SAP Financial Reporting using Microsoft Excel. Brian Grossweiler, Territory Manager, Excel4apps

Transcription

1 SAP Financial Reporting using Microsoft Excel Brian Grossweiler, Territory Manager, Excel4apps

2 Agenda Introduction - About Excel4apps SAP Reporting Challenges About GL Wand Customer Success Stories Brief Demonstration Q&A

3 About Excel4apps Focused Dedicated to the development of superior financial reporting solutions for SAP

4 About Excel4apps Trusted Founded in 2005 Used by over 700 of the world s leading companies with over 17,000 users in 62 countries worldwide

5 Challenges SAP Reporting Challenges Inability to create effective ad-hoc reporting Static data in warehouse environment (BW) Heavy reliance on IT for SAP information Financial reporting can sometimes be overlooked during the course of the implementation cycle Distribution of reports to business process owners can be labor intensive Inability to close month-end in a timely fashion due to report constraints

6 Learning Points Learn about the benefits and capabilities of GL Wand Learn how our customers have used GL Wand and the benefits they have achieved with our product Learn how to access your SAP environment using Excel as a front-end reporting platform Learn how to create ad-hoc reporting for your financial business needs Learn how users can customize their drill down report layouts at the line item and document levels Learn how to effectively distribute your GL Wand reports to various people in your organization

7 About GL Wand Real time reporting in Excel Quick to install, easy to use High performance,.net architecture No implementation needed Full drill down to detail Real-time data refreshes

8 GL Wand Capabilities Ability to report account balances from SAP FI in either New GL or Classic GL, OR SAP CO balances from different areas including Cost Center Accounting, Profit Center Accounting, Internal Orders, etc. This can be done all with the ease of Excel. Generate Dashboards, management, statutory, monthly reconciliation, audit compliance and other reports complete with ad-hoc inquiries and full drill-downs to line item and document details in Excel. Mass distribution of reports all through a secure SMTP server connection. Reporting structure could be easily adjusted by users thru ad-hoc creation. Solution fully leverages against all SAP user authorizations. Snap-shot functionality within GL Wand makes report sharing with non-licensed GL Wand users feasible.

9 Customer Success About Upsher Smith Independent and privately-held company, focused on product growth and innovation for both branded and branded-generic pharmaceuticals Over 600 employees; continuing to grow to support our CNS initiatives SAP team of 10 employees; finance depart. of 16 employees FI/CO; SD; MM/PP; WM; Quality; ABAP/Basis The Challenge Out-of-the-box reports - not flexible for users, not presentation quality Custom reports - too specialized, too many versions, resource intensive Data Warehouse - available, but originally implemented for Sales department reporting only. Takes considerable time and effort to define. Excel used for reformatting reports (time-consuming, prone to errors) The Solution GL Wand: Streamlined processes, allowed users to quickly access and drill down to financial data in real-time. Easily and fairly inexpensively alleviated Finance s reporting issues.

10 Customer Success About Odyssey Reinsurance Company Leading worldwide underwriter of reinsurance and specialty insurance Ranked among the top 15 global reinsurance groups in terms of premium volume $10.7 billion in total assets and $3.1 billion in statutory surplus The Challenge SAP BW with BEx Delays with cube updating, faulty implementation, distrust and frustration from users The Solution GL Wand: Streamlined processes, allowed users to quickly access and drill down to financial data in real-time. Easily and fairly inexpensively alleviated Finance s reporting issues.

11 Customer Success About Fletcher Producer of Australia's leading insulation brands, with three manufacturing facilities and 14 branch locations located throughout the country Finance team utilizing SAP R/3 environment to complete reporting due two days after month end Purchased SAP business planning and consolidation (BPC) software in 2009 The Challenge Creating or updating SAP reports required programming assistance from IT, could take up to two months. Finance downloading into Excel and manipulating themselves, but causing errors. Spending all their time formatting, not analyzing. The Solution GL Wand for SAP: Inexpensively helped bypass painstaking data downloads, automatically populates Excel spreadsheets for them, and allows users to drill down into line item data. Using GL Wand for monthly balance sheet and P&L statements for 14 branches and consolidated regional P&Ls in minutes. Also for using ad-hoc reporting and analysis.

12 Demonstration

13 About Reports Wand Empowers end users Excel front end to SAP data Create reports from SAP Queries and apply Excel formatting, formulae & charts Easily refresh final formatted reports, browse data and drill to detail for further analysis Pre-integrated with SAP, leverage existing security Extends GL Wand drilldowns to other modules Little IT Support needed

14 Free Trial Download GL Wand SAP Free Trial

15 Summary The capabilities of the GL Wand product including: - Ad-hoc report creation - Real-time data refreshes from your ECC environment - Layout customization for drill down analysis - Distribution of GL Wand reports made easy - Leveraging SAP authorization The benefits our customers have enjoyed from their use of GL Wand

16 Q & A

17 THANK YOU FOR PARTICIPATING Brian Grossweiler Territory Manager

18 Evaluate This Session Provide feedback via this short survey bit.ly/asug14 Provide event feedback in the same survey