Grant, Sounds like you know a bit about creating and managing databases. Im a medium business doing many processes redundantly. Estimating through excel, proposals and templates through word, Job numbers and info through excel, scheduling through excel, call logs excel. I need to simply the process. Right now the info is in files on sharedrive. Info is entered multiple times and sometimes difficult to find. Lots of coordination needed in upper level management to keep everything straight. Thinking a Relational Database and management system is what we need...but something that we can keep as excel?
Highjacking the thread but havent found much info on the topic. Thanks in advance
So you have two options to clean up this sort of situation. One, you build something for your organization. This solution means you can get exactly what you want, tailored to your org, However, it can be time consuming and expensive, especially if you don't have programming skills in-house and need to either hire them, or find a good consulting company. The second option would be to go do a service like SalesForce. Here you get a software that's already configured and under active development, so the costs are quite a bit less. However, you don't get as much in the way of customization. For most organizations that don't already have IT infrastructure in place to support active development, I suggest going with the service approach (Salesforce or equivalent). You won't get everything exactly the way you want, but the costs and ramp up time will be less. I hope this helps a little.
17 People are following this question.