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Biz Insights vs. MAS Intelligence
       Presenter: Chris Diltz
        BKD Technologies
Introduction



     Presenter
      • Chris Diltz
         ► Senior   Consultant
         ► BKD   Technologies
AGENDA
   Install and Technical Items
     Biz Insights
     MAS Intelligence
   Biz Net Report Design and Functionality
     Including How This Product Replaces FRx
   MAS Intelligence Design and Functionality
     Including How This Product Replaces FRx
   Product Shoot Out: Pro’s & Con’s
     Biz Insights
     MAS Intelligence
Both Products Are:
   Reporting Tool – Plugs Into Excel
   Outputs Excel Based Reports
   Financials and Other Module Reports
   Real Time Reporting
   Consolidate Multiple Companies & Databases
   Drill Down to Data Detail
   Easy Interface – Drag & Drop
   Comes With Report Templates
   Create Own Custom Reports
   Utilizes Excel Skill Sets
   Utilize Pivot Tables for Data Analysis
Reasons for Organizing Data into a Pivot Table

  Four key reasons for organizing data into a Pivot Table are:

   To summarize the data contained in a lengthy list into a compact
    format
   To find relationships within the data that are otherwise hard to
    see because of the amount of detail
   To organize the data into a format that’s easy to chart
   View the same data in many different ways quickly and easily


  Pivot Table reports use functions, allowing you to total, average
    and count data. These functions also provide subtotals and
    grand totals automatically, where you choose to show them.
Biz Insights – Unique Features
   Named Licensing: Designer & Viewer Users
   Security Through Named User
   Built Right Into Excel – Live Queries
   Faster Output than MAS Intelligence
   Doesn’t Require MAS 500 Client
   Manageable Menu Trees In Excel
   Broadcaster Report Schedule & Delivery Tool
   SQL Based Queries – Easy Development of Report Queries Between
    Systems
   Develop Your Own Content Packs
   Uses SQL Reporting Services / Integration Plus
   Data Value, Data Set or Report Extractions
   SQL Reporting Services & ODBC Data Connections
MAS Intelligence – Unique Features
   Named Licensing (User/Workstation) Manager/Viewer
   User and Security Manager
   Comprehensive Security Layers
   Pushes Reports to Excel ; Slower ; Macro Intensive
   Modules: Report Designer, Manager & Viewer
   Leverages MAS 500 Menu – Requires Client
   Report Scheduler & Delivery Tool (Email)
   Manageable Report Folders
   Database Connector Tool for Linking Systems
   Develop Custom Containers
   Data Set & Report Extraction Focus
   ODBC Connections
Biz Insights - Install & Technical Items
   Installation version 5.x MAS 500
    and version 4.x MAS 90/200
   No Installer yet; Install done by Biz Net
   Installation Guides – On VPC
   MAS90 Support Site Login
       Login: MAS90/200 User (space before user)
       Password: 1NewClient09
   MAS500 Support Site Login
       Login: MAS500 User (space before user)
       Password: 2NewClient09
MAS Intelligence - Install & Technical Items

   Installer Included – Server and Client Components
    for MAS 500
   Need a UNC share on the network for storing report
    templates
   Requires MAS 500 7.3 May 2010 Update
   Sage Support is still getting up to speed – no KBs
    published.
   Training Guide Included on VPC
Biz Insights - Report Design & Functionality
Biz Insights - Report Design & Functionality

   Menu Panels
   Content Sections
   Data Sets
   Functions - Values
   Templates
   Drill Downs – Memory Caching
   Designing a Report
   Behind the Scenes
MAS Intelligence - Report Design & Functionality
MAS Intelligence - Demo
   Menus and Modules
   Connector
   Security
   Built In Reports/Templates
   Customize Built In Reports/Templates
   Create Straight Data Extraction
   Designer Tool
   Export/Import Reports Between Systems
Product Shoot Out - BIZ NET TOUTS!
Product Shoot Out - BIZ NET TOUTS!
Product Shoot Out - BIZ NET TOUTS!
MAS Intelligence Says!
MAS Intelligence - Says!
MAS Intelligence - Says!
MAS Intelligence - Says!
MAS Intelligence - Says!
GROUP DISCUSSION

   Discussion – Pro’s and Con’s Both
   Identify Reporting Needs
   Which could work with MAS 500 BI Dashboard
   When do we still use Crystal Reports
   Risks of using all products with clients
Year-end Processing for Sage MAS 90
               Monthly Webcast Series – Held each month



Webinar: Year-end Processing For MAS 90
   Day 1: December 14, 2010
     Topic: Payroll/W2 changes
   Day 2: December 15, 2010
     Topic: Year-end Closing
Register at: www.bkdtechnologies.com/events
BKD Technologies Support Center

      Sage Software - 866.832.4253
         SageSupport@bkd.com


     Monday - Friday, 8 a.m. - 5 p.m.
         Support Center toll free
Chris Diltz
Senior Consultant
BKD Technologies
  417.865.8701
cdiltz@bkd.com



THANK YOU!

