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Air Conditioning Company Take Reporting In-House with the use of Atlas and Make Savings

By using Atlas business Intelligence, Elite Comfort Systems can build reports in-house that would have cost thousands of dollars in consulting.

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Challenge

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

  • Accessing applicable data
  • Rekeying data from Microsoft Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Combining/consolidating GL and non-GL data from core systems and other database sources

Evaluated the following reporting tools before selecting Atlas:

  • A BI solution (Targit, JetReports, Zap, BI365)
  • Management Reporter
  • An Excel Add-in
  • Other Excel-based reporting software

Solution

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Power BI tools
    • A data warehouse solution
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Manufacturing
    • Procurement
    • Sales
    • Inventory
  • Freed up to 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 30% from their previous reporting process after using Atlas.

“With Atlas, we were able to build reports in-house that would have cost us thousands of dollars in consulting.”

Robert Funke IT Director

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