Chris meyer gl wand - financial reporting in excel
1. Do your Oracle Finance
reporting in Excel
Do your Oracle
y
Finance Reporting
in Excel
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2. GL Wand
• Current Reporting Challenges
• GL Wand
Architecture
Brief product history
p y
• Demo
• Current Customers
• C
Commercial t
i l terms
Licensing
• Why choose GL Wand?
y
• Questions & Answers
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3. Current
Reporting cycle
•Finance users demand highly
productive review, modelling and
d ti i d lli d
Define Execute Review Distribute distribution interface.
•Have MS Excel on desktop and can
use it.
Many organizations employing dual Oracle & Microsoft strategies
Monthly Reporting
y p g Ad hoc Enquiries
q Oracle Excel integration
g
•Changing •Time to log on •Manual refresh process / retype
requirements
•Time to query •Iterative
•Specialist FSG skills
•Time to convert to •Loss of productivity
•FSG limitations distribute
•User frustration
•Loss of productivity •User frustration
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4. GL Wand
Reporting cycle
•Proven reporting tool built around
finance role i organizations running
fi l in i ti i
Define Execute Review Distribute Oracle Applications
•Installs in minutes
•Easy to use
y
Monthly Reports Ad hoc Enquiry Oracle Excel integration
•Use custom functions •Fast query to •HTTP connect direct Oracle DB
to retrieve balances resolution
•Apps sign on / security
•Copy / Paste to edit •Drill to details
•Range / Sheet / Workbook
report definitions
•Distribute information refreshable on demand
•Highly productive
•Reduced frustration •Cells refreshed in place
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5. Architecture
Central
Proven!
P ! Java Servlet
Profile
Option
Options
Excel Add i
E l Add-in
Oracle Oracle
Client PC Application Database
Server Server
Connection
URL
Read only
access
Session Id =
GL Wand Remote PC
upgrades
WAN HTTP (s)
support
Connection
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6. History
y
E-business 11.5.7 11.5.10 12
suite – Brief product history
11.5.9
Mar-03 Proof of concept released
Connectivity DB package DB
package
Java
Servlet
Java Servlet Sep-04 First sale to Schroders
Investment Corporation
options Jan 06
Jan-06 GL Wand 3 00 series released
3.00
with HTTP framework
Jun-06 GL Wand 3.10 Subleger drill
downs, many enhancements
Feb-07 GL Wand 3.20 Twenty Three
GL Wand 3.30 / 3.30 / 3.50 3.50 New features including Office
versions 3.50 3.50 2007 support
Aug-07 GL Wand 3.30
Compatible Dec-07 GL Wand 3.50
MS Office Office 2000 Office 2000 Office 2000 Coming in Spring 2009 - GL Wand 4.0
redesign
requirements Office 2003 Office 2003 Office 2003
Office 2007 Office 2007 Office 2007
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8. Customers
NATO
Adcock Ingram Harmony Gold Mining Pty Ltd Paramount Citrus Association (PCA)
Al Fahim Enterprises HBO Films Paramount Farms
Auscott Limited Indianapolis Airport Authority Parliament of Victoria
Australian Prudential Regulation Authority (APRA) Insurance Commission of Western Australia (ICWA) PAS Technologies
Australian Red Cross Blood Service Integro Insurance Brokers Perry Equipment Corp
Avista Corp Internet Solutions Red Rock Consulting Pty Ltd
Avtec Limited ITV Plc Roll International
Bank of Scotland Treasury JSC Severstal Rural Ambulance Victoria
Bartter Enterprises Pty Ltd Kawasaki Kisen Kaisha, Ltd. (K Line) Samim
Bateman Projects Limited Knapp SARCC
Bossini Enterprises Limited KPMG Schroders Investment Management Limited
Brick Warehouse Lancashire County Council Schweitzer Mauduit Intl Inc
Capital Finance Australia Limited Lancashire Fire & Rescue SITA (Pty) Ltd
Cell C (Pty) LTd Lancashire Police Authority South African Tourism
Clark County Louisville Metro Government The British Library
Cochlear Ltd MasterCard International The University of Melbourne
Coogee Chemicals MB Petroleum Services LLC Tiger Management Services
Department of Indigenous Affairs (DIA) Mediacom Communications Corp Tourism Australia
Destination Hotels & Resorts MediMedia University of Johannesburg
DHL Excel Supply Chain Singapore Pte Ltd Metrobus University of the Witwatersrand
Edgars Consolidated Stores Ltd Multiplex Limited University of Western Sydney
Ellerine Furnishers (PTY) Ltd National Health Laboratory Service Vodacom (Pty) Ltd
Epol a Division of Rainbow Farms NATO CIS Services Agency VW Credit Inc
Euramax Exterior Products Network Ten Wesbank
Gallardo Nextel Communications Argentina SA Wesfarmers Energy Limited
Geratech North-West University Wesfarmers Premier Coal Limited
GFI Group Inc Optium Corporation Wyndham Hotels and Resorts
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9. Why GL Wand
y
1) Easy to install and use. Developed for Oracle EBS customers only. Test for yourself
Simple Central profile options in Oracle. Detects your GL setup including in the trial.
your existing segment hierarchies. friendly
2) Report data always = Oracle EBS data. GL Wand is fast Test refresh
performance
and will always show the same as Oracle No PC Cache involved.
Oracle. direct f
di t from Oracle
O l
in trial
3) Lower cost of ownership. Easy PC maintenance with modern Http Ask technologists
to review the
architecture. No odbc connections, no TNS names, no Sql Net. Automatic architecture and
version upgrades via internet. desktop install.
p
4) Secure. GL Wand uses Oracle EBS usernames & password and enforces Test for yourself
in the trial.
Oracle’s security rules. No separate desktop components to maintain
security and user license keys. Supports HTTPS.
5) Proven global p
) g product support.
pp Many Oracle customers on GL
y Ask our other
Wand around the globe. Multiple timezones / languages supported. global customers.
l b l t
Test us in trial.
6) Proven remote report development services and Choose to do it
training services available. No implementation needed! yourself or ask us
to assist
7) Try before you buy. Due to the simple installation process, it is Low risk purchase.
possible to be up and running in trial mode in minutes.
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10. Next steps
• In house 30 day
trial
t ial
• Unlimited users
• Install .msi add-in (PC)
• Run script to l d DB
load
package
• Configure URL
• Logon with GL Wand
• Request a trial key
• Use Report wizard to
build report
Trial on our Server side Full Trial on
PC Install Buy
online Vision Install your server
Proxy server
p
permitting
g
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12. Contact Info
Scott Stollwerk
Regional Sales Manager
scott.stollwerk@excel4apps.com
tt t ll k@ l4
Chris Meyer
Regional Director
g
chris.meyer@excel4apps.com
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