Taulukkoapulainen: Tapaus “Liisa”

Tässä artikkelissa esitellään yksi hiljattain ollut Caduseuksen asiakaskohtaaminen.

Tapaus oli varsin tyypillinen: henkilö on pitkään Exceliä käyttänyt toimistosihteeri, jonka tehtävänä oli selvittää asiakaskunnasta potentiaalisimmat tahot kohdennetulle markkinoinnille. Liisa (nimi muutettu) oli koonnut tietoja taulukkoon työstänyt tiedostoa jo melko pitkälle, mutta tietyssä pisteessä oli seinä alkanut nousta pystyyn. Tiedoston muokkaaminen käsityönä olisi ollut toivottoman pitkä prosessi (yli 4000 riviä) ja lopputulos vaikutti hänen mielestään epävarmalta. Kyseessä on asiakas, jolle on tehty aikaisempiakin toimeksiantoja.

Oheisesta linkistä voit katsoa (Tapaus_Liisa_Materiaali.xlsx, 229Kt), miltä tiedosto näytti ennen ja jälkeen käsittelyn. Kaikki asiakasmateriaalin yritysnimet on vaihdettu Caduseuksen oman demo-materiaalin yrityksiksi ja euromäärät on arvottu satunnaisiksi.

 

 


 

Liisalla on tavoite: hän haluaisi tarkastella yrityksensä markkinointirekisteristä ja laskutuksesta löytyviä asiakaskontakteja, jotta hän voisi tehdä paremmin kohdennettua markkinointia.

Ongelma: Tietojen yhdistäminen paljastuu mutkikkaaksi ja lopputulos on sellainen, jota on hyvin vaikea käsitellä ja analysoida. Liisa alkaa käsin muokkaamaan tietoja, mutta kolmen tunnin ja parin tuhannen rivin jälkeen iskee turhautuminen.

“Kai tän nyt helpomminkin saisi aikaan.”


 

Liisa ottaa yhteyttä sähköpostilla puolen päivän aikaan ja tiedustelee konsultaatiosta. Sovimme soittoajan seuraavalle aamulle klo 9 ja hän lähettää tiedoston tarkasteltavaksi vielä samana päivänä.

Aamun puhelussa Liisa kuvailee tavoitettaan ja ongelmaansa tarkemmin. Tiedostoa tarkastelemalla selviää, että nykyisessä muodossaan tietojen järkevä analysointi on lähes mahdotonta, sillä yksi sarakkeista sisältää monia erilaisia tietotyyppejä. Tiedot päätetään koostaa järkevämmin omiin sarakkeisiinsa.


 

Liisa haluaa, että tässä vaiheessa tehtäisiin ainoastaan tietojen muokkaus analysoitavaan muotoon. Mikäli itse analyysissä tarvitaan apua tai näkökulmaa, se tilattaisiin erikseen myöhemmin.

Palvelun arvioitu kokonaiskesto on 2-3 tuntia hintaan 45 €/h. Liisa hyväksyy tarjouksen.


 

Työ alkaa. Alussa Liisalta tiedustellaan, millä lailla hän aikoo tietoja analysoida ja päätetään, miten sarakkeet kannattaa organisoida. Alun perin Liisa ajatteli, että euromäärät voi poistaa, mikäli ne aiheuttava ongelmia. Summat päätetään kuitenkin säilyttää, sillä ne saa helpohkosti järjesteltyä omaan sarakkeeseensa.

Noin puolivälissä toimeksiantoa puhelu päättyy ja Liisa palaa takaisin omiin töihinsä, sillä iso osa toimeksiannosta on pelkkää siirtokaavojen näpyttelyä ja sen jälkeisiä siistimistoimenpiteitä.


 

Työ valmistuu hyvässä aikataulussa ja valmis tiedosto toimitetaan Liisalle. Hän kokee, että tiedosto täyttää sellaisenaan hänen tarpeensa eikä sen suhteen vaikuta olevan tarkentavia kysymyksiä. Toimeksianto päättyy ja Liisa pääsee tekemään kohdennettua markkinointia.

Kokonaistyöaika oli 90 minuuttia (sisältäen puhelun, työskentelyajan sekä valmiin tuotoksen toimittamisen). Toimeksiannon hinta Liisalle oli 67,50 € + alv.

 


Caduseus Consulting avustaa ja kouluttaa monenlaisissa IT-tarpeissa!

Mikäli Excel-työ takkuilee ja haluatte ammattilaisapua jonkin projektin kanssa, voitte tilata asiantuntijapalvelua hintaan 45 €/h (+ alv). Kaikista toimeksiannoista voidaan antaa myös kiinteähintainen kokonaistarjous.

Katso myös hintalaskuri edullisille tilauskoulutuksille ja tilaa organisaatiollenne suosittu Excel helpoksi työelämässä-koulutus.


 
 

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