BI360 Presentation

Report
THE SELF-SERVICE
BUSINESS INTELLIGENCE SUITE
Nils Rasmussen
[email protected]
www.solverusa.com
Solver – Background Information
GROWTH
• 40% growth in 2012
• 130+ partners globally
• 60 Employees (20
developers)
WHY BI360 IS SELECTED
• Easy to use
• Complete BI Suite
• Strong integrations
GLOBAL REACH
• 550+ BI360 customers in 3 years
• Offices: US, Canada, EMEA, Asia,
India
• Opening in Latin America in 2013
RECENT AWARDS
Solver Corporate Vision
Speed up and improve our
customers’ decision-making
processes by providing the best
possible BI suite that is the easiest
to learn.
Customers Across All Industries
BI360 Positioning
A Full BI Suite that gives Complete Insight
Live on ERP Database
Tools from Microsoft
Management Reporter / FRx
SSRS
Forecaster
Dynamics Cubes with Excel
Dynamics Cubes with PowerPivot
Dynamics Cubes with Power View
Sharepoint BI Components
PerformancePoint
Tools from Microsoft ISVs
BI360
Atlas XL
Jet Reports
Zap
Targit
deFacto
Tagetik
Prophix
Budget Maestro
Host Analytics
Adaptive Planning
Tools from Microsoft Competitors
Qlikview
Hyperion (Oracle)
Cognos (IBM)
BO/BPC/Crystal (SAP)
Supported ERPs
Notes
1 AX, GP, SL
ALL
2 ALL
ALL (Any ERP with Cubes)
ALL (Any ERP with Cubes)
ALL (Any ERP with Cubes)
ALL
ALL (Any ERP with Cubes)
3
4
ALL
AX
GP, NAV
AX, NAV
ALL (any ERP with Cubes)
ALL (any ERP with Cubes)
ALL
ALL
ALL
ALL
ALL
ALL
ALL
ALL
ALL
Data Loaded from ERP to OLAP/DW
Live formatted
Live Formatted
Sub-Ledger
Reporting /
Reporting on GL
Reporting
Ad-hoc Reporting Consolidation
●
●
Budgeting /
Forecasting
Analytics
Dashboards
Out-of-the Box
Configured MS SQL
Data Warehouse
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Classic vs BI360 Collaboration
Classic Collaboration
HR
BI360 Collaboration
IT
Emails
Call
Meeting
CEO
Meeting
Call
Email
HR
CEO
Meeting
Call
Email
Emal
Finance
Call Email
CEO
Meeting
Meeting
Call
Email
Marketing
Meeting
Finance
Call
Meeting
Sales
Marketing
Email
Email
Call
Call
Call
Email
Marketing
Meeting
• Users must look for issues
• Information is lost
• Multiple tools (e-mail, calls,
meetings, reports, etc.)
Sales
• Linear Communication
• Duplicate efforts
Sales
Financ
e
IT
• Alerts notify users of issues
• Knowledgebase stores
information
• Information is all in one place
IT
• Universal report library
• Universal workflow
• Personal dashboard
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 proactive

Board
Better run company = Easier to grow

Shareholders
Better run company = Better Investment

Everyone
Discussions with central storage and search

The Solver BI360 Suite
Suite
Dashboard
Reporting
Collaboration
Planning
Data
Warehouse
A Closer Look at BI360
Suite
Other Db
ERP
Other Db
A Closer Look at BI360
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”)
Why are Collaboration Technologies
Important?
Because they conclude and round off a 3-step performance
management process to help drive DECISIONS:



Process:
Data Generation
Analysis
Decision-making
Technology:
Transaction
Systems
BI Tools
Collaboration
Tools
Tool
Example:
ERP, CRM, etc.
Reports,
Enterprise
Dashboards, etc. collaboration, Email, chat, etc.
BI360 Insight - Collaboration Dashboard




Have Control
Organize
Review
Take Action
BI360 Insight – Report Library
A Single, Integrated Version of the Truth
BI360 Insight – collaboration portal
Report writers
Embedded
w/BI360
Tags
Report
Containers
Published
Reports
Report
Viewing and
Discussion
P&
L
to BI360
Insight
portal
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
Actions:
- Find and View reports
- View report owner info
- “Drill down or across” from
one report to related reports
- Start discussions
- Assign tasks
Payroll
Report
Sales
Report
Inventor
y 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

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