Tailored Spreadsheets
A spreadsheet is only as good as its match to your process.
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This is why borrowing spreadsheets from other companies doesn't work out the way you hoped it would.
A spreadsheet that matches your process, people, and systems, however, saves you time and money every time it is opened.
What are Tailored Spreadsheets used for?
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When considering where you could use a tailored spreadsheet in your business ask yourself the following questions:
Am I doing the same calculations every day or week?
Do I need to compare many items at one time?
Am I spending time manually entering orders or lists every week?
Common uses for Tailored Sheets:
Estimates
For pricing, materials usage, or time.
Cost Analysis
Calculate gross margin, labor, materials or any other factors involved with your process or service.
Supply Orders
For recurring orders that need to be placed dynamically based on available supply.
Production Schedules
Compare many items and correctly assess priority and urgency for production.
Our Process
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Create the Missing Piece
Spreadsheet creation follows four key steps
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- Define the purpose of the sheet
- Understand the systems, people, and processes that interact with the sheet
- Build and optimize the sheet that matches your systems, people, and processes
- Train staff and integrate the sheet into daily work rhytms