5. Mistakes to avoid

5.1 Don't neglect the design of your reporting and management tools

When creating your tool, your objective is to have reliable data, and to be able to share it with as many people as possible. Don't forget that the clients of your Excel file may be people working on technical, financial or managerial aspects. The level of detail expected is generally different. As everyone has a different sensitivity to cost aspects, your role will be to adapt the tool to your customers.

The risk of creating a tool for management would be to propose data in an imposed standard, with no possibility of adaptation, since it would be a single format for all reporting within the company. On the other hand, a tool adapted to the user's needs for the operational management of a...