EiB Financial Analytics - Sage 1000 Overview€¦ · AppStudio - App Design ©Excel in Business Ltd...

©Excel in Business Ltd

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EiB Financial Analytics – Sage 1000

Excel in Business



Financial ReportingSage 1000 Reporting Requirements

Financial Reporting,

Multi Company ?, Multi Departments ?, Multi Cost Centres ?

Information Distribution, Access ?, Budgeting & Forecasting ?, Graphical Trends / Dashboards?

Commercial Reporting, Non Sage information

The Need

Why The Need For EiB Financial Analytics

EiB Financial Analytics Product Overview

Demonstration

Customer ExperiencesWhy Excel in Business

Pricing

Next Steps

Agenda



Any Data ………..



Packaged As Reporting Apps



Delivered From Your Tool Of Choice



4 Things Certain In Life !



Financial Reporting Pressures

"Any company that is subject to

Sarbanes-Oxley, IFRS or similar

regulation, which uses spreadsheets

for any purpose beyond very limited

reporting and does not use

spreadsheet management, will be

unable to comply with the strictures

of those laws,"

"According to PWC and KPMG,

more than 90% of corporate

spreadsheets have material

errors in them.“

Auditors want to do more than simply

look at an audit trail and check for

errors, they also want to find out about

the relationships that exist between

worksheets and where numbers come

from.

If you can demonstrate that

good spreadsheet practices

have been applied, auditors will

need to spend less time

auditing corporate

spreadsheets, which will save

you money on your auditing

fees,

http://www.theregister.co.uk/2005/04/22/managing_spreadsheet_fraud/



Typical Reporting Processes

Extract

Data

CSV,

ODBC

Cost, Complexity, Accuracy ?

1-7 Hours ?Per Report

Providing Structures Consistent

Maintenance Required (Each Period)

Little Reuse Of Effort

Data

Calcs

Signage

Fonts

Layout



EiB Financial Analytics

Reporting Solution

Financials

Business

Operations

CRM

Financial

Reporting

Group

Reporting

Other

Reporting

Dashboards &

Feedback

Report

Distribution

Budgeting &

Forecasting



EiB Financial Analytics – The Start Point

Data MI Database Reports & Dashboards



Handling Real World Sage Financial Reporting



Full Interactive Financial Reporting



EiB Analytics

• Visual MI Apps for MS BI

• Any source

• Any output

• Automation

• Documentation

• Grouping

• Cleansing

• Excel Reporting Addin

• SQL / Cube / Tabular

• Formatted Reports

• Unstructured Reports

• Dashboards

• Distribution



Open Visual MI Applications Platform

Extract, Load, Transform

Error Handling &

Data QualityGDPR Data Encryption

Calculations – Time, KPIUser Groupings, Data

Augmentation

Data Acquisition

Cleansed Information Data Warehouse With Reusable Business Logic

Back Office Apps Web Feed Live Data Files Manual Data

Information On Demand

Pivot Tables

Deployed AnywayD

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AppStudio - App Design



Business Context Driven Dashboards



Power BI Option – Web & Mobile



Generating A New Budget / Forecast



Processing The Cube As A Finance Admin



Clearing Existing Budget / Forecast



Budgeting & Forecasting Data Entry Reports



WritebackPartition

Data capture in reports

Committed changeswritten directly to cube

SQL writeback table used in subsequent cube updates (gets recreated from EiB Analytics audit table)

MS writeback gets recreated

using audit records.

EiB Analytics Audit Trail Table

MS Writeback Table

EiB Financial Analytics Cube

Budgeting / Forecasting Process



Distributed Budgeting / Forecasting Process

Report Produced Per Company,

Cost Centre, Department

1-n Months Act, n+1-12 Months Fcst

Report Distribution

Module (RDM)

http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=2ahUKEwiv1rO_8dbhAhUhxoUKHRlCBmcQjRx6BAgBEAU&url=%2Furl%3Fsa%3Di%26rct%3Dj%26q%3D%26esrc%3Ds%26source%3Dimages%26cd%3D%26ved%3D%26url%3Dhttps%253A%252F%252Fpngtree.com%252Ffree-icon%252Fbusinessman_863430%26psig%3DAOvVaw1_t2oVWjsOjQ_fTMyLcfDa%26ust%3D1555582212865040&psig=AOvVaw1_t2oVWjsOjQ_fTMyLcfDa&ust=1555582212865040



