Automating Project Management with SpreadsheetWEB

September 25, 2009

Project Management is a critical business process for any organization. In this respect, professionals seek for the best way to optimize the implementation of their projects. There are many commercial and open source software packages that allow organizations to manage project management and collaborate among team members. However, the type of project and requirements varies so much accross industries, countries and size of organizations that makes it practically impossible to apply a single project management software.

SpreadsheetWEB offers an alternative to managing projects, collaborating across team members, and building custom workflow with ultimate flexibility. It distinctively enables you to view and manage completed projects, ongoing projects, approved projects waiting to start; projects waiting for approval and canceled projects of your company, from all departments, on your Web browser.

Let’s assume that you are about to start a human resources project called ‘Employee Engagement Survey’.  After uploading the data file to SpreadsheetWEB, you will open it on your Web browser and start entering the relevant information. Below, it shows the name of the project/department and name of the project manager. You type in the estimated start and end days of the project, as well as the budget for it.  The dashboard offers five basic phases, namely ‘Requirements and Specifications’, ‘System Analysis and Planning’, ‘Development’, ‘Testing’ and ‘Deployment’.  You enter the data such as estimated start/end dates and the duration to each section. Note that with SpreadsheetWEB, each field can be customized. You can build a project template with as many fields as your projects require. It is also flexible to change the look-and-feel of the template to reflect your corporate identity and style.

Figure 1. Data Collection

Figure 1. Data Collection

Figure 2. Project Details

Figure 2. Project Details

An important aspect of project management is collaboration with team members. Typically, number of people need to review, add/edit data, change project status, etc. SpreadsheetWEB supports such collaboration requirements. Suppose that you are collaborating with someone called Jennifer Myers on this project. Since you are the admin of the program, you have all rights to authorize new users to contribute your files with limited restrictions or free access. Supposedly, Jennifer is a co-worker and already user of SpreadsheetWEB. She has to work over your files too. So you transfer the project data to her along with your notes.

Figure 3. Data transfer to Jennifer

Figure 3. Data transfer to Jennifer

Then Jennifer signs in to her account and receives the pending file. She opens it and enters some new data. She will then transfer the account back to you with her notes and status change. This way, you will be carrying on with your project,  recording the essential data and collaborating with other team members in real time. You can manage as many projects as you wish and add as many contributors to your projects as desired!

Figure 4. Received data from Jennifer

Figure 4. Received data from Jennifer

As the number of projects increase, it could get more dificult to oversee especially for senior managers and department heads. It is not uncommon for a medium size company to have hudreds of projects at any given time. Project management dashboards are extremely useful in those situations. Dashboards present a summary of all projects along with numerous key indicators including number of projects in different statuses i.e. completed, ongoing, approved and canceled, project budgets, estimated and actual. Project dashboards can also be built with various realtime calculations i.e. deviations from estimated budget, uptodate expenses, etc.

Figure 5. Project Management Dashboard

Figure 5. Project Management Dashboard

SpreadsheetWEB offers a flexible and highly customizable platform to automate project management process. It can handle every aspect of project management including template creation, data collection, workflow, collaboration among team members, management reporting and dashboards.


SpreadsheetWEB Releases a New Dashboard: Hotel Dashboard 2

September 8, 2009

SpreadsheetWEB introduces the new generation of business intelligent dashboards for hotel operators and management companies all over the world. SpreadsheetWEB Hotel Dashboard is exclusively designed to collect the essential data of hotel engagements, analyze them in depth and visualize them interactively for the correct observations. It is user-friendly to cope with complex information and visually enriched with flexible graphics.

The user will find three sheets within the template after opening it in Microsoft Excel. One of them is particularly prepared to enter the raw data into the system. This raw data consists of some items essential for hotel management such as  “the number of rooms sold”, “rooms available”, “revenue per available room” (RevPAR), “average daily rate per occupied room” (ADR), “occupancy rate” and the revenues of food & beverage, telephone and other likely services.

Raw Data

Figure 1. Raw Data

In the second sheet, labeled “Calculations”, given data is calculated and it appears in appropriate cells like seen below.

Figure 2. Calculations

Figure 2. Calculations

When the user enters the data manually, let’s say, in a traditional file environment, calculation works exactly like seen in screenshots. However, once the raw data sheet is converted to a web application via SpreadsheetWEB, the user continues to work only with relevant cells and see the results instantly after hitting the “Calculate” button. See the screenshot below.

Figure 3. Hotel Data Form in the web broswer

Figure 3. Hotel Data Form in the web broswer

In this sense, the user will just be adding a few data entries on daily basis and viewing the result in the web browser, a plain white page without the redundancies.

Just type:

  • The number of rooms sold/available, taxable/nontaxable
  • The revenue per room
  • The revenues of food & beverage, telephone and other services

And quickly see the results for ADR, RevPAR and the occupancy rate.

On the other hand, there is the dashboard sheet which still remains unveiled. Now let’s turn back to our Excel file and examine how the sections on dashboard layout change, depending on the data processed in side sheets or via SpreadsheetWEB.

The dashboard will normally display the following graphs:

  • On the upper left, monthly revenues of rooms, food & beverage, telephone and other services are indicated in numbers. Same rates are demonstrated in an additional chart, a cake chart in the middle.
  • Average ratios like ADR and RevPAR and the occupancy rate for each day in the week are projected in two extra boxes.
  • On the right side, a chart reflects the changes in food & beverage, telephone and other revenues from day to day in line graphs, and the three charts below that do the same for ADR, RevPAR and the occupancy rate.
Figure 4. Hotel Dashboard in Excel
Figure 4. Hotel Dashboard in Excel

Obviously, this hotel dashboard gives the best result when used via SpreadsheetWEB.

Because with SpreadsheetWEB,

  • The user may customize the dashboard creating preferred web forms and applications, manage them by inputting new data to the system and monitor the outcome in the web brower.
  • Instead of adding the data into the Excel file manually, the user is prompted to set up an online customized database and have the data feed the content in real time and automatically.
  • It is easy-to-use and feature-rich in both implementation and presentation. The user may put extra images like the company logo on dashboard page.
Figure 5. Hotel Dashboard as web application
Figure 5. Hotel Dashboard as web application
  • The user has file-sharing capability with others in a secure environment. That is to say, the user may authorize the others to work on the same file, modify the content, and send it back and forth between one another. It is flexible to license.
  • It is fast and cost-effective to work the things out.
  • Only basic Excel knowledge is required to use it.