Maximizing Excel value while locking down KPIs

February 14, 2017

M1 Platform



A client of ours was using a number of complicated spreadsheets to maintain its global operations scorecard – resulting in a process that was time consuming as well as error-prone. In the time we spent with them we uncovered some troubling uses of Excel, and permanently streamlined and simplified their data collection process to make it easy to provide accurate and timely KPI data to management.


The background


The corporate offices of this company’s global business were reliant upon complicated Excel workbooks to calculate several sets of metrics. But with thousands of sites around the world – and hundreds of people with access to the formulas and metrics stored in these spreadsheets – there was no way of knowing how accurate each formula was.

What’s more, several acquisitions – and the time taken to integrate each business into their primary ERP systems – meant it was taking far too long to extract data.

Users manually looked up the values from several sources and typed them into the workbooks, but the range of sources and the various places to put the data meant it was easy to enter figures in the wrong location. What’s more, the time and effort required to maintain and add new periods was significant… and the process was error-prone.

They needed a way to lock down KPIs and the metrics needed to capture them, and to apply robust, corporate IT-level governance, versioning, and back-up to these critical elements of their business. As well as becoming the sole repository, the solution needed to include a separate calculation model that was independent of the data collection.


The unique solution


Using the M1 Platform, we set up a series of metrics to import the data automatically, with just a handful of manual inputs. Users now enter the data in Excel and send it up into the system. By replacing the error-prone manual process with an efficient solution, we helped reduce the time they were spending on fixing manual calculations by 100% – equivalent to a massive 50 man hours each month.

We worked with multiple departments to import their metrics into the system, and to customize the resulting charts and output to suit their needs. Users can now export the entire dashboard to PowerPoint, and provide management with accurate and timely KPI data whenever – and in whatever format – they need it.

The M1 Metrics system enables the business to continue to use Excel for what it’s good at – analyzing results and trends, graphing, what-if analysis, and more.


Results, return on investment and future plans


Before working with InfoPlanIT, staff at this corporate headquarters were constantly chasing problems that were embedded deep within the Excel formulas they themselves had created, but no longer had control over. They used the data they could rely on for one thing: analyzing their past performance.

Thanks to M1 Metrics, this global business has become a data-driven organization. Now, instead of spending time gathering data from thousands of sites each month, staff put their time to good use, measuring and comparing performance, analyzing trends and identifying opportunities to make the business more profitable and successful.

Remove the pain from your data processes


For a deeper look into how InfoPlanIT’s M1 Metrics solution can help you to access, visualize, and integrate data from all your sources, let’s talk. In a 30 to 60-minute phone call, we’ll discuss your challenges and walk you through how we can permanently streamline your processes. What’s more, we achieve over 80% of this in less than a month, on average.

In the USA? Call us on +1 (847) 879-0017

In the UK? Call us on +44 (0) 208 334 8860

Prefer to email? Write to us at

Kisanga Devendra

New business and Pre-sales at InfoPlanIT, Kisanga comes from a technology distribution, Infrastructure and SaaS background. Through a consultative approach he has been able to convert customer pain points to results driven business outcomes for both the private and public sectors in multiple geographies