Propel
BEST PRACTICES
Ten Reasons to Stop using Excel for
Product Development
When it comes to capturing product information, many companies use Microsoft Excel or
Google Sheets. And why not? Both apps are basically free, easy to use, and super flexible. But
Excel isn’t just something reserved for small and mid-sized businesses (SMBs). Even large
companies use Excel with sophisticated macros to mimic complex relationship lookups. While
many companies can continue using Excel to manage product data, there are many limitations with
Excel that can undermine the success of your company’s products.
PROPEL n 10 Ways Excel Undermines Hardware Companies
Visibility into Changes
When you update product data in spreadsheets, it’s extremely difficult to know
what’s changed from one version to another. How do you also know which version
of your spreadsheet is the right one to use? And once you need to share a file with
someone else, it’s nearly impossible for them to determine which version of the
spreadsheet they should be using. If you use workarounds like macros, comments
or color-coding, you also need to be sure everyone is using the same version of
Excel that you are; otherwise, some of your workarounds may be lost in
translation.
Customer Insights
Any time you make a product change, it’s critical to know what the impact is in the
field, especially with customers. Unfortunately, Excel is a standalone tool that
provides no integration to customer or partner data. Instead, you should ideally
track the relationship between customers, product revisions, and partners, so you
can take appropriate action.
Change Approvals
If you need to have people approve changes, the most common method is to email
a spreadsheet to everyone. But even if you have all the right people on the email
thread, your email may get lost in people’s inboxes. Tracking approval history via
email adds to the hassle of email approvals. Instead of email, you should rely on a
centralized change approval system.
Tasks and Reminders
When you change a product, you also need to make sure you complete specific
tasks, like updating a datasheet or performing a cost-impact analysis. Tracking
who needs to complete what by when is a highly manual and inconsistent process
using Excel. Chasing down owners for each task through email makes everyone
less productive as well.
Built 100% on Salesforce, Propel offers cloud PLM that helps your company, partners and customers manage
changing product information. Learn more at propelPLM.com
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Shared Parts and Components
Components, manufacturer parts, files and other items are typically used across multiple assemblies. If you
need to replace an item, it’s easy to use Find and Replace to change out that item on a single assembly.
However, doing so for multiple assemblies is impossible unless you know every assembly that has that
component. Having advanced Where Used capabilities would dramatically simplify component changes.
Validation Rules
All products should follow some basic rules and guidelines, such as having the right part number. However,
aside from complex macros, Excel falls short. Even something as simple as creating a product with the next
available part number requires effort. When it comes to more advanced guidelines like being allowed to edit
certain product data depending on a part’s lifecycle phase, it’s impossible with Excel.
Design Context
How and why did your team decide to update a product a certain way? That type of discussion is usually
captured in email or meeting notes. If you rely on Excel to update product information, it’s impossible to
capture your design discussion and product decisions. Instead you need to have a way to facilitate and
document collaboration across internal and external stakeholders.
Files and Attachments
Most parts used in a product have documentation, including design specs, product documentation,
manufacturing datasheets, and sales tools. While it’s possible to use Excel to link to multiple file locations,
how do you manage file versions and access? If someone wants to update a file, how do you make sure your
Excel file has the right version?
Product History
As your products get rolled out into the market, documenting product and change history is vital. It’s critical
to know which product versions have which components and manufacturer parts, which customers own
which versions, and when changes were implemented. For companies who have to deal with any regulation
or certification process, documenting product and change history is mandatory.
Future Support
Excel is often used because it’s so easy and flexible. But as your business changes, you need to make sure
your spreadsheet keeps up. If others need to use the spreadsheet, you’ll also need to train them. And if your
Excel guru leaves your company, who will resolve any issues or enhancements with your homegrown
spreadsheet?
Upgrade to Product Lifecycle Management in the cloud
If you have outgrown Excel for managing product design and development data, it’s time to move to the
cloud for a modern product lifecycle management (PLM) solution. Propel provides cost-effective solutions
for organizations, big or small. Learn more about Propel solutions here.
