08/31/2026
Most organizations don't outgrow spreadsheets overnight.
They outgrow the way work moves through the organization.
It usually starts small.
One more spreadsheet.
Another approval step.
A report that only one person knows how to build.
Eventually, those workarounds become everyday operations—and that's when they begin slowing decisions, limiting visibility, and consuming valuable time.
One lesson we've learned is that this rarely requires starting over with brand-new technology.
It starts with understanding how people, processes, and information move through the organization. Only then does it become clear where workflow automation, Microsoft 365, AI, or other technologies can create meaningful improvements.
In our latest article, we share seven common signs that an organization has outgrown spreadsheet-based workflows and practical questions leaders can ask before investing in new tools.
If your organization has ever wondered whether a workflow is holding growth back, we hope this guide provides a helpful place to start.
Read the full article:
https://gochicagoit.com/it-managed-services-blog/business-workflow-management/