THE SELFSERVICE BUSINESS INTELLIGENCE SUITE Nils Rasmussen nhrsolverusa
THE SELF-SERVICE BUSINESS INTELLIGENCE SUITE Nils Rasmussen nhr@solverusa. com www. solverusa. com
Solver – Background Information GROWTH • 40% growth in 2012 • 130+ partners globally • 60 Employees (20 developers) WHY BI 360 IS SELECTED • Easy to use • Complete BI Suite • Strong integrations GLOBAL REACH • 550+ BI 360 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
BI 360 Positioning A Full BI Suite that gives Complete Insight
Classic vs BI 360 Collaboration Classic Collaboration BI 360 Collaboration CEO HR Marketing • Users must look for issues • Information is lost • Multiple tools (e-mail, calls, meetings, reports, etc. ) Sales • Linear Communication • Duplicate efforts Sales CEO Finance 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 BI 360? 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 BI 360 Suite Dashboard Reporting Collaboration Planning Data Warehouse
A Closer Look at BI 360 Suite Other Db ERP Other Db
A Closer Look at BI 360 LET’S DEMO!
Summary • Resources • Customer Portal with report/budget templates and docs • BI 360 Forum • Helpdesk with Knowledgebase and training videos • 370 page, full color BI 360 book (electronic and print) • Classes (from Solver) or ask your BI 360 partner • Implementation assistance • Installation • Training • Reporting, budgeting, dashboard and data warehouse configuration
Additional Slides • The following slides covers the new BI 360 collaboration Module
BI 360 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.
BI 360 Insight - Collaboration Dashboard § § Have Control Organize Review Take Action
BI 360 Insight – Report Library A Single, Integrated Version of the Truth Report writers Embedded w/BI 360 Tags BI 360 Insight – collaboration portal Report Containers Published Reports Report Viewing and Discussion P& L to BI 360 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 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 BI 360, SSRS, and other report writers § Post surveys (polls) to support decisions
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