Topic: Operations

Found 14 entries.

• The Two-Line Forecast: Base Trend + Reality Adjustment (That’s It)

  Complex models die young. We replace the 20-tab monster spreadsheet with a simple two-line system that you can actually update in five minutes.

• A Clean Handover: How to Give a Client Their Data Without Giving Away Ours

  End-of-project handovers are a liability minefield. Learn the protocol for a clean digital exit that defines custody and prevents disputes.

• The Bank Feed Broke on Friday: A Case Study in Single Points of Failure

  When the bank feed fails, you fly blind. We map out why single-pipe setups are dangerous and how to build a resilient manual backup for cash visibility.

• If There Is No Timezone, There Is No Meeting

  A timestamp without a timezone is a coordinate without a map. Learn why '9:00 AM' is an incomplete sentence that leads to missed filings and lost revenue.

• Myth: 'Culture' Will Fix Process Problems

  Good intentions do not scale. Stop blaming 'culture' for operational failures and start building the written rules of engagement.

• Key Ownership Without Drama: A Practical Key Ceremony for Normal Teams

  You do not need a clean room and hooded robes to generate a master key. You need a simple, repeatable process that removes the vendor from the loop.

• The Fix: Tool Consolidation Scorecard (Keep, Merge, Kill)

  Your tech stack is bloated. You are paying for features you don't use and security risks you don't see. Here is the exact scorecard I use to cut the fat.

• Our Month-End War Room: A Calm Close Plan for Teams Who Hate Finance

  Closing the books is not a surprise. It happens every 30 days. Why are you panicking? We outline the 'War Room' protocol for a boring, fast close.

• The Month-End Panic: A Case of “Different Versions of the Truth”

  Three files, five totals, and one stressed owner. We diagnose the 'Version Control' chaos that plagues Excel-based businesses and build a single source of truth.

• Stop “Fixing” Data by Hand: Why Your Manual Overwrites Are Creating a Black Hole

  A tiny manual tweak feels harmless, but it destroys the audit trail. We explore why 'hard-coding' corrections creates a future mystery that no one can solve.

• Case: Same Argument, Every Monday, Forever

  Why do teams re-litigate the same decisions over and over? Because oral history is flawed. Here is how to build a Decision Log that stops the zombie debates.

• Document Hygiene: Naming Rules That Save Our Week

  If your file is named 'Final_Final_v7_Jens_Edit', you look like an amateur. Naming conventions are not OCD; they are User Interface.

• The Timezone Checklist for Forms, Spreadsheets, and PDFs

  A practical guide to stopping time-based data corruption. Use this checklist before you design your next form or report.

• Come, Look at This Cell: Turn a Messy CSV Into a Clean Weekly Sales Pulse

  Manual reporting is not just boring; it is dangerous. We tour the cells of a messy export to build a 'Set and Forget' cleaning machine in Excel.