Case Study: QMetrix helps EPSA improve back office reporting and planning

Business Challenge

To provide more flexible reporting with an improved forecasting process that can enable the business to better track sales in a challenging business environment.

Solution

QMetrix implemented a solution based on the IBM Cognos Express suite to provide flexible web-based reporting and models for capturing forecast and budget data to reduce effort, improve accuracy and speed up the monthly reporting cycles.

Business Benefits

  • Reduced effort required preparing financial reports and forecasts.
  • Increased forecasting cycles to keep better track of the business.
  • Improved visibility and transparency within each planning cycle.
  • Enhanced reporting over Salesforce.com CRM data.

Key Messages

  • Use the services of someone who understands your systems (BPW and Movex M3)
  • Plan the project so that the required modules are purchased when they are needed to save costs.
  • Ensure business stakeholders are actively involved in the design of the system to reduce rework.

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To learn more about EPSA, click here.