Spreadsheet ConfessionPicklists, Free Text and Everything Between: Designing Fields People Fill In Correctly
How to choose the right field type, build controlled vocabularies people will use, and avoid the 'Other' option that quietly ruins your data.
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Guides on how to better manage business processes
Per-Seat Pricing and the Occasional User Problem
Strategies for people who need your internal tool twice a month: shared forms, read-only views, request flows, seat rotation and negotiating.
Read articleThe 7 Signs Your Spreadsheet Has Become a Database (And Is Failing at It)
A self-assessment checklist to tell whether your team's spreadsheet has quietly become a database, and whether it's time to move on.
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Inventory Without Tears: Moving Stock Tracking Out of a Spreadsheet
Track items, locations and stock movements as separate records so stock levels are calculated, not typed, with reorder points and stocktakes that work.
Read articleNaming Conventions and Documentation for Internal Tools
Consistent names for tables, fields and views, plus a lightweight data dictionary your team will actually read and keep current.
Read articleEmployee Onboarding and Offboarding: A Process That Doesn't Forget Anything
Build cross-team joiner and leaver checklists for accounts, equipment, payroll and access removal, with clear owners and a record of completion.
Read articleThe Client Onboarding Checklist That Runs Itself
Replace the copied-per-client checklist tab with templated tasks that spawn automatically, each with a clear owner and a due date.
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Spreadsheet Purgatory for Small Teams: When You're Five People, Not Five Hundred
Right-sizing internal tooling advice for small businesses with no IT department: what to skip, what still matters, and how to start.
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Many-to-Many Relationships Explained Without the Jargon
Projects with many people, people on many projects: how the linking record works, explained through everyday examples instead of database theory.
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