Continuous Accounting Solutions. CFO Finance Indaba 2016 Shirley Riddick

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1 Continuous Accounting Solutions CFO Finance Indaba 2016 Shirley Riddick

2 Shirley Riddick Managing Director Middle East, Africa & Asia/Pacific B. Com Honours Computer Science Passionate about technology, optimization, efficiency Involved in multiple Oracle implementations, Hyperion Financial Manager implementations and worked on SAP BW Been with Excel4apps for 10 years Worked in London, Dubai & South Africa Implemented Excel4apps at over 100 customers

3 Overview Continuous Accounting Excel4apps Solutions Next Steps

4 Overview If your company runs Oracle EBS or SAP, you want to be here! What is the tool of choice for finance people?

5 Increased pressure Improved accuracy and efficiency Can t leave all work to end of close period

6 Continuous Accounting Real-time financial intelligence Spread accounting processes throughout the period Even distribution of workload and continuous distribution of accounting tasks throughout the period Automation of functions like account reconciliations, variance analyses and transaction matching month-end close is continuous

7 Benefits Processes Productivity Accuracy Automated processes More time for analysis Elimination of month-end bottlenecks Accounting tasks performed at opportune times Employee productivity improved Lower month-end pressure Improved financial responsiveness Leverages investment in technology Improved visibility and accuracy Data integrity is ensured Finance plays a more strategic role

8 How can Excel4apps help?

9 Who We Are Established Trusted Secure Founded in 2004 Global reach with office around the globe 27,470 users in 76+ countries 24x7 user support 900+ Clients range from SME s to Fortune 50 Net Promoter Score of 50 Recognized by Gartner for last 4 years in their IT Market Clock Validated/Certified Solution Integrates with existing security Same day deployment

10 Gartner Recognized Industry Recognition: Excel4apps Featured in Gartner Analyst Report 1 4 years in a row listed as a sample vendor for Financial Analytical Applications IT Market Clock for Financial Management Applications, Gartner Report, IT Market Clock for Financial Analytic Applications, 2015, Nigel Raynor, September 30, 2015 Complimentary report: excel4apps.com/gartner

11 Wands for Oracle or SAP + + Excel-based reporting and uploading solutions Enable business users to manage key process in Excel with real-time data Self-service solutions, quick install, seamless integration, no IT reliance Maximize existing investments in Microsoft and Oracle Drill down to details

12 Excel4apps Products Oracle GL Wand Reports Wand Budget Wand Journal Wand Reports Distribution Manager SAP GL Wand Reports Wand Planning Wand Reports Distribution Manager

13 Products Uses and Benefits Real-time financial reporting in Excel Quick to install Real-time data refreshes Fast reporting Drill down to details Intuitive with easy-to-use functions and wizards Mass reporting / distribution Operational reporting and analysis Management / statutory reporting Monthly reconciliations Audit compliance Cost allocation models Dynamic dashboards

14 Reports Distribution Manager Save Time Add-on for use with all products Excel-based wizards automate mass creation & distribution of reports or budgeting templates Streamline Processes Right info to the right people From Management Reporting Packs to New Employee reports and AP Trial balances Protect and Schedule Reports Secure reports with password protection Use inbuilt scheduler to run reports at convenient times Output to share drive or and choose the best file type

15 Demonstration

16 Why Excel4apps? Accessibility Real-time ERP reporting and easy uploads of journals and budgets Build reports with Excel wizards, no IT or SQL knowledge required Leverage existing security settings/authorizations, logon with existing username/password Easy-to-Use Excel interface No reliance on IT Little training needed Rapid user acceptance IT Friendly Access from any PC, no desktop software installation Little IT support needed Low cost of ownership

17 GL Wand is so simple to use that training was completed in one day. Hillary Kilonzo, Finance Officer, Shelter Afrique 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 has proven extremely valuable in accessing our Oracle data with Excel" Michael Hinck, Finance Systems Project Manager, HBO I estimate it will save me 2-3 days per month Divisional Accountant, Multiplex We downloaded GL Wand and within an hour, I was trialing the reporting solution and using it to drill directly into Oracle from Excel. That immediately told us just how powerful GL Wand was. Sam Wilkinson, Business Unit Financial Controller, Advanced Medical Solutions Group plc 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 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 Over 30 published customer case studies and 70+ speaking engagements given at conferences and regional events I would estimate GL Wand saves me something like 10 hours a month compared with standard Oracle reporting. Karl Wansbone, Financial Accountant, Trustpower GL Wand is a fabulous tool, we love it Donna Holley, Spectranetics Reporting is now the best thing about being on Oracle because of GL Wand. Kirk Marshall, Director of Overseas Finance, Harlequin Enterprises Ltd. Read Case Studies online: excel4apps.com/loveit

18 Net Promoter Score Independent research was conducted in 2013 with various Excel4apps customers and partners Overall responses reflected a tremendous favorability for Excel4apps products, service and support Global Rating of 50 Top Reasons for High NPS Score Ease of use of product Creates reports in desired format Speed at which reports run Ability to drill down and access live data Satisfaction with customer service and support Low cost of the product There are many successful and profitable organizations with an NPS of less than 10. What this means to Excel4apps is that they share a customer satisfaction level comparable to many of the highest respected companies in the world. Karl M. Kirsch, CAE and Principal, Ascend Consulting Inc. an association and technology user group consulting firm. Excel4apps Net Promoter Score report delivered February 2014

19 Support & Success Community 24/7 Support Expert Solution Specialists based around the world: United States, Australia, South Africa, and United Kingdom Ensure an personalized experience every time Success Community Collaborate with users and Excel4apps experts On-demand training videos Search the knowledge base Ask questions and submit ideas and enhancements Learn Excel tips and tricks View your company s support case history / status Learn about Oracle

20 Next Steps

21 Visit Our Stand A16 Come learn more about how our products can help you be the star in your finance team and you could win! Come and take a photo at our stand, post it on social media with the event hashtags and you could win 1 of 50 smartphone camera lenses. #findaba16 #excel4apps #glwand #subledger

22 Next Steps Start Finish Step 1 Step 2 Step 3 Download software Auto server install New Excel ribbon (< 1 hour) Train users to create, drill down, and distribute reports (2-3 hours) Build key test reports, analyze process improvement, Build business case 30-day trial license, unlimited users, full use

23 Questions