Gl wand oracle baug may 2013

Oracle Reporting with

the Ease of Excel

Dean Jones Managing Director, UK & Europe

Preben Keil P.Keil@Maestros.dk

About Excel4apps

Agenda The Challenge

Solutions

Demonstration

Benefits

Success

Next Steps

About Excel4apps

www.excel4apps.com/seeit

About Excel4apps

Focused

Dedicated to the development

of superior financial reporting

solutions for Oracle

“Excel is where we do most of our work, and because of that familiarity, we could see how GL Wand might make us more productive.”

Diane Pinkerman, Director of Finance, Jacksonville Aviation Authority

Oracle

Validated

Integration

“With Oracle Validated Integration, Oracle

Applications customers can be confident

that:

Solution has been tested and validated as

functionally and technically sound

Solution is integrated with Oracle Applications in a

reliable, standards-based way

Operates and performs as documented

Ensure integration success and customer

confidence through validation

Reduce risk, simplified upgrades and lower

ownership costs”

Trusted

Founded in 2005

Used by over 500 of the world’s

leading companies with over

13,000 users in 61 countries

worldwide

“Rarely do users thank you for a new product, but almost every controller has thanked IT for GL Wand.”

Rob Duncan, Chief Information Officer, Powell Industries

Trusted

Founded in 2005

Used by over 500 of the world’s

leading companies with over

13,000 users in 61 countries

worldwide

Feedback from 100+ customers

show our product and support

are hitting the mark

“I would recommend anybody to go get Excel4Apps. They're quick to download… you get it in your users' hands immediately and they start having value from day one.”

Kellie Huddleston, IT Applications Director, Powell Industries

Globally Supported

“We actually got overnight responses…we would send an email with a question or problem and the next morning we would get an explanation or even a patch to help us with our specific problem.”

Dale Kukielka, Senior Business Analyst, Upsher-Smith Laboratories

Corporate headquarters:

Sydney, Australia

European headquarters:

Staffordshire, UK

Regional offices:

- Australia

- United States

- United Arab Emirates

- Singapore

- South Africa

Raleigh, NC

United States Sydney, Australia

Cape Town,

South Africa

Recognized

OAUG 5 Star Partner

Voted “Most Innovative” at

South African Oracle Users

Group (SAOUG)

Awarded Partner of the Year for

past 4 years for UK Oracle

Users Group (UKOUG)

Finance Director “Software

Product of the Year” Finalist for

2013 Business Finance Awards

“Excel4apps has a relationship-oriented philosophy and takes care of its customers and partners.”

Jose Flores, Associate Director, Quadrantix

It’s the after lunch session –

time for a little exercise

1st Exercise – Raise Right Arm

2nd Exercise – Raise Left Arm

3rd Exercise – Raise Right Arm

Last Exercise – Raise Left Arm

Exercise Over

The Challenge

Solutions

GL Wand

Live E-Business Suite 11i or

R12 data in Excel

Effective replacement for

Client ADI reporting

Accelerate month end

processing

No need for data

warehousing

Automate sharing and

distribution of reports

Leverage existing Oracle

security

Ease your upgrade to R12

GL Wand GET BALANCE

FUNCTION >>

Connect to live

Oracle data with

simple formulas in

Excel.

www.excel4apps.com/oracle

DRILL DOWN >> Drill down to the balance, journal or

even subledger level by double clicking any item.

1) Easy to install and use.

Developed for Oracle EBS customers only. Simple Central

profile options in Oracle. Detects your GL setup including

your existing segment hierarchies.

11i, R12

Test for yourself

in the trial.

2) Report data always = Oracle EBS data.

GL Wand is fast and will always show the same as Oracle.

No PC Cache involved.

Test refresh

performance

direct from

Oracle in trial

3) Lower cost of ownership.

Easy PC maintenance with modern Http architecture. No

odbc connections, no TNS names, no Sql Net. Automatic

version upgrades via internet.

Ask

technologists to

review the

architecture and

desktop install.

4) Secure.

GL Wand uses Oracle EBS usernames & password and

enforces Oracle’s security rules. No separate desktop

components to maintain security and user license keys.

Supports HTTPS.

Test for yourself

in the trial.

5) Proven global product support.

Many Oracle customers on GL Wand around the globe.

Multiple time zones / languages supported.

Ask our other

global

customers.

Test us in trial.

6) Proven remote report development services and

training services available.

No implementation is needed!

Choose to do it

yourself or ask

us to assist

7) Try before you buy.

Due to the simple installation process, it is possible to be up

and running in trial mode in minutes.

Low risk

purchase.

