I met with Marlon, the owner of JMS Group, and we discussed what he required. I took his ideas on board, so that the spreadsheet fully captured his process, and I made some suggestions on how I thought that he could plug some potential gaps in his process. We made sure that the process set out on the spreadsheet was correct, and that it was the most productive for his business. I then set to work on his spreadsheet, creating a solution which would achieve our goal. This first page was simply to add his client database, as you can see, I have added some fictitious names.
But that is not all, the spreadsheet also analyses the data, and then produces various reports. The one below shows the schedule of invoices, based on the data on the project progress sheet. There is no need for them to update this information, it updates automatically when they complete the project progression sheet.
The CRM keeps the whole business group informed and therefore aids us in our decision making in how to progress next and when invoices are due. There is also the facility to view up to date reports on the health of the business, which helps us create more effective business strategies and streamline operations.
An absolutely brilliant bit of kit that keep the business performing to their best – I don’t know how we survived without this previously!
Thank You Spreadsheet Solutions!!