Category: Digital & Technology
Overview
Excel Power Skills for Reporting, Analysis & Modeling helps leaders and professionals understand and leverage digital technologies, data, and automation to improve decisions, processes, and customer or employee experience.
Objectives
- Gain a non-technical understanding of key digital and technology concepts.
- Identify realistic use cases for data, analytics, automation or AI.
- Assess current processes and pain points that can be improved digitally.
- Understand basic governance, risk and ethical considerations in digital initiatives.
- Draft a simple roadmap for applying digital tools in participants’ own context.
Who Should Attend
- Business, HR and functional leaders sponsoring digital initiatives.
- Managers and professionals involved in process improvement or analytics.
- Change agents, project owners and innovation champions.
5-Day Course Outline
Day 1 – Digital & Data Fundamentals for Practitioners
- Clarify key digital and technology concepts in simple language.
- Discuss how data and systems support everyday work.
- Explore current digital trends relevant to participants’ sectors.
- Map current digital tools and pain points in participants’ organizations.
- Identify quick digital improvement opportunities.
Day 2 – Processes, Automation & Analytics Use Cases
- Review core processes and where they can be simplified or automated.
- Identify realistic use cases for analytics, dashboards or automation.
- Discuss success factors and barriers in digitalization projects.
- Prioritize use cases based on value and feasibility.
- Draft a simple concept for a priority use case.
Day 3 – Systems, Data & Governance (Non-Technical View)
- Recognize main types of systems (HRIS, ERP, CRM, BI tools).
- Discuss data ownership, quality and access responsibilities.
- Outline basic elements of digital and data governance.
- Address security, privacy and ethical considerations at a high level.
- Review examples of good and poor digital governance.
Day 4 – People, Change & Adoption in Digital Projects
- Understand why people resist digital changes.
- Plan stakeholder communication, engagement and training.
- Design simple support models to help users adopt new tools.
- Identify skills and roles needed in a digital environment.
- Build a change and adoption mini-plan for a chosen initiative.
Day 5 – Roadmapping & Next Steps
- Summarize key lessons from the week in participants’ own words.
- Refine priority use cases into a basic roadmap.
- Define success measures and checkpoints for digital initiatives.
- Share feedback and peer advice on each participant’s ideas.
- Agree personal commitments and next actions after the course.
Excel Power Skills for Reporting, Analysis & Modeling (Course No. 11217)