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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.

More insights

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