Peter Gravely, I.T. Manager for Snyder Paper Corporation, discusses how for over eight years, Spreadsheet Server by Global Software, Inc. has been the ideal solution to their need for consistency and integrating the “islands of information” in their JD Edwards reporting.
Snyder Paper previously had a significant amount of printed reports coming out of JD Edwards with just text data, columns, and subtotals. Now, with Spreadsheet Server they have been able automate and enhance the efficiency not only their financial reporting processes but sales reporting processes as well. This includes a whole series of reports that go to their Sales Reps on a monthly basis as well as their managers, along with Top 25 sales in this period compared to the previous year, accounts where sales are up and accounts where sales are down.
Global Software, Inc.’s Spreadsheet Automation Suite completely automates the process of retrieving, reporting, and distributing JD Edwards World or Enterprise One data throughout the enterprise. It also standardizes reports across various business units, such as sales, budgeting, and purchasing reporting for Snyder Paper.
We use JD Edwards World as our ERP system and we have been using Spreadsheet Server for about 8 years. We have been through several upgrades with it and are using Version 14 now.
We had lots of islands of information. If I had to do a sales report, a budget report, purchasing, or whatever, it was pretty much a situation where each thing stood by itself. The reports were all over the map as far as what types of things you did. We had lots of printed reports coming out of JD Edwards with just text data, columns, and subtotals. A lot of those reports were being generated and the data was being keyed in to Excel Spreadsheets for further analysis. Then we managed to at least get started where a lot of people were transferring data from JD Edwards to Excel and then creating various Spreadsheets from there as far as the totaling, the sorting, the graphing, and things like that.
Principally sales, inventory, purchasing, manufacturing types of reports. We have a whole series of reports that go to our Sales Reps on a monthly basis as well as their managers. It would be things like:
• Top 25 sales in this period compared to the previous year
• Accounts where sales are up
• Accounts where sales are down
One of the things we had never really looked at before was:
• Cost associated with creating a purchase order
• With bringing the product in
• With receiving it
• With Stocking it
Even though we have had some pretty significant growth in our company over the last few years, some mergers, acquisitions, and expansions into new business areas, we have seen that our average purchase orders are much larger and there is fewer of them. That is a good thing.
Probably the reporting side we have cut from a couple of days to 1. It has been about a 50% reduction. More importantly than a time reduction is that we have standardized the data and we have consistent reporting across departments and divisions. Now, because we have tried to control it and standardize it, if we look at a sales report here and compare 2 or 3 sales reps, now we know they are all looking at basically the same thing. The consistency has been the bigger benefit to us than perhaps the speed.
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Spreadsheet Server automates the entire process of JD Edwards ERP Reporting. While there are many JD Edwards Reporting Software options, Spreadsheet Server allows the flexibility of being able to connect and report on any ERP system that allows an ODBC connection. It is even capable of pulling data from multiple data sources and consolidating that data into one report.