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Custom Reporting (Sage ERP)

The following is one example of how MarinerTek programmers helped a client improve productivity by creating custom reports that streamlined business processes and data in order to save time.

The client, an engineering and manufacturing services provider, needs to report financial data relating to sales on a monthly and quarterly basis on all open contracts. The company has multiple contracts in multiple states for many millions of dollars. They utilize a Sage ERP system with existing reports that are used to collect this data.

Their pain: The company needs to collect data pertaining to hours worked, expenses logged and percentage completed on all open contracts. The information is stored across several different modules of a Sage ERP system and is retrieved across several reports. These reports needed to be manually examined and modified in excel in order to retrieve relevant data. The process would take one employee several days to complete.

The Solution: MarinerTek professionals were able to take existing reports and work with the company to determine which fields were relevant from existing reports and take this information and condense the reports into a single report. The report removed all manual updates except in special cases that could not programmatically be determined. The reporting process was improved to take minutes as opposed to days to complete.

MarinerTek, an NWBOC and WBENC certified woman owned small business headquartered in Cleveland, Ohio, specializes in custom software development, mobile application programming, .NET, SQL, SharePoint and SalesForce integration.

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