I asked yesterday for a more graphical and intuitive way to plan out costs for products and projects. The reason lies in an essay I co-authored several years ago with Jeremy Fein, co-founder of this blog. I forget the exact title of the thing, but its premise was that good entrepreneurial teams are composed of both brains & brawn (Asterix and Obelix, in other words). It has since become my philosophy towards entrepreneurship and building teams.

Good ideas also reside in intersections between different modes of thinking. I don’t know who made up the idea of the ‘execution multiplier for ideas‘ (Derek Sivers posted it on his blog once), but an idea is worth little without someone carrying it out. Similarly, in Neil Fiore’s book “The Now Habit” (the ONLY self-help book I would ever recommend to people) he writes about the source of good ideas, which often come when you least expect it: on your breaks, your holidays, anywhere which is not work-related.

While productivity is a great thing and crucial to executing ideas, idea-generation itself is actually not very compatible with the productive mind. But it’s not impossible to combine the two either.

Let’s look at a sample workflow from problem to idea generation to product (product meaning the outcome of idea generation, which has to lead somewhere):

1. You have a problem (duh… no really, don’t come up with an idea if it doesn’t solve a problem!)
2. You discuss it with people to try to figure out it’s parameters —what is the true gist of the problem?

This is a good time to get stuck. Where do you go from here? Do you go the left-brained route — the super-rational approach that would e.g. benefit from some number crunching in Excel? Or do you take a right-brained approach — the artistic approach of drawing out the problem further on a white board or an outliner?

It of course depends on the complexity of the problem, but it isn’t time yet to go super-rational all of a sudden. It breaks you out of creative solution mode and gets you into execution mode, which is really brain-dead “getting things done” mode. Before you get things done, you have to define “things” much further.

The next step in my process would be:
3. draw out several solutions, preferably in a group, and discuss them and the logic behind it. Is it an elegant solution to the problem? Does it solve it or does it complicate it? What scenarios are there and what are its parameters?

As soon as you come to scenarios, we come into process mode. And this is where a more left-brained approach of calculating resource-allocation (people, time, money) absolutely makes sense. In my last post, I was hoping that someone would have a good way of making this more compatible with step 3, I am still waiting for someone to come up with a good solution, however.

4. calculate it out. What are the costs associated with each solution, what are the benefits of each solution?

Costs vs. benefits could also be called expenses vs. income on a financial projection for a startup. Solid resource allocation is ultimately the lifeblood of a company, however in an early stage it is also the language to use when looking for funding for your company.

I don’t want to be too rigid about this; I’ve struggled with the process of “problem -> idea generation -> execution -> product” in the past and think that it’s an area that benefits from several approaches and also leads to more-than-several pseudo-suggestions on how to approach this.

Rather, I thought to expand a little on yesterday’s post and clarify why I really do want a more visual Excel (for lack of a better term). If you want to combine right- and left-brained perspectives, a white board alone won’t do it and Excel alone won’t do it. I want software that does both.

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If there’s one job I hate, it’s digging into Excel. I can read formulas as well as the next guy and can put a financial or marketing spreadsheet together easily enough. But man, it’s just such a chore!

The problem is, I believe, related to my own preference, which is definitely visual. I like drawing things out, I don’t like calculating them. I like seeing the effect that numbers have, I believe in the power of numbers, but I don’t really want to see the math. I know there’s other people that prefer the complete opposite, but we all get confronted with Excel-related tasks in our lives.

I’ve been thinking for about 5 minutes about this, but I’ve already come up with three improvements I want to see in Excel and other spreadsheet-packages. They are:

1. Instant zooming in when dragging

Sometimes, e.g. for a pivot-table, you need to select a very specific region on your spreadsheet. It sucks to drag the selection down together with scrolling the screen. Instead, it would be much nicer to just have the screen change, according to the action that you’re doing. Does that make sense? Anyway, here’s a picture. Excel also usually shows a little pop-up with the exact co-ordinates of where you’re at.

2. Visually displaying data

I think what I like the least about Excel is that I eventually lose the overview, especially after crunching away for a few hours. I’d like insta-graph™, by which I mean, I’d like to have instant graphical feedback on the effect that a change in inputs has on the whole. Just inserting a graph already does this, but is generally something you do after you finish your sheet. Instead, I’d like it to be in the sidebar, which both Excel and Numbers are using in Mac OSX.

3. Just drawing the line

No picture this time, but imagine just drawing a line on a graph and Excel filling in the numbers. Or, adjusting a bar-chart, by pulling bars up and down and having Excel doing the rest. Now that would be heaven for me!

Give me another hour, and I’d probably come up with another 10 suggestions. What it comes down to is that, right now, much of software is designed with a “my way or the highway” attitude, and especially things like Excel have shown little in terms of innovation over the years. I’d really like there to be more catering for the rest of us (probably a majority) that wants nothing to do with Excel, but is somehow forced into it. Excel is important after all, especially when trying to plan out your finances, which we all have to do at some point. Apple’s Numbers was promising, but didn’t really deliver either.

So where’s our salvation? And what would you like to see changed in Excel?

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