Enabling Welcome to the SIS World-class Educational Webcast Series - - PowerPoint PPT Presentation

Enabling World-class Decisions

with Welcome to the SIS Educational Webcast Series

• Anthony Spinicchia
• Amir Abbasi

Presenters

Today’s Host: Dan Franklin – SL Solution Architect, SIS

Founded in 1996, Headquarters Duluth, GA (Greater Atlanta) SIS (Strategic Industry Solutions) delivers business solutions that help project and service driven companies unify business processes and applications across the enterprise, thus delivering better visibility and efficiency.

Industries

We Serve

Construction / GC Specialty Contractors Government Contractors Oil & Gas Engineering & Architecture Energy Contractors & Services

Atlanta | Dallas | Houston | San Diego | Pittsburgh | India

SIS Professional Services

Current State Assessment Business Process Analysis Requirements / Fit Gap Analysis Custom Application Development Design, Development and Deployment of Solutions Rapid Deployments for Hub & Spoke Opportunities On Premise or Cloud Deployment ERP & CRM Implementation

Atlanta | Dallas | Houston | San Diego | Pittsburgh | India

Why Partner with SIS?

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• Very quick Solver overview
• BI360 Overview, Architecture
• Cloud or on Prem, your

choice

• BI360 Demonstration
• BI360 Portal overview
• BI360 Data Warehouse
• BI360 Reporting
• End user experience
• BI360 Budgeting/Forecasting
• Solver Customer Portal
• Solver Academy
• Summary and Next steps

Agenda

Today’s Host: Dan Franklin – SL Solution Architect, SIS

95%

Customer Retention

22%

Avg Growth YOY

140+

EMPLOYEES

2,500+

CUSTOMERS

In-house

Development

Global Support User Conferences Solver Academy

elearning

Global Locations

Solver HQ (USA) Solver Canada Solver South Africa Solver APAC Solver India Solver Benelux Solver Italy Solver Sweden Solver UK Solver Central America Solver Mexico Solver Brazil

Distributors

Spain & Portugal Peru Ireland

2017 2016 2015 2014

Who is Solver?

STATS & HISTORY

A Changing World…

I don’t want financial planning people spending their time importing and exporting and manipulating data. I want them to focus on what is the data telling us.” Mark Garrett, CFO, Adobe

• MORE DATA: Data everywhere
• FASTER PACE: Increasing pace of business
• CHANGING ROLES: Managers going from Data

Historians, to Real Time Analysts and Futurists The goal of this presentation is to show you how BI360 can help you enable world-class decisions

Reporting Challenges

BI360 TO THE RESCUE

The Reporting Hero

✗ MANY data sources ✗ MANY reporting tools ✗ MANY Excel models

 ONE database (DW)  ONE reporting tool  ONE user interface (portal)

ERP CRM PAYROLL WEB STATS OTHER

The Overloaded Manager

WEB STATS PAYROLL ERP CRM OTHER CLOUD

Reporting Typical Reporting Situation

Budgeting Challenges

BI360 TO THE RESCUE

Data Loading Template Distribution Entry Review & Approve Board Presentation Data Loading Template Access Data Entry Review & Approve Board Presentation

The Spreadsheet Juggler The Decision Optimizer

✗ Manual data loading ✗ Manual spreadsheets ✗ Manual template distribution ✗ Manual workflow ✗ Manual comments & line items ✗ Manual forecasting & modeling

 Data integration  Parameter-driven models  Web-based data entry  Budget workflow  Built-in comments & line items  Dynamic forecasting & modeling

Spreadsheet Budgeting Budgeting

BI360 Overview

ACCESS ANYWHERE, ANYTIME, AND ON ALL DEVICES

BI360 REPORTING Excel-based Report Design Multi-Company Consolidations Financial and Operational Reports Web/Mobile Report Viewing Out-of-the-box integration BI360 BUDGETING Excel-based Form Design Web-based Input Workflow Out-of-the-box integration BI360 DATA WAREHOUSE Multiple data sources Easy to configure Based on SQL Server/SQL Azure Cloud connectors BI360 VISUALIZATIONS Excel graphics supported Web-based Trend and KPI Analysis Supports 3rd Party dashboards

And now, a demonstration…

Summary & Action Items

Solver’s goal with BI360 is to enable world-class decisions (top 1% in your industry) for your

• rganization

A new eLearning experience…always there when you need it

• QUESTIONS?
• SOLVER ACADEMY
• NEXT STEPS

Contact your SIS associate

For additional information regarding Solver BI360 please contact us: Debbie Peavy @ dpeavy@sisn.com 678.336.8775

We will be sending a link to the recorded webinar to your Inbox to view or share at your convenience.

