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Signs you have outgrown the spreadsheet

5 slides · Fit · 1080 x 1350
01Fit
VP.
Still the system of record
Six signs

The spreadsheet
stopped being
a spreadsheet

Swipe
02The signs
VP.
Tick the ones that are true

Six that count

Somebody protects a tab so nobody breaks it
There is a version with someone's name in the filename
Two people maintain the same numbers separately
The month end close takes days, not hours
A new hire cannot use it without being taught by a person
You have a rule about who is allowed to edit it
Swipe
03The threshold
VP.
Where it usually tips
4

Four ticks is where operators start losing real time to the workaround.

Under four, fix the process before you buy any software

Swipe
04The shift
VP.
What actually changes

Same work, different record

Spreadsheet
Anyone can overwrite anything
History is whoever remembers
Access is an honour system
System
Only the right role can edit
Every change has a name and a time
Access is enforced
Swipe
05Next
VP.
One ask

How many did
you tick?

Send me the number. Under four and I will tell you not to buy anything yet.

Message me