Reporting and Automation to Start (and Run) The Year Right
featuring Carolyn Hunt of Hunt Consulting
Watch On Demand
The beginning of the year sets the tone for how distributors manage inventory, track performance, and hold teams accountable. Yet many organizations still rely on manual, inconsistent reporting that quickly falls apart under daily operational pressure. In this webinar you’ll hear from Carolyn Hunt, owner of Hunt Consulting Services and ERP implementation consultant, alongside Rubber Tree Systems WebQuery specialists.
Together, we share what actually works after ERP go-live, and how distributors are using reporting and automation to make faster, better decisions throughout the year.
In this session, we cover:
Why inventory is the biggest beginning-of-year lever: Including how distributors use reporting to manage cash, margin, and GMROI.
What reporting actually gets used:
Why simplicity, ease of use, and automation determine whether reports survive beyond month one.
How automation turns reports into an insight engine:
Daily, weekly, and monthly reports that start the day, end the week, and drive accountability.
How one report can serve many users:
Personalizing reports for sales reps, branch managers, product groups, and executives without duplicating work.
How distributors use comparative time reporting and insights without building more reports.
Track goals throughout the year :
Moving beyond annual goals to quarterly and monthly visibility tied directly to ERP data.
