Start with the work, not the software
The expensive spreadsheet is rarely just a spreadsheet.
It is the visible part of a workflow: someone exports data, fixes the columns, asks a colleague for a missing number, pastes it somewhere else, checks it, and does it again next week. Buying another tool before mapping that sequence usually adds one more place to copy from.
Use your own numbers. Do not borrow a benchmark.
annual labour cost = people × minutes per run ÷ 60 × runs per year × loaded hourly rate
annual exposure = annual labour cost + rework + delay + missed-opportunity cost
01
Data re-entry
The same information typed into two systems
Customer, product, job or finance data leaves one system and is manually re-entered into another. The work feels small because each transaction is small; the volume is what makes it expensive.
Countrecords per week
Timeminutes per record
Riskcorrection rate
Seen in client work: synchronising product and customer information across Webflow, Airtable and Salesforce for Merchgirls.
02
Recurring reporting
A good employee rebuilds the same report
Exports arrive from several tools. Someone cleans them, applies the same logic, formats the same tabs and sends the result to the same people.
Countreports per month
Timehours from export to send
Delaydecisions waiting
Seen in client work: subscription and skip-cycle reporting pulled directly from Recharge for Knobby.
03
Quoting
Every quote starts from a blank page
Requirements are gathered by email, pricing is found in several places, exceptions live in one person's head, and the finished quote is manually assembled.
Countquotes per month
Timetouch time per quote
Leakslow-response losses
Deletion pattern: structured intake, governed pricing logic, approval thresholds and document generation - without automating judgement that belongs with a person.
04
Follow-up
The next action depends on someone remembering
Leads, approvals, documents or renewals stall because the follow-up is buried in an inbox or owned by nobody after a handoff.
Countopen items
Delaymedian days idle
Valuerevenue at risk
Deletion pattern: define the state change that should trigger the next action, then make exceptions visible instead of automating silence.
05
Order or job processing
A sale creates an internal relay race
Once an order or job is confirmed, staff copy details into delivery tools, create folders, notify people, request assets and update the customer manually.
Countjobs per month
Handoffspeople and systems
Failuremissed setup steps
Deletion pattern: one confirmed event creates the delivery record, tasks, folders and notifications, with a human checkpoint for exceptions.
06
Multi-platform synchronisation
Three systems disagree about the same thing
Products, memberships, contacts or inventory are maintained in more than one platform. Staff become the integration layer and uncertainty becomes normal.
Countshared fields
Driftconflicts per month
Ownersource of truth
Seen in client work: a 500-plus product catalogue operating across Webflow, Airtable and Salesforce for Merchgirls.
07
Reconciliation
Two sources must agree before anyone trusts either
Subscription, payment, membership or finance data is compared manually because neither system carries the complete operational truth.
Countlines reconciled
Timehours per cycle
Impacterrors found late
Seen in client work: Recharge subscription reporting for Knobby and member access administration for the Mint Directors Association.