Skip to content
TB Enterprise
All guides
Software

Signs your business has outgrown its spreadsheet

Spreadsheets run more businesses than anyone admits. Here is how to tell when yours has become a liability.

There is a spreadsheet holding part of your business together. Almost every business has one and there is nothing embarrassing about it, since it was free, it was already open, and it worked.

The question is not whether that is respectable. It is whether the thing has quietly become the most fragile part of your operation while nobody was watching it.

The signs

The one worth taking seriously is when only one person really understands it. There are formulas nobody else will touch and a couple of jobs that simply wait until they are back off holiday, which makes it a single point of failure with a person attached rather than a spreadsheet problem.

Versions are the next giveaway. Final, then Final v2, then Final v2 (Dave's copy), with somebody merging them by hand every so often and occasionally merging them wrong in a way nobody catches for a month.

Somewhere in the week there is probably a rekey, where the same information goes out of the spreadsheet and into the accounts package or back the other way. It is pure cost, it happens every week, and it introduces the sort of errors that surface in a reconciliation 6 months later.

You will know if it has started breaking. Slow to open, formulas throwing errors after somebody inserted a row, a chart pointing at a range that moved underneath it. Files get brittle as they get big and there is no warning before they do.

The commercial cost usually shows up as questions going unasked. Once "how many of those did we do last quarter" takes an afternoon rather than a minute, people stop asking it, and decisions get made on impressions instead of numbers.

Then there is the one everybody recognises. If nobody will restructure it because it might break everything, it is already carrying more weight than it was built to hold.

When it is fine to leave alone

If it works, one or two people use it, it is backed up and nobody is rekeying anything out of it, leave it alone. Replacing a working spreadsheet with software that does the identical job is money spent on tidiness, and the real cost only lives where the manual work, the errors or the fragility are.

What replacing it usually looks like

Smaller than people expect, and rarely a whole platform. Normally it is one focused tool doing the specific things a shared file does badly: several people in it at once, a proper record of who changed what, validation so bad data cannot get in at all, and a report you can run without asking anyone.

Existing data comes across, and the spreadsheet usually survives as a read-only archive rather than getting deleted, because people want to know it is still there.

The reason these projects land smaller than expected is that most of what they need is identical to what every other business needs. Accounts, permissions, history and reporting do not vary much between one company and the next, and we build on our own codebase where that groundwork is already written, so the money goes on the part that is genuinely about your business.

A rough way to decide

Add up the hours a month that go into maintaining it, rekeying out of it and fixing it, put your hourly cost against that, and compare the total with a one-off build. The sum tends to point obviously in one direction or the other, and it is worth doing before anyone quotes you rather than after.

Factor in one thing on the other side of the ledger. Whatever replaces the spreadsheet has to be hosted, backed up and looked after by somebody, and if that is a different company from the one that built it you have added a supplier and a handover to the running cost.

How we do it

We build the tool, host it and look after it, so there is one place to go when something needs changing.

Most of what a replacement needs already exists in BadgerFramework, our own codebase, where user accounts, permissions, change history, validation and reporting are written, tested and running in production for other clients. We build the part that is genuinely about your business and reuse the rest, which is what keeps both the price and the timeline down.

Your data comes with you, 15 years of history and duplicates and free-text fields and all. Getting it across properly is usually the fiddly part of the whole job and it is work we do rather than hand back to you as homework.

More than one person can be in it at once, with a record of who changed what, which is the thing a shared file can never really give you. It runs on infrastructure we manage, backed up, patched and monitored around the clock, with a dedicated team who know your system because they built it.

When the business changes next year, that is a conversation with people who already understand how it fits together rather than a new project with a new supplier. You get a fixed price agreed before we start and you do not pay until you are happy with what we have built.

If you want a second opinion on where your spreadsheet sits, that is what the first conversation is for. It costs nothing and commits you to nothing.

More guides
Custom software or off the shelf?
How to work out which one your business actually needs, before anyone quotes you for either.
Is your business actually backed up?
Having a backup and having a backup that works are two different things. Here is how to tell which one you have.