I Asked Claude to Build Scenario Planning Models in Excel Claude's Excel plugin just dropped. I’ve heard great things but Is it really that good? Anthropic gave me early access to test as a fractional CFO. I tested it on something HARD. Scenario planning. Business judgment, not just formulas. I gave Claude my software company model. Three pricing tiers. Upgrade flows. Churn rates. "Build me three growth scenarios. Show me what happens with different conversion assumptions." You can find the full prompt in the comments. 15 minutes later... I'm staring at three complete scenario models. → What It Built Three scenarios with their own assumptions. Base Case: Standard marketing, normal upgrades, average churn Strong Case: 2x marketing, 2x upgrades, 50% lower churn Weak Case: 0.5x marketing, 0.5x upgrades, 1.5x higher churn Then 24 months of projections. MRR, ARR, users, growth rates. → What Impressed Me The assumptions are COLOR CODED and centralized. Change one number and it cascades through everything. But here's what got me... It understood the BUSINESS LOGIC. Not just "make numbers go up" or "make numbers go down." Strong case: "2x marketing" connected to "better PMF" which drives "2x upgrades" AND "50% lower churn." Those variables relate. Better PMF means customers upgrade more AND stick longer. Weak case: "increased competition" naturally led to lower marketing, higher churn, fewer upgrades. That's understanding how SaaS works. I've built hundreds of these. This would've saved me 3 hours...and got the logic right. → What It Couldn't Do No dropdown to switch scenarios. You scroll horizontally. Missing a comparison dashboard with key metrics. No profitability. No cash burn. No breakeven. Scenario descriptions are static text that doesn't auto update. Still needs manual work for presentations. → Here's The Thing The hard part isn't the formulas. It's knowing WHAT to model. What scenarios matter. What drives outcomes. This tool won't build everything perfect in one shot. But think about what it saves... No manual formatting. No building formulas from scratch. No copy pasting models three times hunting for broken references. If you know what you want, it handles the tedious work. And those cons? Missing dropdown, comparison dashboard, static descriptions? Probably fixable with a few more prompts. Then add your own touches. Paired with someone who knows what to ask for? KILLER combo. For now, we can breathe easily. But in one year? Five years? I think it might be game over. Testing more next week. Sensitivity analysis? Break even models? Cash runway? Transform your financial workflows with Claude, get started at https://lnkd.in/efHYM8VD What should I test next? #ClaudePartner This post is sponsored by Anthropic.
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How we shrank 30-40 hours of weekly manual work into just 2-3 hours 🤯 (Automation Tip Tuesday 👇) This home services company was struggling with their invoice reconciliation process. They received numerous vendor invoices via email (PDF format) and needed to manually match them against jobs in ServiceTitan. Their team was stretched thin, discrepancies and overpaying were daily occurrences, and one day, they had enough. We worked on a three-step automated solution: Step 1: Finding the PDFs Zapier monitors the inbox for invoices. When it detects an invoice with a PDF attachment, it proceeds to Step 2. Step 2: Parsing the Data Nanonets uses AI to extract data from the PDF. Step 3: Data Comparison The extracted data is compared with jobs in ServiceTitan. Any discrepancies are added to a spreadsheet for internal review. 30-40 hours of weekly manual verification time is now just 2-3 hours. With instant discrepancy flagging, their system allows for better vendor management, improved billing accuracy, and more time for the team to pursue higher-value tasks. Which manual task that can be automated is currently taking up too much valuable time? If you’re thinking of one, it’s time we spoke. Book a free call (link in the comments 👇) and let’s see what we can do for your workflow. -- Hi, I’m Nathan Weill, a business process automation expert. ⚡️ These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday #automation #workflow
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Denver International Airport's (DIA) management has amazed many people as being one of the busiest airports of recent times. But do you know, the airport which handled more than 69 Million Passengers in 2022, has also gone through many challenges before it rose to this height? Yes, DIA faced a series of challenges during its construction, such as engineering problems, unexpected soil conditions, and design changes. The most notorious issue was the automated baggage system, which was plagued by technical glitches and cost overruns. The airport's opening was delayed by 16 months, resulting in increased costs and public criticism. All of these challenges were solved using the Risk Management Process: - Risk identification: DIA identified the potential risks and their sources, using various techniques such as brainstorming, interviews, checklists, and historical data. - Risk analysis: DIA used tools such as risk matrix, risk register, and risk breakdown structure to document and organize the risks. DIA analyzed the risks and their impact on the project objectives, such as cost, time, quality, and scope. - Risk response: DIA developed risk response strategies to deal with the risks, based on their priority and impact. DIA used four types of risk response strategies: avoid, transfer, mitigate, and accept and they positively accepted some of the risks that were unavoidable or insignificant. - Risk monitoring and control: They monitored and controlled the risks throughout the project life cycle, using various tools and techniques such as risk audits, risk reviews, risk reports, and risk indicators. By applying these risk management steps, DIA was able to overcome the risks and deliver a successful project. DIA's risk management process shows that risks can be managed effectively in complex projects, with the right tools and techniques. DIA is not only a world-class airport but also a benchmark of risk management best practices. #AirportAuthority #USA #US #ProjectManagement #ProjectManager
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__Risk Identification: Safety is often reactive, focused on protection after risks have already materialized. Risk management, on the other hand, proactively identifies potential risks, anticipating issues before they happen. 💠__Risk Assessment: Rather than simply creating a "safe" environment, risk management evaluates the probability and impact of each risk. This allows for prioritization based on real data, making decisions more informed. 💠__Adaptability: Safety protocols can sometimes be rigid, while risk management involves constant monitoring and adjustments based on evolving circumstances, making it a more flexible approach. 💠__Mitigation Strategies: While safety may aim for complete protection, risk management accepts that not all risks can be eliminated. It focuses on minimizing risks to an acceptable level, balancing cost and effort. 💠__Opportunity Recognition: Risk management doesn't just prevent negative outcomes; it also helps recognize potential opportunities that might come with certain risks, fostering innovation and growth. 💠__Decision-Making: Rather than just creating a sense of security, risk management involves making calculated decisions under uncertainty, allowing businesses to move forward with confidence even when risks exist. 💠__Continuous Improvement: While safety measures might be implemented once and left unchanged, risk management is an ongoing process that seeks to improve and adapt strategies over time based on outcomes and feedback. #RiskManagement #FaceTheRisks #SafetyFirst #StrategicPlanning #BusinessResilience #PrepareForTheUnexpected #ControlTheChaos
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Vehicle tracking running on MemryX Inc. MX3 accelerator card⚡🚀 Object detection is a core part of many computer vision projects. However, to turn detection into real business value, object tracking is not just helpful; it’s essential. Tracking adds context over time and can even help object detection models perform better. How it’s built: ✅ Compiled the YOLOv8 model into DFP format and ran real-time vehicle tracking on the chip. ✅ Configured ByteTrack, passed detection results to the tracker, which assigned a unique track ID to each object. ✅ Visualized tracked objects directly on the original frames. ✅ Drew tracking trails for each object to show movement over time. 👉 Results? A real-time vision pipeline that enables precise object tracking, making it suitable for advanced analytics across various industries. ⚡ Pipeline flow: YOLO PyTorch -> ONNX -> DFP compilation for inference on card -> Object detection -> Object tracking. Code and resources 👇👇👇
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🚀 Excited to share my latest project: a fully autonomous Smart Warehouse Management System built using the Agent Communication Protocol (ACP)! This innovative system features four intelligent agents InventoryBot, OrderProcessor, LogisticsBot, and WarehouseManager working seamlessly together to manage stock, schedule deliveries, and handle reorders, all through standardized, real-time communication. 🌟 What is ACP? ACP is a framework that enables autonomous agents to communicate effectively using structured messages with defined performatives (e.g., ASK, REQUEST_ACTION, TELL, CONFIRM). It ensures clear, reliable interactions, making it ideal for complex systems like smart warehouses where coordination is key. 🌟 How It Works: Scenario 1: Stock Alert & Reorder - The OrderProcessor checks stock levels with InventoryBot and triggers reorders to maintain minimum availability (e.g., reordering to fill low laptop stock). Scenario 2: Delivery Scheduling - The WarehouseManager directs LogisticsBot to schedule deliveries of goods, with LogisticsBot confirming the schedule including a tracking ID for transparency. Scenario 3: Low Stock Management - InventoryBot alerts the WarehouseManager of low stock (e.g., 5 tablets), prompting a confirmation that 15 tablets are needed; the WarehouseManager then requests OrderProcessor to place an order for 15 tablets, with OrderProcessor confirming via a PO number. The interactive frontend visualizes these interactions, complete with a Statistics dashboard (e.g., total messages: 6, active conversations: 3, registered agents: 4) to monitor performance, making it perfect for real-world adoption. 🏭Impact on Logistics: This solution transforms the logistics industry by reducing manual oversight, optimizing stock levels, and streamlining delivery schedules. With real-time data and automated reordering, warehouses can operate 24/7, cut costs, and improve customer satisfaction key drivers in today’s fast-paced supply chain. This showcase how AI and ACP can revolutionize warehouse management. Check out the demo video to see it in action!
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"Should we hire or should we cut?" is a question I'm hearing often from small business owners right now, which is fair given the mixed economic signals. Some clients are seeing their best quarters ever. Others are watching pipelines thin out. Everyone seems to be asking, "How do we plan for what we can't predict?" This is where scenario planning becomes your survival tool; not just hoping for the best, but modeling the reality of different futures. Here's what we walk our clients through: 🌳 The Growth Scenario: For example, if revenue is expected to be up, we’re looking at potential team expansion and higher overhead. Looking at what that does for cash flow given the changes to expected expense changes. 🌱 The Steady Scenario: Where flat growth is expected and we plan to maintain current team, we’ll want to optimize margins and prepare for inevitable per team member increases. There will likely be some percentage increase YOY but we expect the core costs to stay the same. 🍃 The Contraction Scenario: On the other hand, if revenue is expected to go down, we want to look at strategic cuts that allow the team to run efficiently while preserving cash. For our clients, this is usually a mix of team, professional services, and travel. We also want to ensure that the resources kept are used efficiently. Each scenario gets its own financial mode where we map out cash flow, runway, and break-even points for 3, 6, and 12 months ahead. The command center for this? Fathom. We've been using Fathom since the beginning of Little Fish Accounting and it lets us build the scenarios in real-time with clients, showing exactly how each decision ripples through their financials. No more spreadsheet gymnastics or gut-feeling guesses. Ultimately, the founders who survive uncertainty aren't the ones with crystal balls—they're the ones with clear models and decisive action plans. And we're glad to be the builders 🧱
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Power BI for Sales Performance Analysis Boosting Sales with Power BI: A Real-Life Success Story Scenario: Challenge: Our sales team struggled with tracking performance metrics across different regions and product lines. The data was scattered across various sources, making it difficult to get a unified view. Solution: We implemented Power BI to consolidate sales data from CRM, ERP, and other systems into a single, interactive dashboard. Steps: 1. Data Integration: Used Power BI's built-in connectors to pull data from multiple sources. Example Query: let SalesData = Sql.Database("ServerName", "DatabaseName", [Query="SELECT * FROM Sales"]) in SalesData 2. Data Modeling: Created relationships between tables to allow for comprehensive analysis. Example: Linked sales data with regional data to analyze performance by region. 3. Interactive Dashboards: Designed dashboards to track key metrics like total sales, sales growth, and regional performance. Features: Drill-down capabilities, slicers for filtering by date, product, and region. Impact: Improved Visibility: Sales managers now have a clear, real-time view of performance metrics. Faster Decisions: Quick access to data enabled faster decision-making and strategy adjustments. Increased Sales: Identified high-performing regions and focused efforts on underperforming areas, resulting in a 15% sales increase. Include screenshots of the Power BI dashboard, before-and-after performance metrics, and user testimonials. Have you used Power BI to transform your sales performance? Share your story in the comments! #PowerBI #Sales #DataVisualization #BusinessIntelligence #TechInnovation #DataDriven
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🚢 𝐉𝐮𝐬𝐭 𝐂𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐝: 𝐒𝐡𝐢𝐩𝐩𝐢𝐧𝐠 𝐒𝐭𝐚𝐭𝐮𝐬 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 📊 I'm excited to share my recent work on a comprehensive Shipping Status Dashboard designed to help businesses monitor and optimize their supply chain operations. ✅ Business Impact: 🔎 Better 𝐕𝐞𝐧𝐝𝐨𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ⚙️ Improved 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 📈 Stronger 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 📦 Smarter 𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 😀 Higher 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐒𝐚𝐭𝐢𝐬𝐟𝐚𝐜𝐭𝐢𝐨𝐧 Here's how this dashboard empowers business decisions: 🔍 1. 𝐂𝐚𝐭𝐞𝐠𝐨𝐫𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 👉 Helps procurement and inventory teams focus on high-demand categories (like Office Supplies), manage stock more efficiently, and optimize purchase decisions. 📦 𝐎𝐫𝐝𝐞𝐫 𝐅𝐮𝐥𝐟𝐢𝐥𝐥𝐦𝐞𝐧𝐭 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 👉 Only ~1% of orders are unshipped — a strong indicator of supply chain health. But even this small gap represents scope for process improvement and better fulfillment. 🚢 𝐒𝐡𝐢𝐩𝐩𝐢𝐧𝐠 𝐂𝐚𝐫𝐫𝐢𝐞𝐫 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 👉 Insights reveal that MSC has the weakest delivery rate, while COSCO, despite being the top shipper, still causes a significant value of undelivered goods (~₹3L). These insights guide vendor performance reviews and renegotiation strategies. 🕒 𝐒𝐡𝐢𝐩𝐩𝐢𝐧𝐠 𝐓𝐢𝐦𝐞𝐥𝐢𝐧𝐞𝐬𝐬 👉 The dashboard highlights the impact of late shipments on customer satisfaction — allowing businesses to pinpoint and address process delays. 📆 𝐎𝐫𝐝𝐞𝐫 𝐓𝐫𝐞𝐧𝐝 𝐛𝐲 𝐘𝐞𝐚𝐫 👉 Strong upward trend from 2011 to 2014 — essential for forecasting, hiring plans, and inventory management. 🎯 𝐅𝐢𝐥𝐭𝐞𝐫 𝐅𝐮𝐧𝐜𝐭𝐢𝐨𝐧𝐚𝐥𝐢𝐭𝐲 (𝐘𝐞𝐚𝐫 & 𝐒𝐡𝐢𝐩𝐩𝐢𝐧𝐠 𝐒𝐭𝐚𝐭𝐮𝐬) 👉 Enables stakeholders to drill down by time period or shipping outcome to identify patterns or anomalies — great for seasonal planning or issue diagnosis. 🛠️ 𝐓𝐨𝐨𝐥𝐬 𝐔𝐬𝐞𝐝: Power Query | Power Pivot | Pivot Table | DAX | Data Modeling | Excel VBA & Macros | Advanced Excel | Data Analysis | Reporting | Storytelling #ExcelDashboard #SupplyChainAnalytics #PowerBI #DataAnalysis #Shipping #DashboardDesign #ExcelVBA #AdvancedExcel #OperationalExcellence #InventoryManagement #DataStorytelling #LogisticsAnalytics #ExcelExperts #ShippingSolutions #OperationsDashboard #DashboardDevelopment #BusinessDashboards #ExcelProjects #ProcessImprovement #DataVisualization #SupplyChainInsights #KPITracking #ExcelAutomation #ShipmentTracking #AnalyticsInAction #ExcelForBusiness #DataDrivenDecisions #SmartReporting #ExcelDashboardDesign #ShippingIntelligence #PerformanceMonitoring
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What does it really look like when AI transforms logistics...not in theory, but at scale? I recently had a great conversation with Marcus Hand at Seatrade Maritime News about what’s next for logistics. We’re not talking pilots or proof of concept. AI is live across our operations - boosting inventory accuracy to 99.97%, cutting issue resolution time by more than half, and helping reduce emissions by 20%. From computer vision and machine learning to robotics and automation, we’ve scaled over 30 projects and integrated 150+ robotics solutions. And yes, performance matters. But this is also about building smarter, more resilient supply chains that can flex with a volatile world. Spoiler: it involves humanoid robots, real-time insights, and predictive logistics that help us stay ahead of disruption. AI is just getting started. Here’s what that looks like in practice: https://lnkd.in/dd7Gz2dV I would love to hear how others are applying AI in logistics or driving innovation across the supply chain. Drop your thoughts below.