Free Implementation Guide

From Spreadsheets to ERP in 30 Days

A step-by-step implementation guide for small manufacturers — get fully operational without shutting down production.

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Implementation Guide

Spreadsheets to ERP in 30 Days

3 phases, 30-day timeline
Step-by-step checklists
Ready-to-use templates
Common pitfalls to avoid
The Problem

If Any of These Sound Familiar, You've Probably Outgrown Your Spreadsheets

01

Version Chaos

Multiple copies of the same spreadsheet floating around. Nobody knows which one is current — until a wrong version ships a bad order.

02

Manual Re-keying

The same data typed into three different sheets. Sales, production, and purchasing each maintain their own version of the truth.

03

Stock Guesswork

You think you have 200 units. The shelf says 140. The spreadsheet hasn't been updated since last Tuesday.

04

Quoting Takes Hours

Every quote requires pulling data from multiple sheets, cross-referencing costs, and hoping the formulas haven't broken.

05

No Production Visibility

What's on the shop floor right now? What's overdue? The spreadsheet can't tell you — because nobody's updated it.

06

Growth Hits a Wall

You've got more orders than ever. But the spreadsheet process that worked for 10 orders a week breaks at 50.

Your 30-Day Roadmap

A proven, phased approach that gets you from spreadsheets to a running ERP without shutting down operations.

Days 1 – 7
Foundation

Audit, plan, and set up your environment

01 Map your current spreadsheet workflows and identify critical data
02 Define your product catalogue and bill of materials structure
03 Set up user accounts, roles, and permissions
04 Configure your company settings, tax codes, and currencies
05 Import your customer and supplier master data
Days 8 – 21
Migration

Move your operations across, module by module

06 Import inventory and set opening stock levels
07–10 Steps 7–10 are included in the full guide, covering order flow, production setup, purchasing rules and parallel running.
Steps 7–10 are in the full guide
Days 22 – 30
Go Live

Switch over and close out the spreadsheets

11–15 Steps 11–15 are included in the full guide, covering validation, team training, ERP-only operations, reporting and spreadsheet close-out.
Steps 11–15 are in the full guide
From the Shop Floor

One Manufacturer's Spreadsheet Move

"Fraction ERP has helped us to move away from our clunky spreadsheets into a more effective way of working. Data is now at our fingertips and is presented in a very clear and visual way. The system is easy to learn and we were able to implement Fraction a bit at a time."

RM
Remy Medway
RMI Fabrications

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