Home of the Excel Data Plumbing® Strategy
SUMMARY: An all-Excel strategy—with help from ChatGPT or Copilot—can give Excel users the power to accelerate their finance careers by treating spreadsheets as strategic tools, not just reporting platforms. By proactively leading projects—such as crafting board‑ready dashboards, modeling capital decisions, and collaborating cross‑functionally—you can build CFO‑level skills. Using generative AI for analysis, commentary, and storytelling…
SUMMARY: Growth and cost control aren’t opposing goals—they’re twin engines of high performance. By adopting an all-Excel strategy, with help from ChatGPT or Copilot, finance teams eliminate manual reporting and build scalable workbooks that automate updates and surface actionable insight. This approach mirrors Bain, BCG, and McKinsey’s advice: replace waste with capability; reinvest saved time…
SUMMARY: Many companies underinvest in training, fearing talent loss. But research shows the real risk is stagnation—not growth. Training combined with trust, purpose, and an all-Excel strategy—with help from ChatGPT or Copilot—empowers employees to thrive and stay. Upskilling succeeds when people are allowed to automate, innovate, and show what they’re truly capable of. Here’s an…
SUMMARY: Managers waste resources on repetitive Excel work that AI can now automate. The EDP Strategy replaces ad hoc design with scalable systems, freeing teams to focus on strategic reporting, reduce burnout, and unlock hidden value across the organization. You’re paying six figures for cut-and-paste work—and your best Excel people are too burned out to…
SUMMARY: Excel professionals achieve more meaningful work by adopting an all-Excel strategy that automates repetitive tasks and scales reporting—with help from ChatGPT or Copilot. By building flowbooks that streamline data imports, transformation, and output, users can process larger datasets, drive cross-functional analytics, and tailor outputs to varied stakeholder needs. This shift from scutwork to brainwork…
SUMMARY: Excel’s new role as a “strategic time machine” comes from using digital twins—dynamic, refreshable models built with an all-Excel strategy—often with support from ChatGPT and Copilot. The workbooks integrate real-world data, back‑test decisions, iterate assumptions, and simulate alternative scenarios in minutes. This transforms Excel from static reporting into a live innovation platform, enabling continuous…
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 help from ChatGPT and Copilot—organizations become smarter, faster, and more innovative—transforming Excel from…
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 deep analysis, cross-system collaboration, and strategic problem-solving. This new paradigm shifts ROI from spreadsheet volume to decision quality, turning Excel professionals into…
SUMMARY: Remote Excel users equipped with an all-Excel, AI-assisted strategy, with help from AI, 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 cross-functional coordination, and boosts strategic clarity—defining productivity in results, not hours. Here’s…
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 act faster and smarter. This all-Excel, AI-assisted strategy, empowers them to translate external signals into bold moves…