Automic SoftwareSelf-Service BI with prevero – improving productivity, transparency and user satisfaction.

An individual BI model after only four days of coachingAutomic Software chose prevero to support them in managing their company more flexibly and to provide 130 users with Self-Service BI. prevero’s integrated solution for planning, analyses and reporting enabled them to set up Business Intelligence (BI) models on their own – after only four days of training. Automic now benefits from numerous advantages, such as decentralized data collection, big data management, CRM integration, single item analyses and a lighter

workload for the IT department, as well as a higher level of performance and transparency for everyone involved. Due to the platform’s flexibility and easy handling, it will be extended gradually in a collaboration between Automic and prevero, which were both included in Gartner’s Magic Quadrant.

Automic Software GmbH is an international software provider, specializing in business process automation. In addition to its headquarters in Vienna (Austria), the company has numerous branch offices all over the world. With more than 600 employees and over

prevero case study

In business for people.

Customer: Automic Software GmbH

Size: 600 employees (2014)

Sector/industry: IT

Products by prevero: prevero

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2,600 customers, it is one of the largest software providers, worldwide, in the field of business process automation.

“We had been working successfully with prevero professional planner since 2003”, says Thomas Bauer, Director of Financial Planning & Analysis at Automic Software GmbH. “However, due to the growth of our company, as well as our international operations, we decided to introduce a flexible and comprehensive all-in-one BI solution. With prevero, we opted for another member of the prevero product family.”

Automic had a number of clear requirements for the new software. It was to provide web access, a high degree of flexibility when setting up BI models, decentralized data collection, as well as individual reporting. Further items on the list were an optimized workflow, integrated financial planning, an Excel interface, a database with SQL access, scenario and sensitivity analyses, data import options for data warehouses and databases, as well as activity logs.

All-in-one BI solution“Originally, we were only looking for an upgradeable, flexible planning solution, but we ended up finding an all-in-one BI solution”, explains Thomas Bauer.

“With prevero, we can create reports easily, have direct access to the data warehouse, as well as a default browser. Supported by a graphical user interface, the data structure is a convenient addition to the data warehouse and enables decentralized data collection. Moreover, the standardized modules of prevero provide finished solutions that are ready to use, but can be modified easily. Moreover, they enable users to create individual solutions.”

It only took a few months to introduce prevero at Automic Software. In June 2014, the employees completed a basic training for two days and had another two-day coaching session with a prevero consultant in July. In August, they were already able to create BI solutions on their own, including workflows, individual reporting, planning and data collection.

From workflow to planningThe workflow includes a permission concept, enabling employees from different departments and countries to work on one platform. If a status changes (i.e. if certain conditions are fulfilled), actions such as emails, calculations or jobs are triggered automatically. These actions are also logged automatically, including time, user and other corresponding information. As a result, the process becomes much more transparent and the workload of the IT department is lightened considerably.

“In prevero, individual reporting and ad hoc analyses can be carried out with a comprehensive permission structure, significantly higher performance compared to Excel, as well as individual grouping”, adds Thomas Bauer. “Cost reporting is carried out for each cost center and month, including a plan/actual comparison on different levels and in different currencies without any distribution problems arising. prevero offers Excel exports and various commenting options. Full cost transparency for the management can be ensured by live data transferred from the accounting system, as well as detailed plan data.”

Sales, quotes, consulting days and opportunity developments can be entered and planned flexibly and with clear visualization options. This makes it possible to create hierarchies, calculate accounts automatically, collect data centrally and easily add further key figures.

Further advantages of the new solution include interactive analysis options, as well as direct access to salesforce data via the data warehouse.i

Numerous advantages“We benefit from numerous advantages using prevero” says Thomas Bauer. “These include independence from the subject matter, the elimination of distribution issues, a lighter workload for the IT department, decentralized data collection, Excel exports, commenting options, flexible input areas, easy upgrading, transparency for everyone involved, a comprehensive permission structure, interactive analysis options, high performance, as well as the ability to create any number of dimensions and groups.”

Due to Automic’s positive experiences with prevero, the integrated solution will be extended continually in the future. As a first step, a self-service portal for managers and employees is to be launched. Budgeting is going to be extended by adding integrated financial planning, data collection and liquidity planning. Further planned steps include analyses of travel expenses, campaign tracking for the marketing department, headcount reporting, customer analyses and checklists. Moreover, the currently used purchase order tool is to be replaced.n phase

• Higher productivity and user satisfaction due to Self-Service BI

• Modular structure enables step-by-step extension of the platform

• Higher degree of transparency for everyone involved

• Increased performance compared to Excel tables

• Flexible creation of BI models

Benefits

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