How to quickly set up an operational reporting structure?

A Case Study presented by Suhas Vaze, Sr. Oracle Financial Consultant, Zensar Technologies.

Dallas Oracle Users Group – November 9, 2006

Is your organization facing any of these challenges?

Although you have implemented Oracle Applications 2+ years ago you still face challenges in getting management critical information especially:

  • Inadequate Scorecard and Dashboard reporting – Not yet reporting the KPI Matrix adequately?
  • Inventory turns (by product category, store, product code)
  • Daily Sales outstanding (by territory, salesperson, product category…)
  • Number of customers added (by salesperson, by territory…)
  • Margin and Contribution reporting
  • Average customer billing
  • Revenue targets Vs Revenue bookings (by territory, salesperson, salesperson rollup etc)
  • Cost analysis (by Product category)
  • Expense budgets, Forecasts, Actuals
  • Liquidity
  • Scorecard
  • for Product Category
  • for Salesperson
  • for Business units
  • KPI comparison within Last year, Last period, Last quarter
  • KPI expectation and realization matrix
  • Inefficient reporting – requiring substantial manual work to put in place presentable management reports. Requires manual number picking from several reports to build presentable reports. Often requiring manual use of Excel for reporting?
  • Inadequate data analysis – Not able to drill down into KPI/Contribution/Margin/Financial report adequately and elegantly etc
  • Inefficient Report output repository – Do you see a need to maintain clean, neat, and searchable report output repository?

You have multiple options to meet these needs, based on your specific requirements.

If you have the following scenarios:

  1. Oracle’s eBusiness suite runs your business
  2. Limited Boundary systems
  3. Single Instance of Oracle Applications
  4. The Company has currently decided not to invest in an Enterprise Data Warehouse.
  • A proven solution is Zensar’s ADI offering:
  • A cost effective alternative which leverages ERP capabilities and minimizes rework
  • Highly presentable reports thru ADI Publishing capabilities – E.g. Highly tuned reports generating Excel sheets, Pdfs, XML to the last touch WITHOUT manual intervention
  • Access data across General Ledger, Sub Ledgers, Legacy Systems for consolidated reporting
  • Analyzer integration offering Pivot table analysis for report drilldown. Drilldown from each cell of Excel reports to Analyzer
  • Couple Zensar ADI offering with Budgeting and Forecasting implementation to streamline
  • Extremely flexible, secured and user friendly access
  • Appropriate summarization on reports depending upon user access – presenting right information to right users
  • Auto-schedule report generation
  • Bundle ADI offering with Budget/Forecasting/MassAllocation implementation for improved reporting

Suhas Vaze will present the process, effort and lessons learned to quickly set up an operational reporting structure for AXG, a $300 MM manufacturer to provide AXG with the tools to increase Inventory Turns and reduce Daily Sales Outstanding.

For additional information:

Mr. Suhas Vaze, CA

Sr. Oracle Financial Consultant

Zensar Technologies

13601 Preston Road

Suite # 740E (EastTower)

Dallas, TX75240

Tel 214-446-1340 ext 4005

Fax214-446-1347