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Oracle Reporting with
the Ease of Excel
Dean Jones Managing Director, UK & Europe
About Excel4apps
Agenda The Challenge
Solutions
Demonstration
Benefits
Success
Next Steps
About Excel4apps
www.excel4apps.com/seeit
About Excel4apps
Focused
Dedicated to the development
of superior financial reporting
solutions for Oracle
“Excel is where we do most of our work, and because of that familiarity, we could see how GL Wand might make us more productive.”
Diane Pinkerman, Director of Finance, Jacksonville Aviation Authority
Oracle
Validated
Integration
“With Oracle Validated Integration, Oracle
Applications customers can be confident
that:
Solution has been tested and validated as
functionally and technically sound
Solution is integrated with Oracle Applications in a
reliable, standards-based way
Operates and performs as documented
Ensure integration success and customer
confidence through validation
Reduce risk, simplified upgrades and lower
ownership costs”
Trusted
Founded in 2005
Used by over 500 of the world’s
leading companies with over
13,000 users in 61 countries
worldwide
“Rarely do users thank you for a new product, but almost every controller has thanked IT for GL Wand.”
Rob Duncan, Chief Information Officer, Powell Industries
Trusted
Founded in 2005
Used by over 500 of the world’s
leading companies with over
13,000 users in 61 countries
worldwide
Feedback from 100+ customers
show our product and support
are hitting the mark
“I would recommend anybody to go get Excel4Apps. They're quick to download… you get it in your users' hands immediately and they start having value from day one.”
Kellie Huddleston, IT Applications Director, Powell Industries
Globally Supported
“We actually got overnight responses…we would send an email with a question or problem and the next morning we would get an explanation or even a patch to help us with our specific problem.”
Dale Kukielka, Senior Business Analyst, Upsher-Smith Laboratories
Corporate headquarters:
Sydney, Australia
European headquarters:
Staffordshire, UK
Regional offices:
- Australia
- United States
- United Arab Emirates
- Singapore
- South Africa
Raleigh, NC
United States Sydney, Australia
Cape Town,
South Africa
Recognized
OAUG 5 Star Partner
Voted “Most Innovative” at
South African Oracle Users
Group (SAOUG)
Awarded Partner of the Year for
past 4 years for UK Oracle
Users Group (UKOUG)
Finance Director “Software
Product of the Year” Finalist for
2013 Business Finance Awards
“Excel4apps has a relationship-oriented philosophy and takes care of its customers and partners.”
Jose Flores, Associate Director, Quadrantix
It’s the after lunch session –
time for a little exercise
1st Exercise – Raise Right Arm
2nd Exercise – Raise Left Arm
3rd Exercise – Raise Right Arm
Last Exercise – Raise Left Arm
Exercise Over
The Challenge
Solutions
GL Wand
Live E-Business Suite 11i or
R12 data in Excel
Effective replacement for
Client ADI reporting
Accelerate month end
processing
No need for data
warehousing
Automate sharing and
distribution of reports
Leverage existing Oracle
security
Ease your upgrade to R12
GL Wand GET BALANCE
FUNCTION >>
Connect to live
Oracle data with
simple formulas in
Excel.
www.excel4apps.com/oracle
DRILL DOWN >> Drill down to the balance, journal or
even subledger level by double clicking any item.
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.
11i, R12
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
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.
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 Wand around the globe.
Multiple time zones / languages supported.
Ask our other
global
customers.
Test us in trial.
6) Proven remote report development services and
training services available.
No implementation is 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.
Architecture
Central profile options
WAN Support
Proven
Java Servlet Option
Remote PC Upgrades
HTTP (s) Connection Read only access Session Id = GL Wand
Oracle Application Server Oracle Database Server
Excel Add-in
Client PC
Connection URL
GL Wand 5
Java-based framework
designed for Oracle
environment
Zero client install
Faster reporting
New wizards
More intuitive, less training
required
Customer-definable drill
fields
New functions
Real-time data refreshes
ENHANCEMENTS >> Faster reporting, faster drill downs, more refresh user
control, more intuitive, less training required, customer-definable drill fields
www.excel4apps.com/glwand5
Budget Wand
Excel based budgeting
Add-on to GL Wand
Create and edit models,
distribution and collection of
budget values
Real-time validation/error
correction
Free format layout
Load budget function
Faster budgeting and
forecasting cycles
Multi-book, multi-budgets,
single sheet flexibility
www.excel4apps.com/budgetwand
FRONT END TO ORACLE GL BUDGETING >> Create
and edit models, distribution and collection of budget
values, and for validation and upload.
