Excel can be an excellent starting tool. The problem begins when multiple files, versions and manual edits make it difficult to know which data is correct and who made each movement.
Mismatched counts, manual lot searches, broken formulas, duplicate files, dependence on one person and reports that take hours are clear signals. So is the inability to quickly reconstruct receiving, quarantine, approval, consumption, adjustment and dispatch.
Automation will not fix an ambiguous process. First define statuses, roles, units of measure, locations, lots, approval rules and exceptions. Then determine which platform can support the flow and which integrations are truly needed.
Cleaning catalogs, codes, duplicates and balances is critical. Define a cutover, preserve backups, validate samples and reconcile totals before and after migration. A pilot by area or product family reduces risk and provides room to adjust.
The new system needs role-based permissions, audit trails, user procedures, training and metrics. Review errors, cycle time and recurring questions during the first weeks. The goal is not to digitize unnecessary steps, but to create a simpler, more traceable operation.