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Introduction

TechValidate Introduction: 

This case study of DailRade Koks SIA is based on a March 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

TechValidate Quote: 

“Thanks to Atlas, we can monitor material usage and production output immediately when they are reported to AX. In case of correction/adjustment of date in numerous entries, we are saving a lot of time. We can skip ordering special AX reports as we can generate them with Atlas.”

Challenges

TechValidate Challenges: 

Addressed the following reporting challenges after implementing Atlas Address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • Unable to create reports in a timely manner
  • A lack of data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • An Excel Add-in

Use Case

TechValidate Use Case: 
  • Uses the following supplemental reporting tools with Atlas:
    • An Excel add-in
  • Uses the Atlas query functionality for reporting for the following types of reports beyond Financials/GL:
    • Manufacturing
    • Procurement
    • Sales
    • Inventory
    • Payables/Receivables

Results

TechValidate Results: 
  • Freed 75% of their organization’s IT support now that they have Atlas to create reports
  • Trimmed more than 60% from their previous reporting process after using Atlas

Company Profile

Company Snapshot: 

Company:
DailRade Koks SIA

Company Size:
Medium Enterprise

Industry:
Industrial Manufacturing

ERP Platform:
Microsoft Dynamics

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