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Notes from the work

Short articles on problems we see in client work: spreadsheets that became the process, OneDrive or SharePoint, documentation that stays current, training and AI.

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Field note

When the file becomes the process: fix, replace or retire a spreadsheet

How to decide whether to improve a critical spreadsheet, replace it or leave it alone.

Read the field note: When the file becomes the process: fix, replace or retire a spreadsheet
Theme
Systems and workflow
Two engineers in hard hats unrolling a drawing in an office, with a floor plan on a screen behind them.

Systems and workflow

Spreadsheets, hand-offs and the systems that replace them.

  1. Configure, connect or build?

    How to choose between configuring a platform, connecting systems and building bespoke software.

  2. Mapping the hand-offs nobody owns between teams and systems

    How to find the gaps in responsibility between roles, teams and systems.

  3. What a useful systems audit leaves behind

    The maps, decisions and plan you should have when an audit ends.

Information and documentation

Where documents live and how they stay current.

  1. OneDrive, SharePoint or Teams: whose file is it?

    How to tell personal working files, team collaboration and controlled documents apart.

  2. Documentation people can actually maintain

    Who writes, approves and publishes each document, and what triggers a review.

Capability and adoption

Training, handover and the skills to run systems after launch.

  1. Why training after launch is already late

    Why training and system design should develop together around real tasks.

Practical AI

Where AI helps with information work, and where a person must check it.

  1. Choosing a first AI use case in a construction company

    How to test whether an AI use case is ready: the sources, the cost of an error and who reviews the output.

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