Essential steps to rolling out Jet Essentials Business Intelligence Solution

1. Presents…
Essential steps to
rolling out Jet
Essentials

2. With growing business needs do you have visibility into the
day to day running of the
business?
Are you frustrated with
limitations in accessing your
data?
Are you manually
consolidating data
and
reports?

3. INCREASED DEMAND FOR REPORTING
The current state of business demands better visibility, faster result
and more extensive reports in order to make more informed
business decisions.
SHIFT TOWARDS A DATA DRIVEN ORGANISATION
A lack of information in the business decision making process places
the CFO or business leaders of an organisation under immense
pressure from the business to provide visibility, bases on a single
source of data that can be used to report on timeously in order to
make essential business decisions

4. Traditionally ERP systems do not
have extensive reporting, and
provide little or no analytical
views of the data stored in the
system.
Manual reporting is often the
norm and the month end
processes take weeks on end to
complete.

5. How is a business
expected to stay
competitive with
such a delay on
essential data
needed to make
critical business
decisions?

6. 1
CHALLENGING
THE
Chief Financial Officers and the office of finance form an integral part of
the day to day running of a business. Regularly relying on data to make
informed decisions in order to grow and maintain their businesses.

7. Challenges Faced
in most
businesses
Valuable data within your ERP solution can
help drive key business decisions, but there
is just too much of it to make sense of.
Converting data into meaningful Business
Intelligence is difficult
• Manual reports take long to write and do not always
give you all the information
• Reporting Solutions are typically expensive and take a
lot of time to build
• Skills are not easily available and expensive

8. At this point a CFO may find himself the owner of an
expensive ERP system that and despite the price tag and it
fulfilling general requirements.
But should the tool not provide reporting functionality and
various ways to analyse the data stored within it?

9. Bottom line – as powerful as it is – if your reporting
solution is based on the out-of-the-box cubes in Dynamics, you
become dependent on highly skilled Dynamics and SQL Server
developers to build the environment, to implement changes and to
maintain it.
There Is a Solution

10. 2
Working
Towards
Data Driven
DECISIONS

11. How do we do this…….
1. Provide reports that align to
business requirements to enable
the better business decisions
Challenge: your organisation lacks the ability to access the data stored in
your ERP system, and limited reporting and analytical tools within the ERP
system mean that reports are generated manually by many different people.

12. How do we do this…….
2. Reduce the time spent on
manual report writing.
Challenge: ERP solutions are limited in their
standard reporting functionality, time is wasted on
manual report writing in excel and this has become
tedious and time consuming. This continuous
creation of reports means that there is always too
little time to analyse the results before a decisions is
make. Often decisions are made on presumptions.

13. How do we do this…….
3. Give management
immediate access to the data
and the ability to manipulate
and analyse the data in order
to make faster more
competitive decisions
Challenge: Due to the long process of
consolidating the month end process, gathering
data from the ERO system and the lack of tools
to speed up the process data could only be
exported and manipulated in excel or similar
tools.

14. “Just think how much easier it
will be to roll-out a business
solution to the organization when
you tell them they can access all
of the information they need
using Excel and SharePoint.”

15. 3
GET THE MOST

16. JET REPORTS
JET ESSENTIALS
WHY?
JET ESSENTIALS IS AN ADVANCED REPORTING TOOL
FOR GROUP
COLLABORATION
IT IS A REAL-TIME REPORTING SOLUTION ALL WITHIN EXCEL

17. What is Jet Reports
Jet Reports is a database querying tool built into Excel.
(1)
(2)
(3)
• An Excel-like function that is
a Jet Reports database query
• The function queries the
database
• The query extracts data from
the database and returns it
into the Excel worksheet

18. With Jet Essentials
you don’t need to copy
and paste business data
into Excel so you can:
Gain complete
visibility and access
information directly from
the data sources in your
ERP system
Automatically pull the
data in to create the
reports you need
Eliminate errors and
refresh data at the click of
a button
Connect to all your
business systems from inside
Excel

19. Save time and enhance
productivity
Jet Essentials gives
your group the power to
create, collaborate and
share reports all within
Excel:
Connect real time to
your data
Schedule reports for
automatic distribution
and use proactive
alerts
Drill down to see
underlying data and
never search for a
document again

20. Reduced time in creating
and updating reports,
making a more efficient
use of time.
Reports can be created
at any time, without
having to close the month
or keep staff out of the
ERP system to
complete.
More confidence in the
accuracy of reports
produced, no longer
fearing the formulas and
corrupt data resulting in
less stress and putting the
focus back on work.
Top 3 Benefits our CFO has
Experienced with Jet Reports:
Jet Essentials