On-Demand Reports and Dashboards for Financial Management System
Customer Profile
The Duchossois Group is a family office with a team of full-time accounting and legal experts that manage investments, taxes, philanthropic activities, trusts, and legal matters including all day-to-day financial transactions for multiple family generations.
Business Situation
The Duchossois Group migrated to Microsoft Dynamics GP and was in search of a reporting and dashboard solution to be used by executive staff and family members. Since staff and family travel frequently, the solution needed to function remotely on both tablets and desktops alike. Family members also required on-demand access to financial and investment reports that are typically only available monthly or quarterly.
Partner Profile
Sikich is an application development and integration services company that combines business experience with industry-standard technologies to help its clients automate business processes and create innovative solutions that deliver greater simplicity, agility, and business value. They have delivered solutions to clients from SMB to Fortune 500 and are committed to providing 100% client satisfaction, prompt service, and on-time completion of each client solution.
Sikich Solution
Sikich worked to simplify reporting for financial executives and family members. The team worked with both Microsoft Dynamics GP and the industry leading portfolio management system Advent Axys, to give users of all levels the ability to access sophisticated financial and investment reports or dashboards from large format mobile devices or desktop browsers.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
