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From Excel to management software: four signs it's time

Four signs your company has outgrown Excel, and how to move to management software in phases, so you use the first one right away.

8 min read

Custom softwarezircon.hu

The system got too small for the company

In short

A company needs management software instead of Excel when its spreadsheets cause more work than they save. Four signs show this: several versions of the same spreadsheet are going round, orders are typed in more than once, the weekly figures are put together by hand, and there is an old system nobody maintains.

Key points

  • Excel is a good tool while a few people use it for one purpose, but a weak foundation for a whole company's day-to-day work.
  • The four signs: several versions of the same spreadsheet, orders typed in three times, weekly figures put together by hand, an old system nobody looks after.
  • According to Eurostat's 2025 data, only 24% of Hungarian companies with 10 to 49 people use ERP software; the EU average is 41%.
  • Our view: at that point the company isn't too small for a system; the system has become too small for the company, and the switch is best started with the most painful process.

When do you need management software instead of Excel?

When spreadsheets are no longer kept by one person for one purpose, but the company's daily operations run on them: orders, stock, quotes, invoicing. Management software is a program that handles these processes in one place, with shared data, and logs who changed what. The four signs below show that this point has been reached.

1. Three versions of the same spreadsheet are going round

One colleague works in the shared folder, another in their own copy, a third got the file by e-mail last week. If a meeting turns into a question of which number is right, the spreadsheet is no longer doing its job. The problem isn't a lack of discipline: in a shared file it is hard to track who changed what, and the rules are easy to get around.

2. The same order is typed in three times

The order arrives in the webshop, then someone copies it into the admin spreadsheet, and once more into the invoicing tool. Every retyping costs time and is a chance for errors: a mistyped item number, a wrong price, a missed discount. Retyping grows with the number of orders, and errors often come to light only when the customer complains.

3. Someone puts the weekly figures together by hand on Friday

If management only sees the weekly revenue, the open orders or the stock when someone copies them together on Friday afternoon, the figures are always late, and one person's holiday stops the report. In a management system the same figures are available at any time, because they come from the same data the company works with every day.

4. There is an old system nobody maintains any more

Many companies run a program built years ago, or a workbook full of macros, written by someone who has since left. It works, but nobody dares to touch it, it can't be connected to the webshop or the invoicing tool, and if it stops, there is nobody to fix it. An orphaned old system is not an IT question; it is a business risk.

How common are errors in spreadsheets?

More common than most managers think. In a 2009 study, Stephen Powell, Kenneth Baker and Barry Lawson examined fifty spreadsheets actually in use at organisations. In only seven of the fifty workbooks did they find no error that produces a wrong result; in other words, 86% contained at least one such error.

The authors themselves stress that a formula error does not by itself mean the decision was wrong too. The research isn't new, but its lesson still stands: if a company's order and financial data live in spreadsheets, someone has to find the errors by hand.

How many Hungarian companies already use an ERP system?

Fewer than a quarter of companies with 10 to 49 people. According to Eurostat's 2025 data, 24% of Hungarian companies with 10 to 49 people use ERP software. ERP (enterprise resource planning) software is a program in which a company's different areas, such as orders, the warehouse and finance, see the same data. The EU average for this size is 41%.

10 to 49 people
Hungary, 202329%
Hungary, 202524%
EU average, 202541%
50 to 249 people
Hungary, 202364%
Hungary, 202561%
EU average, 202570%
more than 250 people
Hungary, 202391%
Hungary, 202593%
EU average, 202589%

Among large companies the Hungarian share is above the EU average; the gap shows in the 10 to 250 range. Among companies with 10 to 49 people the share hasn't grown since 2023. The survey is based on a sample, so small changes should be read with care, but the distance from the EU average is large.

Off-the-shelf ERP or custom management software?

An off-the-shelf ERP is a good choice if the company's processes are similar to the market average and the company is willing to adapt its work to the software. Custom management software pays off if the company is good precisely because of the way it works and doesn't want to bend that to fit a boxed product.

When it fits
Stay with ExcelFew users, a simple process
Off-the-shelf ERPAverage, standard processes
Custom management softwareYour own processes, many tools to connect
Who adapts to whom
Stay with ExcelThe spreadsheet to the company, without checks
Off-the-shelf ERPMostly the company to the software
Custom management softwareThe software to the company
Webshop and invoicing
Stay with ExcelCopied by hand
Off-the-shelf ERPThe tools the vendor supports
Custom management softwareThe ones the company already uses
Rollout
Stay with ExcelNone
Off-the-shelf ERPFollowing the vendor's method
Custom management softwareIn phases, starting with one process
Log and permissions
Stay with ExcelLimited
Off-the-shelf ERPYes
Custom management softwareYes, following the company's rules

How should you move away from Excel?

Step by step, starting with the most painful process. In a working company you don't need to replace everything at once.

  1. 01

    Pick the most painful process. Where there is the most retyping, or where errors cost the most. Often it is the path from order to invoice.

  2. 02

    Draw how it works today. Who does what, from which spreadsheet, into which tool. Drawing it out shows what is unnecessary.

  3. 03

    Build that one process. The smallest usable version (MVP) runs live, connected to the webshop and the invoicing tool.

  4. 04

    Move the data across and check it together. Keep the old spreadsheet read-only for a while, so anything can still be looked up.

  5. 05

    Extend module by module. Stock, quotes, customer portal, reports: in the order that pays back first.

What does this mean for a company of 10 to 250 people?

We think the four signs are not a failure but a sign of growth. The company isn't too small for a system; the system has become too small for the company. The answer, though, is not one big project that replaces everything at once.

That is why we build custom management software in phases. In Phase 0 we map the process together and choose what hurts most. After Phase 1 (MVP) that one process already runs live, and you use it while the next phase is built (Phase 2 and on). The system connects to the tools you already use: a Shopify, WooCommerce, UNAS or Shoprenter webshop, Számlázz.hu or Billingo for invoicing, and Excel or Google Sheets if needed. It is built on Laravel and Filament, runs on EU servers, and logs who changed what. Where money or a customer is involved, a person approves the step.

Where it makes sense, artificial intelligence goes in too, for example pre-filling an order that arrives by e-mail, which a colleague checks and approves. After go-live we run and update the system. The price is fixed, and we quote it after the first conversation.

What not to do: start with the biggest module, or copy the old spreadsheet one to one.

Frequently asked

What people ask about this.

  1. 01

    Can Excel stay alongside the management software?

    Yes, and often it should. Excel is good for analysis, one-off calculations and exports for the accountant. The point is that the spreadsheet shouldn't be the source of truth: order, stock and invoice data live in the system, and the spreadsheet is built from them.

  2. 02

    What is the difference between ERP and management software?

    ERP (enterprise resource planning) is usually a bigger, off-the-shelf product that covers many areas. Management software is the broader term: any program that handles a company's daily administration, from orders to invoicing. Custom management software can also be small and cover only the areas the company needs.

  3. 03

    What happens to the data in the old spreadsheets?

    Moving the data across is part of the switch, and it shouldn't be left until the end. Good practice is to move it into the new system in the first phase, have the company's key people check it, and keep the old spreadsheet read-only for a while.

  4. 04

    How long does it take to replace the spreadsheets?

    It doesn't have to happen all at once. The first phase replaces a single process, and the rest follow in the order that pays back first. The exact time depends on the size of the process, so we give a fixed-price quote after the first conversation.

  5. 05

    Who maintains the system after go-live?

    With us, we do: the people who built it. After go-live we run and update the system on servers in Hungary, Germany or Finland. So the fourth sign doesn't come back: there won't be a program nobody dares to touch.

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