http://www.sisn.com/november-webinar-solver-bi360/ In this webinar we will cover: Excel based Report Writer (financial and operational) Excel based Budgeting/Forecasting tool Web portal to house Excel based reports Dashboards and a SQl based, user friendly Data Warehouse Accessible on your smartphone or tablet via a free app

1. The BI360 Business Intelligence Suite
Welcome to the SIS Customer Webcast Series

2. Our Presenters:
Ohhee Cho Anthony Spinicchia
BI360 Business Intelligence Suite

3. About SIS
Founded in 1996, Headquarters Duluth, GA (Greater Atlanta)
SIS (Strategic Industry Solutions) provides industry focused software solutions to help companies
better manage business development, finance, operations, and project management. Our
solutions are based on Microsoft Dynamics AX, SL, SharePoint and CRM along with integrated
Industry built IP from SIS and other ISVs.
Industry Focus: (Contracting (AEC) & Professional Services)
• Construction / GC
• Specialty Contractors
• Engineering & Architecture
• Government Contractors and Services
• Energy Contractors & Services
Our office Locations:
Atlanta, Dallas, Houston, Pittsburgh, San Diego
For more information, visit our website: www.sisn.com

4. SIS Total Solution

5. AGENDA
 Q and A (throughout)
 Who is Solver?
 The BI360 Solution
• Modules – features
• Architecture
 Let’s Demo!
 Web Portal (Excel Reports, Dashboards, Budgeting model)
 Excel reports
 Build a report to demonstrate ease of use
 Other reports to illustrate more functionality
 Customer Portal
 Wrap-up of overview
• Next Steps

6. Solver is an award-winning, global provider of self-service
corporate performance management (CPM) software.
• 1,600+ customers in 40+ countries
• Offices in U.S., Canada, EMEA, Asia, India and Latin America
• Fast company and channel growth

7. WHAT IT DOES
• Leverages your existing Excel knowledge in
combination with a modern web portal
• Centralizes and streamlines your
budgeting, reporting and analysis into a
single solution
• Eliminates the need to ask IT for
assistance to manage your BI solution

8. • Lack of insight into overall business
performance
• Manual processes that can lead to
poor data integrity
• Difficulty integrating disparate data
sources and tools
SOLVES PAIN POINTS

9. MODULES SUMMARY
• REPORTING: Design templates in Excel with real-
time connections to ERP and CRM systems
• BUDGETING: Automate budgeting and forecasting
• DASHBOARD: Graphically visualize critical
performance data
• DATA WAREHOUSE: Aggregates disparate data and
facilitates enterprise reporting and budgeting
• WEB PORTAL: Single, easy-to-access end user
interface

10. CRM, HR SL/AX
Other Data
Sources
OVERVIEW
DATA
WAREHOUSE
REPORTING BUDGETING DASHBOARDS

11. • Allows business users to write Reports &
Input Forms with full power & familiarity
of Excel
• Enables live integrations between the
Excel front-end and the data source
• Translates difficult SQL field and table
names into plain-English business terms
EXCEL DESIGNER

12. DEMO

13. Customer Portal
• Rich resources
– Videos
• BI360 University
– Documentation
– Reports/Templates
– Support ticket
– more

14. NEXT STEPS
• Contact SIS representative
• Discussion of your unique environment/needs
• Software & implementation estimate
• Provide system requirements
• Decision
• Implementation & training
• Other items:
– Annual user conference
– Templates and training videos
– Support portal w/knowledgebase

15. Q & A

16. IMPLEMENTATION OVERVIEW
• Needs analysis
• Time and cost estimate
• Project plan
• Implementation & Training
• Post implementation support

17. vs. MR/FRx
• Everything that FRx/MR does for Financial Statements, plus:
• Use of all fields (such as Account Category) in the GL in reports
• Dynamic rows/columns (e.g. an account range can produce
many rows in a P&L) = faster report design and less
maintenance
• Much better formatting (because it is Excel-based)
• But in addition you get much more:
• Web, mobile and Excel interface for end users
• Ad-hoc reporting
• Full BI suite (one integrated solution with budgeting,
dashboard, collaboration and DW)
• Report on sub-ledgers
• Cell-level control (FRx/MR requires either a row or a column to
“win”)

18. SL Budgeting
• Software Cost:
• 5 user pack with budgeting (reporting,
dashboard and web portal included):
• Total software, maintenance, support:
$10,750
• Special price available until Dec 31, 2016
• Supported ERPs:
• Dynamics GP
• Product Available: Now!

19. SL Budgeting
• Implementation (estimate):
• 1-3 days installation and template configuration
• 1 day user training
• Total estimated cost to customer: $14,750
• Software with 5 users: $10,750 (includes Support)
• 3 Days consulting: $5,500 (dep. on rate)
• Implementation/Training Manual:
• Available for download after Apr 7th, 2016 Launch

20. Before BI360
EMPOWERS MANAGERS & END USERS
45%
55%
70%
30%
After BI360
Administrative
Administrative
Analysis & Execution
Analysis & Execution
Less time spent on manual tasks, more time for analysis & execution…
* Figures are illustrative and will vary by person and position

21. REPORTING
• Excel, Web and mobile access
• Live ERP reporting (* for GL and sub-ledgers – AP,
AR, etc.) as well as Data Warehouse reporting
• Consolidations
• Drill to GL detail and across to Sub-Ledgers for
real-time answers
• Simple, easy-to-learn, with Drag & Drop report
design
• Automatic scheduling and e-mail distribution

22. BUDGETING
• Excel-designed and web-deployed budgeting and
forecasting templates
• Pre-built and user-definable input templates
• Revenue, expense, payroll, capex, projects, etc.
• Cash Flow planning, modeling and what-if analysis
• Data immediately available for reporting
• Approval workflow and notification functionality

23. DASHBOARD
• Web platform for anywhere, anytime
access
• Fully customizable dashboard layouts
• Interactive charts, tables and more
• Simple, easy-to-learn dashboard design in
hours, not days
• Run in real-time on ERP system or on
BI360 Data Warehouse with drill-down

24. DATA WAREHOUSE
• True multi-source Data Warehouse
• Preconfigured with set-up in days...not months
• Dramatically reduces time/cost/risk to implement
• Integrates with virtually any data source, including
cloud
• User-friendly administrative interface built for
business users
• Trees for enhanced hierarchy reporting for any
dimension
• Advanced business rules such as Currency,
Eliminations, etc.

25. WHAT OUR CUSTOMERS SAY
“The most notable benefit would be streamlining [our] internal processes…Prior analysis required hours,
oftentimes days of work, and didn’t include all the pieces we’re able to include through the use of BI360.” -
Phil Thibodeau, Financial Services Manager at Pine State Trading Co.
“All data entry takes place in Excel (or the Web portal)… There is only one single template per model instead
of the numerous hardcoded spreadsheets that companies are used to from a manual Excel process” –
Marcus Langell, BI Consultant at DecidoKompetensor
“We no longer need an army of IT professionals to get the data out of our system we should have had access
to in the first place. I’ve spent millions on Oracle systems that required a team of technical experts to
operate. Now (with BI360), I can do it all myself – saving us time and money.” - Michael Eason, CFO at
Association of Fundraising Professionals

26. Next Steps!
For more information or a BI360 software quote:
Contact:
Debbie Peavy
dpeavy@sisn.com
888.844.6599
www.sisn.com