So, my company is growing. My department handles (among other things) the management of customer pricing data. This includes how we communicate this info to the customer. Currently, with our biggest customer, we pass an Excel document back and forth via email attachment. Because the company is experiencing the growth it is, we are adding more and more customers, and the data set is growing by gigs/day. This is problematic for several reasons:
- If someone in our organization or the customer's isnt looking at the most up to date version, they could run into problems
- if someone changes something on the spreadsheet, and doesnt call it out, others may not catch the change.
- The damned thing is 75k rows and growing, and 7 tabs deep. Its too big to email without compressing, and we are nearing the email-able limit even with it compressed.
So, Im researching ways to host the document and have it retrievable online. We have a website, and Ideally, Id like to be able to link to this solution on our website. Id need to be able to assign users (internal; and external) to user groups with defined rules regarding read/write permissions etc. Also, Id need to be able to tailor the experience to each customer.
In the past, I used a free trial of Microsoft 365 when researching this option for a different part of the company, and I think this is the way Im leaning, though I am open to anything else too. 365 allowed me to host a live excel doc on the cloud, and gain access to it, with different usergroup permission profiles that granted/limited interactive permissions. I could grant users a login name, and assign them to a group. Depending on the groups permission, I could limit users to read only, read/write, grant the capability to host new docs in a specified group location, and deny access to docs altogether if need be, etc etc
I am leaning that way because I have some very limited experience with it. I would not necessarily be opposed to a non-excel based resource either. We have a server that I can store data on if I wanted to, in SQL format for example. If its possible (and easier) to host the document internally in SQL database format, and make it available to outside users via login/username permission, then thats cool too, but I have no HTML coding experience, so I would need a nice pretty skin/GUI that would do all that for me.
So, what can the hive suggest? We have an external data management resource available (kinda like an IT helpdesk), but, theyre slow to respond and typically dont offer much insight, just canned responses and see these interactions as a chance to try and pitch me on another of their products. I trust the minds here waaaay more. so, give me some opinions or feedback