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Do your Oracle Finance
               reporting in Excel
                Do your Oracle
                   y
              Finance Reporting
                   in Excel


www.excel4apps.com/partners
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



www.excel4apps.com/partners
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



www.excel4apps.com/partners
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



www.excel4apps.com/partners
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




www.excel4apps.com/partners
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




www.excel4apps.com/partners
Demonstration




www.excel4apps.com/partners
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




    www.excel4apps.com/partners
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.

www.excel4apps.com/partners
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




www.excel4apps.com/partners
Questions




www.excel4apps.com/partners
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

www.excel4apps.com/partners

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Chris meyer gl wand - financial reporting in excel

  • 1. Do your Oracle Finance reporting in Excel Do your Oracle y Finance Reporting in Excel www.excel4apps.com/partners
  • 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 www.excel4apps.com/partners
  • 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 www.excel4apps.com/partners
  • 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 www.excel4apps.com/partners
  • 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 www.excel4apps.com/partners
  • 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 www.excel4apps.com/partners
  • 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 www.excel4apps.com/partners
  • 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. www.excel4apps.com/partners
  • 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 www.excel4apps.com/partners
  • 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 www.excel4apps.com/partners