The client was a major resource producer who required goods stored on behalf of numerous joint venture owners and projects and had to provide details of what was stored where for which jv owner / project. We devised a floor plan covering undercover and external hardstand and showing identified items and areas of storage (colour […]
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Month: October 2017
Excel use and your reputation..
Consider this real life situation.. You acquired a business and inherited provision of long standing services to a major Oil and Gas business but you also inherited time consuming, error prone invoicing of thousands of transactions per month. Inherited processes involved days of transaction checking before invoicing but there were still too many errors. The […]
The best data entry is NO data entry
I’m a great fan of Excel ..but it’s use so often results in a huge waste of time. Incorrect use of Excel puts profit, integrity and reputation at risk. The better your use of Excel .. the LESS data you actually enter AND the best data entry is NO data entry.
Automatic compliance register – no data
Smart Excel use auto generates registers without any data entry. Save time, remove error prone manual data entry and improve professionalism with smart Excel use. The illustration below is of a compliance register. The register is refreshed automatically and includes hyperlink references to source documents. Requires absolutely no data entry! (Even cell colouring is dealt […]
Is this how you use Excel?
A slave to Excel? If this image shows how you, or your people, use Excel (and believe me this is exactly how many people DO use Excel) then you’re a slave to Excel! Time consuming? YES Error prone? YES Bad practice? YES Is there a better way? YES, YES, YES Don’t be a slave to […]
Excel worst practice #3 – too many works
3 Step Customer Report
How much time do your people spend preparing regular reports … running system extracts, copying and pasting data, filtering, doing calculations etc, then attaching to emails? Is the result professional, consistent in layout and accurate? Is the customer impressed? There IS A BETTER WAY! You can THRILL your customer.
Client Report Tool
What do you do when the report for the Client is too big to email? Yes, you could use Dropbox but that often has practical and security implications. One successful approach is the (client side) CLIENT REPORT TOOL. The CLIENT REPORT TOOL overcomes email attachment size issues and, as an additional benefit, ensures the underlying […]