Rootstock Software: Spreadsheets Are Holding Many Companies Back

Cloud ERP Lets Companies Connect People, Data and Systems
to Produce Greater Collaboration, Efficiency and Insight

San Ramon, Calif. - April 28, 2021Rootstock Software, a worldwide provider of cloud ERP, reports that most companies have employed spreadsheets but there comes a time when they are just not enough. As companies grow, data volume increases, multiple users need data simultaneously, audit trails must be protected and operations become more intricate, spreadsheets become unwieldy, overly complex and outmoded.

"Going from spreadsheets to a cloud ERP lets companies connect people, data  and systems to produce greater collaboration, efficiency and insight, " advises Pat Garrehy, Rootstock Software CEO. "Although originally useful, spreadsheets have often held companies back from these objectives. Today, with cloud ERP providing an end-to-end view of data, companies can uncover opportunities to deliver better products faster and more affordably, thus gaining a competitive edge."

For example, Garrehy illustrates how a multinational Rootstock customer used spreadsheets to manage inventory across a dozen warehouses and anticipate demand and handle distribution to over 50 countries. Today, a single cloud platform, instead, provides a dashboard to view all inventory. This meant that the multinational now can have an enterprise-wide perspective on demand.

In another instance, using spreadsheets, an international organization cut and pasted requisitions into individual supplier spreadsheets and emailed them out. On a master spreadsheet, they tracked overall supplier performance. Needless to say, this process was tedious, prone to error and often relayed outdated information. Upon switching to a cloud platform, the company built an online community and leveraged real-time dashboard assessments. Today, in real-time, they see production forecasts and individual supplier performances.

"As another example, in many organizations, such as medical devices, aerospace and autos, quality control not only covers product integrity and associated items but also gets into government policies and regulations," Garrehy notes. "Spreadsheets were deployed to house standard operating procedures via using different point solutions."

As a medical device supplier customer discovered, following such procedures via spreadsheets was painful. Instead, the company upgraded its cloud ERP to track and trace complete product history. It also employed an electronic quality management system (EQMS) to ensure safety and compliance with FDA regulations. Ultimately, quality for this company now embraces a total digital approach.

"Versus in-house ERP systems, cloud systems are much easier to implement and don't need as many IT resources as on-premise systems," emphasizes Garrehy. "Additionally, if the cloud ERP is a newer model, it probably uses low-code technology which, without getting into an entire article on this topic, lets users customize screens, modify workflow processes, build their own apps and embed AI without needing a squad of over-priced consultants or dumping the project on their unprepared staff."

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