Premier Computing, Inc. Monthly Lunch and Learn August 18, 2009 Business Intelligence for Presented by Rob Gillespie, Certified Account Executive Microsoft Business Solutions 801-487-8400 x 102 Email: [email_address]

Agenda Brief Survey Define Business Intelligence Review the Outlook In Box to see: Business Alerts Directly From Dynamics-GP SmartTags – Information at your finger tips FRx Reports from within Microsoft Outlook FRx Report Catalog – Various Examples of Types of Reports Charlies Reports in Microsoft Outlook Sales Reports in Microsoft Outlook See SRS Reports inside the Business Portal Various Financial Reports in the Business Portal Compare Business Portal Reports Library Structure with Outlook

Agenda

Brief Survey

Define Business Intelligence

Review the Outlook In Box to see:

Business Alerts Directly From Dynamics-GP

SmartTags – Information at your finger tips

FRx Reports from within Microsoft Outlook

FRx Report Catalog – Various Examples of Types of Reports

Charlies Reports in Microsoft Outlook

Sales Reports in Microsoft Outlook

See SRS Reports inside the Business Portal

Various Financial Reports in the Business Portal

Compare Business Portal Reports Library Structure with Outlook

Brief Survey How Many Deal with a BI Dashboard a daily basis? How many have heard of the term “Business Intelligence Dashboards”? How many use Microsoft Excel? How many use Microsoft Excel Pivot Tables on a regular basis? How many use FRx Reports? How Many use Microsoft SQL Reporting Services SRS? How Many have used Outlook to publish reports?

Brief Survey

How Many Deal with a BI Dashboard a daily basis?

How many have heard of the term “Business Intelligence Dashboards”?

How many use Microsoft Excel?

How many use Microsoft Excel Pivot Tables on a regular basis?

How many use FRx Reports?

How Many use Microsoft SQL Reporting Services SRS?

How Many have used Outlook to publish reports?

Define Business Intelligence Is it: ROE – Return on Equity ROIC – Return on Invested Capital TRI – Total Return to Investors COGS – Cost of Goods Sold EBIT – Earnings Before Interest and Taxes EBITDA – Earnings Before Interest, Taxes, Depreciation and Amortization CAGR – Compound Annual Growth Rate DSO – Days Sales Outstanding (AR Days) Inventory Turns Operating Capital Turnover Operating Capital as a % of Sales Asset Turnover CAN YOU SEE THIS ALL IN ONE REPORT? Microsoft Excel BI Dashboard - Add In for Excel

Define Business Intelligence

Is it:

ROE – Return on Equity

ROIC – Return on Invested Capital

TRI – Total Return to Investors

COGS – Cost of Goods Sold

EBIT – Earnings Before Interest and Taxes

EBITDA – Earnings Before Interest, Taxes, Depreciation and Amortization

CAGR – Compound Annual Growth Rate

DSO – Days Sales Outstanding (AR Days)

Inventory Turns

Operating Capital Turnover

Operating Capital as a % of Sales

Asset Turnover

CAN YOU SEE THIS ALL IN ONE REPORT?

Microsoft Excel BI Dashboard - Add In for Excel

Define Business Intelligence Webster’s definition of Business Intelligence Business = the buying and selling of commodities and services for trade. Intelligence = Perception, discernment, the ability to respond quickly and successfully to a new situation, to learn from experience to solve problems. Goal of Business Intelligence is to IMPROVE OPERATIONAL EFFICIENCIES Improving operational efficiency involves more than simply automating labor-intensive activities. It requires organizations to continually seek out new methods of managing increasingly complex business processes. By injecting business intelligence technology directly into critical business operations, you can ensure that the right people get involved at the right time to make decisions that impact your bottom line. * * Source: InformationBuilders.com

Define Business Intelligence

Webster’s definition of Business Intelligence

Business = the buying and selling of commodities and services for trade.

Intelligence = Perception, discernment, the ability to respond quickly and successfully to a new situation, to learn from experience to solve problems.

