Demystify BI tools for your organization

Presented By: Bharti Meisuria
Agenda
When

What

Who

 Introduction
 Your BI questions demystified
 BAASS BI
10:00 – 11:30 am

Bharti Meisuria

 Sag...
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 retr...
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 re...
Why BI?
We rely on external
resources to produce
critical information that
drives business decisions
Selecting a BI Tool

OR
Selecting BI Tool
We offer customized engagement (BI Demystified) to work with
you through the selection process

(See: ht...
Solutions Overview
 What are the different types of reports that can be generated – financial and
operational? Management...
BAASS BI

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

Presented By: Debbie Hill
Sage BI
Sage Research and Investment
Three key business
issues will be top of
mind for both the CEO
and the CIO in the
com...
Sage BI
Reporting Trees
• Typical company hierarchical reporting
structure
• “Reporting Units” are either Parent/Child or
...
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
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
stra...
Info Explorer
• User-defined formatting, filtering & formulas helps
you focus on what is most important to measure.
• Summ...
Info Explorer
The Problem with Custom Crystal Reports:
•
•
•
•
•
•

Hard/costly to implement
Hard to modify (static)
Not s...
Info Explorer
• Intuitive, multi-dimensional data cubes & graphical
reporting combined in customizable Dashboards.
• Cater...
Info Explorer
Key Benefits of Utilizing Orchid’s Info Explorer
• Creates a process for consistent, high quality
delivery o...
Info Explorer
Info Explorer Addresses Pain Points Like:
• Lack of accurate and timely reporting resulting in
guesswork and...
Info Explorer
Orchid’s Info Explorer Lite – How To Get Started
FREE tool can be downloaded and installed in less
than 15 ...
Info Explorer
1) Info Explorer handles financial, operational,
management, analytical, budget, forecast and ad hoc
reports...
Info Explorer
4) Info Explorer installs and connects to a Sage
300 ERP company database in 15 minutes. Custom
Cubes can ty...
Info Explorer
5) Con’t Info Explorer handles up to 1 to 2 million
rows of summarized data – depending on number
of fields ...
BI Metrix

Presented By: Ram Hasson
BI Metrix
1.

Supports both financial, operational and management reporting drill-downs, slicing-and-dicing, trend analysi...
BI Metrix
2. BI-Metrix BI for Sage 300 configures
within a few hours.
• Written using Sage 300 SDK
• Integrates with the S...
BI Metrix
3. BI-Metrix BI for Sage 300 out-of-the-box supports the following
Sage 300 modules: GL, AR, AP, OE, IC
• Additi...
BI Metrix
5. BI-Metrix leverages SQL Server OLAP cubes (SSAS) and portable cube files.
The product scales very well – from...
Thank you!

Talk to your Account Manager,
email or visit our booth for more
information
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BAASS Connect 2013 Why Business Intelligence is Important to SMB's

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Join the professionals at BAASS as we answer your key ques􀆟ons about Business Intelligence and how it can fit
within your business model. Dive deeper into how varying
solu􀆟ons offered by our vendors can cater specifically to your business needs. Uncover technology that transforms raw data into meaningful and useful informa􀆟on for your key business func􀆟ons. You’ll hear from a wide range of
presenters and be able to uncover details regarding each of the following Business Intelligence Tools:
1. BAASS Business Intelligence
2. Sage Business Intelligence
3. Info Explorer
4. BI Metrix
5. Data Warehousing BI

Published in: Marketing, Technology, Business
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BAASS Connect 2013 Why Business Intelligence is Important to SMB's

  1. 1. Demystify BI tools for your organization Presented By: Bharti Meisuria
  2. 2. Agenda When What Who  Introduction  Your BI questions demystified  BAASS BI 10:00 – 11:30 am Bharti Meisuria  Sage BI Debbie Hill  Info Explorer Rob Lavery  BI Metrix Ram Hasson
  3. 3. What is BI? Technology that transforms raw data into meaningful and useful information for business purposes
  4. 4. Why BI? A LOT of time is spent preparing information in MS Excel or other tools for presentation
  5. 5. 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
  6. 6. Why BI? We spend more time pulling the data together than focusing on analysis and interpretation of it
  7. 7. Why BI? Inability to report data from multiple databases or systems without manual steps Slice & dice data for various requirements
  8. 8. Why BI? We rely on external resources to produce critical information that drives business decisions
  9. 9. Selecting a BI Tool OR
  10. 10. Selecting BI Tool We offer customized engagement (BI Demystified) to work with you through the selection process (See: http://www.baass.com/services/business-intelligence) 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…
  11. 11. 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
  12. 12. BAASS BI One of the recent additions to the BAASS add-ons family…(demo)
  13. 13. Sage BI Presented By: Debbie Hill
  14. 14. Sage BI Sage Research and Investment 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.
  15. 15. 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
  16. 16. Sage BI Full Chart of Accounts Flexibility
  17. 17. Sage BI Distribution Options • Confirm, set and apply distribution settings • Send now, or select a scheduled command
  18. 18. Sage BI
  19. 19. Sage BI New Profitability Dashboard
  20. 20. Sage BI New Profitability Dashboard 2013
  21. 21. Info Explorer Presented By: Rob Lavery
  22. 22. Info Explorer Info Explorer Slides
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. 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.
  27. 27. 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!!
  28. 28. 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
  29. 29. 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
  30. 30. 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.
  31. 31. 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.
  32. 32. 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.
  33. 33. BI Metrix Presented By: Ram Hasson
  34. 34. 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
  35. 35. 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)
  36. 36. 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
  37. 37. 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. 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 Sage 300 ERP Sage CRM Other Databases
  38. 38. Thank you! Talk to your Account Manager, email or visit our booth for more information

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