excel everest - corproate excel training overview
TRANSCRIPT
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Say hello to enterprise Excel training that works.
http://www.exceleverest.com
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THEPROBLEM
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Excel is widely used in corporations• Microsoft Excel is one of the
most frequently used business applications of all time.
• It completely revolutionized the processes in almost all corporate functions:
• Finance • Marketing • Human Resources • Sales • More
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Excel, however, is error prone and is challenging to use CORRECTLY
• Microsoft Excel has limited audit ability, and small changes can have a magnified impact
• One incorrect formula can feed an entire spreadsheet and cause massive business impact
• Data can be sorted incorrectly, and entire datasets can be invalidated
• Our founder saw this first hand at his organization
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These errors can be superbly expensive (e.g. $2B for JPMorgan)
“During the review process, operational issues became apparent. The model operated through a
series of Excel spreadsheets, which had to be completed manually.”
– Report of JPMorgan Chase Management Task Force Regarding $2 Billion 2012 Losses, page 127
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Excel errors bounce upward to senior management and boards
CEO
Board 1 Board 2 Board 3 Board 4
VP CTO COO CFO
RVP
Director Director
DirectorDirector
Design FP&A ControlleOpsiOS Eng
Android
Web
HR
Board 5
VP Sales
RVP
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THESOLUTION
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Keep learning in one place
Focus on the right topics
Teach topics interactively
Ensure leaning is measureable
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DEMO
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THETACTICS
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Set custom learning goals for your organization
• We recommend that managers and training leads set the following goals:
• 90% completion of Easy exercises
• 70% completion of Medium exercises
• 20% completion of Hard exercises
• But these can be adjusted up and down according to the desired learning goals
• Employees simply email completed files to training managers for verification
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Avoiding even a small number of Excel errors justifies the cost of training
• An example slip-up in an Excel document that is shared could result in:
• 4 hours of organizational course correcting
• 3 hours of repeat work
• 1 hour of re-communication
• This is $1,000+ error, not counting lost productivity
• Avoiding a single error per year for every 10 employees justifies the cost of Excel Everest
$0
$250
$500
$750
$1,000
Cost Value
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Implementation takes less than one week
• We equip you with the following:
• A unique organizational code that allows your employees to download the tool by simply visiting our website
• A marketing package with logos, screenshots, and more for your internal training pages
• An implementation guide that demonstrates best practices for rolling out Excel Everest is an organization