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Sage MAS Intelligence vs. Biz Insights

  • 1. Biz Insights vs. MAS Intelligence Presenter: Chris Diltz BKD Technologies
  • 2. Introduction  Presenter • Chris Diltz ► Senior Consultant ► BKD Technologies
  • 3. AGENDA  Install and Technical Items  Biz Insights  MAS Intelligence  Biz Net Report Design and Functionality  Including How This Product Replaces FRx  MAS Intelligence Design and Functionality  Including How This Product Replaces FRx  Product Shoot Out: Pro’s & Con’s  Biz Insights  MAS Intelligence
  • 4. Both Products Are:  Reporting Tool – Plugs Into Excel  Outputs Excel Based Reports  Financials and Other Module Reports  Real Time Reporting  Consolidate Multiple Companies & Databases  Drill Down to Data Detail  Easy Interface – Drag & Drop  Comes With Report Templates  Create Own Custom Reports  Utilizes Excel Skill Sets  Utilize Pivot Tables for Data Analysis
  • 5. Reasons for Organizing Data into a Pivot Table Four key reasons for organizing data into a Pivot Table are:  To summarize the data contained in a lengthy list into a compact format  To find relationships within the data that are otherwise hard to see because of the amount of detail  To organize the data into a format that’s easy to chart  View the same data in many different ways quickly and easily Pivot Table reports use functions, allowing you to total, average and count data. These functions also provide subtotals and grand totals automatically, where you choose to show them.
  • 6. Biz Insights – Unique Features  Named Licensing: Designer & Viewer Users  Security Through Named User  Built Right Into Excel – Live Queries  Faster Output than MAS Intelligence  Doesn’t Require MAS 500 Client  Manageable Menu Trees In Excel  Broadcaster Report Schedule & Delivery Tool  SQL Based Queries – Easy Development of Report Queries Between Systems  Develop Your Own Content Packs  Uses SQL Reporting Services / Integration Plus  Data Value, Data Set or Report Extractions  SQL Reporting Services & ODBC Data Connections
  • 7. MAS Intelligence – Unique Features  Named Licensing (User/Workstation) Manager/Viewer  User and Security Manager  Comprehensive Security Layers  Pushes Reports to Excel ; Slower ; Macro Intensive  Modules: Report Designer, Manager & Viewer  Leverages MAS 500 Menu – Requires Client  Report Scheduler & Delivery Tool (Email)  Manageable Report Folders  Database Connector Tool for Linking Systems  Develop Custom Containers  Data Set & Report Extraction Focus  ODBC Connections
  • 8. Biz Insights - Install & Technical Items  Installation version 5.x MAS 500 and version 4.x MAS 90/200  No Installer yet; Install done by Biz Net  Installation Guides – On VPC  MAS90 Support Site Login Login: MAS90/200 User (space before user) Password: 1NewClient09  MAS500 Support Site Login Login: MAS500 User (space before user) Password: 2NewClient09
  • 9. MAS Intelligence - Install & Technical Items  Installer Included – Server and Client Components for MAS 500  Need a UNC share on the network for storing report templates  Requires MAS 500 7.3 May 2010 Update  Sage Support is still getting up to speed – no KBs published.  Training Guide Included on VPC
  • 10. Biz Insights - Report Design & Functionality
  • 11. Biz Insights - Report Design & Functionality  Menu Panels  Content Sections  Data Sets  Functions - Values  Templates  Drill Downs – Memory Caching  Designing a Report  Behind the Scenes
  • 12. MAS Intelligence - Report Design & Functionality
  • 13. MAS Intelligence - Demo  Menus and Modules  Connector  Security  Built In Reports/Templates  Customize Built In Reports/Templates  Create Straight Data Extraction  Designer Tool  Export/Import Reports Between Systems
  • 14. Product Shoot Out - BIZ NET TOUTS!
  • 15. Product Shoot Out - BIZ NET TOUTS!
  • 16. Product Shoot Out - BIZ NET TOUTS!
  • 22. GROUP DISCUSSION  Discussion – Pro’s and Con’s Both  Identify Reporting Needs  Which could work with MAS 500 BI Dashboard  When do we still use Crystal Reports  Risks of using all products with clients
  • 23.
  • 24. Year-end Processing for Sage MAS 90 Monthly Webcast Series – Held each month Webinar: Year-end Processing For MAS 90  Day 1: December 14, 2010  Topic: Payroll/W2 changes  Day 2: December 15, 2010  Topic: Year-end Closing Register at: www.bkdtechnologies.com/events
  • 25. BKD Technologies Support Center Sage Software - 866.832.4253 SageSupport@bkd.com Monday - Friday, 8 a.m. - 5 p.m. Support Center toll free
  • 26. Chris Diltz Senior Consultant BKD Technologies 417.865.8701 cdiltz@bkd.com THANK YOU!