Presented by Robert Lavery
I know what you’re thinking. Not another session about reporting and budgeting!! But we know most organizations struggle with getting information delivered to the right people at the right time in a format they can understand. This includes not only people within your organization but also people outside the organization. The problem isn’t having the right software tools available. There are plenty of programs available. The problem is knowing the right tool to use to solve a particular problem.
This session is designed to help you understand how to automate the generation and distribution of reports (Crystal and FR), information, forms, and budgets on a timely basis in the most appropriate format based on their intended use. Orchid System’s Information Manager (Report Runner, Supplementary Data with Info Explorer and Notes) and Pacific Technology’s Workflow & Notifications and Key Communications solutions will be highlighted to demonstrate these concepts.