Have you ever thought about the possibility of organizing information without using spreadsheets? Despite having many advantages and being the initial management software used in many companies, spreadsheets also have disadvantages. These can be solved by replacing them in the organization process.
Virtually all companies have used spreadsheets to store and structure business data. However, platforms like these can create risks in the organization process. When it comes to customer information or information relevant to the team’s routine, the use of spreadsheets can cause some problems.
After all, limited functions result in more time invested in organizing and analyzing data. This makes the task less efficient. Another point is that the environment does not guarantee the security of the information stored there, creating a risk of loss or undue changes.
Tips for starting to organize information without using spreadsheets
Spreadsheets are becoming increasingly laborious and outdated. Management software is replacing them, making storage easier and safer.
So, it is now possible to organize information without using spreadsheets. But do you know where to start? We have put together five tips for you.
1 – Define an environment to place all data
To organize information without using spreadsheets, you first need to know what you are going to put into the software. Then, gather all the data 5 best digital marketing agencies in one place, which can be physical or a cloud folder . The idea is to organize and categorize the information that needs to be stored. At the same time, eliminate files that are not necessary.
At this point, take the opportunity to scan important documents and store them in the cloud as well. This way, they will be even safer. If possible, eliminate the paper version and also gain more space in the company.
This analysis will help you decide which software is best for organizing your information. In addition, it will help you move forward with some steps in the process of transferring this data to the platform.
2 – Search for management software
Now that you know what everything you need to know about sales enablement data you have and what needs to be stored, it’s time to select the best platform to use. After all, to organize information without using a spreadsheet, you need to use some other management software.
Therefore, consider which products meet the needs of your business area. It is important to consider the need to hire professionals specialized in configuring and maintaining this program, as this would be an additional expense for the company. Therefore, no-code platforms offer more advantages.
Also look for software that allows you to customize the system and automate some processes. Integration with other platforms can also provide a differentiator that will make management easier.
Finally, prioritize security. There cameroon business directory are laws that govern the use of data, and hiring a service that takes this into account will help you avoid problems in the future.
3 – Avoid complicating the process
Every change takes time. Therefore, to effectively organize information without using spreadsheets, it is necessary to remember this phrase. Each step of the transition process needs to be simple and transparent, so that 5 tips the entire team can follow it. After all, complicating this transition to a new software can cause problems in the future.
So, pay attention to your employees’ suggestions and questions. Try to resolve their doubts and make it clear that the change will bring benefits to the company and to them. Saving time and increasing productivity are advantages.
Define together how processes will work and facilitate change.
4- Set access permissions
When thinking about data security and maintaining what is being planned based on the choice of organizing information without using a spreadsheet, defining who can 5 tips access the new platform is essential. Many allow the manager to grant access to a team and define what each person can do or view.
This action ensures that processes and customers remain secure. Furthermore, if there is a problem, it is possible to see who had access to the information.
5 – Manage daily
Even when organizing information without using spreadsheets, new data needs to be added daily. However, before doing so, consider whether or not it should be stored and where the best place to store it is. This will make it easier to access the file again when it needs to be accessed.
Therefore, it is important to establish an organizational culture that contributes to the process. Therefore, use 5 tips communication to raise awareness among employees about the importance of maintaining the platform and about actions to achieve this.