You have a tried and tested process – but legislation changes, or office policy changes, or you just want to see if things could be done better. To do this you need a new step in your system. How quickly can you get it implemented, indeed, can you get it implemented without having to resort to an external system.
I often see companies that have had such a change and as a result they have multiple systems – some that do part A, C and D but, part B – the system could not do, so they do it in Excel – that wonderful catch all.
Except…. to get part B to work, data has to come out of the main system (cue endless checks and cross checks) then it has to go back in for parts C and D (more checks).
After a few years the system is no longer a system. It is a nightmarish collection of applications and Excel spreadsheets and usually there is one person (only one) who knows how it all works.
The right kind of custom solution could make the nightmares stop. Find a system developer to help.