Easy Financial Reporting

Financial reporting is critical to enterprise organizations. The ability to easily and accurately analyze and develop insights keeps you competitive, allows you to see errors before they begin, helps you project accurately, and keeps your organization running smoothly.

A prestigious university and hospital system was working through financial analysis when the financial team spotted an opportunity. Instead of reporting with various excel spreadsheets that took time to pull, time to verify, and didn’t provide a sophisticated view of the data, what if they could build real-time dashboards to get to deeper insights and intelligence more efficiently?

The central IT department got to work and set up a data feed from the ERP to start populating dashboards. They put together a brilliant plan to set up the dashboards that combined Drupal with a JavaScript UX framework for visualization and charting. They took their system to leadership and the finance department. They loved it—they wanted to do it more and do it fast! One problem, resources were strapped, and they needed help from a team that could get up to speed quickly.

Mind Over Machines was tasked to come in as a quick-to-market-developer to scale up their new reporting platform for more departments. Our developer was able to learn the JavaScript framework very quickly and even identified a couple bugs within the core framework. In addition to working fast with little to no onboarding and training, the developer also served as a great mentor and subject matter expert for the new staff in IT department. Through a partnered approach, the client and Mind Over Machines was able to quickly scale and optimize the financial reporting platform.

The result was complex business logic with real time metrics displayed as easy to digest dashboards. No more filtering through so many excel spreadsheets! This framework can now, not only be used for reporting, but for budgeting, forecasting, and be tailored to different roles with different views. It’s a one stop, one button click to get organized data the way they need.