Home of the Excel Data Plumbing® Strategy
Your Excel users aren’t working up to their potential. But it’s not their fault.
As a rule, they’re smart, well-educated, work long hours, and know a lot about Excel. But like a carpenter who has no blueprint to follow, they have no strategy to follow when they work with data in Excel. And therefore, their report-construction projects are mostly trial and error.
The EDP Strategy gives them the blueprint they need. And this category explores how your company can benefit from that transformation.
HR leaders cure Excel burnout by replacing repetitive drudgework with automated data flows that unlock insight and engagement. SUMMARY: HR can transform Excel training for users who work with data from burnout-inducing to ultra-productivity. The key is an all-Excel strategy, with help from AI. It shifts focus from isolated tutorials to outcome-driven skill development. By…
The Data Plumbing Strategy empowers teams to deliver faster insights, stronger decisions, and sustainable performance at scale. SUMMARY: Excel can be unleashed at scale using an all-Excel strategy—with help from ChatGPT and Copilot. By automating data flows, leveraging Power Query and APIs, and building reusable flowbooks, finance teams can generate high-quality reports, forecasts, and dashboards…
Flowbooks standardize Excel work so every repetition compounds learning, experience, and organizational advantage. SUMMARY: The Excel Insight Flywheel uses an all-Excel strategy to create a self-reinforcing cycle that relies on learning curves and experience curves to improve Excel work over time. Momentum compounds as teams standardize workflows, reducing manual effort and errors. Over time—and with…
The real ROI is insight from Excel pros who embrace automation and AI to stop rebuilding spreadsheets and start shaping business strategy. SUMMARY: Excel users in the AI era must evolve from task-doers to insight accelerators—with an AI-assisted, all-Excel strategy. By automating data pipelines—creating flowbooks with Power Query and integrating AI—they eliminate busywork and focus on…
Remote contributors earn visibility by delivering insight at speed—transforming spreadsheets into engines of clarity and growth. SUMMARY: Remote Excel users equipped with an all-Excel, AI-assisted strategy, deliver real-time insights without micromanagement. By building self-updating dashboards that flag anomalies, explain trends, and guide decisions, they shift value from effort to outcomes. This model builds trust, enhances…
Excel users accelerate CEO growth plans by combining AI, external data, and automation into agile, insight‑driven dashboards. SUMMARY: Excel users who combine AI, external data, and automation are no longer just support—they’re growth accelerators. By integrating FRED and Sharadar data into live dashboards, validating assumptions with AI, and enabling agile, cross-functional planning, they help CEOs…
The EDP Strategy turns noisy, error‑prone reports into flowbooks that deliver clarity, speed, and actionable insight. SUMMARY: Traditional management reporting overwhelms decision-makers, exhausts analysts, and slows decision-making. A new, AI-assisted, all-Excel reporting strategy transforms that burden into an operational advantage. It turns data into insight, insight into focus, and focus into action—enabling faster decisions, clearer…
The Excel Data Plumbing Strategy builds resilience by turning fragile spreadsheets into agile, adaptable business tools. SUMMARY: An all-Excel strategy—often with help from AI—empowers Excel users to adapt faster, explore more broadly, and contribute more meaningfully during times of extreme change and uncertainty. By turning slow, rigid spreadsheets into agile, resilient flowbooks, Excel Data Plumbers help to…