Onboarding – EBM Software

Introducing the Catalyst Resource Center

Over the coming weeks and into September 2025, Catalyst will begin introducing a new in-product experience: the Resource Center. This feature will roll out gradually and continue to expand over time, giving you more tools and guidance right where you work. What is the Resource Center?The Resou...

ERP System Migration – What You Need to Know

At EBM, we understand that migrating to a new ERP system is a significant decision for your business. A successful migration requires careful planning to ensure your data remains integrated and your operations stay efficient. We’re here to guide you through the process and ensure a smooth transi...

Installing the EBM Excel Add-In

The EBM Excel Add-In is required to connect Catalyst data to Excel with live refresh capabilities. This guide covers installation requirements, step-by-step installation, verification, and uninstallation procedures. Once installed, your Excel files will seamlessly connect to Catalyst cubes withou...

Logging In and Getting Started with Catalyst

Welcome to Catalyst by EBM. This guide walks you through the essential steps to access your Catalyst website, understand the login process, and start exploring the platform's capabilities. Getting Started · New User Guide Welcome to Catalyst Your first steps to powerful business...

Connecting to Catalyst Data in Excel

With the EBM Excel Add-In installed, you're ready to connect to Catalyst data. This guide covers opening Catalyst workbooks, authenticating with Microsoft SSO, handling multi-factor authentication (MFA), and refreshing data. Whether you're connecting for the first time or troubleshooting login is...

Troubleshooting the EBM Excel Add-in

Encountering issues with the EBM Excel Add-In? This guide provides solutions for common problems including add-in visibility, authentication loops, connection failures, and performance issues. Whether the add-in is disabled, files are missing, or data won't refresh, you'll find step-by-step troub...

System Requirements

EBM Technical RequirementsBelow are recommendations and requirements for setting up your EBM instance to ensure software compatibility across your organization: Web-based Access: Catalyst is accessible via any web browser, but to utilize Catalyst data in outputs like Excel or Power BI Desktop, a...

Setup Instructions

Your EBM or BlueOps rep will handle most of your setup and onboarding procedures right away, but here are some common recommendations when first getting started with Catalyst. Set Up Your Team Client Administrator: Decide who will be the “internal Catalyst admin” for your group. You can have mor...

Catalyst Best Practices

This tutorial provides key guidelines and best practices to optimize Catalyst's performance with large datasets. It also includes tips for improving overall software usability. This articles contains the following topics: Archiving File optimization Excel best practices Spreading data Limiti...

Onboarding for Success

Your Guide to a Smooth Start Welcome to EBM! We are excited to embark on this journey with you and want to ensure that your onboarding experience is as smooth and successful as possible. To help you get started on the right foot, we've put together some essential steps that you should be aware o...

Commonly Asked Questions

Welcome to Catalyst, your powerful reporting and data consolidation solution. This FAQ will guide you through the essential information you need to get started effectively. Whether you're wondering about system requirements, data integration, report creation, or support options, we've got you co...

Understanding Our Microsoft Integration

EBM products are built on Microsoft’s cloud foundation. As an official partner, we integrate directly with their infrastructure, analytics, and identity services, giving you the same scale, security, and reliability trusted by global enterprises. This partnership also gives us a direct line to M...

Using Catalyst on a Mac

Catalyst works best in a Microsoft Windows environment. While you can access the website from a Mac, certain features — especially those tied to Excel cubes and Microsoft integrations — require Windows. This article explains why, and how to set up your Mac to work with Catalyst. Access on a Mac v...