The week we stopped rebuilding the spreadsheet
Two people, four hours, every Monday morning. The report was accurate by lunchtime and wrong again by Thursday.
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Notes from running service work.
What we learned building it, and what the teams using it tell us. No growth-hacking posts.
01
Latest
9 entries
One timeline per account, and who keeps it honest
A shared record only works if nobody has to remember to update it. That is a design question, not a…
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Write the rule once
Most of what a coordinator does all day is a condition and a consequence. Those are worth writing down once.
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Rules that misfire, and catching them in the first week
A rule that fires too often is worse than no rule. People stop reading what it produces, and then they…
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Who saw what, six months later
Audit trails are boring until the afternoon somebody asks who changed the contract value, and when.
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Giving a contractor four accounts and nothing else
The usual answer is a second login shared by three freelancers. It works right up until it does not.
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Slack and Jira, writing to the record instead of about it
The decision usually happens in a chat thread. Six months later the thread is the only place it exists.
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Northwind Survey: four tabs down to one screen
A 40-person surveying firm, 260 live projects, and a handover that used to take a fortnight of asking around.
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Version 3.2: scoped views, bulk rules and faster timelines
Scoped views by condition, editing rules in bulk, and an account timeline that no longer slows down past a thousand…
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