BlackLine's cloud-based financial operations management platform unifyies data and processes, automating repetitive tasks and enhancing accountability. BlackLine solutions for financial close, accounts receivable, and intercompany accounting support large enterprises and midsize companies.
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Winshuttle
Score 7.1 out of 10
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Winshuttle is an SAP-focused data management and robotic process automation platform. It is designed to enable the building and adaptation of Excel and SharePoint-based interactive forms and workflows for SAP without programming.
BlackLine is well-suited for us when it comes to the bank reconciliations, as our systems feed right into BlackLine, and the various match sets reconcile the data effortlessly. BlackLine would work to its fullest extent if all departments utilized it, so you can take advantage of all the various products that are available.
Winshuttle is well suited to help any company who has data that needs to move from SAP to 'somewhere'. The output file can be Excel, Text, or Access. Query has been greatly expanded in its ability to use SQL statements directly in the product at the 'pre-download' point. For example, you want to have one column do calculations on the data that is being pulled out of SAP via the Query and placed in a specific cell - this can be done - right in the Query script and the result will be produced in your receiving Excel file. I have another small scenario I call 'On the fly" uses. When our asset team had to change their depreciation on a very large number of assets mid-year, Winshuttle Transaction was very helpful. The update would have taken DAYS and lots of shredded nerves to update.
Segregation of duties - allows for a formal way to ensure that there is a separate preparer/approver for a given task or reconciliation.
Provides visibility - having account reconciliation data in one place has automated processes that were once very manual, and involved multiple team members aggregating data.
Streamlines communication and status of close - having all tasks in one place, in the same format gives us the visibility needed to manage our close process, and know the status of items that are still pending and open for action. This was previously a game of telephone between staff, managers, and leaders, and now has been automated via tasks.
Automation/Optimization - BlackLine provides a lot of opportunity to automate certain reconciliations based on thresholds, rules, and templates. This allows the team to use that time for researching actual issues, and keeping our balance sheet reconciliations clean.
"Training" I feel Winshuttle was extremely easy to learn' my team and I went to a week long training class on the uses of the software upon finishing the course we all became internal (company) support as well as expert functional users.
"Ease of use" once a user learns the basics processes of the software it is functionally very easy to use and if there are problems with in the processing that cannot be supported internally Winshuttle community and support quickly helped clear up those issues, "if they occurred"
"Processes data FAST" once the transaction is mapped and recorded the user can move through (process) large amounts of data very quickly, saving lots of time by eliminating manual steps.
"Data Error Correction" through the transactional processing of large amounts of data, nothing is ever perfect, usually during data migration process if a single line fails the process stops, the correction is made to the data and the process starts all over again. Winshuttle data migration process doesn't stop it will provide a list of exceptions upon completion of the data load. It does this by only processing the "good" data and when bad data is encountered it is skipped and an error message is created and added to the data sheet. With this process the user now only has to worry about exceptions that didn't load and also knows why the line failed so making correction are easier and faster.
On the home page I can see Team Assignments usually first time not My assignments.
JV posting is slow.
Many error emails about failed JV with the same context.
We receive emails about task certification. Can we receive the list of reconciliations monthly?
Posted/prepared JVs cannot be deleted from the to-do list (there is only one extraordinary case, where we had a BL issue and the JV was booked but without a Document ID).
The use of Winshuttle is particularly helpful with systems where data volumes are always very high. If data volumes are not an issue, the use of Winshuttle for cut-over activities might not result in a significant perceivable difference in time savings.
For businesses and sectors that rely on business processes that are complex and tedious with a lot of manual interventions, Winshuttle comes in real handy. However, in situations of fairly straightforward business cases, it would be hard to see perceivable gains from the use of Winshuttle.
At times, the use of complex business process with multiple fields from one transaction needs to be fed into the next for further processing, if the screen sequence changes based on each set of information, the processing could fail. However, these could be overcome by grouping similar screened transactions into one chunk and others into another.
BlackLine has made our finance team more effective and accurate. Our current ERP system is unable to do any sort of financial activities currently being done with our BlackLine licenses. Prior to BlackLine everything was done manually through Excel and stored in binders. There was no option for a paperless process. We are now 100% paperless in our close process, freeing up time, space and saving money on office supplies.
Fantastic tool and honestly the best out there for the particular need. I cannot think of any reason we wouldn't renew as it truly offers the perfect solution to what is often a supremely difficult process. Also, I believe that from a cost perspective it is quite agreeable given the amount of benefit/ROI received
BlackLine could use a little work in getting around the system. The interface is not without its issues including lots of scrolling up and down and a lack of using the entire screen. Importing of the initial setup data could be better defined and reimporting data to add additional fields could pose an issue of overwriting data in a negative way.
- I have used Winshuttle Transaction and Direct and the interface is simple, intuitive and easy to understand. - Not much technical knowledge of SAP is required before loading the data. - Data can be loaded for any sheet of an Excel spreadsheet - Output messages from Winshuttle are very clear and can be used to as an input to other data loads that use these output data
We never experienced an outage with BlackLine. The only time the system was unavailable was during planned outages for updates and upgrades usually Friday evening after 6pm pst until Saturday morning at 6am pst.
Since implementing Blackline, our support team has had quite a bit of turnover, and as such, it has taken longer than normal to get meaningful resolutions to our issues. The people we have worked with have all been great and responsive. However, the turnover has definitely had an impact on our experience.
The winshuttle staff are some of the best in the business. I have been working with them for several years and always have had a positive interaction. There support staff are very knowledgeable. There product managers are very supportive as well and always open to hear feedback on how you like the product and any gaps that you would like to find a solution to better improve the products.
Trainings are available for all topics on the BlackLine U portal. These were incredibly helpful when first starting with BlackLine to get the hang of it. Trainings are useful for any module. I have personally used this to teach myself how to use the tasks and variance modules, which are now fully utilized by my organization. The support team is also very helpful in training our team on anything additional we have needed.
You will have to meet up with your final users, approver, internal auditor and accounting policy holder. Everyone has to agree. When you have a well written process, workflow, policy, approval requirement, and control, your implementation process will be much easier
I have not used any of the other products, but we did evaluate them during our discovery phase. BlackLine was the "Cadillac" of the product offerings. You could get a similar product, and maybe even at a lower cost, but we wanted the best of the best, and that's what BlackLine is. We wanted a product that we could grow into, rather than a product we would outgrow over time as our organization grows. We have only touched the surface with BlackLine so far, and we've already reaped the benefits.
Winshuttle works better with SAP than UiPath does in terms of performance and stability. The time to deploy a Process in Winshuttle is faster and less complex. It doesn't require coding skills as much as for UiPath. Winshuttle excels in batch input operations and also has a useful query reporting tool.
After implementing BlackLine our company acquired another large company with multiple operations. We were able to use the COVID shutdown to bring them on board with BlackLine with little effort in the setup and training of the users.
Talent retention by creating roles with value-add work and reducing the mundane.
Promotion opportunities for those that have embraced BlackLine and have taken on more complex and more rewarding work as a result of the automation achieved.
Time savings which allowed teams to take on new projects without increasing headcount and without employee burnout.
