If I think about the role of Excel plus

AI and/or AI going forward, I

think there's definitely a place where they are today, and they will

continue to add tremendous value.

And we talked about the scenario planning, accelerating some

usage. I don't see it really replacing

systems of record, core EPM platforms.

I think it's really a complementary strategy.

Let's assume for a minute I could go and create

everything that I have

today in Board in an AI model. First of all, is that the

best way for me to go spend my time or my team's time?

Do I really trust, again, that it's going to give me the consistent answers that I

need

time after time? I'm not sure.

Who's going to maintain that? What happens if there are assumptions that are not

correct in there?

Again, go back to scalability. The scalability of relying on something

like that to really run the business makes me very nervous, and it just

doesn't seem like it's very practical.

But again, I don't think it's an all or nothing.

I think there's a lot of complementary ways that

AI will help. And Excel. And I think the combination

of AI within Excel. We use ChatGPT integrated into

Excel. I think it's super powerful.

It's a tool

for the analysts who really understand the business to combine

that business knowledge with

an accelerator, but also it allows me to have some

governance over the entire structure as we go

forward. That maintainability, that scalability, I feel like

is in a much better place with that combination.

So I would say the goal is not fewer spreadsheets.

They're not going away. I know I would certainly be concerned if someone tried to

take away my Excel. I think the real goal is how do we

have governed spreadsheets that are connected to your EPM

platform? I think that's really the future.

For us, the Board for Microsoft 365 capability really makes this a

reality.