CSM Advisory Implements BI4Cloud


Stephen Scotchmer (Linkedin) of CSM Advisory has some great things to say about his experience with BI4Cloud. ( No that's not him in the picture and from our experience with him he's cool under pressure ) 

 "We (CSM Advisory) recently trialled and commenced utilisation of the BI4Cloud tools. As an advisory group we are often confronted with complex accounting data structures and systems and in many cases poor implementations. We are very experienced in using all sorts of server and cloud based analytical and reporting tools as we choose the best of breed for a particular client or project." Stephen said.

He added 
"For this recent client we had a particularly complex yet rich MYOB history going back many years but no ability to 'mine' that data to provide quality board, executive and management reports."
"Jennifer and the team were incredibly efficient at explaining the BI4Cloud functionality and we are now using the tool to automate all our reporting without having to rely on the previous complex excel export/import/lookup/etc processes. Very happy client which also makes my life easier."

Complex and rich set of data

Among Stephen's challenges was the need to provide reporting to historically reference over 60,000 jobs and in the same implementation provide Job reports for the client who had a multidisciplinary business.


The job history was of such volume that Stephen decided to utilise the Job Header facilities to provide structured access to the information. To do this Stephen used his spreadsheet skills to export Jobs, create meaningful Job headers based upon the job codes structure and then re-insert them back into MYOB. A pretty neat feat that he completed over a few hours on a weekend.

Bi4Cloud was not only used for Job Profit & Loss reports but also provided the ability for multi-level company Profit & Loss. How this was done is explained in this Sharper Reporting technical article.

Easy to use and power to crunch the data

At Bi4Cloud we push the fact that our system is easy to use and effortless to on-board. So when a veteran consultant with years of BI analytics tool experience compliments our product's power to "mine" the data to provide "quality" board, executive and management reports it's a real "Goldilocks" moment.

Read how Bi4Cloud saves a smaller specialist chemical supply business days in analysing margins


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