Practical guides
Clear, practical advice for businesses dealing with slow workbooks, emailed copies, difficult access and spreadsheet processes that have grown beyond the file.
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Build a quotation approval spreadsheet with discount limits, approval states, timestamps and audit history, and learn when a managed web app fits better.
A practical guide to reconciling figures from independent operational spreadsheets, resolving exceptions and deciding when a managed application may be a better fit.
Use a practical method to assess whether packaged SaaS can support a complex operational process, including exceptions, rules, permissions and change handling.
A practical Excel checklist for handing completed job, delivery and production records from operations to finance, with required fields, owners, acceptance statuses and exceptions.
Understand why customer, supplier and SKU records drift across Excel files, practical controls to apply now, and when a managed web app may be a better fit.
Compare Excel and Microsoft Access for operational data, including shared records, structured data, desktop use and when a managed web application may be a better fit.
Learn how to investigate discrepancies between job pack PDFs and live spreadsheets, establish the approved version and strengthen document control.
Understand the spreadsheet problems that affect same-day service scheduling, technician dispatch and live job changes, and when a managed custom application may fit.
Build a construction plant and equipment register spreadsheet for allocations, service dates, custody, off-hire status and evidence controls.
