Automated ERP Reporting In Excel
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This document summarizes an Excel-based automation suite that integrates Excel with ERP data. It allows users to access ERP data like financial, operational and budgeting data directly within Excel. Key features include live access to ERP data in Excel, ability to share queries in the cloud, customization of reports and dashboards, centralized budget definition and spreading, distribution of reports, and reduction of manual data entry and reliance on IT. Customer testimonials praise the ease of use, accuracy and time savings compared to manual processes.
Automated ERP Reporting In Excel
- 1. Combine the familiarity of Excel with the power of your ERP Data
- 2. 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
- 3. 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
- 4. 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
- 5. We’ve worked closely with various ERP providers to validate our Dynamic Spreadsheet Methodology… 5 + + + Total Solution Integration
- 6. 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
- 7. 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
- 8. Distribution Manager Get the right version of the right reports to the right people at the right time 8
- 9. 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
- 10. 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
- 11. Contact Us To find out more complete the contact form below. 11
Editor's Notes
- #2: Amy – we require an EPS/.png format of the Oracle Validated Integration logo
- #4: But spreadsheet users could enhance their Excel experience… But the Excel experience can be enhanced But what about real-time reporting capabilities? But what if dynamic reporting from multiple sources is necessary? But what if you want to empower users to create their own real-time reports from multiple sources? But what if you have more specific needs?