Field notes

Short guides we share with clients during engagements—published here for your team leads.

Naming export files so Monday starts calm

6 min read

Convention beats heroics: dates, branch codes, and version tokens that survive email forwards.

When a macro is enough—and when it is not

8 min read

Decision cues we use before recommending VBA, Power Query, or a small script outside the spreadsheet.

Runbooks your replacement can follow

5 min read

What to photograph, what to bold, and where to store screenshots so leave cover actually works.