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

Enabling Welcome to the SIS World-class Educational Webcast Series Decisions with

Presenters • Anthony Spinicchia • Amir Abbasi 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 Engineering & Architecture Specialty Contractors Oil & Gas Energy Contractors & Services Government Contractors

SIS Professional Services Requirements / Fit Gap Current State Assessment Analysis Custom Application Business Process Analysis Development Design, Development and Rapid Deployments for Hub Deployment of Solutions & Spoke Opportunities On Premise or Cloud ERP & CRM Implementation Deployment Atlanta | Dallas | Houston | San Diego | Pittsburgh | India

Why Partner with SIS? Go Gold ld C Certifie ied P Partn tner • Ove ver 2 20+ yea years o of f ex exper erience s e ser erving S SL customers • De Dedic dicated su support a and c d cust stomer c care te team ( (888-844-65 6599) 99) • Expe perienced d Partner, C Consu sulti ting a g and D Developm pment t t team • We u unde derstand y your in indu dustry be best st pr practic ices a and th d the so software in in orde der to to • br bridg idge th the ga gap p be betw tween bu business a and te d technolo logy. Broa Br oad I Industry f foc ocused s sol olution offering for or SL, L, C CRM RM, D D365 365 and M Microsoft • SharePo Point. Atlanta | Dallas | Houston | San Diego | Pittsburgh | India

Agenda • Very quick Solver overview • BI360 Overview, Architecture • Cloud or on Prem, your choice • BI360 Demonstration Today’s Host: • BI360 Portal overview • BI360 Data Warehouse • BI360 Reporting Dan Franklin – SL Solution • End user experience • BI360 Budgeting/Forecasting Architect, SIS • Solver Customer Portal • Solver Academy • Summary and Next steps

Who is Solver? STATS & HISTORY Global Locations  In-house 140+ Development Solver HQ (USA) EMPLOYEES Solver Canada  Global Support Solver South Africa Solver APAC  User Conferences Solver India Solver Benelux 2,500+ Solver Italy  Solver Academy Solver Sweden 95% Solver UK CUSTOMERS elearning Solver Central America Customer Retention Solver Mexico Solver Brazil Distributors Spain & Portugal 2017 Peru Ireland 2016 2015 22% 2014 Avg Growth YOY

A Changing World…  MORE DATA: Data everywhere I don’t want financial planning  FASTER PACE: Increasing pace of business people spending their time importing  CHANGING ROLES: Managers going from Data and exporting and Historians, to Real Time Analysts and Futurists manipulating data. I want them to focus on what is the data The goal of this presentation is to show you how telling us.” BI360 can help you enable world-class decisions Mark Garrett, CFO, Adobe

Reporting Challenges BI360 TO THE RESCUE ERP CRM PAYROLL Typical Reporting Situation WEB STATS ✗ MANY data sources OTHER ✗ MANY reporting tools ✗ MANY Excel models The Overloaded Manager Reporting  ONE database (DW)  ONE reporting tool  ONE user interface (portal) WEB STATS PAYROLL ERP CRM OTHER CLOUD The Reporting Hero

Budgeting Challenges Entry Template Review & BI360 TO THE RESCUE Distribution Approve Data Board Presentation Loading Spreadsheet Budgeting ✗ Manual data loading ✗ Manual spreadsheets ✗ Manual template distribution ✗ Manual workflow ✗ Manual comments & line items ✗ Manual forecasting & modeling The Spreadsheet Juggler Data Board Template Data Review & Budgeting Loading Presentation Access Entry Approve  Data integration  Parameter-driven models  Web-based data entry  Budget workflow  Built-in comments & line items  Dynamic forecasting & modeling The Decision Optimizer

BI360 Overview ACCESS ANYWHERE, ANYTIME, AND ON ALL DEVICES BI360 BUDGETING Excel-based Form Design Web-based Input Workflow Out-of-the-box integration BI360 REPORTING Excel-based Report Design Multi-Company Consolidations Financial and Operational Reports Web/Mobile Report Viewing 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 3 rd 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 QUESTIONS? organization  SOLVER ACADEMY A new eLearning experience…always there when you need it  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 EASY EASY EASY EASY INSTALL DESIGN USE SHARE • Cloud or on-premise • Modern web portal • Built for business users • MS Office integration • Pre-built integrations • Drag-and-drop • Click “run” • Web portal • Plug and play • Drill-down • Excel report design • Report archive • Pre-built data • Web-based access • Easy exports • E-mail warehouse • Workflow • Mobile • Pre-built templates

<abc company’s> Critical Business Issues 1 BI360 Overview 2 BI360 Solution for <abc company> 3 Agenda Agenda BI360 Demonstration 4 Summary & Next Steps 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?