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IT Professional in Technology Company Uses Atlas as a Data Migration Tool and Save Over 300 Hours

Atlas takes Arbela Technologies to the next level with improved access to live data to make strategic decisions.

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"I have saved over 300 hours using Atlas as the data migration tool."

initial-block-Arbela Technologies Mark Mitchell IT Professional
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Reporting Beyond Financials

Reports for top management, Manufacturing, project management, sales/marketing
inventory, job costing, procurement & customer service

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Ease of Use

The ability to upload data directly from Excel. Users being able to create their own reports, and less dependence on IT

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Improved Performance

Centralize reporting practices.
Gain Data Validation capability.
Increase the ability to complete tactical, complex analysis

Challenge

The business challenges that led the Arbela Technologies to evaluate and ultimately select Atlas by Global Software, Inc.:

  • Rekeying data from Microsoft Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • Lack of access to real-time information
  • Heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Lack of data accuracy and/or validity
  • Combining / consolidating GL and non-GL data from multiple ERP & relational database sources
  • Limitation(s) of Management Reporter or Excel Add-in

Chose Atlas over the following tools:

  • Business intelligence solutions (Targit, JetReports, Zap, BI365)
  • Management Reporter
  • An Excel Add-in

Solution

Arbela Technologies achieved the following results with Atlas:

  • The removal of disparate static excel sheets
  • Streamlined report creation
  • Improved data accuracy
  • Improved access to live data to make strategic decisions
  • Users being able to create their own reports, and less dependence on IT
  • Visibility into the overall business strategy
  • The ability to upload data directly from Excel

Streamlined the following processes by using Atlas:

  • Extracting data from Microsoft Dynamics / relational database
  • Sharing of reports/dashboards with the team or management
  • Month-end close & Management / Board Reporting Package
  • Reporting outside the GL, such as Inventory, Manufacturing, Sales, Purchasing, Projects, etc.
  • Preparing Audit and Tax schedules
  • Budgeting / Forecasting processes
  • Data migration / upload
  • Integrating report information with Microsoft Office tools

Gained the ability to do the following by using Atlas:

  • Identify incorrectly allocated funds and/or duplicate invoices due to reporting errors
  • Centralize reporting practices
  • Gain Data Validation capability
  • Increase the ability to complete tactical, complex analysis
  • Increase time savings

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Company: Arbela Technologies Job Title: IT Professional Role: Information Technology
ERP System: Dynamics AX