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Modernize Your Intake

From Spreadsheets to Scalable Systems.

Scope & Objectives

Spreadsheet-based intake—whether in Google Sheets or Smartsheet—eventually hits a ceiling. As your team grows, these tools become "data graveyards" where information is denormalized, impossible to report on, and frustrating for users to navigate.

I help organizations transition from flat-file spreadsheets to high-performance, relational intake architectures that drive better data and better decisions.

The Limitations of Spreadsheet Intake

If your team relies on spreadsheets for internal intake, you likely face these three challenges:

  • Reporting Gridlock: Denormalized data makes it difficult to aggregate insights or build dashboards across different departments.

  • Friction-Heavy UX: Submitters are forced to navigate 100+ columns of data without the ability to edit their entries or track real-time status.

  • Manual Upkeep: Without automated workflows, your team spends more time cleaning data and chasing updates than doing the actual work.

How I Help

I provide a structured approach to rebuilding your intake process from the ground up:

1. Data & Process Audit I analyze your current intake sheets to identify data redundancies, broken workflows, and reporting gaps. We map the journey from the moment a request is submitted to the final output.

2. Relational Architecture Design I replace your "master sheet" with a normalized data model. By structuring data relationally, we ensure that information (like requester details, project types, and financial codes) is stored once and used everywhere, enabling clean, cross-functional reporting.

3. Workflow Automation & Tooling I implement modern platforms—such as Airtable, Jira, or custom low-code solutions—that provide a professional interface for users. This includes:

  • Conditional Logic: Only show users the fields they need to see.

  • Bidirectional Access: Allow submitters to update their requests and view status in real-time.

  • Automated Triggers: Eliminate manual emails with status-change notifications.

The Result

  • Actionable Data: Real-time visibility into your pipeline via BI tools (PowerBI, Tableau).

  • Scalable Operations: A system that grows with your volume without requiring more manual oversight.

  • Enhanced Experience: A professional, intuitive interface for your internal and external stakeholders.

 

Complete the form to schedule a consultation and start capturing the ROI of a streamlined, automated intake process. 

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