QUICK TO INSTALL, EASY TO USE >>
Leverages your existing Oracle security
settings and provides reports with drill-down
capabilities that are refreshable on demand
Reports Wand
Excel based reporting
Add-on to GL Wand
For any Oracle EBS data
Run own SQL queries
Save previous output, do
historical analysis
Use full Excel formatting, pivot,
table formulae & charts
Browse data, drill to detail
Build reports in final format and
simply refresh
Apply 11i/R12 security
ADVANCED LEVEL >> Users can
double click links to execute new
reports based on relative values
contained in the current report.
BASIC LEVEL >> User can modify
parameters, filters or options on a
Criteria Sheet and execute the report
www.excel4apps.com/reportswand
Demonstration
Benefits
Hard to create dashboards Easy Dashboarding
Create drillable dashboards
at a fraction of the cost.
Data is out-of-date Real-time Reporting Real-time Oracle data is
available for performing
reconciliations and month end.
No background refresh.
No Data warehouse.
Static FSG Reports Easy Excel based reports
Save 2-4 days per user via
increased productivity. Excel
front end to real-time data!
Browser Inquiry inefficient Drillable Excel Inquiry Resolve queries faster.
Increase Validity of
Spreadsheet data via drill
to balances, journals,
subledgers.
Hard to share reports Email as PDF, XLS
Automate month end via mass
sharing to the right people using
Report Distribution Manager.
Hard to write reports Report creation easy as Copy & Paste
No dependency on IT. Easily
created tailored reports using
Copy & Paste.
Success
“Installation is as easy as you can
get from a software standpoint…
from an IT standpoint, we could
see that maintenance was
extremely minimal.”
Rob Duncan, CEO, Powell Industries
“GL Wand is a fabulous
tool, we love it”
Donna Holley,
Spectranetics
“GL Wand has given our
finance users the freedom to
think outside the box and be
more innovative with business
performance metrics”
Martin Stanton, VP Finance,
Destination Hotels & Resorts
“GL Wand has been a
big hit with Cairn’s
Finance team.“
Chris Hebden,
Cairn Energy PLC
“I estimate it will save
me 2-3 days per month”
Divisional Accountant,
Multiplex
“GL Wand has proven
extremely valuable in
accessing our Oracle
data with Excel"
Michael Hinck, Finance
Systems Project Manager,
HBO
Customers
“It took less than two
hours to train report
users. The time savings
for everyone is incredible”
Francis Nocom, Application
Manager, Cochlear
www.excel4apps.com/loveit
Over 13,000 users in
61 countries
Over 25 published
customer case studies “GL Wand provided an immediate
improvement in both quality of information
and efficiency, helping drive at least 4-5 days
out of our monthly closing process ...”
Rodney Tillinghast, Corporate Controller,
Taconic
Powell Industries
CUSTOMER CASE STUDY 2012–2013
“ ”
Installation was about as easy as you can get from a software standpoint… Also, from an IT standpoint we could see that maintenance was minimal.
Rob Duncan, Chief Information Officer, Powell Industries
About Powell
Provider of packaged engineering solutions in transportation,
environmental, energy, industrial and utilities industries
12 division, 3,000+ employees
Began with E-Business Suite in 2006
The Challenge
Struggled with all reporting (ad hoc, divisional and financial) and
with Report Manager, ADI and FSG reports
IT barraged with requests, finance users frustrated
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.
Budget Wand: Helped streamline their Budget process, created
consistencies across divisions, and expedited their budget process.
“ ”
““We are required to finish our financial
reporting package for each month by the
second working day of the following month. In
2009, it took us four or sometimes five days. GL
Wand has among other improvements helped
to cut that time in half.”.”
Christian Falke, Financial
Controller, StepStone GmbH
About StepStone
Founded in 1996, one of the most successful online job board businesses
in Europe
Implemented Oracle 11.5.10 E-Business Suite Financials
Financial users clamoured for an easy way to access the Oracle GL data
so that more time was spent on analysis rather than manual steps
The Challenge
Users need a method to get data from Oracle to Excel in a specific format
General Ledger queries required a lengthy multi-step process for every
monthly or ad hoc report
The Solution
With GL Wand data no longer has to be handled manually. Once a GL
Wand report is set, users simply click refresh for updated data in the Excel
interface.
StepStone recently added another 5 users to 25 users. The time it takes
to execute monthly financial reporting has been cut in half.
StepStone
CUSTOMER CASE STUDY 2012–2013
Next Steps
Free Trial
Free in-house 30-day Trial
Unlimited users
No middleware or data warehouse
requirements
Installs in minutes
Use Report Wizard to build report
www.excel4apps.com/trialit
3 Simple Steps
www.excel4apps.com
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[email protected] [email protected]
Connect
Dean Jones – MD, Excel4apps
UK & Europe
Preben Keil - Owner, Maestros
