Michael Cohen
← Insights

2 min read

The COO Spending 40% of His Time on Excel Exports

"This is taking, probably . . . 40% of my time."

The COO of a well-established manufacturing business told me that as we looked at 30+ Excel tabs that he was crafting from 4-5 exports from QuickBooks – every time he wanted needed an update.

This guy is smart, and he works hard. Our discovery calls were routinely scheduled after working hours and he was still in the office. This was a thriving business, but no one ever told him that there was another way.

40% of his 50-hour workweek = 20 hours/week x 50 working weeks/year = 1,000 hours per year.

That's nearly 42 days, without eating or sleeping, wrangling spreadsheets.

At a very conservative estimate, let's say the COO's total comp is $250,000/year. That's $100,000 per year in wasted time.

You're paying for reporting, whether you know it or not.

Our solutions were not only a fraction of that cost, they also enabled:

1/ A holistic view of hours, materials, revenue, and margin.

2/ Rolling revenue forecasting

3/ Customer bucketing

4/ Customer recapture, targeting upselling, lower CAC and higher LTV

5/ Smarter job quoting through AI/ML based off of their own historical data.

6/ More revenue. Lower expenses. Higher profit.

If you are trying to grow a business in a legacy industry, know your options.

Dealing with something similar?

I work with SMBs and PE-backed companies on exactly these problems — financial operations, reporting infrastructure, and analytics built on the systems you already have.

See the work →