Reply To: PMS, anyone?
i hear you, girl, i started with Excel spreadsheets too.
btw, nothing wrong with them either :-). i worked for a huge corporation, and we tracked multi-million dollar product development process via excel.
AirTable, of course, has a ton of other benefits, not the least of which is that it is prettier and easier to train on, although not as robust as Excel.
for what we need in our businesses, it’ll do just fine!
my heart-felt advice is:
take what i’ve done, copy it, and move on.
don’t reinvent the wheel.
change only those things that are particular to your business (like what Lisa is doing).
even with a complete blueprint like this, it’ll take some time to get used it, get your people trained, integrate it into your routine, etc.
do you think i tracked my $ and hours?
i sure did 🙂
it took me 165hours so far (since 2018) and $4825 in consultant’s fees.
That’s a LOT of time and money.
that’s why i’m so passionate about you guys not spending ALL this time and money.
you have the blueprint – now you just have to incorporate it into your business.
regarding tracking numbers. Yes, you’ll see it in upcoming modules.
but just to save the suspense: we create estimates, production orders, and PO’s in excel. Manually enter the amount into AT. The information automatically transfers into QBO (via an app called Zapier). We track numbers (sales, GM, expenses, NI) in QBO. Stay tuned 🙂