Spreadsheet, Data & Reporting Solutions

Calculations or costing Customer or supplier records Sales or orders Inventory or stock Project or job tracking Scheduling or planning Financial tracking Staff or HR information Data collection Reporting or dashboards Quotations or other documents Business processes or workflows Importing or exporting information Something specialised to our business We are not currently using spreadsheets but think they may help Not sure

One main spreadsheet or workbook Several spreadsheets for different purposes Many linked files Separate files for different staff or departments A mixture of spreadsheets and business software We are not sure where all the information is Not sure

One person 2–5 6–10 11–25 More than 25 Different departments or external users are involved Not sure

Manual copying between files Duplicated data Conflicting versions Broken formulas or accidental changes Slow or very large files Difficult reporting Repetitive preparation or formatting Difficulty finding information Errors caused by manual entry Limited collaboration Unclear ownership of the information Security or access concerns Poor mobile use None of these

Yes, clearly Usually, but mistakes happen Different people keep different versions The information is spread across several places We often aren't sure which version is correct Not sure

Very little A few repetitive tasks Repeated work happens several times per week Repeated work happens daily Staff spend a significant part of their day copying, calculating, formatting or preparing the same information Not sure

Copying data between sheets or files Importing or exporting data Generating reports Creating documents Sending information by email Updating the same data in several places Repeated calculations Cleaning or reformatting data Moving information between spreadsheets and other software

Automatically from the current data Mostly automated with some manual work We manually prepare them each time Data has to be collected from several files or systems first We have difficulty producing the reports we need We do not currently have useful reporting Reporting is not relevant Not sure

No Basic view or edit differences Several different access levels are required Information is sensitive and access needs careful control External customers or suppliers would need access Not sure

Not important Useful but not essential Important for management or control Required for compliance or accountability We need approvals before certain changes happen Not sure

No Occasionally by manual export or import Yes, regularly Yes, staff manually copy information between systems Yes, and we would like that to happen automatically Several different systems are involved Not sure

Very well Generally fine Becoming difficult to manage Performance or complexity is becoming a problem We are adding workarounds to keep it running It is already limiting the business We are not growing significantly Not sure

Reduce manual work Reduce errors Make information easier to find Improve reporting Create dashboards Improve collaboration Control access better Automate calculations or processes Connect with other systems Simplify the existing spreadsheets Consolidate multiple files Replace spreadsheets with a proper system Understand whether spreadsheets are still appropriate Not sure