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Whitepaper14 pages

Off the Spreadsheets

A structured approach to identifying which spreadsheet processes in your organisation are ready to be replaced - and the right order to tackle them. Includes a cost model for quantifying the hidden overhead of manual reporting. See our data platform and warehouse work on the website for more. Last updated 23 June 2026.

Spreadsheet-based reporting is not a temporary solution that has stayed longer than planned. For most mid-market organisations it is load-bearing infrastructure - and the processes that depend on it are often the ones the business could least afford to disrupt.

This whitepaper provides a structured approach to identifying which spreadsheet processes are ready to be replaced and the right order to tackle them - including a cost model for quantifying the hidden overhead of manual reporting that makes the business case concrete.

85%
of AI projects fail
Gartner
3
trust-killers in every engagement
7
blocks with every AI output

Most organisations know they need to move off spreadsheets. Few know where to start.

Why spreadsheet estates are harder to replace than they look

The problem is not the spreadsheet. It is the process built around it: the person who runs it, the manual steps that connect it to other systems, and the institutional knowledge embedded in a formula nobody has reviewed in four years. Replacing the tool is the easy part.

A framework for prioritising which processes to tackle first

Not all spreadsheet processes carry the same risk or offer the same return from replacement. The whitepaper provides a framework for ranking them by risk, usage, and replaceability - and the cost model that puts a number on the time currently being spent on each.

What the whitepaper covers

  • A structured framework for identifying which spreadsheet processes are ready to replace
  • How to prioritise migration based on risk, usage, and replaceability
  • A cost model for quantifying the hidden overhead of manual reporting
  • Why spreadsheet estates are harder to replace than they appear - and how to approach it
  • The sequencing that minimises disruption while moving the highest-value processes first

Who this is for

Finance directors, operations managers, and data leads in mid-market organisations who know they need to reduce reliance on spreadsheet-based reporting but have not identified where to start or how to make the business case.

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