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Systems, Technology & AI

Too many spreadsheets, not enough answers

Spot it. Sight it. Solve it.

Spot It.

Spreadsheets track everything: jobs, inventory, customers, schedules. Each person keeps their own version. The numbers don't match from one file to the next. Answering a simple question means hunting through several files, and one broken formula can quietly throw everything off.

Sight It.

Spreadsheets start as quick fixes and grow into critical systems nobody actually designed. Different people build their own copies. There is no single source of truth that everyone agrees on. And moving to a better tool feels expensive and disruptive, so the patchwork keeps growing year after year until it is fragile and hard to trust.

Solve It.

Bring order to the data:

  1. List every important spreadsheet, who maintains it and what it is used for.
  2. Identify where the same information is entered in more than one place.
  3. Choose one master source for each type of information.
  4. Look at whether an affordable software tool could replace the most critical spreadsheets.
  5. Retire the spreadsheets you no longer need.

One trusted source beats ten versions of the truth.

Fixed it yourself? Great. Want help making it stick? Talk to a Troubleshooter.

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