Increase Your Company's Productivity

Small business Microsoft Excel templates. Job aids, workflows and operations managed in one software.


Use your CRM to keep sales and operations working together in harmony.

Sales and Operations in One Software

Your CRM is not only a significant business investment but one of the most valuable tools your company has at its disposal. A CRM can be used for more than just sales. Your operations team can benefit tremendously from this type of software as well. In fact, having your operations team and your sales team use the same software fosters comradery across the two very distinct departments as it enables them to collaborate seamlessly with one another. The beginning of a customer’s life cycle with a company typically starts in sales with a lead. This lead gets sold and that customer is then transitioned over to the operations team for retention. View More.


Online shopping is a prime target for attackers. Keep your money safe by browsing securely.

How to browse safely

The internet has become so integrated into our lives that we can’t imagine functioning without it. The company Google, has become a verb, seemingly overnight. I’m actually surprised there are still librarians around. Nothing is without its fault though, and the internet is no different. It’s chock-full of criminals waiting to steal your money, identity and worse. View More.


Remove leading zeros from Microsoft Excel file.

Keep Leading Zeros In Excel

Microsoft Excel spreadsheets have a tendency of removing leading zeros. Likely due to most use cases not requiring them to be displayed. However, there are certain times where you actually need leading zeros to be displayed (like a product or order number for example). View More.


Analyze data without using expensive software. By using Excel formulas you can solve many common problems.

Analysis without programs

So, you to analyze data BUT you’re not a computer programmer. Well, all is not lost and you may not have to bug the IT department or hire a programmer to extract meaningful information from datasets. All you need is a subscription to Microsoft Office or LibreOffice and the IF formula. View More.


Keep the project on schedule and under budget by dealing with scope creep.

Recognizing and dealing with Scope Creep

Even the most well-defined scope with the most seasoned team can fall victim to scope creep. Scope creep occurs when the original scope is expanded upon. This typically results in greater costs, tighter time constraints and more stress for the team. View More.


Calculate the amount of time that has elapsed between two dates in Microsoft Excel.

Calculate time elapsed between two dates in Excel with DATEDIF

Have you ever needed to determine the amount of time that has elapsed between two dates in order to determine the amount to invoice a client? The DATEDIF function allows you to specify a date range and calculate the amount of time that had elapsed in Months, Days or Years. This functionality can be extended to second or hours by slapping in a couple math calculations. Download the DATEDIF to handle the math for you! Download


Work from home, save money and increase efficiency.

Save money and increase efficiency by working from home

As the pandemic has painfully taught us, failing to QUICKLY adapt to this increasingly remote landscape can result in the demise of your business. Working from office may seem like the only way to operate, since it’s all most of us have ever known. Older does not always equate to superior and what’s viewed as the gold standard today may be considered antiquated tomorrow. View More.


Review your employees performance and either reward or punish.

Performance Review Template

To be truly effective, performance reviews need to provide an open dialogue for discussion between the employee and the employer. Now, employers must be realistic, employees are not going to be 100% honest with you about EVERYTHING they are feeling for obvious reasons. Most don't want to say anything negative out of fear of being fired! This is a legitimate fear and many states in America have adopted "At will" employment policies which essentially allow employement to be terminated without a reason (provided it was NOT based on race, religion, gender, etc.) View


A workflow is a logical grouping of tasks. Great workflows put the task owner first.

What is a workflow, and how will it help my business?

What is a workflow? Simply put, it’s the way tasks ‘flow’ in an organization. Without the flow, you are condemning your team to a chaotic workday. While there are many ways in which you can design a workflow, all methods generally task definitions, priorities, assignments and the estimated time to complete tasks. View More.


Job aids keep your employees stress free and efficient.

How To Create An Easy To Follow Job Aid For Your Team

Job aids are awesome. They provide employees with short, easily digestible guides that help employees perform at their absolute best. The greatest job aids are written with the task owner in mind and are free from the bias of senior management. Often times, those drafting job aids create them based on how they think a task should be performed, rather than how it is performed in practice. For example, the Vice President of Engineering may think it takes developers 5 steps and 5 minutes to provision another instance of an application. While the developers carrying out the task on a daily basis KNOW that task involves 15 steps and takes well over an hour. View More.