Enterprise

Team and Enterprise Features 

AnalysisPlace Excel-to-Word Document Automation Add-in Enterprise features enable you to create, deploy, manage, and monitor Excel-based tools that are used by multiple users. 

Subscription Options

AnalysisPlace offers two flexible licensing options (Fixed and Active User). Both are easy to initiate and administer. Both options help you minimize costs by minimizing paying for unused subscriptions.

Fixed – low quarterly or annual upfront cost with overage (true-up) fees.  Select total estimated number of subscriptions by tier (Basic, Standard, Pro, Elite).  Tier allocations are automatically optimized monthly to minimize your costs.  No limit to number of registered/named users (inactive users don’t result in overage fees). You do not need to name users or associate specific users with tiers – tier will be determined automatically at the end of each month based on usage.

To use this option, provide an estimate of how many users you need by tier.

Active User – Only pay for active users.  No limit to number of registered/named users.  Pricing tiers are automatically adjusted monthly based on per user usage.  Pay upfront for a pool of resources – when that pool is mostly consumed, fund a refresh of the pool.

To use this option, indicate your desired initial pool size in $.

Contact us for prices. There is a minimum upfront fee of $200 for both subscription options.

2 Feature Options

Enterprise Feature Edition – includes all the “Enterprise” features. Administrators have access to the “Admin” console to administer features.

Personal Feature Edition – does not include the “Enterprise” features (no “Admin” console). Same features as the individual subscriptions, but has consolidated licensing, volume discounts, monthly usage reports, and support hours.

We will provide a monthly usage report to help you optimize usage.

30-day Free Trial

Qualifications:

  • Have a need to deploy and manage an Excel-based tool to multiple users
  • Use the Excel-to-Word Document Automation Add-In to ensure that it is a fit for your needs. The enterprise features are additions to the add-in. 
  • Have 1 administrator and at least 3 users. There is no limit to the number of users.

We will provide 1 hour of free support to get you started.

Administrator will have access to the Admin tools to configure all feature options

User access is very simple. All users of designated business domains (email@domain.com) have access to the tool.  Simply tell us which domain(s) and all users who register with validated emails belonging to that domain will have immediate access.

 

Customer Case Study: Cisco

Cisco uses AnalysisPlace to accelerate the creation of credible data-intensive sales documentation, resulting in shorter sales cycles and more sales opportunities

Cisco Logo

Cisco needed a comprehensive, yet easy-to-use, tool to help sales staff quickly create and update sophisticated sales documents (business cases and proposals) for complex collaboration solutions. 

Solution

Cisco partnered with AnalysisPlace to create an Excel-based solution that leveraged the enterprise capabilities of the Excel-to-Word Add-in.

The workbook configures complex hardware/software solutions based on 10 required and 500 optional inputs that model the customer scenario. It also calculates pricing, TCO, benefits, and ROI.

The add-in creates comprehensive Word and PowerPoint proposals from within the Excel Add-in (“Create Report” button). It also manages the workbooks to improve security, control versions, and monitor usage.

 

  Key Features Used

  • Cloud Reports – users create documents from server-based templates (large documents are created in under 10 seconds)
  • Auto-Open – add-in opens whenever users open the workbook
  • Version Control – ensures users have the latest version
  • Restore Defaults – restores original values and formulas
  • Protection – workbook contents are protected unless authorized users are signed into the add-in
  • Data Refresh – pricing and exchange rates are automatically updated to avoid frequent workbook version updates
  • Data Capture – enables administrators to analyze usage
 

  Key Benefits

  • Saves 2+ hours manually updating each document
  • Enables re-use of the best (and corporate-approved) documentation
  • Provides robust security, control, and usage monitoring
  • Easy to modify the workbook and report templates as Cisco needs change
  • Easy for sales staff to use (leverages the familiarity of Microsoft Office)
  • Works on Macs, Windows, and Online

“The solution that AnalysisPlace has created for us dramatically reduces the time and effort it takes for Cisco sales teams to generate customized business proposals for their customers. Their platform and expertise has allowed us to accelerate our sales cycles, grow our pipeline and improve sales efficiency. Over the past two years, the AnalysisPlace team has continued to impress us with their professionalism, responsiveness and dedication to our success.”

