[Guides]
Moving Off Spreadsheets
Getting quotes, jobs, and inventory out of workbooks without losing the history in them.
Chapters4 Parts
01
Find every spreadsheet that runs something
02
Decide which numbers are the real ones
03
Import items, BOMs, and open orders
04
Retire the workbook on purpose
Not Written Yet
The chapters above are the outline. The written guide is not published yet.
If you are working through this now, reach out and we will walk you through it rather than make you wait for the writeup.
Other GuidesAll Guides
Choosing Manufacturing ERP
How to run an evaluation that ends in a decision instead of another round of demos.
ERP Implementation in 90 DaysWhat each phase looks like, who owns it, and the decisions that decide whether you go live on time.
Getting Audit ReadyThe records an auditor asks for, and how to keep them as a by-product of running the job.