Committee Events

Here's the outline for the two sessions - Excel and Intelligence Reporting that @ThereseLogeais and I reviewed yesterday so that we could get to a resolution on what would be covered and who are the best presenters for each session. Comments, ideas, most welcomed.

I suggest we try to encourage thinking beyond the ""normal"" financial reporting. What successes (and failures/challenges) have they had in the past year with getting customers to consider and use dashboards, KPI's and other daily-weekly operational status reporting? IMO, both of these products have potential for opening the accounting system up to more than just the financial folks.

Good ideas @JerryNorman - I'll add those to the outline.

Another thought would be to also demonstrate whether these packages are even necessary to do dashboards, KPI's etc. or can users be taught Excel skills to do the same. Many users are frugal (or cheap) and feel they can do it all if they just had the time. Excite them with possibilities, then give them the various options.

I agree @JeffSchwenk but couldn't we show them that in the Excel Tips and Tricks?

Good point!