Replace Excel Engineering
Sector guides
Replacing Excel in Engineering
Browse process-specific guides for this sector. Each guide looks at the operational workflow, where spreadsheets may become awkward and what a suitable replacement could involve.
Asset Tracking
Replacing Excel for Asset Tracking in Engineering
How engineering teams can replace asset spreadsheets for instruments, tools and shared equipment that move between people, projects and locations.
Customer Onboarding
Replacing Excel for Customer Onboarding in Engineering
Practical guidance for replacing Excel for customer onboarding in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Equipment Hire Management
Replacing Excel for Equipment Hire Management in Engineering
Practical guidance for replacing Excel for equipment hire management in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Expense Claims
Replacing Excel for Expense Claims in Engineering
Practical guidance for replacing Excel for expense claims in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Handover Checklists
Replacing Excel for Handover Checklists in Engineering
Practical guidance for replacing Excel for handover checklists in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Invoice Approval
Replacing Excel for Invoice Approval in Engineering
Practical guidance for replacing Excel for invoice approval in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Job Request Tracking
Replacing Excel for Job Request Tracking in Engineering
How engineering teams can replace Excel job request tracking for technical work that moves between requesters, engineers, projects and evidence.
Maintenance Requests
Replacing Excel for Maintenance Requests in Engineering
How engineering teams can replace maintenance request spreadsheets when faults, equipment context and technical follow-up cross operational teams.
Production Planning
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
Replacing Excel for Purchase Order Approvals in Engineering
Replacing engineering purchase approval spreadsheets for project components, specialist services and non-standard technical purchases.
Quality Checks
Replacing Excel for Quality Checks in Engineering
Replacing engineering quality check spreadsheets where technical evidence, exceptions and review need to stay connected to the job or deliverable.
Quotation Tracking
Replacing Excel for Quotation Tracking in Engineering
Replacing engineering quotation spreadsheets where technical scope, revisions, assumptions and commercial follow-up need to stay aligned.
Risk Assessments
Replacing Excel for Risk Assessments in Engineering
Replacing engineering risk assessment spreadsheets with controlled technical context, action ownership and review history.
Sales Pipeline Reporting
Replacing Excel for Sales Pipeline Reporting in Engineering
Practical guidance for replacing Excel for sales pipeline reporting in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Service Scheduling
Replacing Excel for Service Scheduling in Engineering
Practical guidance for replacing Excel for service scheduling in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Stock Control
Replacing Excel for Stock Control in Engineering
Replacing engineering stock spreadsheets for components, spares and project materials where traceable movements matter more than a single balance.
Timesheet Approval
Replacing Excel for Timesheet Approval in Engineering
How engineering firms can replace timesheet spreadsheets where hours need controlled project, job or activity coding before approval and reporting.
Training Records Management
Replacing Excel for Training Records Management in Engineering
Practical guidance for replacing Excel for training records management in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.