Growing sign and print businesses shouldn’t rely on spreadsheets

Spreadsheets stressed

By Craig Mertens, Director of Education and Growth at Inktavo | Clarity

I have spent three decades in and around the sign, print and graphics industries as a business owner, product leader and educator. In that time, I have seen the same pattern play out countless times.

Most businesses start small with owners who are naturally excellent at producing, designing, and installing signs, wrapping vehicles, or running printers, and they often manage the business on the fly, using memory, whiteboards, and spreadsheets. That approach works for a while, but as the company grows, that reliance can herald the arrival of chaos.

As job volumes increase, small inefficiencies are amplified. Misprints become expensive and communication breaks down between sales and production. Stress builds across the team until work-life balance disappears. The smart move is to put systems in place before that happens, but the sad truth is that many businesses wait until things are already breaking before they act.

Different markets, same pain

My role at Inktavo gives me a unique perspective on this because I manage the SignTracker product line in the US while working closely with the Clarity Software team here in the UK. While there are certainly cultural differences, fundamentally, everyone is dealing with the same problems.

The shape of the business might change, but the pressure points remain the same. Whether you are bending metal in Texas or running flatbeds in Birmingham, you still need to quote accurately, track jobs, manage approvals and stop things falling through the cracks.

Spreadsheets are the hardest habit to break because they feel fast. You can open a sheet, type a number and close it. But a spreadsheet lives on its own and does not communicate with the rest of the business. When you build that logic into a proper Management Information System (MIS) like Clarity, it becomes repeatable, scalable and visible across the whole team.

Many business owners delay this step because they are less comfortable with processes than they are with production. They worry that software will slow them down. In reality, a lack of software is exactly what bottlenecks the business.

How to implement without the headache

The biggest mistake I see people make is trying to roll everything out at once. If you try to change every process in your business on a Monday morning, you will fail. Instead, I always advise businesses to start with the most painful problem. If quoting is the bottleneck, tackle that first. Then move on to production visibility and reporting.

Leadership plays a critical role here. Adopting a system cannot be optional. It is not about being harsh. It is about setting a standard by letting your whole team know that this is how we work now. We will train and support you, but the system is the system.

The single source of truth

At the heart of Clarity Software is the concept of a single source of truth. In many businesses, information is scattered across emails, texts and job bags. This means the sales department knows one thing and production knows another. When everything lives in one place and is accessible throughout the company, you can check the quote, repeat it, clone it and track approvals instantly.

If a job is not in the system, it simply does not exist.

This visibility creates an accountability loop in which mistakes come to the surface, so they must be properly addressed, not swept under the carpet. This matters because the real cost of a misprint is not just the wasted vinyl or ink; it is the much more significant damage that it can do to the customer relationship.

The operational payoff

You can only run a growing business on memory and spreadsheets for so long before the cracks begin to show. Implementing Clarity Software provides the operational backbone you need to move beyond restrictive manual processes. It aligns your sales and production teams around a single source of truth, ensuring that you are working with accurate and up-to-date information.

That shift from chaos to control allows you to stop leaking margin and potentially damaging customer relations. It ensures your operations are built on robust processes that deliver greater efficiency and increased profitability.

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