Fleet management

Are logistics spreadsheets still right for your fleet?

Jade Zart Jade Zart 5 min read
Are logistics spreadsheets still right for your fleet?

Even though many large transport operations still currently use logistics spreadsheets in Excel, they are becoming less popular.

A few years ago, when logtechs were just starting out, spreadsheets were the alternative that brought the most productivity and organization to fleet management. In fact, they were part of the routines of most Brazilian operations for a long time.

But they are now falling out of use. In this post, you will learn:

Why are logistics spreadsheets falling out of use?

Although they were used for a long time to improve the control and productivity of transport operations, the reasons that make them lose popularity among managers include:

Rework in manual data entry

Those who use logistics spreadsheets as a form of management do not have technology systems and apps to use in the fleet's routine. This means that day-to-day information is collected through notes on paper or just in conversation.

So, when everything reaches the manager's hands (and ears), they need to transcribe everything into their spreadsheets. At least that is how it works in a good part of the operations.

In some cases, the employees themselves have access to the spreadsheets and can fill them in on their own. Even so, it does not avoid the worst part of the problem: the rework and the loss of operational productivity.

More errors

Especially in the second scenario we mentioned above, when several people have access to the fleet management spreadsheets, errors happen and can be excessive.

If only the manager has access, the information is a little more reliable, but there is still uncertainty about its accuracy.

Another situation that can happen, in both cases, is a lack of data updates. Either because the manager has no time to fill in the information or because the responsible employee does not do it when they should.

Besides the delay, planning errors can also happen because of this, since you use outdated information as the basis for making decisions.

Not usable in the long term

For monthly control of information, or even for a period of one year, spreadsheets can meet the fleet's needs. Beyond that, however, you already need to replicate the spreadsheet and start using this new document.

The reason is that logistics spreadsheets are limited.

For example, if you extend their use too much, the files become very heavy, making them slow to open and load. Another problem is that they end up visually cluttered, making it hard to find simple information quickly.

As the fleet grows and the number of license plates in the operation increases, you also run into another problem:

Spreadsheets need to be configured with specific codes and formulas to work properly and to automate some features. So far, so good.

But when you need to add new rows and data to control more vehicles, errors in these configurations can happen (and this is quite common), producing incorrect calculations and data across the entire spreadsheet.

That is why you would need to spend some time adjusting your spreadsheet or choose to create a different, more complete document. In either case, there is a loss of productivity and efficiency in the operation's routine.

When to keep using logistics spreadsheets?

If your fleet is mid-sized or small, spreadsheets can meet the basic control needs of your day to day.

So, if the trucking company's plans are to remain in this state for some time longer, save on budgets and generate more cash for the company, spreadsheets are a reasonable option, since they have a lower acquisition and maintenance cost.

This assumes that the manager or other employees know how to use and configure the tool as needed.

Another case in which you can keep spreadsheets in your management is when you do not carry out any form of control. In other words, if you have not yet implemented the routines of collecting, organizing and analyzing data, spreadsheets can be a good way to start.

How to know whether it is time to abandon spreadsheets in fleet management?

Any plan to expand the fleet and increase your transport operations should consider abandoning logistics spreadsheets and acquiring more modern and practical solutions.

If you are facing the problems described above or similar ones, you should strongly consider replacing your spreadsheets with technology systems for fleet control.

Among the reasons to take on this change, the main ones are:

  • Low visibility of the operation's data;
  • Little or no control over the fleet's vehicles coming in and going out;
  • Little or no control over sending vehicles to maintenance;
  • No control of work orders;
  • The amount of paper in the operation is very high;
  • You cannot automate any stage of fleet management;
  • There is little productivity in the fleet's routine.

How to replace logistics spreadsheets?

With the large number of companies and startups with solutions aimed at the logistics sector, the best way to solve your fleet's problems involves acquiring the technology best suited to your needs.

The logtechs, as these companies are called, are many. Today you find both ERP systems, for business management, and tools for specific stages of the operation.

For example, for the control of routes, fuel, tires, checklists and fleet maintenance, and so on.

You can be sure that, for every spreadsheet you use, there is a complete technology solution to replace it.

All you need to do is find the main point that needs improvement in your operation and focus on acquiring the most appropriate management model.

To get started, discover the solutions offered by Prolog App.

Frequently asked questions

Is it still worth using an Excel spreadsheet to control the fleet?

It depends on the size and the plan of the operation. In small and mid-sized fleets that intend to remain that size, the spreadsheet meets the basic control needs and has a lower acquisition and maintenance cost, as long as someone knows how to configure it. It is also a reasonable start for those who do not yet collect, organize or analyze any data. Those who plan to grow, however, should consider switching to a system.

What signs indicate that it is time to abandon the spreadsheet?

Some signs are recurrent: little visibility of the operation's data; scarce or no control over vehicles coming in and going out, over sending them to maintenance and over work orders; a high volume of paper; no automated stage of management; and low productivity in the routine. Plans to expand the fleet and scale up transport operations also call for this change.

Why does the spreadsheet generate rework even when the whole team has access?

When there is no system or app in the routine, day-to-day information arrives through notes on paper or conversation, and someone needs to transcribe everything into the file. Opening up data entry to the employees themselves does not solve the essential problem: the rework and the drop in productivity continue. And, with several people editing the same document, errors can become excessive and data updates can fall behind.

Why does the spreadsheet stall when the fleet grows?

Because it is limited. Extended for a long time, the file gets heavy, takes a long time to open and becomes a cluttered screen, where finding a simple piece of information takes time. In addition, the spreadsheet depends on codes and formulas configured to work; when adding rows and data for new vehicles, it is quite common to make mistakes in these configurations, which produces incorrect calculations and data across the entire document.

Where to start replacing spreadsheets?

With the point that most needs improvement in the operation. The logtech market offers everything from ERPs for business management to tools for specific stages: control of tires, routes, checklists, fuel and fleet maintenance. For every spreadsheet in use there is a technology solution capable of replacing it, so the decision comes down to identifying the priority and looking for the management model most appropriate to it.

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