Home > Resources > Whitepapers > Moving Away from Spreadsheets: How to Know When It’s Time

Moving Away from Spreadsheets: How to Know When It’s Time

July 23, 2018

The spreadsheet conundrum... Joe Smith, sales director for Great Start-Up Number 5 Billion and Thirty-One, puts on a blindfold and reaches out blindly for something, ANYTHING, to help him organize his team’s deals and commissions. He’s hopeful. He’s waiting. He knows he’ll come back with something. We’re talking metaphorically, of course. He’s not actually HOLDING a spreadsheet, he’s using Excel—because it’s the lowest hanging fruit. It’s free and easy to learn. And for a while, you know what? It works great. He can use VLOOKUPS and shortcuts to navigate. He can import booking results and activity metrics from Salesforce or his CRM. He can get so good at it that packaging complex algorithms becomes second nature.

Spotlight

Scribe Software

Scribe is an established global provider of solutions that easily bring customer data anywhere it is needed – regardless of IT infrastructure. Scribe’s award-winning products help 12,000 customers and 1,200 partners use customer data – cloud-based, on-premise or a mix – to increase revenue, provide superior service, and create business value faster.

OTHER WHITEPAPERS

Transforming Your Business Landscape with Business Assurance Testing

whitePaper | June 1, 2022

The nature of digitization is that it speeds up the processes and opens the infrastructure to many lapses and security issues that cause trouble. Testing and services development must focus on areas that would impact the most significant business drivers like sales,

Rollovers for Business Start-Ups

whitePaper | January 25, 2020

How to fund your business is a big decision that shouldn’t be taken lightly! Fortunately, we’ve compiled all the information you’ll need to decide if the Rollover for Business Start-ups (ROBS) arrangement is right for you. This in-depth guide will reveal how you can use your retirement funds to start a business without incurring tax penalties or getting a loan.

small business finance FAQ

whitePaper | February 24, 2022

Small businesses borrow mainly for four reasons: to start a business, purchase inventory, expand, or to strengthen the firm’s financial health. Firms choose different means of financing depending on the intended purpose.

Small business owner’s guide to surviving 2023

whitePaper | February 27, 2023

As a small business owner, we know you deal with many challenges daily. Some of them may be difficult to predict, and you’ll have to tackle them as they come. For some challenges, however, you can prepare yourself in advance. Being ready and knowing what to do to overcome these challenges will save you time and money and ensure that 2023 will be the year where you’ll see success and expansion for your business!

Post COVID Policy Options to Enhance Australia’s Innovation Capabilities

whitePaper | June 1, 2021

The IPA takes an active role in the promotion of policies to assist the small business and SME sectors, reflecting the fact that approximately three-quarters of our members work in these sectors or are trusted advisers to small business and SMEs. The IPA pursues fundamental reforms which will result in boosting productivity growth and in easing the disproportionate regulatory compliance burden placed on small business.

Moving Away from Spreadsheets: How to Know When It’s Time