实例探究 > Building Better Budgets and Reporting with Excel

Building Better Budgets and Reporting with Excel

公司规模
1,000+
国家
  • Worldwide
产品
  • Vena
  • Excel
  • Deltek
技术栈
  • Excel
  • Vena
  • Deltek
实施规模
  • Enterprise-wide Deployment
影响指标
  • Cost Savings
  • Customer Satisfaction
  • Productivity Improvements
技术
  • 分析与建模 - 预测分析
  • 功能应用 - 企业资源规划系统 (ERP)
适用行业
  • 建筑与基础设施
适用功能
  • 商业运营
  • 质量保证
服务
  • 软件设计与工程服务
  • 系统集成
关于客户
Cumming Corporation is an international project management and cost consulting firm with revenues of $120 million. The company operates in the construction services industry and has 105 users. They were using Deltek software for their processes, which include budgeting, forecasting, financial close, and reporting. The firm faced challenges with manual data collection from 31 global offices, which was time-consuming and prone to errors. Data security was also a concern due to the sharing of budget templates and reports over email. Maintaining their existing investments in Excel was a must for Cumming, a feature that competitors couldn't offer.
挑战
Manual data collection from 31 global offices was too time-consuming and potentially error-prone. Data security was an ongoing concern due to sharing budget templates and reports over email. Maintaining existing Excel investments was crucial for Cumming, a feature that competitors couldn't offer.
解决方案
The Vena solution provided a dynamic report builder and source system integration, resolving manual data collection issues. The familiar Excel interface facilitated a quick transition to Vena with no business disruption. Role-based security and business rules ensured that contributors could only see and edit the right data. This solution not only maintained their existing Excel investments but also enhanced data security and accuracy.
运营影响
  • Reduced reporting cycle from 4 weeks after the month-end close to the same business day.
  • Freed up time for better analysis and decision-making.
  • Improved data security and accuracy.
  • Maintained existing Excel investments, ensuring a smooth transition with no business disruption.
数量效益
  • 96% reporting time reduction, from 4 weeks after the close to the same business day.
  • Direct dollar savings in the first year of $55,000, equivalent to a full-time hire.

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