Agenda Business Intelligence Suite for GP and CRM presented to the - - PDF document

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Agenda Business Intelligence Suite for GP and CRM presented to the - - PDF document

Jan 18, 2023 257 likes •308 views

BI360 for Microsoft Dynamics GP and CRM March Madness Lunch & Learn 2014 The Self-Service Agenda Business Intelligence Suite for GP and CRM presented to the clients and guests of Solver Company background (quick) Martin and Associates

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BI360 for Microsoft Dynamics GP and CRM March Madness Lunch & Learn 2014 www.martinandassoc.com 1

The Self-Service Business Intelligence Suite for GP and CRM presented to the clients and guests of Martin and Associates

Presenters:

Kristine Simon, Sr. Solution Engineer Anthony Spinicchia, VP, Sales

Agenda

Solver Company background (quick) BI360 overview Live demo of BI360 Q and A (please write in questions at the end)

Company Background

WHY BI360 IS SELECTED

  • Easy to use
  • Complete BI Suite
  • Strong integrations

RECENT AWARDS GLOBAL REACH

  • 700+ BI360 customers in 4 years
  • Offices: US, Canada, EMEA, Asia, India
  • Distributor in Latin America

GROWTH

  • 35%

Rev growth in 2013

  • 150+ partners globally
  • 80 Employees

Speed up and improve our customers’ decision-making processes by providing the best possible BI suite that is the easiest to learn.

Corporate Vision

Customers Across All Industries

Business Analytics Technology Priorities

Source: Gartner CFOs' Top Imperatives From the 2013 Gartner FEI CFO Technology Study

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BI360 for Microsoft Dynamics GP and CRM March Madness Lunch & Learn 2014 www.martinandassoc.com 2

The Solver B36I0 Suite

Reporting Planning Dashboard Collaboration Data Warehouse

  • Strategy

Research Discuss Tactics Budget Execute Report Review

BI360 Suite – Module Detail

Reporting Planning Dashboard Collaboration Data Warehouse

  • Report design (Excel)
  • Report execution (Excel, Web, Mobile)
  • Report distribution (E-mail, Portals)
  • Dashboard design (web)
  • Dashboard viewing (web)
  • Consolidation & Budgeting database
  • Multi-source Data Warehouse
  • Form design (Excel)
  • Budget & Forecast Input (Excel, Web*)
  • Workflow

BI360 Positioning

A Full BI Suite that gives Complete Insight

Supported ERPs Live Formatted Reporting on GL Live formatted Sub-Ledger Reporting Ad-hoc Reporting Reporting / Consolidation Budgeting / Forecasting Analytics Dashboards Out-of-the Box Configured MS SQL Data Warehouse Tools from Microsoft Notes Management Reporter / FRx 1 AX, GP, SL

  • SSRS

ALL

  • Forecaster

2 ALL

  • Dynamics Cubes with Excel

ALL (Any ERP with Cubes)

  • Dynamics Cubes with PowerPivot

ALL (Any ERP with Cubes)

  • Dynamics Cubes with Power View

ALL (Any ERP with Cubes)

  • Sharepoint BI Components

ALL

  • PerformancePoint

ALL (Any ERP with Cubes)

  • Tools from Microsoft ISVs

BI360 ALL

  • Atlas XL

AX

  • Jet Reports

3 GP, NAV

  • Zap

4 AX, NAV

  • Targit

ALL (any ERP with Cubes)

  • deFacto

ALL (any ERP with Cubes)

  • Tagetik

ALL

  • Prophix

ALL

  • Budget Maestro

ALL

  • Host Analytics

ALL

  • Adaptive Planning

ALL

  • Tools from Microsoft Competitors

Qlikview ALL

  • Hyperion (Oracle)

ALL

  • Cognos (IBM)

ALL

  • BO/BPC/Crystal (SAP)

ALL

  • Live on ERP Database

Data Loaded from ERP to OLAP/DW

BI360 Architecture

GP, CRM

Payroll

Other

Suite

Cloud

A Closer Look at BI360 Summary

Resources

  • Customer Portal with report/budget templates and docs
  • BI360 Forum
  • Helpdesk with Knowledgebase and training videos
  • 370 page, full color BI360 book (electronic and print)
  • Classes (from Solver) or ask Martin and Associates

