10 Indicators That Tell You it is Time to Move Your Business from Spreadsheets to a Custom Database

Spreadsheets are very useful and flexible…

They help us when our business is starting out…

…and we are still getting our processes and procedures sorted out.

Simple excel spreadsheet with chart

As your business team continues to grow…

You have more data and spreadsheets start to fail…

…They just aren’t designed to deal with all that information in a useful way.

Spreadsheets don’t really expand, any user can screw them up…

…spreadsheets will eventually trip up your business.


So, what is your next step?

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Graduated Discounts – A Nested IF Statement Example in Excel 2013

IF statements allow you to change a spreadsheet cell’s result depending on whether something is true or false.  A good example is when you want to calculate how much discount to give a customer depending on how many items they have bought. e.g. If my customer is buying more than ten of a particular product I will give them a 10% discount, if not, then there’s no discount.

You can follow the tutorial below which will explain how to build the example or you can save time and purchase the Nested IF Statement Spreadsheet Example that we have prepared already.

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Mileage Claim Tool version 2.0

If you claim for your mileage you will like our Mileage Claim Tool, now updated to version 2.0. It’s in Excel 2013 and we’ll walk you through how to use it, it’s really simple.

Purchase the Mileage Claim Tool

Click the button below to purchase the Mileage Claim Tool.

Upon completing your purchase via PayPal you receive the download link by email.

Entering your mileage allowance

When you first open the Mileage Claim Tool it will look like this. ..read more

What is your time worth?

You never get time back…

Missing out isn’t fun.  Whether it is spending more time with family or friends, or having more time to work on growing your business, there never seems to be enough hours in the day. It can be easy to get dragged along by the latest distraction.  Suddenly you wonder where the day has gone and there’s still so much to do.  It can seem that this is the only way to be.  Isn’t everyone else behaving the same way?  Well, not everyone… ..read more

Keep Your Customers Happy To Grow Your Business

They say it is easier to sell to an existing customer than to attract a new customer.  Studies have shown that the cost per sale is markedly smaller when selling again to people who are already familiar with you and your products.

Cross-selling and Up-Selling to existing customers is a proven way to increase your profitability as described in this article from the people at Marketing Donut. You already have a relationship with an existing customer.  You know which products they have already purchased from you and you can therefore suggest other products that could be useful to them.  Sometimes they might want a certain product but didn’t know that you supplied it.  As they already know you and your brand, they are more likely to stick with you and buy from you again.

You look after your customer and get the sale, and they get the items they want from a supplier they trust.  It’s one of those win-win situations people crave. ..read more

How To use your Sales Data to drive Targeted Marketing

Capture and analyse sales data

To turn sales data into more meaningful information for your business, make it tell you where the customer came from.  You can do this with promotional codes, for instance by labelling each of your different ad placements with a separate code.  Keep track of which ‘promo’ code a customer uses when making a purchase and you will build up a picture of which ads work, which products each customer likes, and which ads work for which customers for which products!  That’s targeted marketing. (Click diagram below for close-up). ..read more

6 Questions to Ask Yourself before Choosing Business Software

1. What do I need and want the software to do?

Start by simply writing down what you need and want the software to do. This is called your Specification and it will help you find the best match for your software requirements. The more detailed and precise you can make your specification the more likely you are to make a successful choice.

Get Into The Detail. Start by going into greater detail of what your business needs and how you want it to work. For instance, if you are looking for new software to look after your inventory, do you want it to store warehouse locations?  If you are tracking test results, which parameters do you want to record?

Involve Your Team. Get feedback, advice, ideas from people all along the process. What features do, for example, the accounts or shipping departments find useful? What improvements do they suggest?

Prioritize. Bring together all the detail. Decide what is essential and useful and how you would like things to work.

Review. Go through the process again. See if people have changed their minds about what they need. Gather their new ideas about how improvements can be made. 2nd time round they will have had more time to think of new possibilities.

Ready. You now have a detailed and precise specification ready to take to software companies and developers to ask how they would best meet your requirements.

2. How many people will be using the software, now and in the next few years?

This is one of the first questions a potential supplier will ask you when you approach them with your specification. It allows them to understand what budget will be required and what scope the system will have. The number of users has important implications.

The Cost Implication.  There are different pricing models in the software world.

Infographic comparing the three main pricing models available when purchasing business software, namely Paying a one off price per user, paying a software developer and paying a subscription fee per user.

The Adaptability Implication. How well will the software you choose adapt and grow with your business. As your business develops, the number of different roles and responsibilities will increase.  How would each potential software solution handle that change in circumstance?  You may also want to enter new markets.  Markets can morph rapidly.  It is important to select a solution which can change with you as your business matures.  Selecting the wrong software could end up creating un-necessary chores as you have to find innovative ways to work around its limitations.

