18
Solver – Background Information
WHY BI360 IS SELECTED• Easy to use• Complete BI Suite• Strong integrations
RECENT AWARDS
GLOBAL REACH• 550+ BI360 customers in 3 years• Offices: US, Canada, EMEA, Asia,
India• Opening in Latin America in 2013
GROWTH • 40% growth in 2012• 130+ partners globally• 60 Employees (20
developers)
Speed up and improve our customers’ decision-making
processes by providing the best possible BI suite that is the easiest
to learn.
Solver Corporate Vision
Customers Across All Industries
BI360 PositioningA Full BI Suite that gives Complete Insight
Supported ERPsLive Formatted Reporting on GL
Live formatted Sub-Ledger Reporting Ad-hoc Reporting
Reporting / Consolidation
Budgeting / Forecasting Analytics Dashboards
Out-of-the Box Configured MS SQL
Data WarehouseTools from Microsoft Notes Management Reporter / FRx 1 AX, GP, SL ● SSRS ALL ● ● Forecaster 2 ALL ● Dynamics Cubes with Excel ALL (Any ERP with Cubes) ● Dynamics Cubes with PowerPivot ALL (Any ERP with Cubes) ● Dynamics Cubes with Power View ALL (Any ERP with Cubes) ● Sharepoint BI Components ALL ● ● PerformancePoint ALL (Any ERP with Cubes) ● ●Tools from Microsoft ISVs BI360 ALL ● ● ● ● ● ● ● ● Atlas XL AX ● ● Jet Reports 3 GP, NAV ● ● ● Zap 4 AX, NAV ● ● ● Targit ALL (any ERP with Cubes) ● ● deFacto ALL (any ERP with Cubes) ● ● Tagetik ALL ● ● Prophix ALL ● ● ● ● Budget Maestro ALL ● ● ● Host Analytics ALL ● Adaptive Planning ALL ●Tools from Microsoft Competitors Qlikview ALL ● ● Hyperion (Oracle) ALL ● ● ● Cognos (IBM) ALL ● ● ● ● BO/BPC/Crystal (SAP) ALL ● ● ● ● ● ● ●
Live on ERP Database Data Loaded from ERP to OLAP/DW
CEO
Sales IT
Finance
Marketing
Classic vs BI360 Collaboration
Classic Collaboration BI360 Collaboration
• Users must look for issues• Information is lost• Multiple tools (e-mail, calls,
meetings, reports, etc.) • Linear Communication• Duplicate efforts
• Alerts notify users of issues• Knowledgebase stores
information• Information is all in one place• Universal report library• Universal workflow• Personal dashboard
CEOHR
Sales IT
FinanceMarketingCall
EmailCall
Meeting
Meeting
Meeting
Call
Meeting
Meeting
HR IT
Finance
MarketingSales
CEO
MeetingCall
Emails
Emal
EmailCall
Meeting
Call CallEmail
Call
CallEmail
Meeting
Who Benefits from BI360?Position Need
CEO Complete overview regardless of data origination
COO Access to operational Reports & Metrics, alerts CFO Cash Flow, Financial Reports, Forecasts Controller Financial Reporting with alerts, flexible tools Accountants Financial & Sub-ledger Reports, flexible tools Budget Manager Budgeting, Forecasting, Modeling, Workflow Department Head
Easy access to information, alerts and workflow
End user Interactive feedback = Managers can be pro-active
Board Better run company = Easier to grow Shareholders Better run company = Better Investment Everyone Discussions with central storage and search
The Solver BI360 Suite
Reporting
Planning
Dashboard
Collaboration
DataWarehouse
Suite
A Closer Look at BI360
ERPOther Db Other Db
Suite
A Closer Look at BI360
LET’S DEMO!
Summary• Resources
• Customer Portal with report/budget templates and docs• BI360 Forum • Helpdesk with Knowledgebase and training videos• 370 page, full color BI360 book (electronic and print)• Classes (from Solver) or ask your BI360 partner
• Implementation assistance• Installation• Training• Reporting, budgeting, dashboard and data warehouse
configuration
Additional Slides
• The following slides covers the new BI360 collaboration Module
BI360 Reporting vs FRx & MR 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 (Dec. 2012) 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”)
Because they conclude and round off a 3-step performance management process to help drive DECISIONS:
Why are Collaboration Technologies Important?
Process: Data Generation Analysis Decision-making
Technology: Transaction Systems
BI Tools Collaboration Tools
Tool Example:
ERP, CRM, etc. Reports, Dashboards, etc.
Enterprise collaboration, E-mail, chat, etc.
BI360 Insight - Collaboration Dashboard
Have Control Organize Review Take Action
BI360 Insight – Report LibraryA Single, Integrated Version of the Truth
Report writers
Published Reports
Embedded w/BI360 Tags
BI360 Insight – collaboration portalReport Containers
Report Properties:- Owner (link to profile)- Links to related reports- Report information- URL to web info- User access rights- Link to Insight
company/product profiles
Report Viewing and Discussion
Actions:- Find and View reports- View report owner info- “Drill down or across” from
one report to related reports- Start discussions- Assign tasks
P&L
to BI360 Insight portal
Payroll Report
SalesReport
Inventory Report
Report Library Read instructions for the
report Browse multiple instances of
the same report Communicate with owner of
the report Follow links to related
reports See which reports people
that read this report also read
Enter comments for a report See who else viewed this
report
Report Library View reports Reports can be posted form
BI360, SSRS, and other report writers
Post surveys (polls) to support decisions
