Excel Analytics Governance & Strategy Advisory
Group Size 1:1 (Individual)
Meeting Platform MS Teams
Delivery Method Virtual
Strategy Type Data Literacy & Culture, Data Strategy & Governance
Deliverable Format Action Plan
Most teams rely on Excel. But without structure and governance, spreadsheets quickly turn into slow, error-prone bottlenecks. This service gives your team a professional review and a clear plan for improvement.
You’ll get:
– Audit: A structured review of your Excel files and workflows to identify risks, inefficiencies, and opportunities.
– Strategy Session: A live consultation to walk through findings and align on next steps.
– Roadmap: A concise, actionable plan to modernize your Excel analytics with automation (Power Query), scalable models (Power Pivot), and advanced tools (Python, Copilot).
This service is designed for managers and small teams who need reliable, repeatable, and future-ready analytics without abandoning Excel.