Extend Your MS Dynamics ERP & CRM with a Complete BI Solution


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Panorama Software has recently formed a strategic alliance with the RSC Group, a market leader in Microsoft Dynamics solutions. By integrating our solutions, you can now extend your Dynamics solutions to drive Corporate Performance Measurement with a true pervasive BI suite, leveraging Panorama & Microsoft technologies you already own.

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  • iMatriz Solutions is one of the fast growing Microsoft ERP & CRM Channel Partner in Singapore and Providing solutions and supports to all the Small and Medium Enterprises (SME) to convert in to IT Solution. Our Solutions has been established well in Singapore, Malaysia, Indonesia and India and focusing on the ERP & CRM Implementation for the past 8 years. Enterprise resource planning (ERP) & Customer Relationship Management (CRM) – Online (Cloud) / On Premises is to integrate internal and external management information across an entire organization, integrating business processes with technologies globally to increase productivity and improve your profitability.

    For any further queries, kindly contact: sales@imatriz.com, roy@imatriz.com, babu@imatriz.com, jaya@imatriz.com and/or visit - www.imatriz.com
    Sales Managers Contact for FREE Demo:
    Hotlines: (65) 6908 5351 / 52
    Mr.Roy – (65) 9337 9345
    Mr.Babu – (65) 9298 1343
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  • During today’s webinar we will be presenting on how organizations are able to drive more insight and intelligence from the Microsoft Dynamics PlatformA few key discussion points I would like focus on include:What does BI and Performance Measurement mean aligned with both Microsoft Dynamics ERP solutions & CRM and what types of value or business impact can be expectedHow can the solution set drive further performance in areas such as Finance, Operations & Sales as some typical examplesLeverage technology investments already made
  • Microsoft has developed the complete Dynamics Solution set focusing on usability, tailor ability, & ease of integration all while providing the core functionality to meet the needs of the business – these have been fundamental drivers for Dynamics huge success in the market place.Make it flexible, easy for people to adopt, in a familiar environment… The goal of business intelligence is to enable organizations to make better business decisions. Today we are introducing a Suite of products by Panorama Software to extend and enhance your current Business Intelligence capabilities with Microsoft Dynamics. Leveraging a complete BI solution will help drive greater performance and provide BI out to the masses. Powered by Microsoft take all that critical information in ERP & CRM and disperse it in a meaningful fashion to the right people in a timely fashion. Business is constantly changing and keeping an eye on its pulse allows you to proactively change You can’t change anything that isn’t measured. It is actually known that as soon as performance measurements are presented to business, your business naturally will change to drive those numbers in the right direction. Novaview from Panorama delivers insights to employees at all levels of the organization, from executives, to managers, to business analysts, and finally business users across the enterprise
  • If we look at extending the Dynamics solution sets Business Intelligence capabilities and push out Performance Measurement, in Finance we’re able to:Immediately respond to your specific financial metrics – Has your gross margin suddenly on a specific product?Minimize all our error prone spreadsheets and time consuming data manipulation – build confidenceAnd compare actual results to budget and consolidate data across your multiple line of business systems
  • From an operations perspective:Respond immediately to operational issues streamline your processes to save time and improve consistencyForecast more accurately, predict change and plan accordingly
  • From a sales perspectiveDrive more sales and profitabilityReduce cost of salesGain the competitive advantage
  • Very inviting & user-friendly interface- we’re using the power of Flash technology that gives us new ways to make functionality self discoverableA simplified analytical tool that lets business users to perform analysis in a very intuitive way
  • - SharedViews lets you connect with people outside your firewallIt lets you take a report that was built inside the firewall & publish it to the internet in a secured way through a SaaS modelThat report is fully interactive, it sits on the web and users can invite people outside of the firewall to perform real time collaboration