The Infrastructure Implication. With larger numbers of users you will need to consider elements such as network traffic, internet bandwidth and existing hardware capacity.  Can your existing computers and networks cope with your business’s future expansion plans.  This can sometimes play a part in helping to decide which software path to follow.  For instance, if you are in a location with poor broadband speeds you would probably want to reduce the amount of online traffic and use your office network instead.

3. Which type of software do I need?

Business software can be grouped into two rough categories, Custom and Off-the-Shelf.

Infographic comparing the two main types of business software, namely Custom and Off The Shelf

Which type of software will best match your requirements?

Custom Software.  If you go down the Custom route it requires a certain amount of commitment from you as you will work closely with a developer.  It is important that you get on well with your developer so that you can have honest and effective conversations.  They will be able to guide you through the process and help you to assess the business impact of technical decisions made.  As they get to know your business they can also make suggestions about efficiency improvements that can be incorporated into the new software such as automated invoice reminders for late payments.

Off-the-Shelf. You may decide that Off-the-Shelf software is the best for you and your business. For standard, generic processes such as book-keeping, this is often the case.  As with Custom software it takes focus and attention to detail to think through the impact on how your business operates.  (When you engage a software developer you can lean on their experience as they will have experienced this several times.)  Off-the-Shelf software is often specific to a single function, such as 3D design.  Some businesses decide to purchase several different pieces of software each performing different functions.  They then make these work together with some manual processes to fill in the gaps, usually using a mixture of spreadsheets and paper systems.  This can make it difficult to quickly generate accurate reporting as several data sources have to be tied together.

4. How much budget can/should I assign to it?

I suppose that depends on what return you are hoping for and how vital the new software will be in maintaining or increasing your offering to customers.  It is not an exact science, but we can make informed estimates.

You can write down as precisely as possible what you want the software to do and how this will grow your ability to service clients and demand.  These calculations are projections but it at least gives a starting point and a framwork within which to make decisions.

Software which contacts the customers of an MOT garage to remind them to book in for their annual test increases value to the customer and increases repeat business.  It is not vital to the day-to-day running of the garage like a calendar system would be.  However, it does have a clear business benefit.  The business owner can estimate how much increased business will be generated by it and compare this against the cost and time involved.

5. Will it be simple enough for my whole team to use?

You and your team will want to feel comfortable and confident with the new software.  It all comes down to preparation and user-friendly software.

Preparing your team involves training them and listening to their worries and issues.  Some of your staff will be happy making the change to new software.  Others will need more support to make the transition.  It will make your life a lot simpler if you identify who is who from the start and commit the resources required.  If you are buying off-the-shelf software, test it out before making any commitment.  If possible, have some of your less IT-savvy team members take a look at it.  That will give you a better idea of the work involved in getting your team up to speed.

If your software requires expensive training you will need to add this cost to the expense of a new employee.  Previous experience with a specific piece of software is likely to increase salary expectations.

With custom software you have the advantage of being able to request how the program operates and to simplify things as much as possible.  For instance by only having a few options on screen at any one time.

In the end, if people don’t like using the software they will resist using it.  They will often find a different method to complete their task.  Sometimes that will mean using the previous software (if it is still available) or pen and paper.  They will probably get the work done but in a less efficient way.  If your new software was also going to give you new reports then you will miss out on that.

6. How will it fit in with the rest of my business?

The knock-on effect of introducing new software into your business is relative to the scope of the software.  If the software is going to help you take orders, fulfill them and send out invoices then that is quite a far-reaching scope.  Those are fundamental processes in a business and affects everyone in the company.  You would have to consider the impact on your paper records.  Which ones would you want to keep and which were now no longer needed?  When you automate tasks you will probably be freeing up someone’s time to do something more useful.  What would you want them to do?

If, on the other hand, the software was a new type of photo editing software that only the graphic designer uses, then the knock-on effect is much less.  You would hope to see improvements in the graphic designer’s outputs.  It wouldn’t change how you invoiced or collected payment.  For these types of software we are mostly looking for a new technical ability rather than a re-think of how the business works.

In Summary

If you prepare thoroughly by informing yourself and taking advice from those who have done it before you are making the best first step towards a successful result.  Some people will have very strong points of view about which pricing model or software type is best but try not to be swayed.  There are as many prejudices in the software world as there are software companies.  Remember your own specific requirements and try to find the best match.

Hopefully this short guide has helped to give you a starting point.  Best of luck with your new business software!

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Spreadsheets vs Database – Round 10: Ability to Adapt & Grow

In the final round we look at which tool is the better long term platform for your business as it adapts and grows.

As your business develops and grows, and your market evolves and matures, you want your business systems to have the scope and flexibility to develop and grow with you.  How is this best achieved whilst ensuring that bureaucracy bloat is kept to a minimum?

Round 10: Ability to Adapt & Grow

spreadsheets-do-not-adapt-and-growAs a business grows and becomes more complex its systems need to help keep you on top of this.

You may need to develop more systems and processes.  These will need controls and measures in place.  Staff training and monitoring becomes more important.

If you were to base a growing business on a spreadsheet system you would ..read more