Benefits of Moving from Microsoft Excel to Access Summary

Benefits of Moving From

Microsoft Excel to Access

Benefits of Moving from Microsoft Excel to Access 1. 2. 3. 4. 5. 6. 7. 8. 9.

Multiple Users Maintain Data Integrity User Friendly Forms Simplified Reports Dashboard Capabilities Increase Efficiency Integration Capabilities Enhanced Security More Space

Multiple Users • Multiple users can access and edit data at the same time. Maintain Data Integrity • Reduce (or Eliminate) Typing, Errors, and Duplication. • Ability to require certain data and also ensure valid data is entered. • Relational Database – store data in more than one table and relate or link the tables on common fields. • One version of the truth. • More structured – as excel spreadsheets get used more often by more people, it gets copied, modified, and enhanced. They tend to grow in weight, scope, and complexity…and which one is the most current version??? User Friendly Forms • Simplify complex Excel Spreadsheets into organized and consistent Data Entry, Inquiry, and Reporting Forms. • Validate complex user input or events (i.e., if field X = Y, and field Z is empty, perform some action). • Events based on user actions (when user exits a field/cell do X, when they mouse over a field/cell do Y). Simplified Reports • Multiple selection criteria. • One click report generation. Dashboard Capabilities • Quick visual depictions of the information that’s important to you. Increase Efficiency • Reduce manual and repetitive work. • Automate Data Entry, Inquiry, and Reporting. • Electronically distribute information and/or reports. • Ability to run mass-update operations. Integration Capabilities • Ability to connect to many data sources (i.e., ODBC & OLE DB provider linking). • Easy Imports / Exports. Enhanced Security • More controls – Grant or limit access to certain forms and/or reports based on the user. • Ability to hide the inner workings of your project from the user. More Space • Track a larger volume of information in one central location. o Excel 2003 = 65,535 rows / Excel 2007 (2010) = 1,048,576 rows o MS Access Desktop DB = Unlimited (up to 2GB/table) / SQL Server w/Access as Front End = Unlimited

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Benefits of Moving From

Microsoft Excel to Access

Database Applications • • • • • • • • • • • • • • • •

Quotation Systems Bill of Materials Price Updates Scheduling Inventory Tracking Material Issues Work Order Processing Systems Production Tracking Time & Material Entry Job Control & Costing Invoicing (automatic import into system) Commission Reporting Managing Payroll and Benefits Sales Analysis Reporting Systems Barcode / Scanning

Quotation Systems Creating quotes quickly, accurately, and consistently is essential in today's business environment. The process of creating quotes, emailing quotes to customers, and converting accepted quotes to sales orders should be easy. Save time and gain competitive advantage by getting your quotes done accurately and in plenty of time with a custom database that works the way your company quotes.

Bill of Materials & Price Updates Maintain an accurate bill of material for each finished good item. Update prices for raw materials and see how the change affects the total cost of your finished good.

Work Order Processing Systems Automatically create raw material needs as a work order is generated. Accurate costing for finished goods. Can include material, labor and overhead costs. Maintain an accurate routing for each item produced. Assign labor costs to each item produced. Track work center capacity and allocated hours per work cell.

Managing Payroll and Benefits Pull your payroll information into a database to consolidate the information and reports. Save lots of time, eliminate potential re-keying errors, and easily tie back payments to the various reports (i.e., employee deduction reports).

Contact Us Competitive Strategies, Inc. 2631 N Meade Street, Ste 202 Appleton, WI 54911 (920) 993-1077 [email protected] Page 2 of 2