Background
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A private-equity-backed manufacturer of airplane components and systems had recently implemented a new ERP. While they knew the system was capturing important data, they struggled to produce daily, specific reporting capable of guiding their inventory management and perpetual rolling inventory counting processes.

Challenge

While the team knew the system was capturing important data, they struggled to produce daily, specific reporting capable of guiding their inventory management and perpetual rolling inventory counting processes.Historically, members of their finance team were forced to manually extract three separate reports from the ERP before using Excel to complete matches, lookups, aggregations, and pivots to produce the necessary reporting for their processes. This was a time-consuming process fraught with manual errors.

Solution

Overlay was already engaged with the company to provide enhanced financial reporting, leveraged its existing data warehouse and models to produce the customer reporting necessary for these processes. All the requisite information was already captured in Overlay’s metric layer, Prism.Overlay worked with the client to define the optimal output and cadence for this reporting and crystallized the reporting (and dashboards) in its front-end application, Pulse, thereby automating a once manual process.Today, in the absence of spending upwards of one hour each day on this particular report creation, finance team members are now spending their time analyzing financial performance to drive continued value creation.customer needs.