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Presents… Essential steps to rolling out Jet Essentials

Essential steps to rolling out Jet Essentials

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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