Operations Director · 60-person engineering firm
“Our business runs on a 40-tab spreadsheet only Sarah understands. When she's off, nobody can do the board report.”
Before
📄 Project_Tracker_v17_FINAL_Sarah.xlsx
40 tabs · 3 copies emailed around · macros nobody else understands
How we get there
- Week 0Health Check finds the key-person risk and the 3 reports that matter
- Weeks 1–2Load the tracker, Dynamics and finance; give every project one ID
- Weeks 3–5A web app replaces the spreadsheet; dashboards for the board
- Week 6Team trained, spreadsheet retired, you own the system
- Month 2+AI writes the weekly status report
After
Changed by A. Patel · 24 Oct 14:02 · value £84,000 → £91,500
One record per project, every change audited, anyone with access can produce the board report.
Single Source of Truth · 6 weeks · fixed price