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Webinar Recording

The Marriage of Excel & ERP: A Match Made in Heaven for Chipotle

Date: Thursday, October 16, 2014
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Innovation is critical to Chipotle in everything they do including their ERP reporting processes. The finance team at Chipotle spent significant amounts of time manually creating reports, relying heavily on IT, with an output of printed static reports for management. They wanted to be able to spend more time analyzing data from their ERP system and less time performing inconsistent manual calculations or waiting for their report building requests to be fulfilled by IT. Given all the hype about cloud based financial management systems, and corporate performance management, could Excel really be the best tool for Chipotle?

Join us as Accounting Systems Analyst, Joe Knipp, Chipotle Mexican Grill shares his company’s journey in marrying Excel to their ERP systems leveraging an innovative Excel-based automation and analysis tools to create a reporting framework that delivers the right information at the right time to the right people to drive results across the enterprise. He will also share how his organization was able to generate a savings of $300,000+ with exception reports by optimizing his reporting environment.

Caitlyn Gill, Product Information Director, Global Software, Inc. will demonstrate exactly how companies are leveraging Global Software, Inc.’s leading automation and analysis tools, including its flagship Spreadsheet Server Excel tool, to:

  • Enable spreadsheet users to have live access to ERP systems including Oracle, SAP, and JD Edwards, amongst others) data within Excel
  • Leverage Excel-based ERP reporting processes in general ledger accounting, accounts payable, purchase order processing, inventory 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
  • Serve as the foundation for live and dynamic reporting and analysis


Joe Knipp, Accounting Systems Analyst, Chipotle Mexican Grill
Joe Knipp
Accounting Systems Analyst, Chipotle Mexican Grill
Joe Knipp worked as an Accounts Payable Clerk for The Buckeye Corner as he finished his Bachelor's degree at Ohio State University. He was hired by Chipotle Mexican Grill as a Fixed Asset Bookkeeper the month he graduated. He was then promoted to Financial Accountant and then to Fixed Asset Supervisor shortly after that. He has now moved onto the IT team as an Accounting Systems Business Analyst.
Caitlyn Gill, Director of Product Information, Global Software
Caitlyn Gill
Director of Product Information, Global Software
Caitlyn has spent the majority of the past 7 years doing training, implementation and product management for Global Software and has over 10 years’ experience in the software industry. Caitlyn has a special interest in taking a technical role in the sales cycle and she believes providing the best in training and product knowledge paves the road to success. She has worked the gamut of clients (Coca Cola, Isuzu and Mitsubishi to name a few) and although her skill set is vast, her greatest expertise revolve in the worlds of SAP and Oracle Reporting.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.


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.