How to Build AI Agents: Strategic Guide for CTOs
AI agents are everywhere these days. The world's biggest tech players - Microsoft, Alphabet, Amazon, and Meta are investing heavily in AI infrastructure, with spending expected...
2 Hours
Within 3 working days after the session
Contact us for a customized quote
Upgrade your existing Excel Add-in by adding AI features that save time, cut manual work and surface better insights.
This session helps businesses identify the right AI opportunities for their Excel solution and walk away with a clear action plan.
During this 2-hour workshop, our AI and Excel experts will:
Assess your current Excel Add-in functionality and architecture.
Identify where AI can actually add value.
Find use cases like forecasting, anomaly detection, and smart recommendations.
Look at options like Copilot, ML models, and predictive analytics.
Showcase real-world AI-powered Excel solutions across industries
Conduct a feasibility assessment and recommend the right technologies.
Answer your questions and define a clear modernization roadmap.
A customized list of AI capabilities mapped to your Excel Add-in use cases.
A high-level integration design for incorporating AI into your existing solution.
Estimated development timelines and resource requirements for implementation.
A clear, actionable plan for your next steps in AI adoption.
Access to Excel and AI specialists for follow-up guidance.

CFOs and Finance Leaders
Data Analysts and Business Analysts
Excel Add-in Product Owners
Financial Software Providers
Business Intelligence Solution Vendors
Organizations looking to enhance Excel-based workflows with AI
Companies planning to modernize existing Excel Add-ins

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Yes. This workshop is for teams that already have an Excel Add-in and want to bring AI into it. If you're building one from scratch, this isn't the right starting point.
That comes down to what your business actually needs. Forecasting, anomaly detection, and intelligent recommendations are the ones that come up most often. Pattern recognition, predictive analytics, and Copilot-powered assistance are also on the table. The session is really about figuring out what makes sense for your setup specifically, not throwing every option at the wall.
Both, honestly. We look at business outcomes alongside technical feasibility. So whether you're coming in as a decision-maker or as someone who'll be doing the implementation, there's something useful in it for you.
Yes, within 3 working days after the session, you'll receive a customized AI modernization roadmap based on what came out of your workshop. It's not a generic template.
Our team can stay involved through the full implementation. That includes AI model integration, tuning, deployment, and any Excel-Copilot enhancements you want to build out. You don't get handed a document and left to figure out the rest.
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