  Mark Miller, Senior Manager, Cisco World Wide Collaboration Sales

Admin Tab

The “Admin” tab is a tab within the add-in (appears in Excel only). It is available to designated Administrators signed into the add-in.  It allows the administrator to modify any “Admin” setting.

The solution allows flexible administration of features for multi-user environments. It can support administrator-managed tool(s), user-managed tools, or a mix. 

Example Multi-Workbook Scenario

Workbook

Reports

Authors

Users

Managed?

Key Features

Solution Configurator, Cost and Benefit Calculator

Proposals &

Sales presentations

Pre-sales staff & subject matter experts

Sales staff (outputs provided to customers)

Admin Managed*

 

  • Version Control
  • Cloud Reports
  • Usage Analytics
  • Data Refresh
  • Data Protection

Financial Consolidation and Analysis

Financial Reports

Corporate finance

Business unit accountants

Customer project analysis

Customer results reports

Subject matter experts

Operations staff

Use Managed

  • Workbook Protection
  • Ad Hoc Report Updating
  • Restore Defaults
  • Auto-Open

Variety of business analysis

Status reports & presentations

Anyone

Anyone

*The workbook tool contains a unique DocumentID. Features and reports are configured specifically for that workbook.

 

 

Process to create/manage a workbook tool:

Admin-managed: 
  1. Create/convert the workbook 
  • Subject matter experts create a new workbook or convert an existing workbook (Excel spreadsheet) along with Word and/or PowerPoint reports.
  1. Apply a DocumentID (Admin)
  • Admin applies a DocumentID to the workbook using the Admin tab of the add-in
  1. Configure settings (Admin)
  • Some settings are applied to the workbook (e.g. Auto-Open, Document Protection). These must be set prior to providing the workbook to users.
  • Some are saved to the cloud, then applied each time a user opens the workbook
  • Some settings require both - for example, Version Control has the version # set in the workbook (e.g. 2.100) and the newest (e.g. 2.410) and oldest supported (e.g. 2.000) versions are downloaded each time the workbook is opened)
  1. Provide the workbook to users (Admin)
  • The workbook can simply be emailed to users or can be published in a shared network/cloud drive or intranet site.
  1. Conduct assessments (users)
  • Users then use the workbook with the add-in.  In most cases (if Auto-Open is enabled), the add-in will automatically open whenever the user opens the workbook
  1. Modify settings (Admin)
  • Admin can modify various settings that will apply when a user opens the workbook
  • For example, if the Admin modifies the version of the newest available workbook, the user will see a notification indicating that a new version is available for them to download.
 
User-Managed:

If the workbook is not “managed” (no DocumentID applied), then users can create workbooks and link them to reports the same as anyone can without the “Enterprise” features.

Auto-Open

Auto-Open enables the add-in to open along with the workbook – the user does not need to activate the add-in from the menu.

It allows the add-in to automatically open whenever a user opens the enabled workbook, improving user experience. Auto-Open is initiated only after the user first installs/activates the add-in.

A more advanced version of Auto-Open is also possible. It does not require the user to initially install the add-in – it opens the add-in anytime a user opens the enabled workbook.  A consultation with AnalysisPlace is required to enable this (requires OpenXML manipulation of the Excel file).

 

 

Manage Input Cells

This feature creates a hidden list of the input cells in the workbook. It also names those cells (with a “_m” prefix). This can be very beneficial if multiple people conduct their own assessments using the workbook and you only want them to modify specific "input" cells. The input cells are typically unlocked (to allow editing) while other cells remain locked.

"Managed Input Cells" are necessary for features such as Restore Defaults and Data Migration. Those features only work with cells that are “Managed”.

