Pi STRATEGY CONSULTING EGPP Card-based Pilot Jan – Mar 2014 Session Evaluation Report April 2014.
MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation...
Transcript of MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation...
![Page 1: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/1.jpg)
MerlinXL
Simon Martyn
MerlinXL Ltd
![Page 2: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/2.jpg)
Agenda
• Overview of MerlinXL
• Client story – DS Smith• Report Wizard• Client Story – SpecSavers• Intercompany Wizard• Client Story – BAT• Instant Intercompany• Client Story - DeBeers• Journal Wizard
![Page 3: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/3.jpg)
MerlinXL
Excel addin for formula free reporting
Intercompany Wizard
Journal Wizard
Report Wizard
![Page 4: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/4.jpg)
Report Wizard
• Distribute reports over http direct to Excel
• Easy to use
• Ensures consistency of reporting across the organisation
• Dynamic, In Report Analysis
• Quicker
• More powerful
![Page 5: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/5.jpg)
Intercompany Wizard
• Easier to read format
• Uses Excel to sort and filter the data
• Presentation identifies the major mismatches
• Added Value – workflow process
• Add comments, allocate reasons
• Pivot table reports, Dashboards
![Page 6: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/6.jpg)
Journal Wizard
• View, edit, create & post journals in Excel
• Download HFM journals to Excel
• All journal functionality is available
• Added Value
• Copy & roll forward journals
• Link journal values to other Excel cells
• Multi-period journals
![Page 7: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/7.jpg)
Client Story
• International Packaging Business– HQ in London, FTSE 250
• “Wanted to find a better way to produce Senior Management Reports”
• Timeline– Feb 2016 -First demo to FD,FC and HFM Admin– Mar -First evaluation training session– Mar – Apr -Evaluation period– May -Signed licence
• Now have approx. 100 users
![Page 8: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/8.jpg)
Report Wizard
![Page 9: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/9.jpg)
Client Story
• “Flexibility of MerlinXL allows users to build their own reports with less assistance”
• “I like it because my manager uses MerlinXL
too which means I no longer get requests for more information from him”
• “Really impressed with the Intercompany Wizard”
![Page 10: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/10.jpg)
Client Story
• MerlinXL user since 2014
• “Had significant audit cost overruns as a result of our Intercompany”
• “Looking for a solution to provide better Intercompany Analysis than standard HFM”
• “MerlinXL removed the audit cost overruns in it’s first year”
![Page 11: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/11.jpg)
Intercompany Wizard
![Page 12: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/12.jpg)
Client Story
• MerlinXL user since 2013
• Third party Interco product was no longer supported
• Hundreds of Intercompany users at once brought system to a halt
• Didn’t want to distribute reports by email
• Developed the MerlinXL Instant Intercompany module to meet their requirements
![Page 13: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/13.jpg)
Instant Intercompany
![Page 14: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/14.jpg)
Client Story
• MerlinXL user since 2012
• Looking to improve the quality and efficiency of monthly reporting process:
– Used SmartView but found maintenance and distribution a problem
– SmartView adhoc could not be formatted to required style
– Posted hundreds of journals that had to be rolled forward each month
![Page 15: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/15.jpg)
Client Story
• Created all their reports in MerlinXL
• “We no longer needed to distribute via email or worry about them using the correct version”
• “MerlinXL is quick to learn and use. Our users are more engaged in HFM. It’s not just a Group tool.”
• “HFM Intercompany reports did not work for our processes and MerlinXL replaced our complex and slow grid intercompany solution”
• “Using MerlinXL we were able to model our hundreds of journals and use MerlinXL to roll them forward each month”
• “MerlinXL multi-period journals significantly reduced the time required preparing and posting journals”
![Page 16: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/16.jpg)
Journal Wizard
![Page 17: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/17.jpg)
![Page 18: MerlinXL - AMOSCA · –Feb 2016 -First demo to FD,FC and HFM Admin –Mar -First evaluation training session –Mar –Apr -Evaluation period –May -Signed licence •Now have approx.](https://reader035.fdocuments.net/reader035/viewer/2022081523/5fd78ca8a5ff1e64d47fb3b3/html5/thumbnails/18.jpg)
Thank you