Leverage The Economy


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sharepoint CFO
finance IW Microsoft

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  • Leverage The Economy

    1. 1. Web Seminar Series: Microsoft Dynamics Business Solutions Today’s Presentation : Share and Collaborate with Microsoft SharePoint and Business Intelligence Office SharePoint Server 2007 is an integrated suite of server capabilities. This software can help to improve organizational effectiveness by providing content management and enterprising search, accelerating shared business processes, and facilitating information-sharing across boundaries for better business insight. Presented by: Peter Ward, Business Collaboration Manager
    2. 2. Agenda <ul><li>Why Now is the Perfect Time to Invest in IT </li></ul><ul><li>Emerging Role of Finance in Corporations </li></ul><ul><li>Evolution of Microsoft Office </li></ul><ul><li>What is a Portal? </li></ul><ul><li>Issues of Financial Information on a Portal </li></ul><ul><li>End User True Needs </li></ul><ul><li>Some Financial Reporting Options </li></ul><ul><li>Demonstration </li></ul>
    3. 3. Emerging Role of Finance in Corporations <ul><li>Trends </li></ul><ul><ul><li>There’s a trend towards centralized, higher-profile finance functions with authority to monitor performance and liaise with business units at all levels. </li></ul></ul><ul><ul><li>Finance departments are increasingly likely to focus on strategic analysis and decision support, to initiate and use company wide performance indicators. </li></ul></ul><ul><ul><li>CFOs today look for staff with broad business skills in addition to staff with specific financial know- how </li></ul></ul><ul><ul><li>Management practices of finance departments are in a transition phase, with some departments empowering staff executives to act autonomously and take risks </li></ul></ul>
    4. 4. Why Now is the Perfect Time to Invest in IT <ul><li>Leverage the Economy… Put Your Money to Work </li></ul><ul><li>New Tax Incentives from the IRS </li></ul><ul><ul><li>Purchase new software by Jan. 1, 2009 </li></ul></ul><ul><ul><li>Take advantage of Increased Section 179 Expensing (now up to $250 K per year) </li></ul></ul><ul><ul><li>AND </li></ul></ul><ul><ul><li>a 50% first year bonus depreciation </li></ul></ul><ul><ul><li>This is not intended to be relied upon as tax advice. </li></ul></ul><ul><ul><li>Please consult your tax professional for details. </li></ul></ul>
    5. 5. 3 Keys for Leveraging a Slow Economy <ul><li>Seasoned leaders leverage the economy as a time to trade up: </li></ul><ul><ul><ul><li>Cut selectively and invest wisely to build their next business design – improving their strategic position </li></ul></ul></ul><ul><ul><ul><li>Become indispensable to your best customers </li></ul></ul></ul><ul><ul><ul><li>Accelerate the digital transition </li></ul></ul></ul>
    6. 6. How InterDyn Can Help <ul><ul><li>Rely on a leading Microsoft Gold Certified Partner to learn about Microsoft Business Solutions that will help your business Grow. </li></ul></ul><ul><ul><li>More than 500 certified professionals and 3,000 customers in locations around the world </li></ul></ul><ul><ul><li>Proven methodologies and Industry expertise to customize solutions to fit your business </li></ul></ul><ul><ul><li>InterDyn is the most reputable Microsoft Partner as a two time award winner of Microsoft Dynamics GP Partner of the Year and Inner Circle member representing the top 1% of Microsoft partners worldwide. </li></ul></ul><ul><ul><li>Local presence…Find a Local InterDyn Office Near You: www.interdyn.com </li></ul></ul>
    7. 7. The 2007 Microsoft Office System Evolution Word processing Business modelling Presentations Business data management Information Management Collaboration Content management Streamlined processes Business intelligence Search Portals
    8. 8. Definition Of A Portal The Presentation Layer of information to lines of business Accounting Sales HR PMO Office
