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10 practical tips

Spreadsheets everywhere

Practical fixes your team can implement starting today, no large IT project required.

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10 tips to tackle this today

Sorted by effort: start with quick wins, build towards strategic improvements.

01Start today

Choose one central data source

Choose a platform like HubSpot, Airtable or SharePoint and migrate your most-used sheets first. A single source of truth eliminates conflicting versions.

02Start today

Replace entry with forms

Use Typeform or Google Forms for data entry. Data goes directly to the right place without extra copy-paste work.

03Within 1 week

Set role-based access rights

Define who can view and edit what. This prevents unwanted changes and significantly improves data quality.

04Within 1 week

Set up automatic reports

Connect your tool to Power BI or Looker Studio for daily reports without extra manual work. Decisions based on real-time data.

05Start today

Activate change notifications

Set up alerts for data changes so the relevant team is immediately informed. No more surprises at the monthly review.

06Within 1 week

Automate exports

Automate daily or weekly exports via Make or Zapier. The right data in the right place, without manual intervention.

07Start today

Enable version control

Use the built-in version history of Google Sheets or SharePoint so you can always revert to a previous version.

08Within 1 week

Create standard templates

Create standardised templates for recurring documents. This reduces errors and speeds up processes considerably.

09Strategic

Schedule monthly data audits

Set a fixed date for archiving outdated information. This keeps your database clean and well-organised.

10Strategic

Train team and ensure adoption

The best tool is worthless without adoption. Plan a short training session and appoint an internal ambassador per team.

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