Excel & Automation
When to rebuild, automate or retire a critical spreadsheet
A simple framework for deciding what to do with the spreadsheets your business depends on.
BoiroMetric Consulting · · 4 min read
Spreadsheets are not the problem. Unstructured, undocumented spreadsheets that support critical decisions are.
Assess impact and fragility
- How important is the output to decisions or reporting?
- How many people can maintain it?
- How much manual effort does it take each cycle?
- How often does it break or produce errors?
Choose the right response
High impact and high fragility suggests a structured rebuild. High effort and stable logic suggests automation. Low impact suggests retirement. The goal is a portfolio of tools the business can rely on.
