October 3, 2024
Using spreadsheets to manage stakeholders might work when you’re starting out or have a small team. But as your organization grows, spreadsheets can become messy and hard to manage. Here are six signs it’s time to switch to a better system:
As you get more stakeholders, your data gets bigger and more complicated. If your spreadsheet is turning into a confusing web of tabs and numbers, it’s a sign your system can’t keep up.
If you have information in different places like emails, documents, and spreadsheets, it can be hard to find what you need. Searching through all these sources wastes time and can lead to mistakes. A single system keeps everything in one place.
If you’re losing track of who you’ve spoken to, what was said, and what the next steps are, your system isn’t working. A dedicated tool helps you keep track of all interactions and follow-ups.
Pulling reports from a spreadsheet can be slow and frustrating. If it’s hard to get the information you need quickly, it’s a sign your tools aren’t up to the task. A better system can create reports fast and save you time.
Spreadsheets don’t work well for team collaboration. It’s easy to end up with multiple versions and old data. A proper system lets your team work together in real time with the most up-to-date information.
If you spend more time updating spreadsheets than engaging with your stakeholders, it’s time to switch. A dedicated tool can automate data entry, giving you more time to focus on important tasks.
It’s time to upgrade. A dedicated stakeholder management system will make it easier to stay compliant, manage data, create reports, and collaborate with your team. To chat more your existing process and learn more about our tool, book a meeting today.
We have a spreadsheet template that may help you manage your data better for now. Click here to download our stakeholder engagement template.
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