*1.Please provide the following contact information.(Required.)

First Name

Last Name

Company

Business Email

Phone (optional)

2.What is your current situation & Reporting/BI Challenges?

New to JDE, not sure what I should be doing regarding reporting and analytics

Business Users and Analysts export everything to Excel and manually prepare reports in Excel

Analysts and report authors do not have user-friendly tools to analyze data and prepare reports

The organization does not have one reporting/BI toolset that can be used across all corporate applications

With the various ways people are preparing reports, there is not any governance and consistency in the information reported to management

Executives and management do not have visibility into business performance with agreed upon Key Metrics/KPI’s and Dashboards

Other (please list)

3.What is the impact your current situation has on your business?

Users are unable to develop their own reports and rely heavily on IT

Too much time spent manually preparing reports which delays month end close and other processes

Management is not able to make informed business decisions with the current lack of information and analytics they receive

Other (please list)

4.What Reporting/BI capabilities are you seeking?

Data Discovery/Visualization/Dashboards: Management needs to see information graphically with interactive drilldown capabilities

Ad hoc Query: Analysts need to be able to easily develop their own reports

Reporting: Professional formatted reports, parameterized and interactive with drilldown

Mobile BI: View reports on tablets and mobile devices

Governance: Single version of truth to support reporting and analysis

BI Platform: Managed & secured environment for users that provide access to run and view reports and dashboards

Other (please list)

5.Is Financial Management Reporting (Income Statements and Balance Sheets, etc.) an area you are looking to improve on?

Yes

No

Not sure

6.If so, what is your current process for handling financial management operating statements?

Manual Process: Finance/Accounting export data from JDE and manually prepare reports for management in a spreadsheet

Internal JDE Reports: Company runs standard JD Edwards reports (FRW or FASTR) and delivers reports in PDF or printed copy

Third Party: Company uses third party reporting software for financial management reports

Not sure