Demonstration Summary

BI360 SOLUTION

 Did we miss showing anything Hytorc needed to see to make a purchase decision? (If not, let’s schedule follow- up)  Did we show anything not to Hytorc’s satisfaction for BI360 to be Hytorc’s chosen solution?

Why BI360?

EASY, EASY, EASY

• Cloud or on-premise
• Pre-built integrations
• Plug and play
• Pre-built data

warehouse

• Pre-built templates

EASY INSTALL

• Built for business users
• Drag-and-drop
• Excel report design
• Web-based access

EASY DESIGN

• Modern web portal
• Click “run”
• Drill-down
• Easy exports
• Workflow

EASY USE

• MS Office integration
• Web portal
• Report archive
• E-mail
• Mobile

EASY SHARE

Agenda Agenda

<abc company’s> Critical Business Issues BI360 Overview BI360 Solution for <abc company> BI360 Demonstration Summary & Next Steps

1 2 3 4 5

<abc company’s> Critical Business Issues

SOLUTION NEEDED

 Current budgeting solution is too simplistic. Only allows for GL Account level budgeting which does not allow ABC company to manage budget at the level of detail needed.  Current financial report writer is difficult and expensive to learn therefore not ideal to roll out to the 20 new companies ABC just added for designing their own reports.  ABC operates 4 different ERP systems at various version across 45 different companies. ABC plans to evaluate replacing all ERP systems with a common cloud solution in the near

• future. ABC desires a CPM solution that is also cloud based and can help with the transition

from these ERPs and to the Cloud.

Solution

BI360 ISSUE: Current budgeting solution is too simplistic. Only allows for GL Account level budgeting which does not allow ABC company to manage budget at the level of detail needed.

SOLUTION: BI360 will allow ABC to budget in detail and roll-up to GL Account Level. Including detailed capex,

travel, personnel, and revenue forecasting using Excel design experience. ISSUE: Current financial report writer is difficult and expensive to learn therefore not ideal to roll out to the 20 new companies ABC just added for designing their own reports.

SOLUTION: BI360 uses design experience that ABC is very familiar and comfortable with – Excel. Solver

Academy provides both online and classroom training options to make the learning experience convenient and cost effective for your 45 users. ISSUE: ABC operates 4 different ERP systems at various version across 45 different companies. ABC plans to evaluate replacing all ERP systems with a common cloud solution in the near future. ABC desires a CPM solution that is also cloud based and can help with the transition from these ERPs and to the Cloud.

SOLUTION: BI360 Cloud has out of the box Connectors to ABC’s Dynamics GP, Dynamics NAV, Acumatica

and Sage Intacct ERP systems allowing for ABC’s systems integrate with BI360 Data Warehouse for reporting and budgeting in the Cloud. And when ready ABC can plug in the new ERP system allowing reporting and budgeting to continue while implementing each new company on the new ERP.

<abc company’s> Demonstration Agenda

BI360 SOLUTION

• Consolidations
• Subsidiary Ledger Reporting – Accounts Payable
• Budgeting
• Revenue – Retail
• Expense
• Personnel
• Workflow – 2 Levels of Approval
• Rolling 12 month History and 12 month Forecast - Budget vs. Actual
• Executive and Business Manager Report Portal

Demonstration Summary

BI360 SOLUTION

 Did we miss showing anything ABC needed to see to make a purchase decision? (If not, note and schedule follow-up)  Did we show anything not to ABC’s satisfaction for BI360 to be ABC’s chosen solution?

Solution Summary for <abc company>

BI360 CORPORATE PERFORMANCE MANAGEMENT ISSUE: Current budgeting solution is too simplistic. Only allows for GL Account level budgeting which does not allow ABC company to manage budget at the level of detail needed.

SOLUTION: BI360 will allow ABC to budget in detail and roll-up to GL Account Level. Including detailed capex,

travel, personnel, and revenue forecasting using Excel design experience. ISSUE: Current financial report writer is difficult and expensive to learn therefore not ideal to roll out to the 20 new companies ABC just added for designing their own reports.

SOLUTION: BI360 uses design experience that ABC is very familiar and comfortable with – Excel. Solver

Academy provides both online and classroom training options to make the learning experience convenient and cost effective for your 45 users. ISSUE: ABC operates 4 different ERP systems at various version across 45 different companies. ABC plans to evaluate replacing all ERP systems with a common cloud solution in the near future. ABC desires a CPM solution that is also cloud based and can help with the transition from these ERPs and to the Cloud.

