QuickLaunch Questionnaire Question Title * 1. Please provide the following contact information. First Name Last Name Company Business Email Phone (optional) Question Title * 2. What is your current situation & Reporting/BI Challenges? New to JDE, not sure what I should be doing regarding reporting and analytics Business Users and Analysts export everything to Excel and manually prepare reports in Excel Analysts and report authors do not have user-friendly tools to analyze data and prepare reports The organization does not have one reporting/BI toolset that can be used across all corporate applications With the various ways people are preparing reports, there is not any governance and consistency in the information reported to management Executives and management do not have visibility into business performance with agreed upon Key Metrics/KPI’s and Dashboards Other (please list) Question Title * 3. What is the impact your current situation has on your business? Users are unable to develop their own reports and rely heavily on IT Too much time spent manually preparing reports which delays month end close and other processes Management is not able to make informed business decisions with the current lack of information and analytics they receive Other (please list) Question Title * 4. What Reporting/BI capabilities are you seeking? Data Discovery/Visualization/Dashboards: Management needs to see information graphically with interactive drilldown capabilities Ad hoc Query: Analysts need to be able to easily develop their own reports Reporting: Professional formatted reports, parameterized and interactive with drilldown Mobile BI: View reports on tablets and mobile devices Governance: Single version of truth to support reporting and analysis BI Platform: Managed & secured environment for users that provide access to run and view reports and dashboards Other (please list) Question Title * 5. Is Financial Management Reporting (Income Statements and Balance Sheets, etc.) an area you are looking to improve on? Yes No Not sure Question Title * 6. If so, what is your current process for handling financial management operating statements? Manual Process: Finance/Accounting export data from JDE and manually prepare reports for management in a spreadsheet Internal JDE Reports: Company runs standard JD Edwards reports (FRW or FASTR) and delivers reports in PDF or printed copy Third Party: Company uses third party reporting software for financial management reports Not sure Next
