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Management Reporting 2015Let’s Get Started…

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Management information systems (MIS), produce fixed, regularly scheduled reports based on data extracted and summarized from the firm’s underlying transaction processing systems[3] to middle and operational level managers to identify and inform structured and semi-structured decision problems.

Decision support systems (DSS) are computer program applications used by middle and higher management to compile information from a wide range of sources to support problem solving and decision making. A DSS is used mostly for semi-structured and unstructured decision problems.

Executive information systems (EIS) is a reporting tool that provides quick access to summarized reports coming from all company levels and departments such as accounting, human resources and operations.

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Hierarchy of reporting – methods of delivery (reports, dashboards & KPI’s, BI Excel cubes) = 446 options – we need to pick a top 10 to get started!Method Count System Type NotesNAV – core reports 36 modules, 286 reports MIS Has report writer to tailor

each report

NAV Dashboards 32 role based EISJet Reports - essential

36 MIS

SQL reports MIS & DSSCRM – core reports 3 modules, 25 reports MISCRM dashboards 3 core, unlimited EISSQL reports - Vox ISM 22 provided by VOX MIS & DSS Each report has variables

BI cubes 4 cubes, each cube has 10 views DSS

Flash reports 1 EIS Use SQL subscription, automatic daily email

Audits 1 DSS Great for inventory control

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Traditional ERP Reports

Ops ManagerSSRS Reports, Audits, Inquiry

NAV Role Center

Written in native NAV language, old, ugly, not flexible.

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Simple Operational ReportOps ManagerSSRS Reports, Audits, Inquiry

NAV Role Center

This is written in SQL, main benefit is that you get options (variables) at the top. This report is really 7 reports.

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Financial Report WriterCFO/Owner

Score Cards, KPIS, Flash Reports, Mobile

Dashboard, Jet Reports

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Examples of Jet ReportsCFO/Owner

Score Cards, KPIS, Flash Reports, Mobile

Dashboard, Jet Reports

Each report will take an hour to connect to your dB structure

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3 types of Dashboards – NAV below

Front-Line WorkerERP/CRM

Each dashboard is configurable

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Slicers vs Subscription

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Ad-hoc Queries

Front-Line WorkerERP/CRM

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Ad-hoc Graphs

Front-Line WorkerERP/CRM

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Complex Operational ReportOps ManagerSSRS Reports, Audits, Inquiry

NAV Role Center

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Example of AuditOps ManagerSSRS Reports, Audits, Inquiry

NAV Role Center

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Automatic Reminders to VendorsOps ManagerSSRS Reports, Audits, Inquiry

NAV Role Center

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Shop Floor Inquiry - mobileOps ManagerSSRS Reports, Audits, Inquiry

NAV Role Center

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Example of Score Card (KPI’s)CFO/Owner

Score Cards, KPIS, Flash Reports, Mobile

Dashboard, Jet Reports

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Example of Flash Report

CFO/OwnerScore Cards, KPIS,

Flash Reports, Mobile Dashboard, Jet

Reports

AR

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4 BI cubes – Sales, Supply Chain, Manufacturing, & Accounting

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BI cube drill down

All NAV variables are connected to the Excel cube

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Example of BI Inventory Analyst

Analyst Excel/Power BI

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Power BI – example of sales by location

Analyst Excel/Power BI

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What-If Analysis

Analyst Excel/Power BI

What Technology vs Effort $$$

Easy Hard

Operational Reports and

Audits

NAV custom reports

KPI, ScoreCard

Flash Report

Core Reports

Dashboards

Excel BI cubes

Typical work effort, cost $$

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“Best Practice Recommendations” – what I did, Jim’s top 10 to get started, effort =

Reports Method Note/report name

Income Jet Reports 4 Optionsa) 80’s style Jet reportb) GL Income Statementc) Profit and Loss Varianced) Company Overview

Balance Sheet Jet Reports e) In company Overview

Cash NAV module

Aged Receivables SSRS SSRS + CRM AR Dashboard

Sales from CRM CRM Dashboard Jim’s Sales Dashboard

Operations NAV Dashboard Small Business Role Center

BI cube Sales BI Cube

Flash report SSRS Report