udemy · 39.99 USD · ⭐ 4.9 · ⏱ 3 h · en
This course uses artificial intelligence tools as part of the learning experience. The main workflow is built around Claude AI in Excel for operations analytics. AI-assisted tools may also be used to improve audio and video production quality. However, the course structure, teaching cases, exercises, analytical logic, examples, and instructional design were created by Carlos Martínez, Ph.D.
AI is already creating value in operations, supply chain, inventory management, forecasting, and planning. But in operations, speed alone is not enough. A spreadsheet can look clean, a forecast can look sophisticated, and a production plan can look professional while still hiding weak assumptions, supplier risks, capacity problems, or planning errors.
That is why this course is not about flashy prompts or isolated tricks. It is about using Claude AI in Excel for Operations Analytics with speed, but also with structure, rigor, and judgment.
In this course, you will learn how to use Claude in Excel to support practical operations workflows. We will work through realistic business cases that simulate real operational decisions, including inventory analytics, demand forecasting, production planning, capacity decisions, assumptions review, and risk analysis.
You will use Claude in Excel to build demand profiles, classify products, model safety stock and reorder points, create replenishment policies, build baseline forecasts, measure forecast error, translate forecasts into purchasing and capacity signals, create production plans, compare scenarios, and review operational risks before trusting the result.
Across the course, we follow a clear method: understand the situation, build a visible model, translate the analysis into a plan, compare alternatives, and challenge the assumptions before accepting the output. This method is important because Claude can generate polished Excel work very quickly, but polished does not always mean reliable.
The goal is not only to generate Excel files faster. The goal is to help you build auditable, explainable, and professionally defensible operations analytics workbooks. You will learn how to inspect the logic, improve the model, question assumptions, and move from data to better operational decisions.
You will also learn how to turn selected workflows into reusable Claude Skills. Near the end of the course, we package those skills into an operations analytics plugin, so you can see how AI-assisted workflows can become more structured, repeatable, and adaptable to your own work environment.
This course includes downloadable Excel files, prompts, PDFs, reference materials, assignments with suggested solutions, Claude Skills, access to the Q&A forum, and AI-powered roleplays where you practice defending recommendations, assumptions, and conclusions in realistic business conversations.
Those roleplays are important because operations analytics is not only technical. At some point, you need to explain the recommendation, defend the assumptions, respond to questions, and show that your analysis is not only polished, but also thoughtful, reviewed, and operationally sound.
This course is designed for professionals, analysts, managers, students, and Excel users who want to apply AI to real operations work without needing programming or advanced data science experience.
If you want to use Claude and Excel for inventory, forecasting, production planning, and operational decision support, this course will give you a practical method, realistic examples, reusable resources, and a structured way to work with AI more confidently.