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:
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