Blog { from excel to an app }
How to replace Excel lists with an app?
Excel lists that are circulated by email and versions that are mixed up: this is how you convert that data to an app with a login per employee.
When Excel is pinching
- Multiple versions of the same file are circulating.
- Employees write it down on paper, and someone types it up later.
- Everyone sees everything, even what is not intended for them.
- The file can hardly be used on a mobile phone.
- One wrong formula or deleted row, and the numbers are no longer correct.
What an app does differently
Each employee enters his own details in an app, on his mobile phone or desktop, with his own login. Everyone sees only what is meant for him.
The data is in one place, and overviews and reports are created automatically, for example as a PDF at the end of the month.
This is how the switch works
- The file is the starting point. The columns and tabs show what data the app needs and which overviews you use.
- A clickable prototype. You see the screens on your own device before construction starts.
- Transfer existing data. Where possible, the data comes from the file into the app, so you are not starting from scratch.
- Start together. Your employees will receive an explanation at the start.
Excel can stay
An app does not have to completely replace Excel. Anyone who continues to calculate in Excel can have the data exported from the app to a file that Excel opens.
More examples: track hours, the planning and orders.
Is your Excel file
outgrown your work?
Show what you keep track of and which actions are repeated. Perhaps a better design would suffice; perhaps a targeted application would be appropriate.