Even with powerful ERP systems like Plex in place, critical processes often spill over into Excel – leading to version-control nightmares, delayed updates, and costly manual work. Boardwalk Velocity changes the game. It acts as a real-time collaboration layer on top of your Plex ERP, providing structured data management and AI driven automated workflows while preserving Excel’s flexibility​.

The result? No more spreadsheet chaos – just seamless, error-free operations that keep your business running at peak efficiency.

" Our users find the solution highly effective and time-saving, significantly reducing manual reconciliation efforts and enabling them to focus on other tasks. They appreciate its clarity, ease of use, and visually friendly interface, making it simple to track changes and generate reports with just a few clicks. The tool works as expected, delivering accurate results efficiently, and being a great improvement over manual processes. Overall, feedback is overwhelmingly positive, with users expressing satisfaction and no objections to its functionality" -- VP Supply Chain at a Manufacturing Company

‍ROI: Save Time, Reduce Errors, Improve Productivity

Implementing Boardwalk Velocity isn’t just a tech upgrade – it’s an investment that pays for itself through dramatic efficiency gains and cost savings:

• 70–80% Efficiency Gains: Companies have seen a 70–80% boost in efficiency by eliminating manual spreadsheet work​. Routine tasks that used to take days of copying, pasting, and consolidating data are now handled instantly with automated data sync and workflows. Your teams can refocus time on analysis and decision-making instead of wrangling spreadsheets.

• Fewer Errors & Better Decisions: With everyone working off one live version of the truth, data discrepancies and copy-paste errors plummet. One manufacturer using Boardwalk Velocity virtually eliminated duplicate orders and obsolete stock thanks to real-time visibility​. Fewer errors mean fewer fire drills and more confident decision-making at all levels of the business.

• Higher Profit Margins & Revenue: Better accuracy and faster cycles translate into hard financial gains. Organizations have improved profit margins by 2–4% and increased revenue by 3–10% through more responsive planning and forecasting with Boardwalk Velocity​. When you’re not missing sales due to stockouts or tying up cash in excess inventory, the bottom-line benefits.

• Lower IT & Operating Costs: Boardwalk Velocity costs a fraction of traditional Plex ERP add-ons or planning software and delivers immediate value, cutting total cost of ownership by up to 60–70%​. You avoid the huge licensing fees and lengthy consulting projects – and the system practically pays for itself through productivity gains and error reduction.  

Do you use manual Excel outside of your Plex system to do any of these things?

Boardwalk Velocity can complement Plex ERP in various data collaboration, automation, and visibility processes. Given Plex ERP's focus on manufacturing, supply chain, and quality management, you can use Boardwalk Velocity to streamline operations in several key areas such as:

1. Supply Chain Collaboration & Visibility

• Supplier Data Management: Automate and synchronize supplier master data, pricing, and lead times.

• Supplier Order Management: Detect Duplicate Orders, Reduce Obsolete Inventory

• Forecast Sharing & Demand Planning: Enable dynamic updates to demand forecasts and share them with suppliers in real time. Identify Demand Variance, Demand Reconciliation. Ensure Better Capacity Utilization.

• Inventory Reconciliation: Pull Plex inventory data and align it with external supplier inventory reports to reduce discrepancies.

• Procurement & Order Reconciliation: Automate PO tracking, confirmations, and supplier updates outside of Plex.

2. Finance & Compliance Data Automation

• Financial Reconciliation & Close Process: Automate data consolidation from Plex and external systems for month-end closing.

• Budgeting and FP&A Process: Rollup Budgets, and Financial Plans to ensure accurate and rapidly iterating budgeting processes.

• Audit & Compliance Tracking: Manage regulatory or SOX compliance reporting by centralizing data updates in a secure, governed manner.

• Cost Roll-ups & Pricing Adjustments: Streamline cost data from Plex with external sources to automate pricing model adjustments.

3. Production Planning & Shop Floor Operations

• BOM & Engineering Change Management: Automate Bill of Materials (BOM) updates across departments, reducing errors from manual updates.

• Capacity Planning & Scheduling Adjustments: Pull Plex production data and collaborate with suppliers or contract manufacturers to optimize scheduling.

• Quality & Non-Conformance Reporting: Automate defect tracking by consolidating Plex quality data with supplier QC reports.

4. Master Data Management & Governance

• Multi-Entity Data Synchronization: Maintain consistent customer, supplier, and part master data across different Plex instances or external systems.

• Data Enrichment & Cleansing: Improve Plex ERP data quality by standardizing and enriching data across business units.

5. Customer Order & Fulfillment Management

• Order Status Updates & EDI Synchronization: Automate customer order status updates by integrating Plex with external customer portals or EDI data.

• Order To Cash Processes: Automate Order Management processes to improve fill rates and reduce lead times.

• Shipping & Logistics Coordination: Synchronize Plex shipping data with third-party logistics (3PLs) or freight carriers.

‍

Unique Value Proposition (UVP): Enhance Excel, Don’t Replace It

• Familiar Interface, New Database Power: Boardwalk Velocity supercharges Excel instead of supplanting it with a zero-code database. Your team keeps working in the Excel environment they know and trust, but now with added capabilities like live data sharing and workflow automation. This means high user adoption rates from day one, since there’s no steep learning curve.

