Letting Technology Do the Repetitive Work: When and How to Move Beyond Spreadsheets

The cadence is running. The data is flowing. But the person maintaining the planning spreadsheet is spending 15 hours a week just keeping it current — and the business keeps adding SKUs, locations, and customers. 

This session covers how to recognize when you’ve outgrown manual planning, what to look for in technology that fits a lean team, and how to bring in tools that automate the repetitive work without the complexity that derailed past attempts. 

What you’ll learn: 

  • Five signs you’ve outgrown spreadsheets — and why the breaking point sneaks up on growing businesses 
  • What planning technology actually does for a lean team: replacing manual work, not replacing people
  • How to evaluate planning tools without getting lost in enterprise feature lists that don’t apply to you 
  • What a realistic implementation looks like for a mid-market company — timeline, team involvement, and how to avoid the mistakes that stall most projects 

Watch it on-demand today!

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