Starting point
Different ERP environments and reporting approaches made a common view of financial data difficult.
2022–2023 / ENTERPRISE SOFTWARE
Make financial data work together.
A development project for a US diagnostics group: bring financial information from different entities and systems into a shared application.
One concrete process is enough to get started.
Our role
DDC contributed development work; Heinrich Schneider led the technology as project CTO. The work focused on data consolidation and the associated workspace.
Project stage
Development took place in 2022–2023. Ongoing maintenance passed to the client team. The existing interface illustrates the nature of the task.
FINANCIAL DASHBOARDS ON VIDEOEvery system.
Every system.
One view of the figures.
From DATEV, Sage, QuickBooks, Comarch and ABRA into one shared data layer: sync per company, a group dashboard and drill-down to the single booking.
THE WORKSPACE
A shared view of financial data.
The Consolidated Financials view makes the project tangible. The image shows the interface; it is not a measure of business results.
REPORTSBalance sheet, trial balance, sales.
Balance sheet, trial balance, sales.
In every currency.
Alongside the consolidated view, the software delivered the finance team’s standard reports, for each entity and for the group.
Balance sheets
For each entity and for the group, from the booking data of the connected systems.
Trial balance
All accounts with totals and balances per entity, with drill-down to the booking.
Sales reports
Sales by entity and period, combined for the group.
All currencies
Euro, US dollar, zloty and koruna are converted into the reporting currency at the applicable rates.
IN OPERATION: MONITORING THE CONNECTIONS
Every entity monitored separately.
Each company had its own service and a regular sync with its accounting system, including Sage environments in Germany and the US, Comarch in Poland and ABRA in the Czech Republic; DATEV exports were imported as well. The status page shows availability over 24 hours and one week.
DEVELOPMENT SCOPE
Design data and workspace together.
Different source systems
The task began with financial information from different entities and ERP environments.
Consolidation at the core
Development connected the consolidation of data with a shared workspace.
Technical handover
Following development in 2022–2023, the client team took over ongoing maintenance.
FOR YOUR TASK
Apply this approach to your process.
NEXT
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THE NEXT STEP
What should work better in your business?
Tell us about a process that takes up your team’s time. We discuss where automation could help and what is needed to define the next step.
Useful details: the current workflow, frequency and the outcome you need.
HEINRICH SCHNEIDER / DDC
heinrich@ddc.companyPrefer email? Write to us directly.
Contracting party: M2D GmbH, Am Turm 11, 53721 Siegburg · initial call free of charge · Pricing · Security & data protection