Chris meyer gl wand - financial reporting in excel

Do your Oracle Finance reporting in Excelreporting in Excel

Do your Oracle yFinance Reporting

in Excelin Excel

www.excel4apps.com/partners

GL Wand

• Current Reporting Challenges• GL Wand

ArchitectureBrief product historyp y

• Demo• Current Customers

C i l t• Commercial termsLicensing

• Why choose GL Wand?y• Questions & Answers


CurrentReporting cycle

•Finance users demand highly d ti i d lli d

Define Execute Review Distributeproductive review, modelling and distribution interface.

•Have MS Excel on desktop and can use it.

Oracle Excel integrationMonthly Reporting Ad hoc Enquiries

Many organizations employing dual Oracle & Microsoft strategies

•Manual refresh process / retype

•Iterative

g

•Changing requirements

y p g

•Time to log on

•Time to query

q

•Loss of productivity

•User frustration

•Specialist FSG skills

•FSG limitations

•Loss of productivity

•Time to convert to distribute

•User frustration


GL WandReporting cycle

•Proven reporting tool built around fi l i i ti i

Define Execute Review Distributefinance role in organizations running Oracle Applications

•Installs in minutes

•Easy to usey

Monthly Reports Ad hoc Enquiry Oracle Excel integration

•Use custom functions to retrieve balances

Monthly Reports

•Fast query to resolution

Ad hoc Enquiry

•HTTP connect direct Oracle DB

•Apps sign on / security

Oracle Excel integration

•Copy / Paste to edit report definitions

•Highly productive

•Drill to details

•Distribute information

•Reduced frustration

•Range / Sheet / Workbook refreshable on demand

•Cells refreshed in place


Architecture

Central Java ServletP !

E l Add i

ProfileOptions

Java Servlet Option

Proven!

Excel Add-in

Client PCOracle Application Server

Oracle Database Server

Read only access

Connection URL

Session Id =

HTTP (s) Connection

Remote PC upgrades

WAN support

Session Id GL Wand


HistoryyE-business

suite11.5.7 11.5.10 12

suite –11.5.9

Connectivity options

DB package DB package

Java Servlet

Java Servlet

Brief product history

Mar-03 Proof of concept releasedSep-04 First sale to Schroders

Investment Corporation Jan-06 GL Wand 3 00 series releasedoptions

GL Wand versions

3.30 / 3.50

3.30 / 3.50

3.50 3.50

Jan 06 GL Wand 3.00 series released with HTTP framework

Jun-06 GL Wand 3.10 Subleger drill downs, many enhancements

Feb-07 GL Wand 3.20 Twenty Three New features including Office 2007 supportversions

Compatible

MS Office requirements

Office 2000Office 2003Office 2007



Aug-07 GL Wand 3.30Dec-07 GL Wand 3.50

Coming in Spring 2009 - GL Wand 4.0 redesign

Office 2007 Office 2007 Office 2007


Demonstration


Customers

NATO

Adcock IngramAl Fahim EnterprisesAuscott LimitedAustralian Prudential Regulation Authority (APRA)Australian Red Cross Blood ServiceAvista Corp

Harmony Gold Mining Pty LtdHBO FilmsIndianapolis Airport AuthorityInsurance Commission of Western Australia (ICWA)Integro Insurance BrokersInternet Solutions

Paramount Citrus Association (PCA)Paramount FarmsParliament of VictoriaPAS TechnologiesPerry Equipment CorpRed Rock Consulting Pty LtdAvista Corp

Avtec LimitedBank of Scotland TreasuryBartter Enterprises Pty LtdBateman Projects LimitedBossini Enterprises LimitedBrick WarehouseCapital Finance Australia LimitedCell C (Pty) LTd

Internet SolutionsITV PlcJSC SeverstalKawasaki Kisen Kaisha, Ltd. (K Line)KnappKPMGLancashire County CouncilLancashire Fire & RescueLancashire Police Authority

Red Rock Consulting Pty LtdRoll InternationalRural Ambulance VictoriaSamimSARCCSchroders Investment Management LimitedSchweitzer Mauduit Intl IncSITA (Pty) LtdSouth African TourismCell C (Pty) LTd

Clark CountyCochlear LtdCoogee ChemicalsDepartment of Indigenous Affairs (DIA)Destination Hotels & ResortsDHL Excel Supply Chain Singapore Pte LtdEdgars Consolidated Stores LtdEllerine Furnishers (PTY) Ltd

Lancashire Police AuthorityLouisville Metro GovernmentMasterCard InternationalMB Petroleum Services LLCMediacom Communications CorpMediMediaMetrobusMultiplex LimitedNational Health Laboratory Service

South African TourismThe British LibraryThe University of MelbourneTiger Management ServicesTourism AustraliaUniversity of JohannesburgUniversity of the WitwatersrandUniversity of Western SydneyVodacom (Pty) LtdEllerine Furnishers (PTY) Ltd

Epol a Division of Rainbow FarmsEuramax Exterior ProductsGallardoGeratechGFI Group Inc

National Health Laboratory ServiceNATO CIS Services AgencyNetwork TenNextel Communications Argentina SANorth-West UniversityOptium Corporation

Vodacom (Pty) LtdVW Credit IncWesbankWesfarmers Energy LimitedWesfarmers Premier Coal LimitedWyndham Hotels and Resorts


Why GL Wandy

1) Easy to install and use. Developed for Oracle EBS customers only.Simple Central profile options in Oracle. Detects your GL setup including your existing segment hierarchies.

Test for yourself in the trial.

2) Report data always = Oracle EBS data. GL Wand is fast

and will always show the same as Oracle No PC Cache involved Test refresh performance di t f O l

friendly

and will always show the same as Oracle. No PC Cache involved. direct from Oracle in trial

3) Lower cost of ownership. Easy PC maintenance with modern Http

architecture. No odbc connections, no TNS names, no Sql Net. Automatic version upgrades via internet.

Ask technologists to review the architecture and desktop install.p

4) Secure. GL Wand uses Oracle EBS usernames & password and enforces Oracle’s security rules. No separate desktop components to maintain security and user license keys. Supports HTTPS.

Test for yourself in the trial.

5) Proven global product support. Many Oracle customers on GL Ask our other l b l t

) g p pp yWand around the globe. Multiple timezones / languages supported. global customers.

Test us in trial.

6) Proven remote report development services and training services available. No implementation needed!

Choose to do it yourself or ask us to assist


7) Try before you buy. Due to the simple installation process, it is possible to be up and running in trial mode in minutes.

Low risk purchase.

Next steps

• In house 30 day t ialtrial

• Unlimited users • Install .msi add-in (PC)

l d• Run script to load DB package

• Configure URL• Logon with GL Wand• Logon with GL Wand• Request a trial key• Use Report wizard to

build report

Trial on ouronline Vision

Server side Install PC Install Full Trial on

your server BuyProxy server

permitting


p g

Questions


Contact Info

Scott StollwerkScott StollwerkRegional Sales Manager

tt t ll k@ [email protected]

Chris MeyerRegional [email protected]


Documents

Chris meyer gl wand - financial reporting in excel