Replace Excel Events

Sector guides

Replacing Excel in Events

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 Events

Practical guidance for replacing Excel for asset tracking in events, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Customer Onboarding

Replacing Excel for Customer Onboarding in Events

Practical guidance for replacing Excel for customer onboarding in events, 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 Events

Practical guidance for replacing Excel for equipment hire management in events, 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 Events

Practical guidance for replacing Excel for expense claims in events, 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 Events

Practical guidance for replacing Excel for handover checklists in events, 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 Events

Practical guidance for replacing Excel for invoice approval in events, 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 Events

Practical guidance for replacing Excel for job request tracking in events, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Purchase Order Approvals

Replacing Excel for Purchase Order Approvals in Events

Practical guidance for replacing Excel for purchase order approvals in events, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Quotation Tracking

Replacing Excel for Quotation Tracking in Events

Practical guidance for replacing Excel for quotation tracking in events, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Risk Assessments

Replacing Excel for Risk Assessments in Events

Practical guidance for replacing Excel for risk assessments in events, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Sales Pipeline Reporting

Replacing Excel for Sales Pipeline Reporting in Events

Practical guidance for replacing Excel for sales pipeline reporting in events, 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 Events

Practical guidance for replacing Excel for stock control in events, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.