2 posts tagged with "excel"

Filling business decision models with essential data captured in NetSuite™ can be; tiring, confusing, repetitive and error prone. The good news for the brave souls, doing all that manual labour, is Sheetloom.

Sheetloom is the game-changing SaaS solution that seamlessly automates the injection of NetSuite™ data straight into dynamic Excel decision models, pivots, dashboards and reports.

Effortless Integration with NetSuite™

Easily hook up Sheetloom to a NetSuite™ database.

No more data exports, no more manual updates and cut and paste hell, no more wrangling with malformed csv files—once connected the latest data flows into Excel models and dashboards at the touch of a button.

Sheetloom can connect to Suite Analytics Connect paid service, or use no fee Suite QL. Suite QL set up involves a lot of knowledge, grunt and configuration work to prepare the data queries. However, the good news- this is already done for the sales and orders datasets. Payment data is next, and more continues to be added.

Key Features & Benefits

• Get NetSuite™ data into Excel at the touch of a button or on schedule, ensuring spreadsheets are always up to date
• Centralised production, distribution, and scale out of live spreadsheets across the enterprise, all containing one version of the truth
• Restrict spreadsheet access to specific users
• Version Control. Spreadsheet timestamping gives users the confidence they are working with the latest version of the data; version rollback gives visibility into point in time data used for decision making- handy for audit or investigation for example
• Enrich analysis by configuring Sheetloom to blend external data into models. Sheetloom can use traditional database connection methods or apis
• Scale out decision intelligence across the enterprise at a fraction of the price of other solutions
• Define and build Excel templates to handle complex calculations with data sets numbering into the billions of rows
• Custom Dashboards: Transform spreadsheets into dynamic dashboards. Impress the team with visually stunning pivot tables, charts and graphs
• Enterprise-Grade Security: Rest easy knowing sensitive NetSuite™ data is protected with state-of-the-art security measures.

With Sheetloom, tasks are not just automated; team productivity is supercharged. Errors are eliminated, manual workloads are reduced, visibility is increased. Spreadsheet sprawl, where data chaos thrives unbridled, is stopped in its tracks. Making informed decisions becomes the focus.

Who is Sheetloom For?

Although Sheetloom has a wide variety of use cases, its NetSuite™ module is particularly useful to:

• Finance Teams: Streamline reporting and forecasting
• Sales Teams: Access sales and orders data for strategic decision-making
• Operations Teams: Optimize processes with up-to-the-minute insights

Cloud-Based Excellence

Sheetloom can be accessed from anywhere, anytime, on any device. Its cloud-based solution ensures individuals, teams, even enterprises stay connected and productive, whether they're in the office or on the go.

Transform the way you work with NetSuite™ data and elevate the Excel experience.

Experience the future of automated decision making with Sheetloom

All Business Intelligence (BI) vendors have a dirty little secret. It’s hidden under a weighty digital rock, keeping all those electronic worms company. It’s shared by Looker, Pentaho, Power BI, Tableau, SAP, Quicksight, et al.

It’s obvious, but seldom noticed. Take a deep breath, here it is;

All BI clients use Excel, way more than the BI vendors care to admit.

In fact, the most popular BI feature is the “Export to Excel” button.

It’s the same across all the tools. It doesn’t matter how beautiful your dashboard looks; nor how fast your pivot table slices; nor how fine grained and comprehensive your report is.

None of the above matters to the end consumer looking at the screen. They want that data out…all of it, and in double quick time. Only when they have it, in the raw and in tab called “Sheet 1” will they be happy.

Why is that? Why can’t Users think and work inside the big vendor BI tools?

The answer is simple;

Business Intelligence (BI) != Decision Intelligence (DI).

In other words, the vendors are selling BI and their clients are doing DI. Whisper it. Those super expensive BI tools are largely being used just to shovel data into existing Excel decision models.

Why don’t the BI tools support decision models independently?

Because traditional BI is unidirectional…the tools throw data at you and DI is bidirectional, the data flow goes both ways. That’s the reason BI tools never contain all the data necessary to make a business decision. BI tools handle contextual data badly, if at all.

Actual business decisions are carried on a wind of events that never settles comfortably in a BI system. These include things like; market changes, personal hunches/preferences, competitor activity, company credit movements, economic developments, political changes and legislation.

All these events can be modelled in Excel, with weightings applied in a free form manner. The best decision intelligence systems can model the impact of real world events on organisational data sets.

Take a retail example: the latest soap-opera might show everyone sitting on a red camelback sofa. That emerging purchasing trend will be nowhere in the BI system, until it’s too late to order an increased quantity. However, a smart purchaser may increase the weighting of that sofa type in Excel.

Take an insurance example: complex and changing pricing models may take forever to implement in programming code but easy to maintain in Excel.

Take a financial example: a credit rate may come back negative for a specific company, but the conclusion may be positive due to a different relationship understanding and weighting.

Take a banking example: profitability of a loan may look good on paper until a government changes legislation to limit the amount on interest that can be charged. Excel to the rescue, as the authoriser is armed with contextual knowledge.

Instead of fighting users and Excel, the business intelligence market needs to support decision intelligence and embrace the spreadsheet. After all, the core job of Information Technology is to serve the decision makers.