Spreadsheets · Instructions · ResearchProject preparation
Prepare a useful brief for a spreadsheet cleanup
Make the intended result, source files, decision rules, and review responsibilities clear before cleanup begins.
Spreadsheet cleanup
How to reconcile a messy purchasing spreadsheet
Keep every source row traceable, make cleanup rules explicit, and give uncertain records a clear next step.
Process documentation
Turn a walkthrough into an SOP someone can use
Capture the decisions, evidence, and approval boundaries that a recording often leaves unstated.
Supplier research
Compare supplier quotes on equivalent terms
Build a comparison that shows what each price includes, what is missing, and which trade-offs need a decision.
Workflow automation
Should you automate this recurring workflow?
Automate a small, repeatable step only when you can check its result, handle mistakes, and maintain it.
Worked examples are fictional. Use the checks and templates with your own records and approved procedures.