From a fragile spreadsheet to one operational dashboard
Typical fit: field services, logistics, facilities management
The challenge
A scheduling and job-tracking spreadsheet maintained by one person, emailed around daily, with no live view of work in progress and regular version conflicts.
The approach
- Map the real scheduling process with the people who run it
- Rebuild the spreadsheet as a shared, permission-controlled system
- Add a live dashboard showing job status, workload and bottlenecks
- Migrate historical data and retire the spreadsheet in stages
The outcome
- One live view of operations available to everyone who needs it
- No more version conflicts or single-person dependency
- Problems visible on the day they occur rather than at week's end
