The document describes how a software called Xedapp is used by account managers to consolidate budgets across distributed teams at year-end. Xedapp allows teams to collaborate on Excel worksheets in a social, cloud-based platform that eliminates errors from manual consolidation. Users can update local worksheets, comment and discuss via Xedapp, and the consolidated budget is updated automatically. Xedapp dramatically improves productivity over email-based consolidation and ensures accuracy by tracking all changes.

1. Excel Worksheet
Update using Xedapp
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2. This showcases how Xedapp is used
by a distributed team of account
managers to consolidate budgets at
year-end.
An error-prone, cut-and-paste based
process turns into a snap, significantly
reducing the time required for the
process and improving quality by
eliminating errors
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3. A Budget Sheet sample … master sheets that consolidate at org
and BU levels, and individual account sheets
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4. The consolidation activity is kicked-off online, no more tons of
emails with attachments going back and forth …
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5. The activity gets its own ‘social page’, with the Excel workbook
(or individual worksheet) attachments, comments, and …
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6. … the people involved in it
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7. Users involved get a notification by Email (optional) and access
the spreadsheet directly from within Microsoft Excel
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8. Importing the spreadsheet into Excel is a click away … no
opening attachments and trying to find versions ... a set of filters
eases access
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9. Individual users update their sheets locally, save it wherever
they want and are ready to send it back … through Xedapp
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10. Only notifications go through Email, if the user chooses to send
one …
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11. All updates are visible through the portal …
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12. … and directly within Excel
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13. Importing the worksheets is just a click away
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14. Worksheets get updated, formulas that refer to them updated,
and consolidation is DONE!
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15. Xedapp is shown to improve
productivity dramatically in such
processes, leverage cloud storage for
traceability, and completely eliminate
consolidation errors.
This is true ‘enterprise social’, not
consumer social repackaged.
Please contact info@xedapp.com for
further inputs and to arrange a demo
for your requirements.
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