After gathering data, companies need a streamlined way to report it. However, creating board books or presentations often takes time away from analyzing data for strategic decision-making. That’s why MAX Credit Union turned to OfficeConnect. A simple refresh in OfficeConnect easily updates report templates with the newest information, allowing the finance team more time to analyze data at a big-picture level. The enhanced process did more than build reports. It built confidence in presenting data.
- Timely monthly close reporting
- Limited ability to conduct self-service reporting
- Lacked ability to easily compare various data sets in separate systems
- Gained a future-oriented perspective with rolling forecasting
- Increased productivity allows more time to spend on data analysis
- High-quality reporting improved the ability for the finance team to explain performance to the board