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  1. 1. Clifford - Executive       Clifford was one of the earliest members of the team, back when the company was operating from a house.  Clifford transmitted his vision and mission and slowly but surely throughout the years he escalated all the way to the top of the ladder. In these couple years he has brought much needed change to the office, from more approachable upper management, to a more congruent set of policies and standards for the company. As part of the organizational change he was to bring, he is also wondering if maybe software should be part of the strategy.
  2. 2. Objectives <ul><li>Different reporting options in Accpac can provide a top-down view of the business to executives – view of financial health and operational efficiency </li></ul><ul><li>Reports once defined using (pre-defined) GL segmentation and filters will run from the Accpac data in real time – no additional steps required (Cash Flow, Inventory Levels, Financial Ratios) </li></ul><ul><li>Strong Budgeting and Planning features (Multiple budget sets, spread methods, lookup capability, comparison against actual, exporting to Excel) </li></ul><ul><li>Accpac Web-Deployment allows remote access. Accpac Dashboards are web-based, customizable and provide inter-activity for details. Can open Accpac screens from CRM </li></ul><ul><li>Accpac (Business) Alerts keep the decision makers notified (GL actual vs budget, Customer Status, Inventory Reorder). CRM Notifications and Escalations further enhance notification mechanism </li></ul>
  3. 9. Receiving timely and accurate summary reports is a challenge
  4. 18. Lack of effective tools for budgeting and planning
  5. 25. No remote access to business data
  6. 29. Need the ability to proactively monitor business activities