• 15× Faster Deployment: Unlike traditional solutions that take months or years to implement, Boardwalk Velocity can be up and running in weeks. It’s 15 times faster to deploy and far more cost-effective than big-box planning tools​. You enhance your existing Plex ERP and Excel setup without a massive IT project or retraining your whole staff.

• Enterprise-Grade Collaboration: Under the hood, a patented data engine converts Excel into a secure, multi-user, database-backed application​.

• Connected Excel: Connect all your Excel processes directly into your Plex ERP for seamless real-time exchange of information

• AI Driven Automation: Adopting Boardwalk Velocity for AI-enhanced Excel processes brings several key benefits:

• Increased Productivity: Automating repetitive tasks saves time and reduces manual workload.

• Improved Accuracy: AI-driven validation reduces errors in calculations and data entry.

• Enhanced Decision-Making: AI models offer predictive insights into better strategic planning.

• Better Collaboration: Teams can work on synchronized data with real-time updates and understand what changed and why it was changed.

In practical terms, that means no more emailing files around or working on outdated data. Multiple people can collaborate in the same spreadsheet simultaneously with full access controls and audit trails – all while Excel remains the front-end. Boardwalk Velocity delivers robust control of an Enterprise system with the flexibility of Excel​.

‍

Capabilities: What Boardwalk Velocity Can Do

Boardwalk Velocity adds a rich set of capabilities to Excel, turning it into a secure, collaborative extension of your Plex ERP system:

• Real-Time Data Synchronization with Plex ERP: Bidirectional integration keeps Excel in lockstep with your Plex ERP (SAP, Oracle, Microsoft Dynamics, Plex, and others). This means every figure, order, or update in your spreadsheet is instantly updated from the Plex ERP and vice versa, so decisions are always based on the latest data.

• Secure Multi-User Collaboration: Say goodbye to single-user Excel files. Boardwalk Velocity allows multiple users to work together on the same spreadsheet at once. Fine-grained access controls ensure each person sees and edits only what they’re permitted to, enabling company-wide collaboration without compromising data security.

• Version Control & Audit Tracking: No more v1, v2, v3 file chaos. All changes are saved in a central database with full version history and audit trails. You can always see who changed what and when, satisfying compliance requirements and making it easy to roll back mistakes. Excel becomes a governed environment rather than the Wild West of rogue spreadsheets.

• Workflow Automation & Approvals: Turn your Excel-based process into an automated workflow. Boardwalk Velocity enables you to define business rules, triggers, and approval processes right in your spreadsheet. For example, trigger an approval when a budget change exceeds 10%, or send notifications when new Plex ERP data arrives. Routine tasks get automated, and nothing falls through the cracks.

• Seamless Integration with Major Plex ERPs: Boardwalk Velocity comes with out-of-the-box connectors and APIs for popular Plex ERP systems, so integration is smooth. It embeds into your existing IT landscape – whether on-premise or cloud – extending Plex ERP data to Excel and feeding validated inputs back into the Plex ERP. You get one unified system of record with Excel as an intuitive front-end for end-users.

Benefits: Faster Decisions, Fewer Errors, Greater Efficiency

For manufacturing, finance, and supply chain teams, Boardwalk Velocity delivers game-changing advantages:

• Faster Decision-Making with Up-to-Date Data: With Plex ERP and Excel in sync, everyone from plant managers to financial analysts works with live data rather than stale exports. Manufacturing and supply chain planners can react to changes in demand or supply instantly, and finance teams have current numbers at their fingertips. This accelerates decision-making and keeps your operations agile and responsive.

• Reduced Manual Work & Spreadsheet Errors: Boardwalk Velocity eliminates the mind-numbing copy-paste work and reconciliation that plague traditional Excel processes. No more emailing files or stitching together data from multiple sheets – the platform consolidates it automatically. This dramatically reduces human errors and frees your team from tedious tasks, allowing them to focus on more strategic work.

• Increased Compliance & Governance: Finance and regulated departments gain confidence knowing that every data change in Excel is tracked and auditable. Built-in version control and role-based security mean you have complete governance over your Excel-based processes. You’ll meet compliance requirements with ease, avoid the risks of unauthorized edits, and ensure data integrity across the board.

• Higher Operational Efficiency: By streamlining workflows and eliminating bottlenecks, Boardwalk Velocity helps you do more with less. Teams collaborate seamlessly across departments – from the supply chain floor to the finance office – leading to smoother operations and higher productivity. You can enforce best practices through guided workflows, improve on-time delivery rates with better visibility, and drive continuous improvement now that your “Excel work” is no longer a black box.

Boardwalk Velocity transforms Excel from a necessary inconvenience into a powerful ally for your Plex ERP-driven organization. It empowers your people to make faster, smarter decisions every day – using the tools they already love – while ensuring your data remains accurate, secure, and Enterprise-grade. Say goodbye to Excel inefficiencies and hello to a new era of productivity and insight. Your Plex ERP will thank you, and your teams will too.