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

2. 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

3. 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

4. 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 / Statics
Time intensive
Easy to amalgamate Hierarchically
Difficult to maintain
Group Reporting for External Stakeholders

5. EiB Autism Initiatives - Reports

6. EiB Autism Initiatives - Reports

7. 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

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

9. 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

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

11. Interactive Dashboards

12. Interactive Dashboards

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