  • These are just couple small examples of the powerful features we have in NovaView:From the complexity of building MDX calculations to what if analysis, etc.Give analysts a powerful tool that lets them interact with data with no boundaries
  • Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

    1. 1. Get More out of Your MS Dynamics ERP & CRM with a Complete BI Solution<br />
    2. 2. Agenda<br />Tap Into The Potential Of All Of Your Business Experts<br /> Microsoft Dynamics & BI Strategy<br /> Example Areas of Impact – Finance, Operations & Sales<br /> Maximize your Existing Investment<br /> Extending Dynamics with Panorama<br /> BI Suite in Action<br /> Q & A<br />Executives and Managers<br />Untapped Potential of Innovation and Growth<br />Functional Employees<br />Knowledge Workers<br />
    3. 3. Microsoft Dynamics & BI – Drive Performance<br />Improve organizations by helping all employees make better, faster, and more effective business decisions<br />Easy to use<br />Accessible to everyone<br />Affordable<br />
    4. 4. Extend Your Dynamics Framework - Financials<br />Key Performance Indicators<br />Financial Dashboards<br />Reports created to track key financial performance indicators in real-time to support decision making<br />Aggregated view of all necessary information to assess the financial health of your business <br />Solution elements<br />Benefits<br />KPI’s<br />Dashboards<br /><ul><li>Immediately respond to your specific financial metrics
    5. 5. Minimize manual financial processes – Accurate information faster, build confidence
    6. 6. Single source of trusted information – make better informed decisions</li></ul>Data collection<br />Existing systems’ databases<br />Other Systems<br />4<br />
    7. 7. Extend Your Dynamics Framework - Operations<br />Operational Dashboards<br />Key Performance Indicators<br />Aggregated view of all necessary information to assess the operational health of your business <br />Reports created to track key operational performance indicators in real-time to support decision making<br />Solution elements<br />Benefits<br />KPI’s<br />Dashboards<br /><ul><li>Monitor operational performance across multiple information sources
    8. 8. Identify inefficient processes
    9. 9. Accurately forecast demand and align resources more effectively
    10. 10. Improve stock availability and reduce stock outs
    11. 11. Analyze distribution costs</li></ul>Data collection<br />Existing systems’ databases<br />Other Systems<br />5<br />
    12. 12. Extend Your Dynamics Framework - Sales<br />Sales Dashboards<br />Key Performance Indicators<br />Reports created to track key sales performance indicators in real-time to support decision making<br />Aggregated view of all necessary information to assess the health of your sales process<br />Solution elements<br />Benefits<br />KPI’s<br />Dashboards<br /><ul><li>Build deeper customer relationships and spend more time on the opportunities that matter most
    13. 13. Identify customer profitability and buying behaviors
    14. 14. Focus sales efforts to align with the corporate targets by tracking team and individual performance
    15. 15. Respond to fast-moving competitive environments</li></ul>Data collection<br />Existing systems’ databases<br />Other Systems<br />6<br />
    16. 16. Microsoft - Better Together<br />DELIVERY<br />COLLABORATION<br />CONTENT MANAGEMENT<br /><ul><li> Leverage your existing investment in Microsoft SQL Server – Analysis Services, Integration Services, etc.
    17. 17. Continue to provide a familiar working environment – Microsoft Office & SharePoint
    18. 18. Leverage Pre-Developed Microsoft Dynamics Cubes – Save deployment time and cost</li></ul>SharePoint Server<br />SEARCH<br />Reports<br />Dashboards<br />Excel <br />Workbooks<br />Analytic<br />Views<br />KPI’s<br />Plans<br />END USER TOOLS & PERFORMANCE MANAGEMENT APPS<br />BI PLATFORM<br />SQL Server <br />Reporting Services<br />SQL Server <br />Analysis Services<br />SQL Server RDBMS<br />SQL Server Integration Services<br />
    19. 19. Accounting<br />Manufacturing/Distribution<br />Project Accounting<br />Payroll/HR<br />CRM<br />Analytics / Reporting<br />Dashboards /KPIs<br />Visualization<br />Integrated Solutions<br />We Bring It All Together<br />Workflow & Validation<br />Employee Portal<br />Customer Portal<br />Vendor Portal<br />
    20. 20. A few words about Panorama Software<br />
