How Pine State Trading Cut Reporting Time from 8 Days to 2.5 with Solver


Company: Pine State Trading
Industry: Distribution
ERP: Microsoft Dynamics SL
Use Case: Planning (Budgeting & Forecasting), Reporting
Pine State Trading_Case Study

“Since Finance worked with Excel significantly, Solver appeared to be the obvious choice. This, coupled with the fact that we could easily get at our data, was something that Pine State Trading was in definite need of.”

Phil Thibodeau, Financial Services Manager, Pine State Trading

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Replacing Their Legacy Reporting System with Solver

The Problem

Without a fully integrated ERP system, Pine State Trading's Financial Services team relied on IT staff to retrieve data, which often arrived in unusable or incorrect formats. Their previous reporting system was also being phased out, forcing a search for a replacement.

The Solution

Pine State Trading deployed Solver, drawn to its Excel-based interface and easy access to data from their Microsoft Dynamics SL ERP. Their reseller's recommendation and Solver's Excel functionality made it the clear choice over other reporting solutions.

The Result

The team cut their financial reporting cycle from 8 days to about 2.5 days, freeing analysts to focus on deeper analysis. Pine State Trading is now expanding into dashboards and a customer profitability template covering thousands of accounts.