The spreadsheet is trying to tell you something

Sometimes a spreadsheet is really an integration wearing a disguise.

THE THING WE KEEP SEEING

I have nothing against spreadsheets. They are brilliant.

But there is one spreadsheet I am suspicious of: the spreadsheet sitting permanently between two bits of software.

FIELD NOTE 02 / FOLLOW THE WORK

Look at the
whole journey.

An illustrative map of this question.
The useful detail is often between the steps.

THE USEFUL QUESTION

The recurring export is part of the workflow. Design it that way.

01 / START HERE

02 / START HERE

03 / START HERE

START WITH A REAL PERSON

A spreadsheet, email chain or quick conversation is enough to start. We’ll help you see what could work better.