The document outlines the capabilities of bi360 modules for live financial reporting, operational reporting, and user-friendly budgeting and forecasting through an Excel-based interface. It emphasizes features such as real-time data access, customizable dashboards, collaboration tools, and integration with various data sources. The platform aims to improve efficiency and centralize data management while providing interactive reporting and planning tools.

1. Summary - BI360 Modules
Reporting
Live Financial Reporting (GL)
Live Operational Reporting (Sub-
ledgers – AP, AR, etc.)
Drill to GL detail and drill across to
sub-ledgers for real-time answers
Easy to Learn with Drag and Drop
report design in Excel
Web and Mobile reporting to access
your reports anywhere
Automatic scheduling and e-mail
distribution of reports
Benchmark, KPI and graphical
reporting
Excel and Web-based,
intuitive and robust
Planning
Excel-based budget and forecast
input, streamlined data entry
Pre-built as well as user-defined
input templates
oRevenue, Expense, Payroll,
Capex, Projects, etc.
oBalance Sheet and Cash Flow
planning
oStatistical planning
Budget data immediately available
for reporting
Approval workflow with discussion
and notification functionality
Can also be used for modelling and
what-if analysis
Flexible, user-friendly
budgeting & forecasting
Dashboards
Web platform for anywhere, anytime
access
Fully customizable dashboard layouts
Interactive charts, scorecards and
more
Drag & Drop dashboard design gives
instant insight
Business users learn dashboard
design in hours, not days
Run real-time on ERP system or on
BI360 Data Warehouse with drill-
down
Detailed security
Data
Warehouse
True multi-source data warehouse
Preconfigured & can be set-up in
days...not months
Dramatically reduces time/cost/risk to
implement
Integrate to virtually any data source
including cloud
User friendly interface built for
business users
Trees for enhanced hierarchy
reporting for any dimension
Advanced business rules such as
Currency, Elimination, etc.
Web-based convenience,
total visibility into
your business
Collaboration*
Report Library with
comments/discussions & notifications
Workflow assignments and alerts to
manage budgets, reporting and other
processes
Discussions: Start conversations
about budgets, report variances and
strategies
Project and Task Management:
Collaborate on projects
Public & Private Groups: Create
public, private and hidden groups with
internal and external staff
Collaboration module is planned for
release in late 2014
Drive efficiency & connect
your enterprise like
never before
Centralize, consolidate &
simplify your data,
at a fraction of the cost