    21. 21. 15 Years of Unbeatable Innovation <br />“Analytics as a Service” for Microsoft, SAP & Google<br />2008 - The Analytical Engine Behind Google Apps<br />2007 - Introduce the New ‘Dashboard’ in Office – ‘Spotlight’<br />2006 - Partner with SAP, Advise on MDX<br />2003 - Redefine how Users Explore Data<br />1996 - BI technology sold to Microsoft,  basis for Analysis Services & MDX<br />1995 - Panorama’s first BI solution was created<br />
    22. 22. BI Survey 8<br />“As far as third-party tools go <br />Panorama is still the #1 vendor…”<br />*BI Survey 8 – review by Chris Webb:<br />http://cwebbbi.spaces.live.com/blog/cns!7B84B0F2C239489A!4405.entry<br />
    23. 23. BI Survey 8<br />Business Benefit Index (BBI) by Product<br />Panorama scores the highest compared to all other BI products when it comes to the business Benefits which the end users gets from the product – most value for your investment.<br />#1<br />Source: http://www.isreport.de/index.php?id=993 Featuring: The OLAP survey 8 by Nigel Pendse<br />
    24. 24. A strategic Microsoft partner <br />
    25. 25. Over 1,000 customers worldwide <br />Telecom, Media & Entertainment<br />Healthcare<br />Financial Services<br />Retail & Distribution<br />Manufacturing<br />
    26. 26. Value Proposition<br /><ul><li> Extend your current investments in Microsoft platform
    27. 27. Simple to use solutions for your information workers
    28. 28. Improve collaboration
    29. 29. More power to your analysts</li></li></ul><li>Top 3 challenges inBusiness Intelligence today<br />
    30. 30. Challenge #1<br />Information workers still <br />don’t use BI tools <br />for data analysis<br />
    31. 31. So when they need data insights, they go to IT<br />
    32. 32. This is why we designed & developed <br />Self-Service BI tools for End Users<br />
    33. 33. BI for End Users<br />NovaView Flash Analytics<br /><ul><li>The most user friendly analytical client available today :
    34. 34. Animated self discovery features
    35. 35. Zero training with interactive help
    36. 36. Interactive analysis
    37. 37. Simple to share and collaborate
    38. 38. Inviting and polished User Interface
    39. 39. Fully integrated into the Panorama NovaView Dashboard</li></li></ul><li>BI for End Users<br />NovaView Spotlight<br /><ul><li> Deliver personalized insights to users in a simple and intuitive way
    40. 40. Give people the data they need right when they need it
    41. 41. Put insights where people work</li></li></ul><li>And if you need to collaborate with suppliers, partners & customers…<br />
    42. 42. SharedView<br />Collaboration Outside the Firewall<br />
    43. 43. Challenge #2<br />While information workers want simple, <br />analysts need more power<br />
    44. 44. Give more power to analysts<br />
    45. 45. More Power to Your Analysts<br />NovaView Analytics<br />Real-time web access to the most powerful and intuitive analytical applications <br />Identifies, investigates, and analyzes performance, drivers and trends<br />Enables users to manipulate data, perform calculations and design complex analysis with intuitive “drag and drop” features<br />
    46. 46. More Power to Your Analysts<br /><ul><li> Instant calculated members
    47. 47. Advanced exception handling
    48. 48. Sliding filters
    49. 49. What if analysis
    50. 50. Interactive Charting
    51. 51. Advanced MDX wizards
    52. 52. One click interactive reporting
    53. 53. Geographic visualization
    54. 54. Large dimension handling
    55. 55. And much more </li></li></ul><li>More Power to Your Analysts<br />NovaView Smart Reporting<br />Creates, formats and distributes high quality reports in one click<br />Customizable formatting features include highlighting, visual coding and sorting<br />Enables full integration with user data<br />“Slice and dice” and search capabilities are accessed directly from the Smart Reporting screen<br />“One-click” conversion to Excel, PDF and Word files<br />
    56. 56. Challenge #3<br />Extend your ERP & CRM with a BI solution<br />
    57. 57. Accounting<br />Manufacturing/Distribution<br />Project Accounting<br />Payroll/HR<br />CRM<br />Analytics / Reporting<br />Dashboards /KPIs<br />Visualization<br />Integrated Solutions<br />We Bring It All Together<br />Workflow & Validation<br />Employee Portal<br />Customer Portal<br />Vendor Portal<br />
    58. 58. Demonstration<br />
    59. 59. Q & A<br />Get in touch with us:<br />Panorama Software kseniyas@panorama.com<br />The RSC Group events@rsc.com<br />
    60. 60. Learn More about Panorama Software<br />Try Panorama NovaView:<br />www.panorama.com/trial<br />Get in Touch with us:<br />- info@panorama.com<br />Follow us on Twitter:<br />http://twitter.com/PanoramaSW<br />Join us on Facebook:<br />http://www.facebook.com/pages/Panorama-Software/69503193948<br />Panorama blog: <br />www.panorama.com/blog<br />