process automation

Welcome to the New World of Exact Macola

Did you ever walk purposefully into another room and forget what you came for? It happens to me all the time. My pantry is less than 20 steps from my kitchen, and yet, 9 times out of 10, I open the door, step in and wonder what I came for. I wind up stepping out, looking back into the kitchen to see what I was doing. Usually that will trigger my memory. It’s gotten worse with age, but I’m not that old. It happens to all of us. When something we need is not visible and clearly within reach, it’s easy to get distracted and lose track of what you’re looking for.

It’s bad enough when you’re puttering around the house or making dinner. It’s even worse when it happens when you’re sitting at your desk at work. You get a call or an alert on your smart phone, or something doesn’t look quite right on that report you’re scrolling through, or you’re preparing to present performance results to your boss and you need to dig a little deeper. You have a question in mind but even though you know the answer is buried someplace in your enterprise data, it’s not immediately visible and clearly within reach. If you have to hunt and peck, traversing a series of menus, to find what you’re looking for, it’s easy to be distracted along the way. Sometimes you wind up going down a rat hole and 2 hours later, you realize you still haven’t answered your own question. No wonder the days just seem to get longer and longer.

This is clearly the problem Exact Macola is trying to solve in its newest version of Workspaces. A Workspace in Exact Macola 10 gathers together all the data you might need to perform a process, make a decision or monitor performance… in other words, to do your job. Some will come right out of the box. But because your role in your organization and your job is unique, new Workspaces must be easily constructed and standard Workspaces must be easily tailored.

Exact Macola describes Workspaces as “one of the most unique and powerful pieces of Exact Macola 10 – allowing personalized role-based views of your business information and creating a natural and intuitive experience.” I came into the Exact Macola Evolve conference last year with a pretty favorable impression of this technology and that impression became even more favorable as I watched the “Dueling Developers” session this year, which pitted a senior consultant (Thijs Verberne) against product manager David Dozer, in creating Workspaces on the fly as the audience watched.

That exercise proved development was fast and easy. But how does this keep users from wandering into the pantry and forgetting what they came in for? A new feature of Workspaces 2.0 is the ability to add Workspaces menus to transaction screens and/or perform transactions directly from Workspaces. Do you have a job where you spend the majority of your time in transaction screens (e.g. you’re a buyer researching and creating purchase orders)? You can stay there all day doing your primary job, but when you need to do some further investigation, (right from a transaction) you can bring up a Workspace from a pull down menu and it appears as a popup. This feature alone drew a huge round of applause from the audience.

Or maybe you are a manager that prefers to monitor status of a series of key performance indicators (think dashboard). But occasionally you need to perform a transaction like approving those purchase orders or requesting a change. You can stay in your dashboard-like Workspace, and attach a drop down menu (or 2 or 10) that allows you to divert and run a transaction without ever leaving your preferred space.

Marry these two features together and you don’t have to worry about anticipating all your needs up front. Get the basics set up and let your work naturally direct the evolution of your Workspaces. At first you might not think you would ever have a need to go directly to a transaction. But sure enough…. No problem, it can be added in minutes (really!)

While Workspaces 2.0 was (in my mind anyway) the highlight, it is not the only innovation that has been delivered by Exact Macola over the past year. Here are some other areas the team has been working on:

  • Phase 1 support for IFRS
  • Workflow conditional statements (rules, if-then statements, more control and flexibility)
  • Financial consolidation across divisions
  • Business Intelligence delivered through a partnership with Qlik, but sold by Exact under the Exact Insights brand
  • Forecast Pro integration
  • Avalara integration
  • New web services and some underlying architectural changes

All this innovation (and more to come) seemed to infuse a new energy and vibrancy into the Exact Macola community and created more urgency for those still running older solutions like Exact Progression or the Enterprise Suite (ES) to upgrade/migrate to the newer Exact Macola 10.

Not only has the Exact Macola team been delivering innovation at a much accelerated pace, it has also been responding to several trends in the market today. Beyond those features listed above, Exact Macola has been working on full web enablement and the overall user experience. In addition to Workspaces, the company has renewed its focus on ease of use, bringing in experts to help deliver a more natural user experience (UX). This includes both the access anytime, anywhere convenience of the cloud, as well as more mobility. After delivering mobile functionality on iOS last year, it added Android this year. And it has been delivering more analytics, as well as a more end-to-end integrated solution.

Indeed these are exciting times for Exact Macola and its customers. But for those still running those older solutions (Progression and ES), the excitement might soon fade, unless of course they decide to make the leap forward. I would strongly encourage them to do so.

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