    9. 9. Financial Information On A Portal <ul><li>Current Problems with Financial Information in GP </li></ul><ul><ul><li>Not Everyone Has Access to It </li></ul></ul><ul><ul><li>People Don’t Know How to Access It </li></ul></ul><ul><ul><li>People Don’t Want to Know How to Access It. </li></ul></ul><ul><li>Issues of Putting This Information Into SharePoint </li></ul><ul><ul><li>What Data Should be Published </li></ul></ul><ul><ul><li>Security </li></ul></ul><ul><ul><li>Timeliness of the Data </li></ul></ul><ul><ul><li>End User Big Wins </li></ul></ul><ul><ul><li>Less Interruptions </li></ul></ul><ul><ul><li>Defined Repeatable Process </li></ul></ul><ul><ul><li>Consistency in Ease of Use </li></ul></ul><ul><ul><li>Streamlined Process – Scheduled Information </li></ul></ul><ul><ul><li>Ease of Use – Complimentary to Existing Tools: Outlook, Excel, Word </li></ul></ul><ul><ul><li>Put this Information in a Central Location- SharePoint </li></ul></ul>
    10. 10. Financial Reporting Options Option Features Reporting Functionality User ability SharePoint integration Smart Lists GP Inquiry Tool Direct export to Excel Ad hoc user reports GP sub ledger and GL data. Works over the GP data schema Information in tables Need GP access More user driven, not scheduled to be saved into a SharePoint list. FRx Reporter GP Reporting tool Only financial statements- - P & L Not sub ledger reporting Linked to GP Scheduled driven SharePoint Data Business Catalog Excel Services Standard SharePoint functionality. Bridges the gap between the portal and business applications by bringing in key data from various applications to SharePoint KPIs, reports ability Require a SharePoint Administrator to connect SharePoint and the database Must really understand the data source Native to SharePoint, and Excel. Microsoft Business Score Card Manager 2005 Performance Point Server Scorecards and key performance indicators Not reporting Will require training, separate server Native SharePoint web parts XL Reporter 3 rd Party product -Solver Reporting tool on any database . Charting ability, dash boards Merge data from different sources Will require XL Reporter training to create the reports Good SharePoint integration MS SQL Reports Services Similar to XL Reporter Report on any database Ideally need a programmer to produce the reports Easy web part integration. Very native to SharePoint
    11. 11. Demo- Reporting Options Scenarios Data Business Catalog Dashboards Smart Lists / FRx Reporter Business Score Card Manager
    12. 12. Demo- Reporting Options Scenarios Pain Points Spends too much time generating reports, and emailing them out and then re emailing them out Her desire A single place to place generated reports for the executive team to view. Approve PO’s and expenses Solution : Smart lists / FRx Reports residing on SharePoint portal using Excel Services
    13. 13. Demo- Reporting Options Scenarios Pain Points Spends too much time finding vendors details and following up with them His desire Access to the accounting systems to obtain vendors details Solution : SharePoint Business Data Catalog to integrate the accounting systems and the portal.
    14. 14. Demo- Reporting Options Scenarios Pain Points Business data is changing too quickly and reports are out of date too fast. His desire To obtain a wide angle perspective of his company’s processes and data, but he must be able to zero in on critical concerns that require strategic business decisions To rely on up to date KPI’s to access business strengths Solution : SharePoint integrating with Microsoft Business Score Card Manager.
    15. 15. Demo- Reporting Options Scenarios Pain Points Wants analysis of sales information to make decisions . Not technical Not detail oriented – bottom line only His desire Simple point and click user interface for sales information Solution :SharePoint integrating CRM and accounting systems in SharePoint with SRS .
    16. 16. Web X Review <ul><li>SharePoint is the Perfect Tool to Bring Together Financial Data, Securely and Tailored to the Business Needs </li></ul><ul><li>This is a Major Win in Any Organization </li></ul><ul><li>Why should your organization wait </li></ul>
    17. 17. Questions Peter Ward Business Collaboration Manager E: [email_address] P: 212-502-3937 W: www.InterDyn.com B: www.wardpeter.com