Links Advisory

Consolidated Sales Reporting in New Software

Consolidated Sales Reporting in New Software

Business Problem:

Client has multiple legacy ERP systems and order entry is not centralized.  The company wants consolidated sales reporting from one source, updated weekly, and distributed via email and online dashboard to executives.

Consulting Services Provided:

Working with database managers of each ERP, the corporate Director of Finance, local order entry manager, and the corporate executive team, Links Advisory:

  • Documented current order entry and sales reporting processes
  • Proposed strategic approaches to organizing data to obtain consensus from Director of Finance and CFO
  • Requested historical sales data sets for import into selected consolidated reporting tool called Catalyst by EBM Software
  • Defined reports and dashboards for executive reporting
  • Trained corporate finance staff how to update and maintain data sets on a weekly basis
  URL Project:  Balfour
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Elizabeth Adams

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