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Tableau KPI Dashboard
Using Tableau Online, we created a dashboard with 16 Key Performance Indicators (KPIs) to give the Customer's CEO, CFO, and others on their team visibility into crucial metrics in Accounts Payable, Accounts Receivable, Cash Management, and overall Shared Services.
The monthly reports are generated from several different data sources. Example KPIs being tracked are:
- Average Days Delinquent (in payment of invoices)
- Collection Effectiveness Index (CEI)
- Percentage of Vendors Paid Electronically
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Concur T&E Spend Analysis
Starting in 2016, we helped a Customer analyze their company’s Concur Travel and Entertainment (T&E) expense data, totaling over $8 million in annual spend.
We established a monthly reporting process that includes automation of Concur data imports and analysis using ACL, as well as creation of several interactive Tableau dashboards. Reporting includes:
- Spend by category/employee
- Analysis of rounded transaction amounts
- Analysis of approximately 100 keywords provided by the Customer
- Comparisons of spend versus sales for each branch and region
- Possible duplicate spend among purchasing card and non-purchasing card transactions by employees
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Bank Statement Analysis
We updated ACL scripts that analyzed bank statement data for a $2 billion distribution and manufacturing company in the Atlanta, GA area. The Customer wanted to convert current manual Excel spreadsheet processes and ACL AX Dashboard reports to a more efficient process that gave better visibility to the numbers.
We created new visualization dashboards using Tableau Online to meet this need and help the Customer quickly gain insight into non-agreed fees, overcharges, and other opportunities for cost reduction.
What Others Are Saying
"...efficient risk-based approach to IT compliance has resulted in numerous beneficial recommendations for process improvements around key IT functions, including Change Management, Access Security, and IT Operations...mastery of compliance toolsets, coupled with keen vision in targeting process automation opportunities, will continue to drive increasing quality, efficiency, and maturity of IT processes and practices."
IT Project Manager, $150 billion telecommunications company
"...combines skills in ACL with those of other tools to develop automated processes that not only save time and money, but also allow for better control around business processes."
IT Audit Specialist, Fortune 500 retailer
"...strong aptitude for technology and technology solutions...outstanding, helpful spirit, a joy to have on any team and is highly supportive and solution-focused in times of adversity."
Senior Director IS Audit, Fortune 500 retailer
Frequently Asked Questions
We'd love to hear from you.
Please reach out to us with questions or set up a time to talk.
You can contact us in these ways:
(772) 24-KOINO (772) 245-6466 contact@koinoits.com