The weekly report
This is an example of a typical job. Yours will have its own detail.
By hand
The weekly report, by hand: someone exports figures from three systems, pastes them into a spreadsheet and tidies it up before the meeting.
It's the same job every week. A figure pasted into the wrong row usually isn't noticed until someone in the meeting asks about it.
With Logitomic
With Logitomic, it's ready on Monday morning, and the meeting is spent on what it says.
The steps
- Figures collected from your accounts system
- Figures collected from your sales system
- Figures collected from your job or project system
- Put together in one report
- Ready on Monday morning
- Your team reads it and decides what to do
One report, ready on Monday.
Your team reads it and decides what to do.
Where your team stays in
The report does the gathering. Reading it and deciding what to do stays with your team.
What we'd need from you
- The report you put together now, or the one you wish you had.
- Which systems the figures come from.
- Who reads it, and when they need it.
Questions about this job
Can it show more than our spreadsheet does now?
If the figures are in your systems, yes. We'll talk through what you'd want to see in the first conversation.
Who gets the report?
Whoever you choose, in a form they already read, such as an email or a shared file.
Does it have to be weekly?
It runs whenever the meeting is: daily, weekly or monthly.
What if we want to see something different next quarter?
Tell us. Changes to the original job are included during the 12 months.
What's the job you'd hand over first?
Tell us about a jobTell us what's taking up your team's time. We'll talk it through and see whether we can help.