Financial Reporting

How we improve your financial reporting

We create reporting systems that enable you to have a fast, simple monthly reporting process. These systems use the familiar Excel interface and give analysts enhanced abilities to analyze data and easily create new reports.

We create systems that can load data from multiple sources, allowing the budgets and actuals to reside in full detail in the same flexible reporting system. These systems automate loading data from the source GL or billing system, thereby eliminating re-keying data.

How we work together to achieve success

To achieve the results above, we apply three main services:

System Design is the initial phase of a new project. Initial tasks involve understanding the reports and analysis desired, details about data source content and accessibility. The deliverable from this phase is a plan with a database scheme, methods for constructing and refreshing the database, testing materials, and report mockups.

We have been through this process many times, and are very efficient consultants at getting the information needed and presenting alternatives to arrive at the optimal specification for your needs.

Implementation is the phase where the software is created. Most of the interaction during this phase is with IT in gaining access to the data source. Otherwise, the key project management focus is on tracking progress against the schedule and avoiding feature creep so as to keep the project on schedule.

Our experience in building this type of software allows us to estimate the difficulty of features and to give the kind of honest feedback that helps clients stick to the important issues and avoid adding unnecessary bells and whistles.

Training and Support involves testing the system, producing documentation, training all users or training trainers, conducting special OLAP database training, installing database software, and transferring technical knowledge to key staff members.

Of course, we stick around during initial use of the system, as that's when most bugs are found (and easily fixed). Once the system goes into production, we remain highly available to support these critical reporting functions.

Next steps

If you think this service can help you achieve these results, contact us.