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Research Operations

Research Repository vs Spreadsheets: When to Make the Switch

Jess O'Malley·Jun 27, 2026·4 min read
Tags
research repositoryqualitative researchspreadsheetsresearch operationscustomer interviewsuser researchresearch tools
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Frequently asked questions

When should I switch from spreadsheets to a research repository?

Switch when you have 10+ interviews, multiple researchers, team members who need access, research that informs your roadmap, or historical studies you need to reference. If two or more apply, it's time.

What's wrong with using spreadsheets for research?

Spreadsheets break down at scale: search stops working, evidence linking is manual, synthesis happens in your head, collaboration is fragile, and onboarding is painful. The costs compound as your research grows.

What do I gain with a research repository?

Real search, automatic evidence linking, AI synthesis, team-wide access, and compounding knowledge. Past research stays findable and every new study builds on what came before.

How do I migrate from spreadsheets to a repository?

Export key interviews (prioritize the last 6-12 months), upload to the repository, let AI transcribe and extract insights, establish conventions for tags and structure, and sunset the spreadsheet.