I help individuals, teams, and organizations modernize how they use Excel: from building personal skill and confidence, to establishing shared patterns, to designing durable, AI-ready Excel systems.
I work at different depths depending on what you need. This page explains those options and helps you choose the right starting point.
I don’t fix spreadsheets. I build capability and systems.
I don’t take ownership of your models or clean everything up for you.
That approach creates brittle workbooks, hidden dependencies, and knowledge that disappears when the consultant leaves.
Instead, I work with you to:
- establish better patterns
- redesign workflows
- build internal capability
- and document systems so they hold up over time
The three ways we can work together
Learning (Individuals)
Who this is for:
People learning on their own.
What it looks like:
- Self-paced courses
- Membership resources
- Live workshops and sessions
Outcome:
- Stronger fundamentals
- Better judgment about when to use Excel, Python, Copilot, etc.
- More confidence working independently
Explore courses:
Training (Teams)
Who this is for:
Managers or team leads training analysts.
What it looks like:
- Practical workshops (90 min to half-day)
- Focused on real workflows
- Immediate wins without long-term commitment
Outcome:
- Fewer errors
- Faster analysis
- Shared patterns and language across the team
Corporate training options:
Transformation (Organizations)
Who this is for:
Organizations where Excel is business-critical.
What it looks like:
- Multi-week engagement
- System design, not one-off files
- Power Query pipelines, Python in Excel, Copilot, automation, documentation
Outcome:
- Reliable, auditable workflows
- Less spreadsheet firefighting
- Excel systems leadership can trust
Modern Excel AI Transformation:
Where to start
Some organizations begin with a single workshop and stop there. Others use training as a proving ground before expanding into a full transformation. Some engage directly at the systems level.
The goal is not to buy everything, but to choose the level of engagement that matches your situation:
- Learning on your own? → Courses
- Training a team? → Corporate training
- Excel is business-critical? → Transformation program
If you’re unsure which option makes the most sense, feel free to reach out: