503-740-1252
Wait a minute...
Why Excel?
What is it that keeps people going back to Excel every time?
These days, there’s an app for everything—loaded with bells and whistles you may never use. But here’s the real question: when did those companies take the time to understand
you and your unique data needs? They didn’t.
That’s why Excel stands out. It’s the ultimate tool in your corner, tailored to help you track proprietary data, connect with online sources, analyze with precision, and present visually—all on your terms. With Excel, you’ve got the exact bells and whistles you need, customized and spot-on and nimble. Simple, powerful, and designed with you in mind.
TAKE THE NEXT STEP!
BOOST YOUR PROFITS!
Empowering Your Excel Journey
Profit Optimization Assessment
There are thousands of features in Excel - no one knows everything. No wonder people feel overwhelmed in a course that offers way too much information.
Wouldn't it be nice to improve your Excel performance only on the features you really need to get your boss to take notice?
Your Proprietary Solution
Everyone gathers and tracks unique data. For example, an insurance agent keeps a record in her head of personal information about each customer. We can help you wrangle that information and connect it with online data from your CRM, QuickBooks, or whatever data you have. Once connected all together, gve it a branded user-friendly interface with advanced formulas that feed into a visual Dashboard, with automated navigation and processing. Your valuable data at your finger tips - a competitive edge!
Custom Training
We incorporate real world goals into every custom-made curriculum. We measure the time it takes to get your work done, both before and after the training, to show how much time has been saved - if money is time, then you can save a lot of money!
On-Demand Learning Videos
Our library of learning videos on key Excel features , like formulas or pivot tables, can provide instant how to you may need on the fly.
Excel Project Estimator
The Excel Project Estimator transforms project planning by combining comprehensive feature-based planning with expert mentorship. It enables precise resource allocation, risk identification, and timeline calculations based on your team's actual availability and Excel expertise. This powerful tool delivers accurate time and cost projections while allowing project leaders to optimize outcomes through informed decision-making, ensuring efficient and cost-effective project execution.
CLIENT TESTIMONIALS
Linda Coley
Learning & Development Leader
Laurie Eshleman was selected to lead an Excel training for Nike Sales Reps. Her passion for data and analytic tools, combined with her fabulous facilitation, made the training exceptional. I would hire her again for any data project without hesitation.
M.J.
Business Strategist
Working with Laurie is phenomenal! Her extensive experience and innovative mind-set brought creative solutions that greatly improved efficiency. Laurie is extremely knowledgeable, professional, proficient, and easy to work with.
Alex Rodgers
Dir. Finance Nike Global Technology
...During her time with Nike Technology Finance, Laurie helped build a powerful sense of technical teamwork and purpose across the entire finance team, demonstrating an elevated level of technical competence with respect to her knowledge and expertise with Excel, Access, and data management....
Frequently Asked Questions
These are questions we regularly receive that help our customers better understand our mission and process.
Can I get a business efficiency assessment first, to see if I can profit on streamlining Excel and data management skills?
Yes! If we can't save you time and increase your profits, then we aren't a good fit for you, nor you for us. Typically though, we are able to save every customer time, and at the very least, pay for your investment in the assessment ($297) easily.
Are your assessments100% Accurate?
Our estimates are based purely on your feedback; the actions you take in your day-to-day routines, the reports you generate, the data you utilize. Not surprising to us, everyone knows their bottlenecks. Yes, we are experts at identifying additional reports and tasks that could benefit you, but our initial assessment is based purely on your feedback, which means our assessments are as accurate as an assessment could be.
What is the objective of Optimize Excel?
Our primary objective is to help you optimize how you are currently using Excel, your proprietary data, and tracking your business activity. That includes customized training targeted to completing current job skills, blue printing and developing a custom solution based on proprietory data, and automation to ensure you can dashboard contact, lead, and customer activity with eash. Leveling up the skills of your team is only a part of what we do, with professional instructor. You have Excel, so why not maximize your potential and elevate the skill level of your team?
Can I use our company employees to create the Proprietory Data Custom Solution, so that we can maintain it ourselves once it is built?
We hope that's how you roll! We are dedicated to empowering people to learn and love Excel, and the best way to do that is with hands on experience. What better way to go then to have an Excel Expert by your side every step of the way as you manage or develop or teach a new Excel tool for a business-critical need.
Can we hire you as a coach/mentor to guide us through our internal Excel project?
Yes! That is our Mission, to help people learn more about Excel by supporting them in their own endeavors.
How does the Project Estimator really work?
The Secret Sauce is in the initial estimate I provide, which can only come from decades of experience building Excel templates. For example, if you are needing a data entry table with drop downs and conditional formatting, you're looking at a simple project that won't take as many resources or time to complete. But if you are needing a Financial Forecast Dashboard with 30, 60, 90 day dynamic selectors, where tasks are automated, and the report can also be printed - well, that's complex and will take more time. The Project Estimator will take my estimate with your resource input and determine if your people lack the skills or time to complete the project when you need it done. Our goal is that you discover this before you get started on your project.
© 2024 Optimize Excel . All rights reserved
Terms of Use
Privacy Policy