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Can you trust the reports coming out of your ERP system? For the Philadelphia Convention & Visitors Bureau, the answer used to be no, and the cost wasn’t just time. Every time finance had to call a stakeholder back to say “sorry, that report was wrong,” it chipped away at something harder to rebuild: trust.
In this video the CFO walks through how the organization moved from chasing errors to focusing entirely on timeliness, replacing manual data entry and flat file transfers with API connections, third-party connectors, and a fully integrated Business Central ecosystem that eliminated the manual manipulation at the root of the problem. The result was board reporting that went from “a snip of an Excel sheet” to polished Power BI dashboards that leadership actually relies on.
How do you get from spreadsheet-based board reporting to dashboards your leadership team trusts? The CFO explains exactly how that transformation happened and why the right partner made the difference at every step, including how Intellitec Solutions keeps them ahead of every Microsoft update through proactive alerts, biannual review calls, and sandbox testing before anything hits production.
What the data integrity journey looked like:
Manual data entry and flat file transfers were creating frequent reporting errors
Finance was regularly returning to stakeholders with corrected reports
API connections and third-party connectors eliminated manual manipulation at the root
Board reporting went from a spreadsheet screenshot to polished Power BI dashboards
“The conversations we have with Intellitec, the collaborative qualities that they demonstrate in trying to get to the answers that we need, really go a long way for what I consider to be a good partner.”
Want reporting your board can rely on and a partner who keeps you ahead of every Microsoft update?
Talk to an Intellitec Solutions consultant: intellitecsolutions.com
