At the end of each month, a sales report has to be generated within an industrial engineering company. This engineering company reached out to us to automate this process of creating these monthly sales reports. Previously, business controllers at the Finance & Accounting department created reports that contained all sales of that calendar month. The business controller first collected all sales numbers from two ERP software applications, SAP and EveryAngle. Once all data was collected, it was combined into an Excel File. After that, the controller compiled the extracted data in a macro to create an overall report. Finally, the report was saved and sent to all involved departments.
Since this process recurs every month, it is a very monotonous and dissatisfying task. Creating the report takes a lot of hours and is often performed in a time crunch. This causes stress and anxiety for the controllers which in turn increases the risk of errors.