Skip to content

Replacing Paper with Spreadsheets

1 min read
excelwork

At my work, the same number gets handwritten three or four times before anyone types it. It starts on a work order on a clipboard, moves to a daily log, gets totaled onto a weekly summary, and then someone keys the summary into a computer. Every copy is a chance to flip two digits, and some of the handwriting can be charitably described as fast.

I have nothing against clipboards. I spent a vintage in Australia writing Baumé and temperatures onto one every morning and liked the ritual. But a cellar round is one person and one page. This is a dozen people, a binder, and the other system of record: email chains where the current number lives in an attachment named FINAL_v3, four replies up.

This spring I started moving pieces of it into spreadsheets. The first was [DETAIL: which log or process moved into a sheet first?] — an Excel Table, one column per field, data validation dropdowns so the same item stops getting entered three different ways, totals that compute themselves instead of waiting for Friday. For anything more than one person touches, Google Sheets instead, because a share link kills the attachment chain outright. Watching a second cursor move through the sheet while I was in it felt like getting away with something.

Building the structure was the satisfying part, and it turned out to be the small part. Paper belongs to whoever keeps it. The log on the clipboard is somebody's log; they have kept it the same way for years, and everyone who needs a number goes through them. A shared sheet moves that authority out of their handwriting and into a file anyone can open. I read the change as a convenience. The person on the other end of it read it as a transfer, and they understood that before I did.

What works is making the sheet defer to the paper. The version people actually fill in mirrors the old form column for column, keeps the names everyone already uses, and lost the summary tab I was proudest of. Adoption beats elegance. A perfect model nobody fills in is a blank page with better borders.

The binder is still on the wall, and for now it and the sheet agree with each other. I've started noticing which one people walk to first.

Lo