Transcript Company Overview

10th November 2010
Peter Oosterhoff ( Incotec )
Bill Isherwood ( Excelogy )
LUA Conference Eindhoven
AGENDA
Incotec
( PO )
About Incotec
Why we needed Spreadsheet Server
Excelogy
( BI )
About Excelogy
Spreadsheet Server presentation
Questions
World leader in creating and delivering
sustainable added value to seeds and
vegetative genetic materials to support the
increasing need for healthy food and to
make our contribution to the welfare of the
world population
INCOTEC’s technologies
 Upgrading
 Priming
 Disinfecting
 Film coating
 Encrusting & Pelleting
 Adding Actives (e.g. PPP’s)
 Analytical Testing
(e.g. markers, loading)
Background to Spreadsheet Server
 Running Movex RPG v 11.3
 New Financial Controller 2010
 Identified Need for more facilities for Financial Reporting
 HUGE Management Excel Reports populated manually
 Inefficient, liable to errors
 Delayed Management Reports.
 Introduced to Spreadsheet Server by KPIT Cummins
 Excelogy arranged web-presentation to Finance & IT
 Agreed to trial one licence
 Installation and training – 8/9 Sept to new Controller
 By end of 9th Sept Jan had recreated main management
report - populated automatically by LIVE Movex data
Benefits
 Cut and Paste no longer needed
 Less effort to produce reports
 Correction cycle much quicker
 Reports contain more recent data
 Easier to add history data for comparison
 Drill down functionality quickly reveals causes
Future:
 Distribute reports to managers (view function)
 Consolidated reports
 Access to AR, AP and FA data ?
Excelogy  Based North West England (www.excelogy.co.uk )
 Key Staff ex-Intentia/ Lawson
 Member of LUA since 2005
 Experience - Ex ERP Users...
 Finance, Logistics, Manufacturing, Integration, Implementation
 Specialise in Spreadsheet Automation
 Main Distributor for Spreadsheet Server
 with local partners
 Project Management
 Supplement Project Team
 Movex/ IT Consultancy
Excelogy - Specific Skills
Main Distributor/ Partner Global Software
- Select, Train, Support other Partners
Vendor trained/ accreditations
- Lawson
- Sage
-Global Software
-Others
Professional Qualifications
Excelogy Spreadsheet Automation products
 Spreadsheet Automation
 Spreadsheet server,
 Distribution Manger
 Budget Manager,
 Dash
 Business Systems


Lawson / M3
Sage
 e-Commerce


B2B & B2C Web sites
Integration
 Infrastructure & Systems Management


Installation – hardware/ networking/ Back office Systems
Outsourcing IT & Facilities Management
Selection of SSS/ M3 Customers
Excelogy Business Ethos ( thanks Mike ! )
 Pragmatic Approach to Client Business Systems
 Kindergarten Values:
 Don’t Hit Anyone
 Don't Tell Lies
 Clean up your own mess
 Attain & Keep “Trusted Advisor” Status
Spreadsheet Server Concept
DATA
REPORT
M3 GL
• Direct LIVE link between MS® Excel client and M3
• No staging areas or data warehouses
• Drill down and refresh reports on demand
DRILL DOWN
Spreadsheet Server
Technical
User Interface– Microsoft® Excel
Totally PC Based
Excel Add-in
Optional Server
Config / Security
Direct Connect to GL Databases

Connection executed via
OLEDB or ODBC to
Databases

Dynamic Link between
Microsoft® Excel client
and database

One-way SQL query
dialog with database

No staging areas or data
warehouses
Available Pre-Configured for M3, S3, SAP,
Oracle, BPCS, JDE etc etc
Excel Add-in
Formulae obtain data
Canned Demonstration - Graphics……
Canned Demonstration – Financial Report
Canned Demonstration – Drill to Content
Canned Demonstration - Journal
Canned Demonstration – Journal Lines
Canned Demonstration – Subsystem
Canned Demonstration – Source Tranasactions
Spreadsheet Server Recap....
Implemented and Supported world-wide
( Virtually all of the Movex users in the UK….. )
Real-time access to critical financial data from Microsoft ® Excel
No IT involvement - users ‘live’ producing reports within hours
No downloading, cut/paste or re-keying of data
Retrieve real-time Period, Year-to-Date, Quarter-to-date, Opening/closing
balances and account descriptions
Retrieve balances and group accounts
Drill-down to the lowest level of detail ( source transaction ) and across
multiple columns
Reduce the number of days to close periods and publish Management
Reports
MANAGEMENT REPORTING AND FINANCIAL ANALYSIS
Questions ?
( Or speak later for a One-on-One discussion/ live demonstration
)