As I watched someone building a series of lists within a spreadsheet, I kept thinking, “That should be in a database, not a spreadsheet.” They continued the process by using a multiple tab strategy to individualize the related lists. Now you have a series of lists in one spreadsheet, keeping them separated by tabs of multiple worksheets, all in the same file. But, you also have a cornucopia of data stored in less than optimal places from which to retrieve it.
I believe this to be a common activity as a result of perceived simplicity of data entry, user familiarity with the software application, and the ability to sort on columns of rows. I’m confident little regard is given to reporting (printouts), as I often witness the scaling of printing in an (often failed) attempt to fit things on a single page, or scale across larger paper.
It was a recent conversation with someone in the restaurant and hospitality industry that offered me some insight in this case. I found myself drawing a comparison here to the running of a café vs. that of a catering business. In one instance, you are dealing with a menu of individual items prepared as smaller quantity, made to order selections. As a caterer, you want to limit the choices and produce tasty selections efficiently, for high volume output. Although the techniques of preparation are similar, they are rarely carried out in the same way.
In business I look for a discipline or process that is repeatable and efficient, i.e., it scales well; most actions during the day can fit that condition. From answering the phones to taking orders from customers, you would likely adopt the catering model. However, if you were in a lower volume, built to order business, you may look more like the café model. Just as you might not use a café model for serving hundreds of the same meals in minutes, you likely should not use a spreadsheet to do the work of a more vigorous database requirement.
Since I go back to the early days of Lotus 1-2-3 (1A), and VisiCalc before that, I may be a little oversensitive when it comes to using a spreadsheet as a database. That’s due in part to the amount of time I have spent over the years working with database software and applications. I also did a stint with database middleware tools that helped synchronize disparate database software; we were like a Swiss Army knife for data exchanges and transfers – we were also way ahead of our time and ultimately lost the market to this functionality being built-in to the database software.
Going back to the spreadsheet vs. a database, if I use the café vs. catering analogy, it comes down to repetitive volume of similar information. Let’s same I am in the Public Relations and Promotion business. Since our sister company N2tech does limited PR work for clients, it’s fresh in my mind. If we were going to plan a single conference, an individual speaking tour, or one major event for the client, a spreadsheet might work. But, if we did the same activity for multiple clients, or multiple events for the same client, then a database makes more sense.
Although the time to set it up will likely be longer with a database, the analytics, tracking, and reporting are much better. Also, if you find that you are going to use the data on more than one occasion, retrieval and use will be better. Keeping with the PR company theme, let’s consider a list of industry journalists and reporters. In a database, you would not only have a list of the reporters and contact information, but you could build links and additional tables for tracking press coverage. You would be able to analyze which reporters responded to individual clients, as well as how many clients were getting coverage with the same reporter. The same holds true with coverage of your client’s competitors.
In my mind, it’s this simple. Using spreadsheets for list management doesn’t scale well; it’s not unlike the restaurant or café that tries to do catering. Although you could try to be both, you are normally better at one than the other.
What’s the missing link in all this? Training! I can’t count the number of pleas I have made with clients, business associates, friends, students, interns, etc. to please take online courses for common software like Microsoft Office – I have taken a number of courses from HP’s Learning Center and experienced a high degree of satisfaction.
Although training may seem time-consuming at first, it will pay handsome dividends down the road. Knowing which application serves the requirement best may be one way that you can become more productive in the markets you serve.
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