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Case StudyNovember 25, 20258 min read

From Excel to AI: A Manufacturer's Transformation Journey

How mid-sized companies modernize their product data management

Bilal Jaddi

Bilal Jaddi

CEO & Co-Founder

Many manufacturing companies share a common starting point: product data scattered across dozens of Excel files, maintained by experts who know where to find things but struggle to share that knowledge. The journey from this state to AI-powered automation isn't as dramatic as it sounds - but it does require a thoughtful approach.

The Typical Starting Point

Picture this: material specifications in one spreadsheet, supplier data in another, compliance certificates in a shared folder (maybe), and critical knowledge in the heads of long-tenured employees. This setup works - until someone goes on vacation, until an audit happens, until a customer asks for traceability data you can't produce.

60%

Time spent searching for data

23%

Duplicate data entry

15%

Errors from manual processes

Phase 1: Consolidation, Not Revolution

The biggest mistake is trying to change everything at once. Smart transformation starts with consolidation: bringing scattered data into a single, structured repository. This doesn't mean fancy AI - it means basic database principles applied to your existing data. Keep using Excel if that's what your team knows, but feed it into a central system.

Phase 2: Standardization Enables Automation

Once data is consolidated, patterns emerge. You notice that supplier datasheets follow similar structures. Certificate data has consistent fields. This standardization is what enables automation - AI can't help with chaos, but it excels at processing standardized information at scale.

Key Insight

The goal isn't to eliminate Excel overnight. It's to make Excel one of many ways to input data into a system that maintains consistency and enables automation.

Phase 3: Intelligent Automation

With clean, structured data, AI becomes practical. Document processing that took hours becomes automatic. Data validation that required expert review happens in seconds. New supplier onboarding that was a weeks-long process becomes days. The foundation makes the automation possible.

The Human Element

Technology is the easy part. Change management is harder. The employees who built those Excel systems are experts - their knowledge needs to be captured, not dismissed. Involve them in the design process, show them how automation frees them for more valuable work, and celebrate their expertise.

Bilal Jaddi

Considering Your Own Transformation?

Every company's journey is different. Let's discuss where you are today and what a realistic path forward looks like.

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