How a PE-Backed Rollup Escaped Excel Chaos
About this episode
This episode discusses the challenges of consolidating financial data for a PE-backed organization with multiple ERPs and reliance on Excel.
Pulling financial data together sounds simple, until you’re dealing with 20+ acquired companies, multiple ERPs, and a reporting process held together by massive Excel files. In this episode of The Dashboard Effect, Brick Thompson sits down with Senior Account Executive Kate Eberle to walk through a real client example: a PE-backed, billion-dollar organization struggling to consolidate financial data across a highly fragmented system landscape. They break down what went wrong, why Excel stop...
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