Migrate your Excel empire to a modern custom-made business CRM
Excel has empowered business from the very early days of personal computers. A staple across all Industries, Excel has proven to be versatile and easy to use. Businesses use Excel to solve a single problem and quickly become the primary tool for running a department when there is nothing else in place. The freedom Excel offers then keeps everyone using them since they are just so easy to manipulate…. And break. At Digitize, we specialise in transforming Excel empires into custom systems.
Signs you have outgrown Excel
- You struggle to find important information.
- You spend hours fixing what should be a simple change.
- Your data is duplicated so many times you no longer know what’s correct.
- Information is lost and you have to go searching your inbox looking for it.
- You have too much information to remember which file to open.
- You have to send an email out when “you” are the one editing files.
- You worry about sharing your documents with the wrong person at risk of leaking your confidential information.
The transformation
No matter where you are now, using Excel to run your business will start to encounter growing pains. They get to big and takes ages to open. You can’t implement reliable and easy to use version control. Permissions: well, they are just non-existent.
With a custom CRM / business application, we can take your excel documents and make them into a secure and robust system that enables your business to grow and focus on what matters.
Using your business rules that have already been defined through your existing Excel documents, we can add robust controls to ensure data integrity and remove duplication. All the parts will link together in a coherent manner.
This rewrite then leads to a single point of truth that lets you quickly find detailed and accurate information in one place—right where you expect it.
Consistency and Reliability
Excel documents are prone to breaking with a single column change or mistake in data entry. You can become an expert in fixing these, but inevitably, they are a time sink. A custom system ensures data integrity and consistency, so your data is always reliable.
Permissions and Version Control
Once we process the initial transformation of the Excel document into a custom system, we then work with you to identify permissions and who needs to access what. You can now allow anyone to login without the fear they may get too much information by sharing the whole document. This can be fine tuned right down to who can see and edit individual fields; and record who edited it.
Realtime Reporting
Then the true power comes to life. Realtime reporting. Reporting for a company built using Excel can be quite a chore. You often need to copy all the data to a master document which you can then make graphs on. This hindrance makes reporting consume too much time that it is often only done monthly.
With a custom system, you can have reporting in real time so you can always know what’s happening in your business at any point in time with reliable and accurate information.
Access your business metrics from anywhere
A modern business is accessible from anywhere. Excel documents are definitely portable but can be quite difficult to use the larger ones on a mobile or tablet. With a custom system you can take your business with you wherever you go so you can see it all from the palm of your hand or comfort of your hotel.
Choose the right partner
When you find you have outgrown your Excel documents or are looking for advice on systems that are becoming too hard to manage, reach out and we can discuss a no obligation plan to getting your business under control again.