Yes, the performance will generally be better (1 minute to run a report, not 1 hour), but I'm not sure things will generally be better. As you said, the business people can at least modify the Excel. These systems? Not so much, without an usually massive support contract (Yaaaay! for us IT people, I guess).

People sometimes make a false equivalent and imagine that the Excel jungle will be replaced by a Google-developed, 90%+ unit tested, refactored and cleaned periodically bunch of code.

I'm not convinced that's a good thing. If they can change the Excel then they can also fuck up the system, and if you fuck up a system like this then it's horrendously difficult to unfuck. I think systems like this look great when they're working, but the second they go tits up you realise why people are horrified by them.

Unfortunately, many businesses then find they have no way to know the extent of the data lost or who did it. And there’s no proper backups. Happens over and over thoughout the world.

Excel’s a great tool and there are lots of terrific uses for it. But what the article describes isn’t one of them. If we’re being honest, this isn’t the first time the issue’s been discussed and the companies likely aren’t actually switching away from excel, but rather supplementing it.

In fact, the article seems to be more a “hit job” / “marketing piece” for Anaplan Inc., Workiva Inc. and Adaptive Insights.

The alternative doesn't have to have a high failure rate. I was brought in to help reboot their in-house implementation of a product data management system - the core issue was they didn't have any real competency in software development (though they believed they did.) Ultimately I recommended they abandon the in-house effort and instead proposed using an off-the-shelf PDM system, we evaluated quite a few decent options over the course of six months and found several that met the business's requirements. It would have been the right thing to do and I believe it would have been successful. Culturally the IT department staff was plagued with not-invented-here syndrome. It was a generally dysfunctional IT group and it's quite likely that Excel got it's start as the system of record because the business needed to get the job done, and the IT department was unable or unwilling to deliver.

Alternatively you were brought in by management to make cost cutting recommendations - and your solution wasn't cheap enough.

Alternatively the company accounted for the enormous risk of the project succeeding but actually being worse than what they had in place.

You really don't know the politics of this.

Edit: Another alternative is that your plan would have resulted in sufficient job losses that the company was worried that it would demotivate other employees and damage the company more than the cost savings.

It's entirely possible that the OP was exactly correct, or close to correct. It's also quite likely that at least one of the factors you mentioned (or others) was also at play.

But..I do think that if we're thinking in terms of "users" and "developers" then we're no longer talking about excel. The whole reason excel is used this way is the continuous spectrum of sophistication.

It's no good if you fix excel by making it not excel. The whole reason excel is so popular is the intuitive, unintimidating but terribly wrong way it mixes data, code and GUI. Functions in the data, constants repeated in every row, hard coded variables all over the place. If you're just supplying a GUI and hiding the code, the user can't change, add or debug anymore. The point is that they can code, even if they don't know they are coding.

The trick is to think up a way of shipping VisualStudio, but making it less terrifying to engineers, managers and such.

What a professional software developer's workflow has and Excel lacks:

* principled way of sharing code across a team with distributed source control (or similarly powerful tool),

* automated regression tests,

* input validation,

* continuous deployment tools to automatically deploy working code (default mode for Excel I guess), and a mechanism to roll back to a previous version (not so much),

* build and dependency management tools for bringing in libraries from a vast open source ecosystem,

* systems for reporting bugs and feature requests and tracking their progress,

* networked database that is the shared "source of truth" for all users,

* security and auditing,

* hardware capacity planning (run locally or in AWS? what are the cost trade offs?)

So sure, get the health insurance people doing all of those things, and have Microsoft figure out how to do all of them well in Excel, and congratulations, they are now software developers. None of these require using a "real programming language", at least not directly.

OK, I don't know who wants to work in health insurance but the basic point is Excel is a good tool for people who have specialist knowledge in a particular domain and want to automate their work. Programmers know the best way of programming but frequently overestimate their understanding of other people's problems.

Even absent that, it is difficult to explain what users need to coders who have zero idea about the domain. Unless it turns out they are the kind that just know user is idiot the moment she has different opinion on her own job, in which case expect needed time to tripple.

The homegrown excel is awesome analysis once the company decides to move on. It is concrete, you can generate test cases from it, it has features.

Excel upgrades don't seem to break previous files as severely and have the backing of Microsoft.

I can't believe I'm defending Excel.

No... but I think the converse might be possible. If those with the programming knowledge sought to replace the Excel system but in a way which actually preserved the useful features of the Excel solution. Dirty, filthy things that programmers don't like. No referential integrity, data duplication, deferring decisions to human beings rather than lists of rigid criteria, etc. If they could swallow their bile for just a bit, they could build a system just as useful and flexible and introduce tools to add in the things like data consistency and referential integrity - tools that the user would initiate, thus accepting responsibility for the restrictions such things impose on themselves and the data.

That is not, unfortunately, how it is usually done. (I am currently literally working on a program to replace a 40K row Excel sheet that crashes multiple times a day which has a workflow centered around it that involves slicing and dicing the sheet, passing it off to multiple different groups for separate editing, etc... not sure I will be able to sell the team on this approach, however I do believe it is sound.)

If you hand a caveman a machine gun, he will club you to death with it. IOW, the casual ability for domain experts to screw up a spreadsheet is enough of a reason to decide that excel is a terrible solution to this problem.

Caveman were better than you at a lot of things. They knew how to find squirrels