Been delivering reports in PDF format for years, but getting more requests for PowerPoint presentations. What format are you all using for final deliverables? Seems like there's no standard in our industry.
PowerPoint vs PDF vs Hard Copy - What Do Clients Prefer?
I always ask upfront. Some clients want the detailed PDF report for their files, others just want a PowerPoint they can present to their board. Government clients usually want both plus hard copies.
PowerPoint for presentations, PDF for the permanent record. But I've noticed younger facility managers prefer everything digital now. Haven't printed a report in 6 months.
Had a ComEd audit last year where they specifically requested Excel workbooks instead of PDF. Wanted to manipulate the data themselves. First time I'd seen that request.
Bob that's interesting. I'd be nervous about clients changing my numbers though. What if they mess up a formula and blame us for bad calculations?
Jorge raises a good point. If you provide Excel files, protect the key calculation cells. Give them flexibility to play with assumptions but not core formulas.
We do a hybrid approach - PowerPoint for the presentation meeting, detailed PDF report within 48 hours, and Excel backup calculations on request. Covers all the bases.
Don't forget about mobile formats. Had a plant manager who wanted everything viewable on his tablet while walking the facility. PDFs work better than PowerPoint for mobile viewing.
Good thread Randy. I think the key is asking during the proposal stage what format they prefer. Sets expectations early and shows you're thinking about their needs.