Presented by Chris Hayes EiB Case Study: Disseminating Financial Management information to 80 Cost Managers Presented by Chris Hayes

Agenda Company Overview Requirement For Better MI Why couldn't we produce what we wanted ? What did we use before ? How did EIB Analytics help us solve the problem EiB Analytics Key Reports; Screenshots How the business uses the information MI Partnership Working With EiB EIB Analytics Benefits Future Enhancement Plans For MI

Company Overview Autism Initiatives Northern Ireland Southern Ireland Turnover of £38m 200 Cost Centres Northern Ireland Turnover £5m 30 Cost Centres Southern Ireland €8m Social Enterprises Cafe MeCycle

Requirements for Better MI Issue Monthly reports to Managers EiB Solution Suite of Reports - Level dependent Sage TB > Excel > Post SQL Reports – Lots of little numbers Not robust Distribution via Email / Statics Time intensive Easy to amalgamate Hierarchically Difficult to maintain Group Reporting for External Stakeholders

EiB Autism Initiatives - Reports

EiB Autism Initiatives - Reports

Challenges / Solutions Everything changes Moving Cost Centres Cluster Managers Geography Training for Non-Financial Managers And nothing stays the same New Codes New Hierarchies Chart of Accounts Different Emphasis

Utilisation Functional Cost Centres Service Managers Cyclical meetings Querying unknown transactions Service Managers Will query expenditure Ensure all income included

EiB Analytics Benefits Distributions Benefits Through the distributions we are able to ensure we only have one version of our Financial position Hierarchies File attachments Budgets Output options > Save The distributions can also be delegated Simple - Easy to use / maintain Easily scalable Distribution of circa 80 reports takes around 8 minutes compared to hours previously Easy to have info / data sent into different formats Allows Finance team to concentrate on inputs Allows multi-currency – extremely useful for our Group reporting – Previously done manually Allows us to interrogate through Company / Region etc., something that can’t readily be done, and certainly not in Sage 200

MI Partnership Working with EiB Knowledge & understanding Responsive Future Developments Interactive Dashboards Metrics / KPI’s Sometime less is more

Interactive Dashboards

Interactive Dashboards

Presented by Chris Hayes EiB Case Study: Disseminating Financial Management information to 80 Cost Managers Presented by Chris Hayes