Challenge
Experienced the following reporting pain points prior to implementing Atlas:
- Rekeying data from Microsoft Dynamics into spreadsheets
- Manual, multi-step reporting processes
- Lack of access to real-time information
- Heavy reliance on IT to create or edit reports
- Creating reports in a timely manner
- Limitation(s) of Management Reporter or Excel Add-in
Used Atlas for reporting beyond Financials / GL in the following areas:
- Reports for top management
- Manufacturing
- Sales/marketing
- Inventory
- Job costing
Chose Atlas over the following tools:
- Management Reporter
- An Excel Add-in
- Qlickview
Solution
Experienced the following benefits as a result of Atlas:
- Streamlined report creation
- Improved data accuracy
- Improved access to live data to make strategic decisions
- Users being able to create their own reports, and less dependence on IT
- The ability to upload data directly from Excel
Streamlined the following processes by using Atlas:
- Extracting data from Microsoft Dynamics / relational database
- Month-end close & Management / Board Reporting Package
- Reporting outside the GL, such as Inventory, Manufacturing, Sales, Purchasing, Projects, etc.
- Budgeting / Forecasting processes
- Data migration / upload
Gained the ability to do the following by using Atlas:
- Centralize reporting practices
- Increase the ability to complete tactical, complex analysis
- Increase time savings