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Migrating off spreadsheets: an ERP rollout playbook

A phased approach to ERP migration that keeps operations running while you replace the spreadsheet sprawl.

PublishedApr 30, 2026
Reading time7 min
CategoryERP

The riskiest way to migrate off spreadsheets is a big-bang cutover. We phase every ERP rollout by module - starting with the one causing the most operational pain (usually inventory or AP) - so the business absorbs one change at a time.

Data migration is where projects die quietly. Budget real time for cleaning historical records; spreadsheets accumulate a decade of inconsistent formatting that no import script handles gracefully on the first try.

Success looks like: the old spreadsheet becomes read-only reference material within 90 days, and nobody misses it within six months.

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