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Webinar Recording

Dean & Deluca: Uncompromising Standards in Excel-Based Reporting

Date: Tuesday, August 18, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
The finance team at Dean & Deluca wished to move away from spending significant amounts of time and resources manually creating reports and towards pulling data automatically from multiple systems directly into Excel where they can spend more time analyzing the data. This is what Finance is supposed to be spending their time doing.

Anna Sagan, Senior Architect, Solutions Enablement, Global Software, Inc. will connect the dots to Jami’s presentation by illustrating how companies are leveraging Global Software, Inc.’s leading automation and analysis tools to:
  • Enable spreadsheet users to gain live access to ERP systems including Oracle, Microsoft Dynamics GP/AX/SO, SAP, and JD Edwards, amongst others) data within Excel
  • Leverage Excel-based ERP reporting processes in general ledger accounting, accounts payable, sales, labor management, and more
  • Save time and increase efficiencies while reducing errors in financial and operational reporting processes
  • Leverage existing ERP reports in Excel and eliminate rekeying, downloading & exporting data
  • Automate report delivery, including printing, copying, and creating email attachments of reports to get information to end users


Jami Dreiling, Controller, Dean & Deluca
Jami Dreiling
Controller, Dean & Deluca
Jami started as a Staff Accountant at Dean & DeLuca after getting her Bachelor’s degree 14 years ago. Over the years she has earned her MBA with an Accounting emphasis, have become CMA certified, and worked her way up to Controller.
Anna Sagan, Senior Architect, Solutions Enablement, Global Software, Inc.
Anna Sagan
Senior Architect, Solutions Enablement, Global Software, Inc.
Anna Sagan is the Senior Architect on Global Software’s Solutions Enablement team. She has over 10 years’ experience working with software solutions for the banking, accounting and finance industries. She has worked previously with the product and implementation groups as well as advising sales teams in their accounting and banking software division. At Global Software, Inc. Anna serves as a member of their Solutions Enablement and Implementation Training teams. She also collaborates with Global Software, Inc.’s strategic channel partners for report development and design. Representing Global Software, Inc. you may also see her presenting excel automation sessions at ERP user groups and conferences throughout the country.
Elizabeth Davis, Excel Automation Advisor, Global Software, Inc.
Elizabeth Davis
Excel Automation Advisor, Global Software, Inc.
Ms. Elizabeth Davis joined Global Software, Inc. as an Excel Automation Advisor in Spring 2014. She works from the great State of Texas. Elizabeth has two years of previous experience as an Excel Reporting Consultant. During that time she was an expert speaker at local Microsoft Excel conferences. Prior to that, Elizabeth worked as a Store Accountant at Whole Foods. She also has a BBA in Accounting from the University of North Texas. She is active in her local ERP and finance chapter meetings and frequents chapter meetings throughout Texas and Oklahoma. In her limited spare time Elizabeth enjoys spending every moment with her 3 boys.
Moderated by: Blair Cook, Corporate Director, Clarke Inc.
Moderated by: Blair Cook
Corporate Director, Clarke Inc.
Blair Cook is a many-time CFO, corporate director, and educator working with dozens of public and private companies; and professional bodies and post-secondary institutions across Canada.

His career is divided between academic endeavors, such as developing the new certification program for CPA Canada, and working in the corporate world at the highest levels. As an academic-practitioner, he’s a life-long learner who observes and experiments with various financial and management theories in real world context. He shares stories of success and lessons learned to others who share a passion for developing financial leadership competency. Blair’s focus in recent years has been to define and develop a career path for financial professionals aspiring to the Office of the CFO.


Event Sponsor Global Software Incorporated
Global Software Incorporated - Global Software, Inc. is the No.1 worldwide provider of live Microsoft® Excel-based reporting solutions for use with over 40+ ERP systems including SAP®, Oracle, JD Edwards and Microsoft Dynamics. Global’s Spreadsheet Automation Suite is comprised of the flagship Spreadsheet Server, Powered by the QueryExchange, Enterprise Budgeting and Distribution Manager. These tools empower reporting end users to enhance their ERP experience, increase the efficiency of their reporting processes, and provide the ability to drill-down to sub ledger detail. Headquartered in the Research Triangle region of North Carolina, Global’s products are used in 50+ countries and support over 5,000 customers and 500,000+ users worldwide.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.