Setup

1Discovery Call

• Discuss your wishes and current working methods
• Demonstrate how our solution solves your challenges

2Kick-off Meeting

• Determine your requirements and plan of approach
• Discuss the desired reports and working methods
• Adjust standard templates based on your own templates

3Define Reports

• Configure the connection with your systems
• Configure the reporting structure and adjust existing reports
• Configure your own reporting models

4Planning (optional)

For organizations that also want to budget and forecast with XLReporting.

• Configure your current budget models and working methods
• Configure planning models based on our template

5Consolidation (optional)

For organizations that want to consolidate multiple entities and data sources.

• Configure multi-currency and account mapping
• Configure the consolidation process

6Training & Go-Live

• We will include an online training session
• Access to our support center and template library
• Dedicated support when you need it