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...

People in this episode

Host: Brick Thompson

Guest: Kate Eberle

Topics covered

• financial data consolidation
• Excel chaos
• ERP systems
• acquired companies
• reporting processes

Keywords

• financial data
• Excel
• reporting
• ERP
• acquisition

Mentioned in this episode

Organizations: PE-backed organization

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