http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=2ahUKEwjcref68dbhAhWDyoUKHTFABrYQjRx6BAgBEAU&url=%2Furl%3Fsa%3Di%26rct%3Dj%26q%3D%26esrc%3Ds%26source%3Dimages%26cd%3D%26ved%3D%26url%3Dhttps%253A%252F%252Fwww.flaticon.com%252Ffree-icon%252Ffolder_217861%26psig%3DAOvVaw3i8JgHghOOsNw20iaGfmal%26ust%3D1555582343140855&psig=AOvVaw3i8JgHghOOsNw20iaGfmal&ust=1555582343140855



EiB Financial Analytics Demonstration



Why Excel in Business

PeopleOver 600 MIS /

BI projects

15 years R&D,

Consultancy

Small,

experienced

team

PerformanceManagement Team

Gentia IPO –

$26M

Seed Funding

IntelligentApps

ProClarity (UK) ->

Microsoft

IntelligentApps Trade

Sale

ProductFirst

commercial

Balanced

Scorecard

product with

David Norton

4 Excel based

BI / Reporting

products

First Excel

Dashboard

product

PricingSimple pricing

per annum

All costs known

upfront

No per user,

per server, per

author / user

complexities

Virtual services

and training

minimizes cost

http://www.sage.com/



Software Requirements

Sage 1000Sage on SQL Server 2012/2014/2016/2017

EiB Financial AnalyticsSQL Server 2012/2014/2016/2017 Standard Edition

SQL Server 2012/2014/2016/2017 Analysis Services

4-8Gb Memory On Server

Windows Terminal Services / Citrix (Options)

PCsWindows 8, Windows 8.1, Windows 10

Excel 2013, 2016, 365 Desktop (64 bit best)1Gb Memory (2-4 Gb Recommended)



Implementation Approach

You Ensure Infrastructure Exists

Software Downloaded To You

We Work Remotely With YouRequire SQL Server Analysis Services Installed

EiB Installs EiB Financial Analytics

2 x Clients and 1 x Server

IT Shown How To Install Further Clients

You Map Financial StatementsWe Implement Statements and Test

Together We Go Through ReportsAny customisation work, Forecasting etc



Fasttrack Approach - Implementation

Statement Layout

Cube 10 x Std ReportsMenu

EiB Hosting Platform

Structure Designer

Go Live On Premise

OnPremise

EiB Data Extract




Sage 500/1000EiB Financial Analytics Software

Sage 500/1000

Single Country, Single Company £ 5,995 per annum

Worldwide, Multi Company £ 11,995 per annum

<£1k Per Month For A Worldwide Financial Reporting Application !

EiB Launch Professional Services

Implementation & Configuration – Sage 500/1000

Setup Single Company £ 2, 995

Setup Multi Company £ 4,995

Training 2-5 days £ 1,990-4,995

Budgeting & Forecasting £ TBA

Additional Work £ 995 per unit

Inclusive Of

Unlimited Users – Easy To Budget

Support & Maintenance

Product Upgrades




Sage 500/1000

OPTIONAL

EiB AppStudio Software

Sage 500/1000 Customers

Single Country £ 3,995 per annum

£ 12,995 per annum for Non Sage Customers

EiB Launch Professional Services

Implementation & Configuration – AppStudio

Consultancy £ 995 per day



Sage Case Studies



Summary


Complete Management Reporting & Budgeting & Forecasting

Value

Low Cost Entry, Immediate ROI

Unlimited Deployment of Software

Easy to Grow – Modules and Additional Companies

Implementation Fixed Cost – Easy to Budget

Benefits

Automated Reporting Without Usual Costs

and Skills Required

Information Accuracy

Immediacy – Live in Days




Excel in Business

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EiB Financial Analytics - Sage 1000 Overview€¦ · AppStudio - App Design ©Excel in Business Ltd...

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