Essential steps to rolling out Jet Essentials Business Intelligence Solution
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1. Presents Essential steps to rolling out Jet Essentials
2. With growing business needs do you have visibility into the
day to day running of the business? Are you frustrated with
limitations in accessing your data? Are you manually consolidating
data and reports?
3. INCREASED DEMAND FOR REPORTING The current state of business
demands better visibility, faster result and more extensive reports
in order to make more informed business decisions. SHIFT TOWARDS A
DATA DRIVEN ORGANISATION A lack of information in the business
decision making process places the CFO or business leaders of an
organisation under immense pressure from the business to provide
visibility, bases on a single source of data that can be used to
report on timeously in order to make essential business
decisions
4. Traditionally ERP systems do not have extensive reporting,
and provide little or no analytical views of the data stored in the
system. Manual reporting is often the norm and the month end
processes take weeks on end to complete.
5. How is a business expected to stay competitive with such a
delay on essential data needed to make critical business
decisions?
6. 1 CHALLENGING THE Chief Financial Officers and the office of
finance form an integral part of the day to day running of a
business. Regularly relying on data to make informed decisions in
order to grow and maintain their businesses.
7. Challenges Faced in most businesses Valuable data within
your ERP solution can help drive key business decisions, but there
is just too much of it to make sense of. Converting data into
meaningful Business Intelligence is difficult Manual reports take
long to write and do not always give you all the information
Reporting Solutions are typically expensive and take a lot of time
to build Skills are not easily available and expensive
8. At this point a CFO may find himself the owner of an
expensive ERP system that and despite the price tag and it
fulfilling general requirements. But should the tool not provide
reporting functionality and various ways to analyse the data stored
within it?
9. Bottom line as powerful as it is if your reporting solution
is based on the out-of-the-box cubes in Dynamics, you become
dependent on highly skilled Dynamics and SQL Server developers to
build the environment, to implement changes and to maintain it.
There Is a Solution
10. 2 Working Towards Data Driven DECISIONS
11. How do we do this. 1. Provide reports that align to
business requirements to enable the better business decisions
Challenge: your organisation lacks the ability to access the data
stored in your ERP system, and limited reporting and analytical
tools within the ERP system mean that reports are generated
manually by many different people.
12. How do we do this. 2. Reduce the time spent on manual
report writing. Challenge: ERP solutions are limited in their
standard reporting functionality, time is wasted on manual report
writing in excel and this has become tedious and time consuming.
This continuous creation of reports means that there is always too
little time to analyse the results before a decisions is make.
Often decisions are made on presumptions.
13. How do we do this. 3. Give management immediate access to
the data and the ability to manipulate and analyse the data in
order to make faster more competitive decisions Challenge: Due to
the long process of consolidating the month end process, gathering
data from the ERO system and the lack of tools to speed up the
process data could only be exported and manipulated in excel or
similar tools.
14. Just think how much easier it will be to roll-out a
business solution to the organization when you tell them they can
access all of the information they need using Excel and
SharePoint.
15. 3 GET THE MOST
16. JET REPORTS JET ESSENTIALS WHY? JET ESSENTIALS IS AN
ADVANCED REPORTING TOOL FOR GROUP COLLABORATION IT IS A REAL-TIME
REPORTING SOLUTION ALL WITHIN EXCEL
17. What is Jet Reports Jet Reports is a database querying tool
built into Excel. (1) (2) (3) An Excel-like function that is a Jet
Reports database query The function queries the database The query
extracts data from the database and returns it into the Excel
worksheet
18. With Jet Essentials you dont need to copy and paste
business data into Excel so you can: Gain complete visibility and
access information directly from the data sources in your ERP
system Automatically pull the data in to create the reports you
need Eliminate errors and refresh data at the click of a button
Connect to all your business systems from inside Excel
19. Save time and enhance productivity Jet Essentials gives
your group the power to create, collaborate and share reports all
within Excel: Connect real time to your data Schedule reports for
automatic distribution and use proactive alerts Drill down to see
underlying data and never search for a document again
20. Reduced time in creating and updating reports, making a
more efficient use of time. Reports can be created at any time,
without having to close the month or keep staff out of the ERP
system to complete. More confidence in the accuracy of reports
produced, no longer fearing the formulas and corrupt data resulting
in less stress and putting the focus back on work. Top 3 Benefits
our CFO has Experienced with Jet Reports: Jet Essentials