Records instead of a sheet
Jobs, clients or assets in a system with forms, filters and a change history.
Service
Spreadsheets are great to start with. But when your whole operation runs on them, only one person understands the macros and there are five versions, it’s time for a system that replaces them — and keeps what worked.
Jobs, clients or assets in a system with forms, filters and a change history.
Quotes, payroll or pricing as part of the system — documented, not mysterious.
Everyone sees and edits only what they should. No accidentally deleted columns.
Reports calculate themselves. And exporting to Excel still works when you need it.
Every project goes through the same four steps. At each one you know upfront what you’ll get.
Tick 10 signs and see whether it’s time to replace the spreadsheets — or whether they still serve you.
No. I migrate the data into the new system and we check together that it’s right. The old sheets stay with you as an archive.
Yes. The system replaces spreadsheets as the place where work happens, but exporting for analysis or your accountant stays.
Sometimes yes — and I’ll tell you. A system makes sense when several people use the sheet, operations depend on it or mistakes keep happening in it.
30 minutes on Google Meet. We’ll find out whether it makes sense — and if it doesn’t, I’ll tell you straight.
Send me an e-mail about your project or any other question, or just give me a call. You can also connect with me on LinkedIn.