SOLUTION: BI360 Cloud has out of the box Connectors to ABC’s Dynamics GP, Dynamics NAV, Acumatica

and Sage Intacct ERP systems allowing for ABC’s systems integrate with BI360 Data Warehouse for reporting and budgeting in the Cloud. And when ready ABC can plug in the new ERP system allowing reporting and budgeting to continue while implementing each new company on the new ERP.

Next Steps

Solver’s goal with BI360 is to enable world-class decisions (top 1% in your industry) for your

• rganization
• QUESTIONS?
• NEXT STEPS
• Final Proposal Review Meeting
• ABC Company Project go/no go decision
• Schedule Project Kick-off Meeting

For additional information regarding Solver BI360 please contact us: Debbie Peavy @ dpeavy@sisn.com 678.336.8775

We will be sending a link to the recorded webinar to your Inbox to view or share at your convenience.

Optional Slides

PRE-BUILT BI360 CONNECTORS (updated Apr 1, 2018):

• File-based loading (always included),
• Acumatica, MYOB
• Dynamics 365 F&O – Enterprise, Business Central,

Dynamics NAV (with NAV O-Data API), Dynamics GP (with GP O-Data API), Google Analytics

• Netsuite
• Quickbooks Online, Sage Intacct, Salesforce
• SAP Business One (with Hana O-Data API)
• With upcoming BI360 Gateway: Connectivity to any on-

premise or private cloud SQL/Oracle data source COMING SOON:

• SAP ByDesign (with Hana O-Data API) – in Beta
• Other (contact Solver for latest list)

BI360 CLOUD: BI360 ON-PREMISE:

• BI360 4.x: SSIS to any data source
• With BI360 5.0: Same as list on the left plus same

as 4.x above

• Live reporting for Dynamics AX/GP/ NAV/SL,

Sage X3/500/300/100 (SQL), Acumatica, SAP B1 (SQL)

• BI360 Gateway

Integrations

Testimonials

OUR CUSTOMERS ARE IMPORTANT

World-Class Reporting

How BI360 Stacks Up

REPORTING TOOLS

DESIRED FEATURES Basic Typical World-Class Available in BI360 BI360 Feature Description

Excel report design so business users can build and manage reports ✓- ✓ ✓ ✓ web-enabled Excel add-in Both push (auto email) and self-service (web portal) report access ✓- ✓ ✓ ✓ Reporting scheduling & Portal Combine all important data in a single database for powerful reports ✓ ✓ Data Warehouse Consolidation, eliminations, currency conversion ✓- ✓ ✓ ✓ Consolidation Engine Allocate costs to enable departmental P&L, product profitability, etc. ✓ ✓ Allocation Functionality Reporting tightly integrated with budgeting and analysis/dashboards ✓- ✓ ✓ Reporting is a module in Suite Modern and role-based user security/user administration ✓ ✓ ✓ ✓ User Administration Features Flexible deployment options ✓ ✓ Cloud, On-premise, or Both Produce automated presentations from key reports ✓ ✓ ✓ Dynamic MS Office Integration

World-Class Budgeting

How BI360 Stacks Up

BUDGET PROCESS

DESIRED FEATURES Basic Typical World-Class Available in BI360 BI360 Feature Description

Enter strategic goals for corporate and departments ✓ ✓ Strategic goals Form Set up workflow to manage budget process ✓ ✓ ✓ Workflow Engine Study Budget history to analyze accuracy ✓ ✓ Budget Accuracy Report Seeding (pre-populating) budget based on auto-copy or drivers ✓ ✓ Breakback & Mass Copy Enter budgets and end user comments ✓ ✓ ✓ ✓ Input Forms with comments Personal and auto-chat to provide smooth communication and audit ✓ ✓ Chat Engine Run budget reports to review budget (incl. consolidate budget) ✓ ✓ ✓ ✓ Reports w. roll-ups Analyze budgets. Enter general and line level management comments ✓ ✓ Reports (Special Templates) Automatically transfer budget highlights to executive presentation (PPT) ✓ ✓ Dynamic MS Office Integration

Agenda Agenda

A Changing World Manual vs Automated Processes BI360 Overview BI360 Demonstration Summary & Actions Items

1 2 3 4 5

Management Reporter vs BI360

How BI360 Stacks Up

KEY FEATURES MANAGEMENT REPORTER

GL Reporting Yes Yes Sub-Ledger Reporting (+other dbs) No Yes Full Excel Formatting/Formulas No Yes Web Interface No Yes Allocations No Yes Budgeting & Dashboards No Yes Data Warehouse (data sources) No Yes Development Roadmap Maintenance Mode Full Deployment Public Cloud deployment option No Yes (Azure)