Replace spreadsheets when data needs ownership
If multiple people edit sensitive records, you need roles, permissions, validation and audit trails. Those are difficult to manage safely in ordinary spreadsheets.
Automation should follow a real business return
Do not build custom software just because it sounds modern. Build when faster reporting, fewer mistakes, better collections or clearer operations will create measurable value.
Start with the workflow that leaks the most money
The best first build is often a focused internal tool: stock control, billing, job tracking, approvals, reporting or customer records.