Building models in Excel is a continuity risk.
In this episode of FP&A Unboxed Podcast, host Tejas Parikh invited guest Erik Lidman, CEO & Founder of Aimplan, to unpack the harsh reality behind Excel-based finance operations-and why it’s costing companies more than they think. It’s funny… until it’s not.
Companies spend millions on sophisticated tools-yet default back to Excel for “comfort.”
But Excel isn’t comfort. It’s a continuity hazard.
If only one or two people understand your critical billing or modeling logic, you don’t have a system-you have a liability.
One team lost their entire billing process for four months when two key people left.
Four months of revenue chaos. Four months of operational freeze. Just because the logic was buried in Excel.
Stop treating Excel like a system of record. It isn’t.
Build institutional memory in platforms that scale beyond individual heads.
🎧 Listen to the full episode @aksharbusinessconsultinglt8099
—————————————————
Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to Power BI for Financial Analysis: https://bit.ly/powerbi-financialananlysis-training
#FinanceOperations #ExcelRisk #BusinessContinuity #SystemThinking #FPandA #FinanceTransformation #DataIntegrity #ProcessImprovement #FinanceLeadership #TechStack
Видео Building models in Excel is a continuity risk. канала Akshar Business Consulting Ltd
Companies spend millions on sophisticated tools-yet default back to Excel for “comfort.”
But Excel isn’t comfort. It’s a continuity hazard.
If only one or two people understand your critical billing or modeling logic, you don’t have a system-you have a liability.
One team lost their entire billing process for four months when two key people left.
Four months of revenue chaos. Four months of operational freeze. Just because the logic was buried in Excel.
Stop treating Excel like a system of record. It isn’t.
Build institutional memory in platforms that scale beyond individual heads.
🎧 Listen to the full episode @aksharbusinessconsultinglt8099
—————————————————
Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to Power BI for Financial Analysis: https://bit.ly/powerbi-financialananlysis-training
#FinanceOperations #ExcelRisk #BusinessContinuity #SystemThinking #FPandA #FinanceTransformation #DataIntegrity #ProcessImprovement #FinanceLeadership #TechStack
Видео Building models in Excel is a continuity risk. канала Akshar Business Consulting Ltd
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8 июля 2025 г. 11:45:04
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