Case Study: Quickly and easily access Microsoft ERP information for reporting

Case Study: Quickly and easily access Microsoft ERP information for reporting

The Customer

The Davis & Shirtliff is the leading supplier of water related equipment in the East African region. Founded in 1946, business activities are focused on six principal product sectors – water pumps, borehole equipment, water treatment, swimming pools, solar products and generators.

The company distributes high quality equipment from a number of industry leading companies from around the world, as well as carrying out manufacturing and assembly of various water and power related products.

The company is Kenyan based and operates through a network of Kenyan branches as well as regional affiliates in Uganda, Tanzania, Zambia, Rwanda and Ethiopia.

The Challenge

Davis & Shirtliff captures everything related to sales, customers, products and financial transactions within their Microsoft Dynamics NAV ERP system; however extracting this data was difficult and time consuming.

Typical challenges facing the team included:

  • Reports could only be produced by developers
  • Timeous process of creating reports (it took 5 to 6 days every month to create management accounts pack)
  • More complicated reports would take even longer to generate
  • Complex Excel spread sheets used for business analysis and performance measurement were delinked from the ERP system and hindered real time analysis
It’s critical that our business unit leaders and top executives get the information they need to drive their decision making in a timely and accurate manner. It was important to improve the speed and ease with which our Executives could access this information. – George Mbugua, Finance Director.

The Solution – Jet Enterprise

Jet Enterprise was an obvious choice for Davis & Shirtliff because it was specifically designed for the company’s ERP system, Microsoft Dynamics NAV and therefore was relatively easy to deploy. The software enables any user with basic Excel skills the capability to directly access information in the ERP system thus availing required data and analysis while retaining simplicity. Reports can be scheduled for generation at specific times and even emailed to their intended users.

The Results

The implementation of Jet Enterprise has greatly improved the availability and presentation of management information across the entire Davis & Shirtliff operations, enabling the executive team to quickly and easily access information related to Sales, Orders, Stock, Debtors and Finance.

In one example, the business can now generate a management accounts report in under an hour; this typically used to take 5 to 6 days to create.

With Jet Enterprise our executive team now spends less time briefing developers to design reports and more time on making important business decisions

Contact us if you would like to chat about similar solutions for your company.

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