Implementation assistance (provided by Martin and Associates and Solver)

  • Installation
  • Training
  • Reporting, budgeting, dashboard and data warehouse configuration
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BI360 for Microsoft Dynamics GP and CRM March Madness Lunch & Learn 2014 www.martinandassoc.com 3

BI360 – Key 2014 Releases

2014 Releases:

  • Version 4.0
  • Mobile apps
  • Multi-tenant
  • Collaborative/Social
  • Web-based Planning

BI360 Insight – Collaboration

BI360 – enables a complete, collaborative planning, reporting and execution process

Strategy Research Discuss Tactics Budget Execute Report Review

Who Benefits from BI360?

Position Need

CEO Complete overview regardless of data origination

  • COO

Access to operational Reports & Metrics, alerts

  • CFO

Cash Flow, Financial Reports, Forecasts

  • Controller

Financial Reporting with alerts, flexible tools

  • Accountants

Financial & Sub-ledger Reports, flexible tools

  • Budget Manager

Budgeting, Forecasting, Modeling, Workflow

  • Department Head

Easy access to information, alerts and workflow

  • End user

Interactive feedback = Managers can be pro-active

  • Board

Better run company = Easier to grow

  • Shareholders

Better run company = Better Investment

  • Everyone

Discussions with central storage and search

  • BI360 Reporting vs FRx & MR
  • Everything that FRx/MR does for Financial Statements, plus:
  • Use of all fields (such as Account Category) in the GL in reports
  • Dynamic rows/columns (e.g. an account range can produce many rows in

a P&L) = faster report design and less maintenance

  • Much better formatting (because it is Excel-based)
  • But in addition you get much more:
  • Web, mobile and Excel interface for end users
  • Ad-hoc reporting
  • Full BI suite (one integrated solution with budgeting, dashboard,

collaboration and DW)

  • Report on sub-ledgers
  • Cell-level control (FRx/MR requires either a row or a column to “win”)

BI360 – Consolidations

Key Features Multi-Company Module BI360 Data Warehouse

Aggregate Companies Yes Yes Currency Conversion No Yes Eliminations & Minorities No Yes Include other data sources/ERPs No Yes Allocations No Yes IFRS/GAAP & Other Adjustments No Yes Organizational Trees No Yes Performance Tuned No Yes

BI360 in SharePoint

  • Single-sign on (SSO) coming w

ith BI360 ver. 4.1 (H1, 2014)

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BI360 for Microsoft Dynamics GP and CRM March Madness Lunch & Learn 2014 www.martinandassoc.com 4

Because they conclude and round off a 3-step performance management process to help drive DECISIONS:

Why are Collaboration Technologies Important?

  • Process:

Data Generation Analysis Decision-making Technology: Transaction Systems BI Tools Collaboration Tools Tool Example: ERP, CRM, etc. Reports, Dashboards, etc. Enterprise collaboration, E- mail, chat, etc.

BI360 Insight - Collaboration Dashboard

Have Control Organize Review Take Action

Report Library

  • View reports
  • Reports can be posted form

BI360, SSRS, and other report writers

  • Post surveys (polls) to support

decisions

Workflow Details

View & Track your assigned tasks Explain budgets and variances Request funding/support for specific items Complete assignments and pass it on to the next person in the workflow

BI360 “as a Service” (SaaS)

  • WHAT:
  • Alternative to purchasing software license
  • Pay a monthly “rental” price for using BI360
  • Install BI360 on-premises at client location or…
  • Install BI360 with a hosting provider

If the ERP system is already hosted, then BI360 is usually installed at the same hosting provider If the hosting provider does not allow for 3rd party BI tools to be installed in their cloud (i.e. Netsuite, Intacct, Salesforce), then BI360 can be installed at one of Solver’s hosting partners (SaaS Plaza, NextCorp, RoseASP, etc.). In this case, a separate hosting cost from the provider is incurred.

  • INTEGRATION:
  • When BI360 is installed in same location as data sources (i.e. ERP), standard integrations

like SSIS and live reporting can be used.

  • When BI360 is installed in a separate location from the data sources (i.e. BI360 is hosted

with one provider and the ERP is hosted somewhere else), then we typically use a Web Service connection for the data loading.