Home of the Excel Data Plumbing® Strategy
SUMMARY: Data storytelling transforms raw data into clear, actionable insights. This article explains how Excel users can overcome time constraints and tool limitations by combining an all-Excel strategy with AI and flipbook tools. The result is faster, more engaging, and more insightful reporting that moves stakeholders from confusion to clarity. Here’s an introduction to the…
Here’s how companies lose thousands of dollars per employee, per month by failing to upgrade their Excel workflows. SUMMARY: Excel scutwork—manual Excel reporting—is a significant drain on your company’s time, talent, and strategic potential. It traps professionals stuck in low-value tasks that stall progress, bury insight, and burn out Excel users and their managers. This…
SUMMARY: According to ChatGPT, companies suffer from ten persistent problems with Excel. An all-Excel strategy—with help from ChatGPT or Copilot—solves all of them by standardizing workbook design, flowing data smoothly from sources to outputs, and automating repetitive tasks without using a programming language. The result? Ultra-productive Excel users who deliver agile, insightful, and manager-delighting business…
SUMMARY: McKinsey outlines a new model built on speed, decentralization, and frontline initiative. An all-Excel strategy—with help from ChatGPT or Copilot—delivers the infrastructure to make that model work—turning Excel from a bottleneck into a strategic engine. It empowers teams, streamlines coordination, and accelerates decision-making with modular workflows and AI-assisted insight. Here’s an introduction to the…
SUMMARY: An all-Excel strategy—with help from ChatGPT or Copilot—transforms Excel from a time-consuming tool into a nimble platform. It does so by introducing modular Excel flowbooks, rapid iteration, and GenAI-supported workflows. It empowers users to adapt across time, topics, and tasks with minimal rework. This unlocks fast, flexible, and resilient reporting that thrives amid volatility….
SUMMARY: Most companies think Excel can’t support true analytics without third-party tools or enterprise SaaS. But an all-Excel strategy changes that—with help from ChatGPT or Copilot. By automating data flows and structuring models intelligently, EDP enables descriptive, diagnostic, predictive, and prescriptive analytics—entirely within Excel. It’s a breakthrough for analysts, managers, and CFOs alike. Here’s an…
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: 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 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 for any audience—with one command. This approach breaks data silos, transforms outputs into storytelling tools, and shifts…