Ideas for a better way to work

Guides

Guides on how to better manage business processes

October 28, 2026·5 min read

Backups, Exports and Exit Plans: Protecting Your Data in Someone Else's Cloud

Price rises, acquisitions and shutdowns happen. How to keep regular exports, write an exit plan, and test that you could actually leave.

October 25, 2026·5 min read

Too many tools and no canonical source? Principles for consolidating your stack and keeping one source of truth for every kind of record.

October 22, 2026·5 min read

Short walkthroughs, in-app guidance, office hours and champions: a practical training plan for busy, skeptical teams adopting a new internal tool.

October 19, 2026·5 min read

Frame your internal tooling proposal around risk, time and scale, with a one-page pitch outline you can adapt for your leadership team.

October 16, 2026·5 min read

Familiarity, quick ad-hoc edits and missing features pull people back to the old sheet. Fix each reason instead of mandating the switch.

October 13, 2026·5 min read

Why 'export to spreadsheet' leads straight back to purgatory, and how to build live views that answer the questions stakeholders actually ask.

October 10, 2026·6 min read

How your internal tools talk to your CRM, accounting software and chat tool, explained without jargon, plus what to ask for.

October 7, 2026·5 min read

Which triggers are worth automating, and how to avoid notification spam, brittle chains and automations nobody remembers building.

October 4, 2026·5 min read

Spreadsheets give everyone all or nothing. Here is how to design roles in your new tool that avoid both chaos and lockdown.

October 1, 2026·5 min read

A worked example of replacing email-based purchase approvals with a form, clear routing rules, useful notifications and an audit trail.