COMP13 Running your Business Intelligently Kevin Rosell Epicor
COMP-13 Running your Business Intelligently Kevin Rosell, Epicor Sr. Product Manager Moderator: Jim Lundy, Progress Sr. Product Manager
Agenda n n n Introduction Customer: Epicor Summary 2 © 2005 Progress Software Corporation COMP-13, Running Your Business Intelligently
Customer Profile n Epicor – Founded 1984 – Revenues: $226 M – California based; global reach – Delivering SW solutions to mid-market – Industry solutions for manufacturing, distribution, hospitality, financial services, and others vertical markets 3 © 2005 Progress Software Corporation COMP-13, Running Your Business Intelligently
Agenda Slide n n n Introduction Case: Epicor Summary 4 © 2005 Progress Software Corporation COMP-13, Running Your Business Intelligently
Epicor’s VBI Vantage Business Intelligence Powered by Cor. Vu Presented by Kevin P Rosell Senior Product Manager
Business Intelligence Requirements & Strategies ü Information Delivery, Access & Navigation Tools for examining the business – “what happened” ü Historical and Current Data Access Tools for understanding the business – “why did it happen” ü Analytical Exploration & Reporting Tools for planning the business – “what will happen” ü Ease of use and Ready-to-Go Tailored for your business
BI Objective for Vantage • • • Turn Key Operation Quick ROI Ease of Use Functional / Powerful Application Strong Partnership
Epicor’s Turn-Key BI Solution • VBI (Vantage Business Intelligence) – Corvu’s Cor. Business v 5. 0 – 252 Delivered Objects – Knowledge Library – Schedulers – Personal and Corporate Menus – Development / Production Directories
• Epicor’s Turn-Key BI Solution
• Epicor’s Turn-Key BI Solution
Order & Sales Analysis • Epicor’s Turn-Key BI Solution
E p i c o r ’s T u r n K e y B I S o l u t I o n
Shipping Analysis • Epicor’s Turn-Key BI Solution
E p i c o r ’s T u r n K e y B I S o l u t I o n
• Epicor’s Turn-Key BI Solution
E p i c o r ’s T u r n K e y B I S o l u t I o n
Epicor’s Turn-Key BI Solution • What worked – Using Corvu and Progress education classes • until we had a critical mass – Adding our own classes • Not to the exclusion of Corvu Classes • Our class is VBI delivered object specific – Having dynamarts in all the functional areas • Sales to Financial to Manufacturing – Hottest module for the CAMs to sell • Penetrated 20% of customer base
Epicor’s Turn-Key BI Solution • What worked – Delivered local and corporate menus – Consistent menu structure – Sqy to user functionality – Demos with customer data
Epicor’s Turn-Key BI Solution • What worked – Complex Queries • Can get any data/info needed out of DB – New 5. 0 Release • User Interface / Metaphors • Quick Reports • Environments – Partnership with Corvu and Progress
Epicor’s Turn-Key BI Solution • What did not work – “End all” and “be all” queries • Large customer performance issues – Single scheduler file for 252 objects • Have now created period specific schedulers – Daily – Weekly – Monthly – Yearly – Report Writer as RB replacement
Epicor’s Turn-Key BI Solution • Challenges – 2 Platforms • Progress and sql databases – Moving to Open. Edge™ 10 • ODBC – Knowledge Library • Updates • Multi-platform
Epicor’s Turn-Key BI Solution • Some additional screen shots
Key Benefits for Vantage • • Turn Key Customer Operation Quick ROI Increased Application Value/Function Maintain Ease of Use 1 st Place Software
Agenda Slide n n n Introduction Case: Epicor Summary 31 © 2005 Progress Software Corporation COMP-13, Running Your Business Intelligently
Conclusions Customer & Partner Benefits n n Competitive advantage Increased application value Meet customer needs for functionality Increased customer satisfaction and loyalty 32 © 2005 Progress Software Corporation COMP-13, Running Your Business Intelligently
Questions? 33 © 2005 Progress Software Corporation COMP-13, Running Your Business Intelligently
Thank you for your time! 34 © 2005 Progress Software Corporation COMP-13, Running Your Business Intelligently
35 © 2005 Progress Software Corporation COMP-13, Running Your Business Intelligently
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