Case Study: Improved Decision Making for Davis & Shirtliff

Davis and Shirtliff Case Study

About Davis & Shirtliff

Davis & Shirtliff 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 Pain Point

The company 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)
  • complicated reports would take too long generate
  • complex Excel spreadsheets used for business analysis and performance measurement were de-linked from the ERP system; this hindered real time analysis

The Solution

Jet Enterprise was an obvious choice 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 Outcome

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” – George Mbugua, Finance Director

Contact us today for more information on Jet Enterprise.

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