I’m sitting here, still smelling the faint, bitter scent of charred espresso because I just spent 24 minutes cleaning coffee grounds out of my keyboard with a toothpick, and it occurs to me that the grit between my keys is exactly like the data in most corporate CRMs. It’s abrasive, it doesn’t belong there, and it’s the result of a clumsy, human interaction with a machine that demands more precision than we are capable of giving at 8:04 in the morning.
☕ 8:04 AM Frustration
Sarah is clicking. I can hear her from three desks over. She is currently navigating the 44th mandatory field in the new Salesforce instance that the board spent $2,000,004 to customize. She enters ‘NA’ in the ‘Secondary Lead Source Probability’ field because, frankly, she has no idea what that means and neither does her manager. She hits save. The spinning wheel of the browser seems to mock her for a solid 4 seconds. Then, with a practiced, almost rhythmic motion, she Alt-Tabs.
There it is. The ‘Real Data’ sheet. It’s a Google Sheet with 14 tabs, color-coded in a way that would make a cartographer weep. It’s ugly. It’s fragile. If she accidentally deletes column C, her entire quarterly forecast vanishes into the ether. But she loves it. She trusts it. Because while the $2M software was built to tell a story to the VPs, the spreadsheet was built to help Sarah survive her Tuesday.
The Velocity vs. Visibility Debate
We talk about ‘user resistance’ as if it’s a character flaw, a stubborn refusal to evolve. It’s not. In the 104 offices I’ve visited over the last few years, user resistance is almost always a rational response to a tool that has failed the utility test.
I’ve spent a lot of time thinking about Aisha’s perspective. She has this way of looking at a workflow as a series of logical fallacies. She pointed out that the $2M rollout failed because it committed the ‘Sunk Cost Fallacy’ on a departmental scale. They kept adding features to the CRM to justify the initial price tag, making it heavier and slower, until it was eventually so ‘powerful’ that no one could actually use it to send a simple email. It’s like buying a tank to go to the grocery store. Sure, you’re safe, but good luck parking the thing.
CRM (The Tank)
Task (Grocery Run)
Goal: Utility. Result: Parking Failure.
The Tax on the Worker
[The spreadsheet is a protest vote for usability.]
There is a specific kind of silence that follows a failed software demo. It’s the sound of 24 people realizing they are going to have to do twice the work for the same result. The designers of these systems often forget that data entry is a tax on the worker. If the tax is too high, people will find a tax haven. In the world of business intelligence, Google Sheets is the Cayman Islands. It’s where the real wealth-the actual, actionable information about who is buying what and why-goes to hide from the tax collectors in the C-suite.
I’m looking at my keyboard now, the one I just cleaned. It’s missing the ‘Esc’ key because I snapped it off in a fit of frustration three months ago. I still haven’t fixed it. I just use a pen to poke the little rubber nub underneath. We adapt to broken things. We build workarounds. This is what we do. We are a species of hackers.
Shadow IT: A Blueprint for Success
Offices Visited
Security Risk (Perception)
Utility Blueprint (Reality)
If 14 people on the sales team are using a shared sheet to track deal velocity because the CRM makes it too hard to see, then the CRM has failed its primary mission. It doesn’t matter how many ‘best-in-class’ features it has. It doesn’t matter if it has AI-driven insights that can predict a lead’s favorite color. If it takes longer to log the call than it did to make the call, the system is a liability.
Designing for the Environment, Not Just the Report
This gap between the ‘imagined’ work and the ‘actual’ work is where companies bleed money. They spend $44,000 on consultants to map out the ‘ideal state’ of a process, but they never sit down and watch Sarah click through those 44 fields. They don’t see the physical toll of a slow interface. They don’t account for the ‘context switching’ cost of moving from a conversation to a database.
Physical Space
Windowless room, flickering lights = Zero patience for slow CRM.
Mental Bandwidth
A human space supports clarity, allowing engagement with complex systems.
We need to start designing for the environment of the worker, not just the requirements of the report. This applies to everything from the software we use to the physical spaces we inhabit. When you are stuck in a windowless room with flickering fluorescent lights, your patience for a slow CRM is roughly zero. But when you are in a space that feels human, that allows for clarity and breath, you might actually have the mental bandwidth to engage with a complex system. It’s about the holistic experience of the workday. For instance,
provides that kind of structural clarity in a physical sense, creating environments that actually support the person inside them rather than just containing them. If our software felt as intentional as a well-designed sunroom, we wouldn’t be running back to our spreadsheets every time the boss looks away.
I once tried to explain this to a CTO who was obsessed with ‘data integrity.’ I told him that data integrity is a myth if the people providing the data hate the process. He didn’t like that. He wanted to talk about ‘validation rules’ and ‘mandatory fields.’ I tried to explain that ‘mandatory’ is just a suggestion to a creative person. If you make a field mandatory, and the user doesn’t have the info or the time, they will enter ‘123’ or ‘test’ or ‘none.’ Now your ‘validated’ data is actually a lie. You have $2M worth of high-fidelity lies.
System Burden Ratio (System Take vs. System Give)
4:1 (Parasite)
Aisha Z. would call this a ‘false dilemma.’ The CTO thinks the choice is between ‘dirty data’ and ‘mandatory fields.’ The real choice is between ‘burdensome systems’ and ‘trusted systems.’ A trusted system is one that gives back more than it takes. If I spend 4 minutes entering data, the system should save me 14 minutes later in the week. If that ratio is flipped, the system is a parasite.
The Species of Hackers
I’m going to go get another coffee now. This time, I’ll be careful not to spill the grounds. But even if I do, I know I’ll just find another workaround. I’ll probably use a business card to sweep them into the crack of the desk where they’ll stay for another 4 months. It’s not ‘best practice.’ It’s not ‘compliant.’ But it gets me back to my work faster than finding a vacuum cleaner.
Adaptation is the Primary Feature
We revert to spreadsheets because they are the only tools that respect our time. They are blank canvases. They don’t judge us for not knowing the ‘Secondary Lead Source Probability.’ They don’t have spinning wheels. They are the digital equivalent of a scrap of paper and a sharp pencil.
And until the $2,000,004 platforms can figure out how to be as humble and helpful as a scrap of paper, the secret spreadsheets will continue to rule the world from the dark corners of our hard drives.
Perhaps the real revolution isn’t in the next big feature set. Maybe it’s in the deletion of the 44 fields that no one needs. Maybe the most ‘innovative’ thing a software company could do is give the user back their Tuesday. Until then, I’ll keep my secret sheet open in the background, right next to the browser window where I’m pretending to care about the official record. I’m not being difficult. I’m just trying to get home by 4:44 PM.
The Front Door (Standardization) vs. The Garage Entry (Velocity)
We reward the results of the shadow system while punishing the existence of the shadow system.
It’s a strange contradiction, isn’t it? We build these massive, rigid structures to ensure ‘standardization,’ yet every single successful person I know is successful precisely because they know how to work around the standards. We reward the results of the shadow system while punishing the existence of the shadow system. We want the ‘clean’ reporting that the CRM provides, but we rely on the ‘dirty’ speed that the spreadsheet allows. We are living in a house with a beautiful, expensive front door that everyone ignores in favor of the side entrance through the garage. And instead of moving the front door, we just keep repainting it and wondering why no one uses it. The spreadsheet isn’t the problem. It’s the diagnostic tool that tells you exactly where your expensive software is hurting your biggest bottleneck.
