Demystify BI tools for your organization

Presented By: Bharti Meisuria

Agenda

When What Who

10:00 – 11:30 am

Introduction Your BI questions demystified BAASS BI

Bharti Meisuria

Sage BI Debbie Hill

Info Explorer Rob Lavery

BI Metrix Ram Hasson

What is BI?

Technology that transforms raw data into

meaningful and useful information for business purposes

Why BI?

A LOT of time is spent preparing information in MS Excel or other tools for presentation

Why BI?

Data is in various locations over the network (sometime offsite), with people - often too hard and costly to retrieve

Final report content

Anna

Dave

Why BI?

We spend more time pulling the data together than focusing on analysis and interpretation of it

Why BI?

Inability to report data from multiple databases or systems without manual steps

Slice & dice data

for various requirements

Why BI?

We rely on external resources to produce critical information that drives business decisions

Selecting a BI Tool

OR

Selecting BI Tool

o Your needs

o Resources & skill-set

o Budget considerations – short & long term

o Current applications & IS environment

o Future vision & goals

o Much more…

We offer customized engagement (BI Demystified) to work with you through the selection process (See: http://www.baass.com/services/business-intelligence)

Solutions Overview

What are the different types of reports that can be generated – financial and operational? Management, analytical, trend, drill down etc.

What is involved in configuring the tool to extract reports for various needs?

What are the different sources of data – applications, third party, modules etc.

Typical installation / configuration / roll-out timelines

How the solution will scale

BAASS BI

One of the recent additions to the BAASS add-ons family…(demo)

Sage BI

Presented By: Debbie Hill

Three key business issues will be top of

mind for both the CEO and the CIO in the

coming years.

1 The Essential CIO: Insights From the Global Chief Information Officer Study,” IBM, May 2011.

Sage Research and Investment

Sage BI

Reporting Trees • Typical company hierarchical reporting

structure • “Reporting Units” are either Parent/Child or

Summary/Detail • Lower units “roll up” to higher units

Sage BI

Full Chart of Accounts Flexibility

Sage BI

Distribution Options • Confirm, set and apply distribution settings • Send now, or select a scheduled command

Sage BI

Sage BI

New Profitability Dashboard

Sage BI

New Profitability Dashboard 2013

Sage BI

Info Explorer

Presented By: Rob Lavery

Info Explorer

Info Explorer Slides

Info Explorer

• Info- Explorer is great for Operational Analytics • Represents a tool that can play a key role in the

strategic planning process of an organization. • Can drill down into underlying Sage 300 ERP

screens • More cost effective than creating multiple Crystal

Reports • Can easily access other databases • Does not require advanced Excel knowledge

Info Explorer

• User-defined formatting, filtering & formulas helps you focus on what is most important to measure.

• Summarize, drill down, drill into and “slice and dice” your Sage 300 ERP data in real time.

• Avoid creating multiple custom report templates

Info Explorer

The Problem with Custom Crystal Reports:

• Hard/costly to implement • Hard to modify (static) • Not scalable • No process for upgrading • Out of an accountant’s comfort zone • Managers have to ask for them

Info Explorer

• Intuitive, multi-dimensional data cubes & graphical reporting combined in customizable Dashboards.

• Cater for your individual reporting needs by saving your own “views” on the desktop.

• Clear insight into business operations to help you make the right decision, every time.

Info Explorer

Key Benefits of Utilizing Orchid’s Info Explorer • Creates a process for consistent, high quality

delivery of value-added data. • Effectively communicates an understanding of

trends / value in your organization. • Decision Makers love it!!

Info Explorer

Info Explorer Addresses Pain Points Like: • Lack of accurate and timely reporting resulting in

guesswork and poor decision making • Key operational data not available for reporting • Time consuming & inefficient report preparation • Over reliance on spreadsheets for reporting • Business and productivity monitored using intuition

and not operational metrics

Info Explorer

Orchid’s Info Explorer Lite – How To Get Started FREE tool can be downloaded and installed in less than 15 minutes. Runs for 30 Days. Sample Cubes can be connected to your live Sage 300 ERP database for analysis purposes. After 30 Days, request an Activation Code to run the software indefinitely at no charge. Limitations of Info Explorer Lite:

1) Can’t create new cubes or modify existing cubes 2) Can’t export to Excel

Info Explorer 1) Info Explorer handles financial, operational, management, analytical, budget, forecast and ad hoc reports. 2) Write a SQL Query to extract data out of the Sage 300 ERP database to create 1 cube file (versus multiple report templates/files) which allows a user to format and filter data into multiple views/reports & graphs = dashboard 3) Info Explorer can access 1 or multiple Sage 300 ERP company databases (any table) and any other ODBC compliant data source in 1 cube file.

Info Explorer

4) Info Explorer installs and connects to a Sage 300 ERP company database in 15 minutes. Custom Cubes can typically be developed in 2 or 3 Hours based on requirements. Training is usually 30 minutes or less. Most implementations are 20 Hours including budget and analytics cubes. 5) InfoExplorer has been based on “in memory” technology as it enables users to have immediate access to accurate information which results in more informed decisions.

Info Explorer

5) Con’t Info Explorer handles up to 1 to 2 million rows of summarized data – depending on number of fields etc) which translates into many multiples of individual rows of data in the data base. This is typically what most Sage 300 ERP customers need and can afford versus a full blown traditional BI data warehouse and implementation.

BI Metrix

Presented By: Ram Hasson

BI Metrix

1. Supports both financial, operational and management reporting - drill-downs, slicing-and-dicing, trend analysis, dashboarding, budgeting, planning, forecasting, drill-throughs to detail. • Reports are created through a wizard-like Report Designer where

you drag-and-drop dimensions onto a report layout inside Excel • We don’t rely on long Excel formulas or pivot tables – Free-form,

formula-free approach • Drill-downs, Filtering, drill-throughs are done through a double-click

action on report members • Budgeting, Planning and what-if analysis is facilitated through a

write-back to the data cube • Forecasting (monthly and rolling) is facilitated through asymmetrical

reports

BI Metrix

2. BI-Metrix BI for Sage 300 configures within a few hours. • Written using Sage 300 SDK • Integrates with the Sage 300 toolbar –

acts and feels like an additional module • Steps required are:

1. identify the Sage 300 database 2. complete an account hierarchy

set-up (GL cube only)

BI Metrix

3. BI-Metrix BI for Sage 300 out-of-the-box supports the following Sage 300 modules: GL, AR, AP, OE, IC • Additional modules and other data sources are covered

through custom integration

4. Typical installation is to budget 1.5 - 2 days for both configuration and training • We offer both remote or onsite training

BI Metrix 5. BI-Metrix leverages SQL Server OLAP cubes (SSAS) and portable cube files. The product scales very well – from a data perspective and other data sources.

Sage 300 ERP Sage CRM

Other Databases

BI-Metrix BI-Analyzer • Designed for the

business user • Powerful analytics,

reporting, planning

Microsoft SQL Server OLAP cubes • Out-of-the-box Cubes • Custom Cubes

Supports multiple data sources and databases

Thank you!

Talk to your Account Manager, email or visit our booth for more

information