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Financial Integrations – Make Them Work for YOU!

Financial Integrations – Make Them Work for YOU!. ID#110. Presented by: Strategic Systems Group, Inc. Financial Integrations. . . . link operational transactions to finance . . . drive Baan ERP reporting and analysis . . . provide insight into operational Performance

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Financial Integrations – Make Them Work for YOU!

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  1. Financial Integrations –Make Them Work for YOU! ID#110 Presented by: Strategic Systems Group, Inc.

  2. Financial Integrations . . . link operational transactions to finance . . . drive Baan ERP reporting and analysis . . . provide insight into operational • Performance • Opportunities Strategic Systems Group, Inc.

  3. Financial Integration • Troubleshooting • Usage Strategic Systems Group, Inc.

  4. Troubleshooting Financial Integrations • Do you monitor the Error Log? • Do business process changes cause integration mapping errors? • Can you easily trace a logistics transaction? Strategic Systems Group, Inc.

  5. Troubleshooting • Monitor the Error Report regularly • Identify the source of the error • Review the current integration mapping • Update the mapping Strategic Systems Group, Inc.

  6. Fix the Mapping Problem Strategic Systems Group, Inc.

  7. Isolating the Error • Integration Element Method • Range or Element • Integration Relations by Element or Range • Update values in Integration Relations Strategic Systems Group, Inc.

  8. Leverage the Power Strategic Systems Group, Inc.

  9. Usage • Ledger Accounts • Dimensions Strategic Systems Group, Inc.

  10. Dimensions • Provide structure for reporting/analysis below the Ledger Account level • Provide multiple views of the data from different perspectives Strategic Systems Group, Inc.

  11. The Power of Dimensions • Logistics Master Data • Transactions • Sales • Purchasing • Production • Reporting and Analysis Strategic Systems Group, Inc.

  12. How Well Do Your Dimensions Work? • Are you getting what you need from the mapping scheme? • Why was mapping set up the way it was? • Have requirements changed? • When was the last time anyone Really looked at the financial output of the mapping? • Who understands the mapping? • Does it provide financial summaries by business unit, product category, etc? • Does it support data analysis? Strategic Systems Group, Inc.

  13. Review Dimension Reporting • Do Dimensions deliver the right information? • Identify clear, concise use for dimensions • Do you have the right reports and/or queries to utilize Dimension data? • How do business process changes affect month-end reporting? Strategic Systems Group, Inc.

  14. Mapping Issues • Wrong dimensions • Duplicate dimensions • Wrong use of Priorities • Map a complete range of dimensions Strategic Systems Group, Inc.

  15. Re-assess the Mapping Scheme Will minor changes fix the problems? Integration Element • Integration Options • Integration Element Method • Integration Relations by Element or Range Strategic Systems Group, Inc.

  16. Re-implementing Dimension Mapping • It’s a complex task • Must have justifiable business reasons • Create a comprehensive plan Strategic Systems Group, Inc.

  17. Leverage the Financial Data • Treat it as a valuable resource • Identify what you can get out of current mapping • Gain access to financial data • Train people how to better utilize Dimensions for analysis and reporting Strategic Systems Group, Inc.

  18. Questions ?? Presented By Strategic Systems Group, Inc. (SSG) For details on the material presented today, please contact us at dcervelli@ssgnet.com (805) 493-0986 pdjohnson@ssgnet.com (949) 678-9672 Strategic Systems Group, Inc.

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