SUCCESS STORY

Envoy is transforming modern workplaces with products and data that make office life easier and more connected—but when it came to automating their financial data, they knew they needed a little extra help.

Challenge: 

  • Building recurring reports was super time consuming, messy, and at times, error-prone
  • Even the most standard reports required gathering exports from Netsuite, Salesforce, etc. to import data into their spreadsheets
  • The team was spending more time doing mundane tasks than doing the job they where hired to do—being strategic advisors to the business

Solution: 

  • Envoy implemented Aleph as their source of truth for financial data
  • Integrating Netsuite and Salesforce took a few hours
  • They converted all of their data into familiar pivot tables
  • They used Aleph’s custom formulas to replace all their complicated sumif, vlookups, and indexmatches in Excel and Google Sheets

"We moved all our financial reporting to Aleph. Since we implemented it, I have encouraged all the members of the FP&A team to automate their reports with Aleph. Our Excel reports that we always used are now updated in a matter of seconds with the Aleph formula. There is a before and after in the way we work."

- Sergio Prada , FP&A Director

Results:

  • In under a week, they were fully onboarded with most of their financial reporting completely automated
  • Saved the FP&A team 20+ hours a month in manual data pulling and reporting
  • Eliminated the need to rely on Netsuite or Salesforce exports to gather data
  • Removed the risk of human error that their previous processes were prone to
  • Dramatically improved their analytics capabilities with auto-refreshes and deeper drill-downs

This new way of working has enabled the Envoy FP&A team to not only become more efficient, but to focus their attention into providing value to the business by extracting insights, partnering more closely with other areas of the business, and championing a data-driven culture.

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