Business Situation
The problem before automation.
- Users needed a simple app instead of working directly inside spreadsheets.
- Records required editing, controlled fields and status tracking.
- The backend needed to remain easy for business owners to review.
- Management wanted reporting data without separate manual consolidation.
Solution approach.
- Designed a simple backend structure in Google Sheets.
- Built AppSheet views for entry, editing, status updates and review.
- Used validations and workflow rules to reduce incorrect entries.
- Prepared the data structure for reporting and future automation.
Business result.
- Improved user experience for data entry and tracking.
- Reduced dependency on direct spreadsheet editing.
- Created cleaner data for dashboards and summaries.
- Provided a scalable path for future workflow automation.