Daybreak Eggs' Reporting Made Easy with Velixo

In today’s fast-paced business environment, effective financial reporting and data management are crucial for organizational success. Daybreak Eggs, a leading egg production company in South Africa, has leveraged Velixo’s Excel-based reporting solutions to enhance their reporting efficiency and accuracy. This case study explores how Daybreak Eggs achieved significant time savings and improved data management through Velixo’s integration with Acumatica Cloud ERP.

Summary

Daybreak Eggs, a leading egg producer in South Africa, successfully transformed its financial reporting processes using Velixo’s Excel-based solutions integrated with Acumatica Cloud ERP. This case study highlights significant improvements in efficiency, data management, and reporting accuracy, leading to substantial time savings and error reduction.

Key Points

Company Overview: Daybreak Eggs was founded in 2001 and produces around 1,400,000 dozen eggs monthly across three farms.
Challenges: The company faced inefficient data entry, cumbersome manual reporting processes, and insufficient standard reports from Acumatica.
Velixo Integration: Velixo streamlined report creation, automated data entry, and enhanced reporting capabilities, allowing detailed financial insights.
Impact: Teams saved 50-100 hours per month, reduced data entry errors, and improved overall financial reporting accuracy.
Future Plans: Daybreak Eggs intends to further leverage automation and integrate Velixo with Power BI for advanced reporting.

Introduction

About Daybreak Eggs

Company Overview

Founded in 2001 by Johan van der Schyff, Daybreak Eggs is a prominent egg producer in the Western and Eastern Cape regions of South Africa. The company operates three production farms and pack stations, producing approximately 1,400,000 dozen eggs per month. With a commitment to sustainability, good governance, and adherence to food safety regulations, Daybreak Eggs has become a trusted supplier of eggs to major retail outlets.

Industry and ERP System

Daybreak Eggs operates within the agriculture sector, specializing in egg production. The company uses Acumatica Cloud ERP to manage their business processes, having transitioned from Sage Pastel Partner to Acumatica to better support their growth and automation needs.

Key Challenges

Inefficient Data Entry

Prior to implementing Velixo, Daybreak Eggs struggled with inefficient data entry processes. The company faced challenges due to their complex pricing structure and high volume of data. Manual data entry into Acumatica from Excel worksheets was cumbersome and error-prone.

Manual Report Design

Creating financial reports manually was a time-consuming and inflexible process. The company needed a solution that could streamline report design and reduce the risk of human error in their financial reporting.

Month-End Journals

The month-end journal processes, including the calculation and processing of complex entries for biological assets and production costs, were labor-intensive and manually executed, leading to inefficiencies.

Inability to Produce Detailed Reports

Daybreak Eggs found Acumatica’s standard reports insufficient for their needs. They required detailed reports covering key performance indicators such as daily egg production and feed consumption to better manage and analyze their operations.

The Velixo Difference

Efficiency and Flexibility

Velixo’s seamless integration with Excel and Acumatica revolutionized Daybreak Eggs’ reporting processes. The solution allowed the creation of detailed, dynamic reports directly in Excel, which significantly improved reporting efficiency and accuracy.

Data Entry Automation

Velixo’s Generic Writeback feature automated the ERP data entry process. With a single click, Daybreak Eggs could update thousands of transactions from Excel directly into Acumatica, drastically reducing manual work and potential errors.

Enhanced Reporting Capabilities

The ability to generate comprehensive reports, including income statements, balance sheets, and cost analyses, provided Daybreak Eggs with better insights into their financial and operational performance. This capability enabled more informed decision-making and strategic planning.

Significant Time Savings

By utilizing Velixo, De Wet van Jaarsveldt, CFO of Daybreak Eggs, and his team saved between 50-100 hours per month. The reduction in time spent on manual processes allowed the team to focus on more strategic tasks and analysis.

Error Reduction

Velixo’s automation capabilities helped minimize data entry errors, which were common in their previous manual processes. This enhancement led to more accurate financial reporting and improved overall data integrity.

Key Features of Velixo

Generic Writeback

The Generic Writeback function in Velixo allows users to rapidly import and update data in Acumatica using pre-defined data input forms. This feature supports efficient data management and reduces manual entry.

Journal Writeback

With Journal Writeback, Daybreak Eggs can create journal transactions directly from Velixo reports into Acumatica, streamlining their accounting processes and enhancing accuracy.

GI and GIFILTER Functions

Velixo’s Generic Inquiry (GI) and GIFILTER functions enable users to query and analyze any Acumatica data from within Excel, providing powerful tools for detailed financial and operational analysis.

Distribution List

The Distribution List feature allows for the easy generation and distribution of reports in PDF or Excel formats. This feature is particularly useful for sending out multiple reports or pricelists to customers and team members efficiently.

What’s Next for Daybreak Eggs

Daybreak Eggs plans to continue leveraging Velixo for more data entry automation and report generation. They also aim to integrate Velixo with Power BI to create highly interactive dashboards, further enhancing their data analysis and reporting capabilities.

Final Takeaway

Daybreak Eggs’ experience with Velixo highlights the transformative impact of efficient data management and automated reporting on business operations. By integrating Velixo with Acumatica Cloud ERP, Daybreak Eggs not only streamlined their reporting processes but also enhanced accuracy and saved valuable time. As they continue to explore further automation and advanced analytics, businesses in similar sectors can look to this case study as a testament to the power of robust ERP solutions.

Frequently Asked Questions

How does Velixo integrate with Acumatica Cloud ERP?

Velixo integrates seamlessly with Acumatica Cloud ERP, allowing users to create detailed reports in Excel and automatically push data back into Acumatica. This integration streamlines financial reporting and data management.

What are the benefits of using Velixo’s Generic Writeback feature?

Generic Writeback automates data entry by allowing users to update thousands of records in Acumatica directly from Excel. This feature reduces manual entry errors and saves significant time.

Can Velixo handle complex financial reporting needs?

Yes, Velixo supports complex financial reporting needs by providing flexible and detailed reporting capabilities. Users can create customized reports and analyze data with advanced Excel functions integrated with Acumatica.

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