Dynamic Zenergy provides independent Sage Intacct reporting and dashboard consulting to help Finance teams improve how they access, review and use financial information.
Reporting support is available remotely to organisations across Australia.
What Is Taking Too Much Time in Your Reporting?
Your Finance team may still be downloading information into Excel, manually preparing reports or combining information before it can be reviewed.
Perhaps an existing report doesn’t provide what you need. Reporting takes too long each month. Different people need different information. Or your team isn’t sure whether Sage Intacct can provide a better way to see the information.
We can start by understanding what you need from your reporting and what is making the current process difficult.
Start With the Information You Need
Before deciding that you need a new report or dashboard, it helps to understand the question you are trying to answer.
What information do you need?
Who needs to see it?
How often is it required?
What are you currently doing manually?
Which spreadsheets are being prepared outside Sage Intacct?
What takes the most time?
What would make the reporting process easier for your Finance team?
We can then explore the Sage Intacct reporting options that may be relevant.
Sage Intacct Reporting
I can help you review your Sage Intacct reporting requirements and explore ways to improve how financial information is presented and accessed.
Depending on your requirements, this may include:
- financial reports
- management reporting
- operational reporting
- reports using dimensions
- report structures and layouts
- existing reports that need improvement
- reporting processes that rely on Excel
- reports required by different users or parts of the organisation
- other Sage Intacct reporting requirements
The reporting approach depends on what your organisation needs to understand and how your Sage Intacct environment is configured.
Sage Intacct Dashboards
Dashboards can help users see relevant information without having to prepare the same information manually each time.
The starting point should be what the user needs to monitor or understand rather than adding information simply because it can be displayed.
We can look at the information different users need and explore whether a Sage Intacct dashboard could make that information easier to access.
Reduce Manual Reporting
If your team regularly exports Sage Intacct information into spreadsheets, we can look at why.
Some spreadsheet use may still be appropriate.
In other cases, there may be opportunities to improve Sage Intacct reports, dashboards or the process used to produce the information.
The aim is not to remove Excel simply because it is being used. It is to identify repetitive reporting work that may be reduced or made easier.
Reporting for Different Users
Finance is not always the only team that needs financial information.
Executives, managers, budget holders, program teams or other users may need different levels of information.
We can look at what each group needs to understand and explore reporting or dashboard options that provide useful information without overwhelming them with unnecessary detail.
Make Better Use of Sage Intacct Dimensions
Sage Intacct dimensions can help organisations analyse financial information in different ways.
Depending on how your Sage Intacct environment has been set up, reporting may be available across areas such as departments, locations, projects, programs, grants or other dimensions used by your organisation.
If your reporting isn’t giving you the information you need, we can look at whether the issue relates to the report, the underlying information or how dimensions are being used.
Reporting for Not-for-Profit Organisations
Not-for-profit Finance teams can have reporting requirements that go beyond standard financial statements.
Depending on your Sage Intacct setup, you may need information across programs, grants, funds, locations, departments or other areas important to your organisation.
I can work with you to understand the reporting requirement and explore how Sage Intacct may help provide the information your team and other users need.
When Reporting Identifies a Bigger Issue
Sometimes a reporting problem isn’t only a reporting problem.
The information may not be captured in the right way. A Finance process may need reviewing. Users may need additional training. Or the Sage Intacct setup may need further investigation.
If a broader issue becomes apparent, I’ll explain what I think is worth exploring. Any additional consulting can then be discussed and scoped separately.
Not Sure What Needs to Change?
You may know that reporting takes too much time but not know whether the problem is the report, the process or how Sage Intacct is being used.
If reporting is one of several Finance processes you would like to improve, a Sage Intacct Review may be a useful starting point.
The Review looks at up to five priority Finance processes and provides prioritised recommendations and suggested next steps.
Sage Intacct Reporting and Dashboard Consulting Across Australia
Dynamic Zenergy is based in Sydney and provides remote Sage Intacct reporting and dashboard consulting to organisations across Australia.
Talk to Me About Your Reporting
You don’t need to know which Sage Intacct report or dashboard you need.
Tell me what information you are trying to get, what you are doing today and what is taking too much time.
We can start there and explore what may help.
