Is Your Spreadsheet a Trick or a Treat?
A Guide to Strategic Solutions

Every organization starts somewhere, and for project management, that place is often a spreadsheet. It's a familiar, flexible tool that has its rightful place. But what happens when your business begins to outgrow the very tools that helped you get this far? Your flexible spreadsheets can turn into a haunting maze of manual updates, opening the door to ghoulish errors, phantom costs, and other spooky problems that hold back your ability to scale.

 In this webinar, spreadsheet slayers Alyson Poston and Wes McCoubrie will discuss the next step in your business’s growth journey. They’ll help you recognize the terrifying signs that you’ve outgrown your current system and show you how to build a collaborative ecosystem where your team can leverage the best of both worlds - using spreadsheets for quick tricks, while gaining a single source of truth and the strategic insights that a dedicated solution provides.

 You'll leave this session with a new spellbook on how to:

  • Spot the Ghouls: Uncover the hidden, ghostly costs of a manual, spreadsheet-based system and identify the key indicators that your current process has become a chilling roadblock to scalability.
  • Create a Haunt-Free Workflow: Learn how to integrate spreadsheets with a PPM solution to streamline data collection and reporting, banishing manual data wrangling for good.
  • Look into your Crystal Ball: Discover how a modern PPM solution can not only automate your workflows but also provide the supernatural clarity and insights you need to make great decisions for a growing business.

 You'll walk away with a fresh perspective on how a true PPM solution can help your tools work together to give you the complete and accurate view you need, and the freedom to finally put an end to the project management nightmares and act on your data with confidence.

Speakers

Alyson-poston

Alyson Poston
Chief Customer Success Officer Rego Consulting

Alyson Poston is the Chief Customer Success Officer at Rego where she is responsible for keeping customers happy and up to speed with innovative techniques and tools that will help them drive success. Prior to joining Rego, Alyson was a Vice President of presales at Medallia, focusing on customer experience management. But she “earned her stripes” elevating IT leaders, PMOs, and Project managers for 19 years with CA’s Clarity/PPM team (via Niku). She held various roles at CA including Strategic Advisor in Presales, working as a product consultant and a trainer.

Wes McCoubrie

Wes McCoubrie
SVP, Delivery | Solution Architect
Rego Consulting

Wes McCoubrie is a Senior Solution Architect, with over 15 years of experience in implementing PPM solutions across varied industries and business units. In every engagement, he couples his systems engineering background with real-world study gained as a past PMO manager to provide tailored solutions that are backed by the long-term strategic guidance needed to realize the full value of PPM. It’s his mission to become and remain a trusted advisor for all of his clients well beyond any one successful go-live.