Business Software
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Spreadsheet Tips Archive

How to determine your inventory value.

How to extract key information from your sales list.

How to utilise keywords to guide traffic to your website.

How to understand which referring sites are bringing you the right kind of business.

How to compile, analyse and present simple statistics for your website.

How to tidy up names and titles for a mailshot

How to cross-reference data between different files

How to target prospective clients using the AND function

How to compile information, such as lists and ledgers, using the SUMIF function

How to ask questions of your data with the IF function

How to cross-reference data and tables using the Vlookup function

How and when to use Pivot Tables - an introduction

How to automate data entry using text functions

How Working Data has helped existing clients

We provide business software for a wide range of clients. Below is a representative sample of the diverse businesses Working Data is helping to succeed. Although your own particular sector may not be represented within these testimonials, we hope that they illustrate how flexible and applicable Working Data is. Click on a link to view further detail on the case study. From there, you can click on the relevant photograph or logo to get further information on our client.
  1. Compiling marketing and business spreadsheets into a simple CRM.
  2. Software to run a rapidly growing, innovative production and distribution SME.
  3. Sales and Contact tracking for a home-based business.
  4. An Invoice, Credit and Inventory system for a hectic car parts family business.
  5. Keeping on top of client records with an IFA.

Compiling marketing and business spreadsheets into a simple CRM

Phil Smithers Phil Smithers (Business Coach, Action International)

"Before I met with Franc Sutherland and his company Working Data my databases were in absolute chaos. I have a database of approximately 2500 names and addresses some of which I need to contact on a weekly basis. This contact may be a Newsletter, a direct mail letter or a follow up phone call. I was looking for a system that would help me do this in an efficient manner. My current data was spread across a wide range of spreadsheets and other formats which simply did not help.
Working Data came to my offices and immediately took control of my chaos asking me lots of questions on what I wanted to achieve. They took a copy of the existing data away with them and within a week delivered a system that is now saving me a considerable amount of time and energy and allowing me to focus on the more strategic development of my company. I would willingly recommend their services." Back to top

Software to run a growing, innovative production and distribution SME

Headway
John Littler (CEO, Headway Music Audio Ltd)

"I had ten years of files and bits of paper. Working Data came in and sorted me out incredibly quickly. Now I know what stage each job is at, who owes me what and when it's due. Before we had this system, it was all post-its and hoping to remember what needed to be done. Headway now runs much more smoothly and I have a lot more free time and a lot less stress as a direct result of working with Working Data. We also have some current, relevant business analysis for the first time ever, which we are using to target our marketing campaigns in a much more efficient way than before." Read more about Headway in our newsletter. Back to top

Sales and Contact tracking software for a home-based business

Debbie Kendrick
Debbie Kendrick (Distributor, Forever Living Products)

As an Independent Distributor with Forever Living Products, who are the world leader in Aloe Vera Products, it was imperative for me to have a database that was simple and efficient to use. Part of our business is to provide a reproducible system for other members of my team. Because we have organically grown products, our business is experiencing tremendous growth.
I discussed with Working Data exactly what I wanted in a database and how we could combine the two disciplines. Nothing was too much trouble for them, and I now have a database where I can keep control of my customers, distributors and prospects. I have already recommended his service to my colleagues. Thank you Working Data. Back to top

An Invoice, Credit and Inventory system for a hectic car parts family business

Puddleduck
Julian & Jane Wharton (Owners, Puddleduck Parts)

Our old spreadsheet system was starting to cause more and more problems, generating work, rather than alleviating it. Luckily for us, we got in touch with Working Data, and it couldn't have been simpler. Mr Franc Sutherland the owner of this Company, was extremely courteous and knowledgeable. They fulfilled all that they promised to us and excelled in their time frames. Through his company's work, our own company is now working far more efficiently. For the first time, we have a fully integrated system which allows several users to work simultaneously and also gives us valuable feedback about which stock levels need replenishing, which invoices are outstanding and where we are financially. Back to top

Keeping on top of client records with an IFA

Phil Keane
Phil Keane (Independent Financial Advisor, Lighthouse Temple)

"As an Independent Financial Adviser it is critical to my business that I maintain an effective method of contacting all my clients in order to periodically review/amend their portfolios, advise them of upcoming policy anniversaries, update them with regard to market changes, make them aware of legislative changes which may affect their holdings, etc….
In the past I had mainly used a paper based system which was becoming increasingly tattered, chaotic and dangerously overloaded as my client list grew longer and longer. Time to call in an expert and fortunately for me (and my clients) Working Data were able to quickly assess my situation and deliver a quick and easy contact management database system – one that gave me the confidence to shred all my old paperwork immediately.
I now have a sleek and, more importantly, extremely user friendly system which allows me to spend much more time doing what I do best - advising clients – rather than worrying about who to call and when. In addition it is also an extremely useful marketing tool enabling me to quickly and easily target certain types of client which would previously have not been possible without hours of toil and effort. Back to top