Challenge
Experienced the following reporting pain points prior to implementing Atlas:
- Rekeying data from Microsoft Dynamics into spreadsheets
- Manual, multi-step reporting processes
- Combining/consolidating GL and non-GL data from multiple ERP & relational database sources
Used Atlas for reporting beyond Financials/GL in the following areas:
- Reports for top management
- Manufacturing
- Sales/marketing
- Inventory
- Procurement
- Chose Atlas over the following tool:
- An Excel Add-in
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
- Visibility into the overall business strategy
- The ability to upload data directly from Excel
Streamlined the following processes by using Atlas:
- Extracting data from Microsoft Dynamics/relational database
- Sharing of reports/dashboards with the team or management
- Reporting outside the GL, such as Inventory, Manufacturing, Sales, Purchasing, Projects, etc.
Gained the ability to do the following by using Atlas:
- Direct initiatives based on findings in reports
- Centralize reporting practices
- Gain Data Validation capability
- Increase the ability to complete tactical, complex analysis
- Increase time savings
Freed up 100-200 hours in one year throughout their organization by using Atlas for reporting.
Freed up up to 50 hours in one year throughout their organization by using the data migration/upload functionality within Atlas.