erp reporting in excel

10
Combine the familiarity of Excel with the power of your ERP data

Upload: global-software-inc

Post on 04-Aug-2015

34 views

Category:

Software


1 download

TRANSCRIPT

Page 1: Erp reporting in Excel

Combine the familiarity of Excel

with the power of your ERP data

Page 2: Erp reporting in Excel

When it comes to capturing finance, operational and budgeting data, the winner is - EXCEL

2

90%

76%

Every company owns it, 300+ million copies worldwide

Everybody knows how to use it

It works on every platform

Native features and advanced add-ins keep

it competitive

Of Fortune 2000 financial executives rank Excel #1

of 14 technologies

Of global executives use Excel spreadsheets daily

Page 3: Erp reporting in Excel

But you’re not maximizing its potential when you…

3

Enter data manually

Aren’t sure you’re using the latest data

Analyze data from multiple sources

Rely heavily on IT for every change to a report

template

Export static data from your ERP

Distribute large files across global teams

Page 4: Erp reporting in Excel

Global Software, Inc’s Excel-based Automation Suite for your ERP Platform adds what is missing…

4

Limited reliance on IT resources

No re-keying

No hardware, staging areas or data warehousing

No ABAP Programming

or SEC16 Data Mining

Page 5: Erp reporting in Excel

We’ve worked closely with various ERP providers to validate our Dynamic Spreadsheet Methodology…

5

+

+

+Total

SolutionIntegration

Page 6: Erp reporting in Excel

With Spreadsheet Server, powered by the QueryExchange™, you can...

6

Provides access to all of your ERP data in Excel

GL, Rent Roll, AR, Sales, Inventory, AP, Projects, PO, Manufacturing, and more

Share queries with fellow users in the

cloud-based QueryExchange

Leverage existing ERP security

Customize reports and dashboards

Page 7: Erp reporting in Excel

Streamline and control your budgeting process

With Enterprise Budgeting, you can…

7

Centrally define spread methods

and budget rules

Quickly spread budget amounts from annual to monthly

Leverage live, intuitive budgeting data

Utilize workbook tracking and

individual role-based security

Page 8: Erp reporting in Excel

Distribution Manager

Get the right version of the right reports to the right people at the

right time8

Page 9: Erp reporting in Excel

9

Live Excel-based ERP Reporting…

It’s all about

EFFICIENCY

Use common, intuitive toolset across

functional groups

Analyze accounts more efficiently more

often

Reduce time to close quarter or year-end

cycle

Share pre-configured content via cloud-

based QueryExchange™

Get the most from your people, your data and your ERP

Page 10: Erp reporting in Excel

What our customers are saying

10

Sheila Miller Four Winds Casino and Resort

Senior Staff Accountant

Charles Schmidt, IT Director,

Fisher Brothers

If you have JD Edwards, you have to have Spreadsheet Server. It pulls information from JDE automatically into Excel for financial analysis.

Because of it’s ease of use, user adoption is immediate. Bringing

information together for decision making…it’s the only

way to go.

Spreadsheet Server allows its users to work in an environment they

are comfortable in and that is Excel. Also, it helps us to

eliminate errors from rekeying the data from SAP. It is a tool that you can be trained on and begin using within one

or two days.

Christy Ruth, Director, Financial Systems & Business

Integration, Coca-Cola Bottling Co. Consolidated

It saves us over 6 hours of producing financial statements. The accuracy is

100% better because we don’t have to dump the system. It pulls

everything out of the system instead of cutting and pasting out of Oracle