vlookup errors
Design Process

 

1

Scoping

 
   

The initial phase of a model build involves scoping the assignment and assessing the skills that will be required.

This would involve visiting the client and discussing the spreadsheet to be developed and the uses for the model.

2

Initial Planning Stage

  The single most important aspect of a spreadsheet development is the planning and design stage. At this point it must be established what the inputs to the spreadsheet will be, what calculations are required and what the outputs or reports will be. At the same time it is important to understand how the spreadsheet will be used (how many people, time period etc)
  At this stage we require that the client provides feedback on whether the spreadsheet design is in line with what is required.
3

Development Stage

  Once the planning is complete to the client satisfaction the model is developed.
  Our spreadsheet development process focuses on simplicity and ensuring the spreadsheet is as transparent and easy to understand as possible. The concepts we adhere to is of consistency, separation and integrity.
  Depending on the requirements of the client it is possible to build in stages so that the client is aware of the look and feel of the model as spreadsheet development progresses. This is often an iterative process and sometimes is combined with the testing stage that follows.
4

Testing Stage

  Once spreadsheet development is complete detailed testing is performed.
  We use Spreadsheet Professional to ensure the accuracy of the model. It is important to us that the client, and in particular the actual end user, assists in this process to ensure that not only does the model meets the clients needs but the end user has a feel for the inner workings of the spreadsheet.
5

Feedback on spreadsheet development

  Feedback is encouraged during the entire process of spreadsheet development. The better the communication between the client and us, the better the final solution.
6

Handover

  The model is formally handed over together with the agreed upon level of documentation and training.

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