Architecture

Central profile options

WAN Support

Proven

Java Servlet Option

Remote PC Upgrades

HTTP (s) Connection Read only access Session Id = GL Wand

Oracle Application Server Oracle Database Server

Excel Add-in

Client PC

Connection URL

GL Wand 5

Java-based framework

designed for Oracle

environment

Zero client install

Faster reporting

New wizards

More intuitive, less training

required

Customer-definable drill

fields

New functions

Real-time data refreshes

ENHANCEMENTS >> Faster reporting, faster drill downs, more refresh user

control, more intuitive, less training required, customer-definable drill fields

www.excel4apps.com/glwand5

Budget Wand

Excel based budgeting

Add-on to GL Wand

Create and edit models,

distribution and collection of

budget values

Real-time validation/error

correction

Free format layout

Load budget function

Faster budgeting and

forecasting cycles

Multi-book, multi-budgets,

single sheet flexibility

www.excel4apps.com/budgetwand

FRONT END TO ORACLE GL BUDGETING >> Create

and edit models, distribution and collection of budget

values, and for validation and upload.

QUICK TO INSTALL, EASY TO USE >>

Leverages your existing Oracle security

settings and provides reports with drill-down

capabilities that are refreshable on demand

Reports Wand

Excel based reporting

Add-on to GL Wand

For any Oracle EBS data

Run own SQL queries

Save previous output, do

historical analysis

Use full Excel formatting, pivot,

table formulae & charts

Browse data, drill to detail

Build reports in final format and

simply refresh

Apply 11i/R12 security

ADVANCED LEVEL >> Users can

double click links to execute new

reports based on relative values

contained in the current report.

BASIC LEVEL >> User can modify

parameters, filters or options on a

Criteria Sheet and execute the report

www.excel4apps.com/reportswand

Demonstration

Benefits

Hard to create dashboards Easy Dashboarding

Create drillable dashboards

at a fraction of the cost.

Data is out-of-date Real-time Reporting Real-time Oracle data is

available for performing

reconciliations and month end.

No background refresh.

No Data warehouse.

Static FSG Reports Easy Excel based reports

Save 2-4 days per user via

increased productivity. Excel

front end to real-time data!

Browser Inquiry inefficient Drillable Excel Inquiry Resolve queries faster.

Increase Validity of

Spreadsheet data via drill

to balances, journals,

subledgers.

Hard to share reports Email as PDF, XLS

Automate month end via mass

sharing to the right people using

Report Distribution Manager.

Hard to write reports Report creation easy as Copy & Paste

No dependency on IT. Easily

created tailored reports using

Copy & Paste.

Success

“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 is a fabulous

tool, we love it”

Donna Holley,

Spectranetics

“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

“GL Wand has been a

big hit with Cairn’s

Finance team.“

Chris Hebden,

Cairn Energy PLC

“I estimate it will save

me 2-3 days per month”

Divisional Accountant,

Multiplex

“GL Wand has proven

extremely valuable in

accessing our Oracle

data with Excel"

Michael Hinck, Finance

Systems Project Manager,

HBO

Customers

“It took less than two

hours to train report

users. The time savings

for everyone is incredible”

Francis Nocom, Application

Manager, Cochlear

www.excel4apps.com/loveit

Over 13,000 users in

61 countries

Over 25 published

customer case studies “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

Powell Industries

CUSTOMER CASE STUDY 2012–2013

“ ”

Installation was about as easy as you can get from a software standpoint… Also, from an IT standpoint we could see that maintenance was minimal.

Rob Duncan, Chief Information Officer, Powell Industries

About Powell

Provider of packaged engineering solutions in transportation,

environmental, energy, industrial and utilities industries

12 division, 3,000+ employees

Began with E-Business Suite in 2006

The Challenge

Struggled with all reporting (ad hoc, divisional and financial) and

with Report Manager, ADI and FSG reports

IT barraged with requests, finance users frustrated

The Solution

GL Wand: Streamlined processes, allowed users to quickly access

and drill down to financial data in real-time. Easily and fairly

inexpensively alleviated Finance’s reporting issues.

Budget Wand: Helped streamline their Budget process, created

consistencies across divisions, and expedited their budget process.

“ ”

““We are required to finish our financial

reporting package for each month by the

second working day of the following month. In

2009, it took us four or sometimes five days. GL

Wand has among other improvements helped

to cut that time in half.”.”

Christian Falke, Financial

Controller, StepStone GmbH

About StepStone

Founded in 1996, one of the most successful online job board businesses

in Europe

Implemented Oracle 11.5.10 E-Business Suite Financials

Financial users clamoured for an easy way to access the Oracle GL data

so that more time was spent on analysis rather than manual steps

The Challenge

Users need a method to get data from Oracle to Excel in a specific format

General Ledger queries required a lengthy multi-step process for every

monthly or ad hoc report

The Solution

With GL Wand data no longer has to be handled manually. Once a GL

Wand report is set, users simply click refresh for updated data in the Excel

interface.

StepStone recently added another 5 users to 25 users. The time it takes

to execute monthly financial reporting has been cut in half.

StepStone

CUSTOMER CASE STUDY 2012–2013

Next Steps

Free Trial

Free in-house 30-day Trial

Unlimited users

No middleware or data warehouse

requirements

Installs in minutes

Use Report Wizard to build report

www.excel4apps.com/trialit

3 Simple Steps

www.excel4apps.com

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sales@excel4apps.com support@excel4apps.com

Connect

Dean Jones – MD, Excel4apps

UK & Europe

dean.jones@excel4apps.com

Preben Keil - Owner, Maestros

p.keil@maestros.dk