business process to compare how the same spreadsheet workflow changes across different sectors.
Asset Tracking
17 sector guides
Complaints Handling
12 sector guides
Customer Onboarding
11 sector guides
Equipment Hire Management
7 sector guides
Expense Claims
10 sector guides
Handover Checklists
12 sector guides
Holiday Booking
7 sector guides
Invoice Approval
15 sector guides
Job Request Tracking
15 sector guides
Maintenance Requests
14 sector guides
Production Planning
4 sector guides
Purchase Order Approvals
17 sector guides
Quality Checks
11 sector guides
Quotation Tracking
12 sector guides
Risk Assessments
15 sector guides
Sales Pipeline Reporting
13 sector guides
Service Scheduling
11 sector guides
Stock Control
12 sector guides
Timesheet Approval
10 sector guides
Training Records Management
13 sector guides
Browse by sector
See common spreadsheet workflows in your sector
Start with your sector to browse operational processes where Excel often becomes difficult to control as the workflow grows.
Care Services
13 process guides
Charities
5 process guides
Construction
15 process guides
Education
6 process guides
Engineering
18 process guides
Events
12 process guides
Facilities Management
18 process guides
Farming
13 process guides
Field Services
19 process guides
Healthcare
12 process guides
Housing Associations
10 process guides
IT Services
12 process guides
Logistics
17 process guides
Manufacturing
15 process guides
Property Management
12 process guides
Retail
12 process guides
Wholesale Distribution
13 process guides
Accountancy
5 process guides
Legal Services
5 process guides
Professional Services
6 process guides
Featured guides
Explore practical examples
A selection of published guides across different processes. Use the process and sector hubs above to browse the full collection.
Asset Tracking · Care Services
Replacing Excel for Asset Tracking in Care Services
Practical guidance for replacing Excel for asset tracking in care services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Complaints Handling · Accountancy
Replacing Excel for Complaints Handling in Accountancy
Practical guidance for replacing Excel for complaints handling in accountancy, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Customer Onboarding · Accountancy
Replacing Excel for Customer Onboarding in Accountancy
Practical guidance for replacing Excel for customer onboarding in accountancy, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Equipment Hire Management · Construction
Replacing Excel for Equipment Hire Management in Construction
Practical guidance for replacing Excel for equipment hire management in construction, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Expense Claims · Accountancy
Replacing Excel for Expense Claims in Accountancy
Practical guidance for replacing Excel for expense claims in accountancy, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Handover Checklists · Care Services
Replacing Excel for Handover Checklists in Care Services
Practical guidance for replacing Excel for handover checklists in care services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Holiday Booking · Care Services
Replacing Excel for Holiday Booking in Care Services
Practical guidance for replacing Excel for holiday booking in care services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Invoice Approval · Charities
Replacing Excel for Invoice Approval in Charities
Practical guidance for replacing Excel for invoice approval in charities, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Job Request Tracking · Care Services
Replacing Excel for Job Request Tracking in Care Services
Practical guidance for replacing Excel for job request tracking in care services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Maintenance Requests · Care Services
Replacing Excel for Maintenance Requests in Care Services
Practical guidance for replacing Excel for maintenance requests in care services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Production Planning · Engineering
Replacing Excel for Production Planning in Engineering
How engineering operations can replace production planning spreadsheets for project-based fabrication, workshop capacity and changing technical priorities.
Purchase Order Approvals · Care Services
Replacing Excel for Purchase Order Approvals in Care Services
Practical guidance for replacing Excel for purchase order approvals in care services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.