Goal of Business Intelligence is to

IMPROVE OPERATIONAL EFFICIENCIES

Improving operational efficiency involves more than simply automating labor-intensive activities. It requires organizations to continually seek out new methods of managing increasingly complex business processes. By injecting business intelligence technology directly into critical business operations, you can ensure that the right people get involved at the right time to make decisions that impact your bottom line. *

* Source: InformationBuilders.com

Tools Available to Users, Past, Present, Future

Tools Available to Users, Past, Present, Future

BI Tools Available to Users Today Sample of a Microsoft Excel Report XL Reporter Digital Dash Boards Business Alerts – Outlook, Excel, Word – Generated by Dynamics-GP Smart Tags Graphical Reports in Outlook – Samples A and B Sample of Microsoft Office Financial Reports Sample of a Microsoft FRx Report with Drill Down Charlies Reports in Outlook Sales Reports in Outlook See SRS Reports inside the Business Portal Various Financial Reports in the Business Portal Compare Business Portal Reports Library Structure with Outlook Excel Reports from Dynamics-GP ami

BI Tools Available to Users Today

Sample of a Microsoft Excel Report

XL Reporter Digital Dash Boards

Business Alerts – Outlook, Excel, Word – Generated by Dynamics-GP

Smart Tags

Graphical Reports in Outlook – Samples A and B

Sample of Microsoft Office Financial Reports

Sample of a Microsoft FRx Report with Drill Down

Charlies Reports in Outlook

Sales Reports in Outlook

See SRS Reports inside the Business Portal

Various Financial Reports in the Business Portal

Compare Business Portal Reports Library Structure with Outlook

Excel Reports from Dynamics-GP

ami

Challenges of Data Overload Analysis Paralysis -Too Much Data Data Not Available in a Timely Manner Volumes of data make it difficult to disseminate People have a tendency to “give-up” Business Intelligence will continue to evolve, and become the most important IT investment organizations can make. We see a future where BI will be a part of every application-used by all employees, customers, partners and suppliers. * Source: Quote from BusinessObjects.com (Crystal Reports)

Challenges of Data Overload

Analysis Paralysis -Too Much Data

Data Not Available in a Timely Manner

Volumes of data make it difficult to disseminate

People have a tendency to “give-up”

Business Intelligence will continue to evolve, and become the most important IT investment organizations can make. We see a future where BI will be a part of every application-used by all employees, customers, partners and suppliers. *

Source: Quote from BusinessObjects.com (Crystal Reports)

Business Intelligence Deployment Information is the lifeblood of the organization. Yet, many organizations struggle to provide the right information to the right people at the right time , to help them make the right decisions . When correctly channeled, information not only improves decision making; it becomes the means to communicate and align around organizational strategy. It allows users to track performance, understand business drivers, and manage the business— in short…good BI will….. DRIVE ENTERPRISE PERFORMANCE INCREASES

Business Intelligence Deployment

Information is the lifeblood of the organization. Yet, many organizations struggle to provide the right information to the right people at the right time , to help them make the right decisions .

When correctly channeled, information not only improves decision making; it becomes the means to communicate and align around organizational strategy. It allows users to track performance, understand business drivers, and manage the business—

in short…good BI will…..

DRIVE ENTERPRISE PERFORMANCE INCREASES

Business Intelligence Deployment Who should receive the data and in what form? Analysis Cubes for Excel – End User & Managers Advanced Analysis Cubes Library - All Sarbanes – Oxley Accelerator for the Business Portal – Managers Microsoft Dynamics-GP Business Portal – End User & Managers Key Performance Indicators (KPI’s) - Managers Analysis Cubes Library (OLAP) – User & Managers Smartlist Builder - Users Analytical Accounting – User & Managers Dynamics-GP Extender - User FRx Webport - Managers FRx Report Server-Scheduler – User to Management FRx Drill Down Viewer – User to Management FRx Report Manager – User to Management Microsoft Dynamics-GP FRx Forecaster – Department Managers Business Alerts - ALL

Business Intelligence Deployment

Who should receive the data and in what form?

Analysis Cubes for Excel – End User & Managers

Advanced Analysis Cubes Library - All

Sarbanes – Oxley Accelerator for the Business Portal – Managers

Microsoft Dynamics-GP Business Portal – End User & Managers

Key Performance Indicators (KPI’s) - Managers

Analysis Cubes Library (OLAP) – User & Managers

Smartlist Builder - Users

Analytical Accounting – User & Managers

Dynamics-GP Extender - User

FRx Webport - Managers

FRx Report Server-Scheduler – User to Management

FRx Drill Down Viewer – User to Management

FRx Report Manager – User to Management

Microsoft Dynamics-GP FRx Forecaster – Department Managers

Business Alerts - ALL

It's not enough to have dashboards that simply report on what happened. This information is valuable but of limited use. Dashboards should also show context around the information and provide guidance for action * * Note: Add Comments to Lines in Excel

It's not enough to have dashboards that simply report on what happened. This information is valuable but of limited use.

Dashboards should also show context around the information and provide guidance for action *

* Note: Add Comments to Lines in Excel

Questions

Thank You Rob Gillespie, Certified Account Executive Premier Computing Technologies 801-487-8400 x 102 801-414-4421 Mobile [email_address]