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.

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. I think the combination of AI within

Excel, where we use ChatGPT integrated into Excel, I think it's

super powerful. It's a tool

for the analyst to 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.