FOR EXCEL-NATIVE BUSINESS PROFESSIONALSFIND WHAT MATTERS WITH AI + JUDGMENT

EXCEL-NATIVE BUSINESS PROFESSIONALS ALREADY RESPONSIBLE FOR THE ANSWER

You know the business. Use AI to find what matters.

Use ChatGPT to answer real business questions without becoming a programmer. AI can move fast. You still supply the context, verification, and judgment.

AI suggests. Analyst decides.

FP&A · Operations · Marketing · RevOps · BI / Analytics Leadership

Blue dot pattern with a dashed red path from a crossed-out AI selection to a red analyst decision target.

◯ AI suggests.✕ You challenge it.◯ You decide what matters.

CAREER + TEACHING EXPERIENCEThree decades doing and teaching analytical work.
ANALYTICS LEADERSHIPNetflix · Tableau · Microsoft · SAS · Oracle
FACULTY + INVITED LECTURINGINFORMS · American Marketing Association · TDWI · Princeton University · Brown University · University of Chicago · University of Washington · North Carolina State University
AUTHORThe Accidental Analyst · SAS for Dummies
01Work faster

Use AI for the mechanics and first pass. Spend your time where business judgment changes the answer.

02Second-guess less

Use a repeatable process to test definitions, assumptions, context, and missing evidence.

03Make better calls

Move from a plausible pattern to a recommendation the business can actually use.

04Defend the decision

Explain what you know, what you checked, what remains uncertain, and what changes the call.

FREE LEARNING · START HERE

Learn the complete workflow free.

Learn the full method on a real business analysis. When you want help applying it to work already on your desk, bring that work to the Lab.

START HERE · ABOUT 3 HOURS

ChatGPT for Data Analysis: Complete Real-World Masterclass

Follow an Excel file all the way to a business decision. See what AI suggests, where context changes the answer, how evidence is verified, and what decision follows.

EXCEL FILES → BUSINESS DECISION
Open the Free Masterclass
SUPPORTING VIDEO

How to Analyze Company Data With AI Without Sharing the Real Data

Safely develop AI-assisted analytical workflows without treating external AI as an approved repository for confidential data.

SUPPORTING VIDEO

Build Your AI Analyst Desktop: Positron + Docker

A reproducible AI analysis workspace for Excel-native analysts. Use the tools when they help. Keep the business question in control.

THE METHOD IN REAL LIFE

The $3M Netflix problem was not in my data.

The model was mathematically right. The business context that changed the answer lived somewhere else.

See the free analysis library
NETFLIX CASE // RED-PEN REVIEWWhat the model could not see
DATA / MODELHeavy streamers looked extraordinarily profitable.

Streaming delivery cost pennies compared with mailing DVDs, so the model valued them highly.

RED PENThe model was missing a contract constraint.

Studio agreements could trigger content payments that were not in the analytical dataset.

ANALYST DECIDESBring the contract context into the decision before acting.

The right next move was not more analysis on the same data. It was to widen the frame.

WHY THIS MATTERSNo amount of additional analysis on the data I had would have found the missing fact.
METHOD VALIDATION

The original Accidental Analyst method was praised by Stephen Few and recognized by Tableau. See the book and reviews →

THE MECHANISM

Seven checkpoints between a plausible answer and a decision you can trust.

The Seven C's gives you a repeatable way to find what AI, the data, or your first explanation may have missed.

01
THE FAILURE TO CATCH

Choose the right question.

The decision the analysis must support is never stated, so everyone can answer a nearby question beautifully.

AI CAN HELPGenerate candidate questions, summarize context, and propose measures.
ANALYST DECIDESWhich decision actually matters, who will act, and what would change the call.
JUDGMENT CHECK What decision will change if this answer changes?

FREE WORKING TOOLS

Frame the decision before AI starts answering.

Use the Decision Brief at the start of an analysis. Use the Seven C's Benchmark to find where your current analytical process is most vulnerable.

AA DECISION BRIEF

Eight questions before the analysis begins.

Define the decision, owner, deadline, metrics, evidence, context, and data restrictions before ChatGPT produces a polished answer to the wrong problem.

Use the Free Decision Brief
SEVEN C'S BENCHMARK · 4 MINUTES

Where is your analysis most vulnerable?

Score your analytical workflow and see which stage deserves attention first.

Take the Free Benchmark

TWO WAYS TO APPLY THE METHOD

Choose based on the work and the stakes.

Individuals need repeated judgment on their own work. Teams with a shared business problem need a private implementation environment.

FOR INDIVIDUALS

Working Lab

$2,450 · 3 months

Apply AI analysis to the work already on your desk. Bring business questions, spreadsheets, analyses in progress, confusing findings, and decisions you need to defend.

See the Working Lab →
FOR TEAMS

Private AI Analysis Lab

$25K up to 5 · $40K up to 10

Four private 3-hour sessions across four weeks, built around one primary business problem and selected participant examples.

See the Private AI Analysis Lab →

WHEN THE WORK ON YOUR DESK MATTERS

Apply AI analysis to the work already on your desk.

Bring a real question, spreadsheet, analysis, or recommendation. Pressure-test it with expert judgment under real constraints.

ILLUSTRATIVE LAB REVIEWExample only · not a participant result
WHAT YOU BRING Q3 forecast is 8% below plan.

AI explanation: slower pipeline conversion is the primary driver.

-8%forecast vs. plan
PRESSURE TEST What would make that explanation wrong?
  • Stage definition changed in July.
  • Two enterprise renewals slipped in timing but are not lost.
  • The AI summary treated both effects as conversion decline.
WHAT YOU LEAVE WITH A more defensible next move.

Rebuild the comparison on a consistent stage definition, separate timing slippage from true loss, then decide whether conversion actually deteriorated.

VERIFYDECIDEMONITOR
3 MONTHS $2,450

Repeated access to live analytical judgment for three months. Two sessions each week; attend either or both.

NEXT ENTRYRolling. Enroll now.
LIVE SESSIONSTue + Thu · 1 PM CT
CAPACITY15 per session
WHAT YOU GETFeedback + repetition + application + judgment
Bring Your Work to the Lab See how the Working Lab works Attend the first two live sessions. If it is not right for your work, request a full refund before Session 3 begins.
EMPLOYER PURCHASENeed an invoice, PO process, or W-9?
The individual Working Lab is $2,450 for three months. The Private AI Analysis Lab starts at $25,000.

YOUR NEXT ANALYSIS

Learn it free. Use expert judgment when the stakes justify it.

Start with the masterclass. Use the Decision Brief on your next real analysis. Bring the work to the Lab when you want repeated expert judgment.

Free MasterclassExcel files → business decision
Start Here