The BI360 Business Intelligence Suite

Welcome to the SIS Customer Webcast Series

Our Presenters:

Ohhee Cho Anthony Spinicchia

BI360 Business Intelligence Suite

About SISFounded in 1996, Headquarters Duluth, GA (Greater Atlanta)

SIS (Strategic Industry Solutions) provides industry focused software solutions to help companies better manage business development, finance, operations, and project management. Our solutions are based on Microsoft Dynamics AX, SL, SharePoint and CRM along with integrated Industry built IP from SIS and other ISVs.

Industry Focus: (Contracting (AEC) & Professional Services)

• Construction / GC

• Specialty Contractors

• Engineering & Architecture

• Government Contractors and Services

• Energy Contractors & Services

Our office Locations: Atlanta, Dallas, Houston, Pittsburgh, San Diego

For more information, visit our website: www.sisn.com

SIS Total Solution

AGENDA

Q and A (throughout) Who is Solver? The BI360 Solution

• Modules – features • Architecture

Let’s Demo! Web Portal (Excel Reports, Dashboards, Budgeting model) Excel reports

Build a report to demonstrate ease of use Other reports to illustrate more functionality

Customer Portal Wrap-up of overview

• Next Steps

Solver is an award-winning, global provider of self-service corporate performance management (CPM) software.

• 1,600+ customers in 40+ countries• Offices in U.S., Canada, EMEA, Asia, India and Latin America• Fast company and channel growth

WHAT IT DOES

• Leverages your existing Excel knowledge in combination with a modern web portal

• Centralizes and streamlines your budgeting, reporting and analysis into a single solution

• Eliminates the need to ask IT for assistance to manage your BI solution

• Lack of insight into overall business performance

• Manual processes that can lead to poor data integrity

• Difficulty integrating disparate data sources and tools

SOLVES PAIN POINTS

MODULES SUMMARY

• REPORTING: Design templates in Excel with real-time connections to ERP and CRM systems

• BUDGETING: Automate budgeting and forecasting

• DASHBOARD: Graphically visualize critical performance data

• DATA WAREHOUSE: Aggregates disparate data and facilitates enterprise reporting and budgeting

• WEB PORTAL: Single, easy-to-access end user interface

CRM, HR SL/AX Other DataSources

OVERVIEW

DATAWAREHOUSE

REPORTING BUDGETING DASHBOARDS

• Allows business users to write Reports & Input Forms with full power & familiarity of Excel

• Enables live integrations between the Excel front-end and the data source

• Translates difficult SQL field and table names into plain-English business terms

EXCEL DESIGNER

DEMO

Customer Portal

• Rich resources

– Videos

• BI360 University

– Documentation

– Reports/Templates

– Support ticket

– more

NEXT STEPS

• Contact SIS representative • Discussion of your unique environment/needs• Software & implementation estimate• Provide system requirements• Decision• Implementation & training• Other items:

– Annual user conference– Templates and training videos– Support portal w/knowledgebase

Q & A

IMPLEMENTATION OVERVIEW

• Needs analysis

• Time and cost estimate

• Project plan

• Implementation & Training

• Post implementation support

vs. MR/FRx• 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”)

SL Budgeting

• Software Cost:• 5 user pack with budgeting (reporting,

dashboard and web portal included): • Total software, maintenance, support:

$10,750• Special price available until Dec 31, 2016 • Supported ERPs:• Dynamics GP• Product Available: Now!

SL Budgeting

• Implementation (estimate):• 1-3 days installation and template configuration• 1 day user training• Total estimated cost to customer: $14,750• Software with 5 users: $10,750 (includes Support)• 3 Days consulting: $5,500 (dep. on rate) • Implementation/Training Manual:• Available for download after Apr 7th, 2016 Launch

Before BI360

EMPOWERS MANAGERS & END USERS

45%55%

70%

30%

After BI360

Administrative

Administrative

Analysis & Execution

Analysis & Execution

Less time spent on manual tasks, more time for analysis & execution…

* Figures are illustrative and will vary by person and position

REPORTING

• Excel, Web and mobile access

• Live ERP reporting (* for GL and sub-ledgers – AP, AR, etc.) as well as Data Warehouse reporting

• Consolidations

• Drill to GL detail and across to Sub-Ledgers for real-time answers

• Simple, easy-to-learn, with Drag & Drop report design

• Automatic scheduling and e-mail distribution

BUDGETING

• Excel-designed and web-deployed budgeting and forecasting templates

• Pre-built and user-definable input templates • Revenue, expense, payroll, capex, projects, etc.• Cash Flow planning, modeling and what-if analysis• Data immediately available for reporting • Approval workflow and notification functionality

DASHBOARD

• Web platform for anywhere, anytime access

• Fully customizable dashboard layouts • Interactive charts, tables and more • Simple, easy-to-learn dashboard design in

hours, not days • Run in real-time on ERP system or on

BI360 Data Warehouse with drill-down

DATA WAREHOUSE

• True multi-source Data Warehouse• Preconfigured with set-up in days...not months • Dramatically reduces time/cost/risk to implement • Integrates with virtually any data source, including

cloud • User-friendly administrative interface built for

business users • Trees for enhanced hierarchy reporting for any

dimension • Advanced business rules such as Currency,

Eliminations, etc.

WHAT OUR CUSTOMERS SAY

“The most notable benefit would be streamlining [our] internal processes…Prior analysis required hours, oftentimes days of work, and didn’t include all the pieces we’re able to include through the use of BI360.” -Phil Thibodeau, Financial Services Manager at Pine State Trading Co.

“All data entry takes place in Excel (or the Web portal)… There is only one single template per model instead of the numerous hardcoded spreadsheets that companies are used to from a manual Excel process” –Marcus Langell, BI Consultant at DecidoKompetensor

“We no longer need an army of IT professionals to get the data out of our system we should have had access to in the first place. I’ve spent millions on Oracle systems that required a team of technical experts to operate. Now (with BI360), I can do it all myself – saving us time and money.” - Michael Eason, CFO at Association of Fundraising Professionals

Next Steps!

For more information or a BI360 software quote:Contact:

Debbie Peavydpeavy@sisn.com

888.844.6599www.sisn.com