sage reporting workshop understanding the information/reporting requirement graham hoyle, cherryl...

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Sage Reporting Workshop Understanding the Information/Reporting Requirement Graham Hoyle, Cherryl Holliday

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Sage Reporting WorkshopUnderstanding the Information/Reporting Requirement

Graham Hoyle, Cherryl Holliday

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Agenda

1. Who we are

2. Why we are here

3. What we know

4. What we don’t know

5. The Workshop

6. Next Steps

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Who we are

• Cherryl Holliday – Senior Business Analyst (Sage 1000)

[email protected]

• Graham Hoyle – Business Analyst (Line 500)

[email protected]

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Why we are here

• Feedback Sage received from delegates at the 2008 Conference

• Customer experience team and product manager Amanda Turvill

• A number of themes emerged which require further definition

• Two major themes were:

• Information and reporting in Line 500/Sage 1000

• Usability and the user interface

• Objectives of this workshop are:

– To understand the information/reporting requirement in an Informal interactive workshop.

– Open up a channel of communication with members of this group to further define this requirement and review proposed solutions in this area and others.

– Put the ‘Information’ back into ‘IT’

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What we know

• Delegate Feedback

• Some of the solutions used today

• Wide variety of industries and sectors

– Some generic and some specific information/reporting requirements

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Delegate feedback on reporting

• “Better reporting from core product”

• “Better reporting in Line 500”

• “Better integration with Microsoft i.e reports etc can be exported/copied in excel etc without further intervention or the use of other reporting tools”

• “More work into/and with Sage BI”

• “Report writer is not user friendly - could Sage not be supplied with a user friendly GUI report writer …without us having to spend £1000's.

• “Integrate BI / Reporting tool, KPI display via user specific dashboard”

• “Ability to save various enquiries and reports in purchasing module as excel spreadsheets using a straight forward option from the action bar”

• “Import data via Excel”

• “Reporting from the system other than via 3rd party software. Re-vamping report writer”

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Some of the solutions used today

• Standard Sage reports • Report writer as a tool• Standard Sage Enquiries• Product browses within the options• Drill downs• API’s• Cognos• Business Objects• SQL Reporting Services• Crystal• Dashboards: Sage 1000, QlickView, Excel, Web page or Sharepoint• Excel (exports from system, or ODBC queries)• Sage BI• Good 3rd party vendors such as: Sl-ect, and Codis Excelerator

• Production of external facing document using: DBForms/Paperless/Email/Work Templates

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Let’s hear from you

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What we don’t have

• A clear definition of the reporting/information requirement

• Business’s who we can work with to further define this requirement and review proposed solutions in this area and others

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The Workshop

• This workshop is designed begin to define the problem area by identifying examples where you want to obtain information/reporting from the ERP system

• The examples could be:

• Financial reports such as IFRS reports

• Management Information to share and collaborate with colleagues

• Analytical Information you need to make business decisions e.g Trend Analysis/KPI

• Operational Information you need to complete a task e.g purchasing

• Other?

• We have split information requirement into the above categories

• What we want from you is:

• Fill in the further involvement form (give it to Graham or Cherryl )

• Write examples on the category sheets

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Workshop: Example Format

• What types of information do you need (examples)?– Trial balance, free stock, aged debtors, sales trends, report to head

office, enquiries.• Why do you want this information?

– Decision making, review, audit, management meeting• How you are getting this today & why?

– Sage standard report, report writer, Dashboards, excel, Cognos, SQL Reporting services, crystal, dashboards, Click View, Browse, or ‘Find’ type enquiry. Using data warehouse?

• Where does it go when you’ve got it? – Print it, email it, file it, save to disk, export to excel or pdf

• How often?– Is it hourly, daily, weekly, monthly or yearly.

• Obstacles to getting the information?– Cannot find it?..

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Next Steps

• Consolidate this information

• Provide consolidation back to this group, for information and further examples

• Begin to engage with those who want to be part of the development customer experience program to build better products which meet the needs of our customers