Modernization of financial management information

De Vries Stairs

Financial reporting was done via Qlik Sense and manual Excel processes. QUIKK implemented Power BI with a link to Exact Online, making revenue information automatically available. This resulted in a 90% time savings in collecting revenue information and saved 2 FTEs on administration.

Power BI

A calculator on top of a table

Challenge

De Vries Trappen worked with an existing Qlik Sense environment for financial reporting that did not sufficiently meet the growing information needs of the organization. Additionally, employees relied on various manual Excel processes to collect, verify, and report sales information.

As a result, it took a lot of time to obtain up-to-date insights into sales trends, customer performance, and financial results.

Solution

QUIKK implemented a new Power BI environment and established a connection with Exact Online, making financial data automatically available for analysis and reporting.

Based on this, we developed interactive dashboards that provide insight into revenue, revenue per customer, trends, and developments over different periods. By making financial data centrally available, various manual Excel processes were fully automated.

Result

De Vries Trappen now has a single, central environment for financial reporting and management information.

  • 90% time savings in collecting financial sales information

  • 2 FTE savings on administrative work

  • Manual Excel reporting eliminated

  • Real-time insight into sales trends and customer performance

As a result, decisions can be made faster based on up-to-date and reliable data.