 

 

 

Restore Default Values/Formulas

Allows users to restore modified cells back to their original/default values and formulas. Users can restore individual cells or the entire workbook. 

This requires “Managed Input Cells”.

 

 

Workbook Protection

Protect parts of your workbook you don't want users to modify (e.g. titles and formulas) and hide sheets/sections you don't want users to see (e.g. reference sheets and side calculations).

This is a “modeling helper” to make it easier for tool authors to convert a spreadsheet to a tool that can be distributed to multiple users.

 

 

Data Migration (Save & Load Changes)

Enables users to save changes made to managed input cells and to load saved changes into a different workbook. This feature is particularly useful when upgrading to a new version of a workbook. It temporarily saves the data to AnalysisPlace servers.

 

 

 

 

 

Workbook Management

Workbook Management allows you to control which workbooks to apply specific settings to.

These settings help to make workbooks "managed" and to enable other dependent features. Managed workbooks can be identified with a Document ID.  The ID is used by this add-in to determine what settings/features/restrictions to apply to specific workbooks when users open them along with this add-in.

There are 2 ways to manage workbooks:

  1. Apply settings to all workbooks opened along with the add-in
  2. Assign different settings to different workbooks (identified by the Document ID)

Workbook Management also applies version information to workbooks.

 

Version Control

One of the biggest issues with using Excel-based tools is Version Control. It can be very difficult to ensure users are using the current version of a workbook. This feature to intended to address this major spreadsheet limitation.

Version control allows you to display notifications to your users if their workbook version is outdated or unsupported (and optionally require them to obtain the newest version). It also allows you to restrict usage if the user is using an unsupported version.

 

 

 

 

 

 

Cloud Reports (from Templates)

 

Cloud Reports is perhaps the most powerful Enterprise feature.

It enables users to create personalized Word and PowerPoint reports from templates that are stored in the cloud. Users select/create the reports from a drop-down list in the Excel add-in.  The templates are simply Word/PowerPoint documents created by authors/administrators and Linked using the add-in.

Benefits:

  • Supports multiple report templates per workbook (and each managed workbook can have multiple reports)
  • Very easy to use – users simply open the Excel workbook, make changes, then create reports from a drop-down list
  • Administrators can update the templates at any time (via the “Admin” tab in the add-in), so users have access to the most current output reports

Process to create report templates (Administrators)

  1. Create your Word/PowerPoint documents
  2. Link the documents to the Excel workbook using the add-in
  3. Name and upload the documents via the Admin tab (they are stored on our servers). You can have multiple report templates per workbook.

Process to create/update reports (Users)

  1. User modifies Excel workbook input cells
  2. User selects desired report from the report drop-down list in the add-in.  User clicks “Create Report”
  3. Within seconds, the report is created on our servers and enables the user to download it via the “Download Report” button.
  4. If desired, the user can then continue to update the links in the document.  The user can make changes to the document (for example delete sections, add/modify static content, etc.) and modify input in the Excel tool. The user can then “Submit Content” from the Excel add-in, then “Update Document” in the Word or PowerPoint document.

 

 

 

 

 

Workbook Data Protection

This advanced feature protects lookup data or calculated results unless an authorized user is successfully signed into the add-in. Results will appear as 0's or blank otherwise. This helps protect workbook contents from unauthorized recipients of the workbook. This feature requires consultation with AnalysisPlace to configure.

 

 

 

 

 

Reference Data Refresh

This advanced feature refreshes frequently updated lookup data in the workbook whenever the workbook is opened by an authorized user. This is useful to ensure users are using the most up-to-date data, such as product prices and exchange rates. This avoids the need to republish a new version of the workbook every time the data needs to be updated in the workbook.

 

 

 

 

Usage Data Capture & Analytics

This feature helps to understand how your users are using the workbook and reports. In Excel, whenever a user creates a report or submits data for an update, this feature collects specified data (named ranges) so you can analyze the data later. Example input fields to capture: case ID, customer/client name, quantity specified, dataset name. Example output fields: total cost, ROI, products recommended.