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Excel and Web-based Reporting and Budgeting for Dynamics GP Presenter: Kristine Simon, Sr. Solution Engineer.

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Presentation on theme: "Excel and Web-based Reporting and Budgeting for Dynamics GP Presenter: Kristine Simon, Sr. Solution Engineer."— Presentation transcript:

1 Excel and Web-based Reporting and Budgeting for Dynamics GP Presenter: Kristine Simon, Sr. Solution Engineer

2 GPUG PS: Excel and Web-based Reporting and Budgeting for Dynamics GP Agenda  Solver Background  BI360 Product Overview  Upgrade: FRx Promotion*  BI360 Reporting Live Excel and Web based Reporting Publishing Report Packages Ad Hoc Queries  BI360 Planning Personnel & Expense Budgeting  Q&A

3 Company Background WHY BI360 IS SELECTED Easy to use Complete BI Suite Strong integrations RECENT AWARDS GLOBAL REACH 750+ BI360 customers in 4 years Offices: US, Canada, EMEA, Asia, India Distributor in Latin America GROWTH 35% Rev growth in 2013 155+ partners globally 86 Employees

4 Speed up and improve our customers’ decision-making processes by providing the best possible BI suite that is the easiest to learn. Corporate Vision

5 Customers Across All Industries

6 Business Analytics Technology Priorities Source: Gartner CFOs' Top Imperatives From the 2013 Gartner FEI CFO Technology Study

7 BI360 Positioning A Full BI Suite that gives Complete Insight

8 The Solver BI360 Suite Reporting Planning Dashboard Collaboration Data Warehouse Suite

9 StrategyResearchDiscussTacticsBudgetExecuteReportReview BI360 Suite – Module Detail ReportingPlanning Dashboard Collaboration Data Warehouse Report design (Excel) Report execution (Excel, Web, Mobile) Report distribution (E-mail, Portals) Dashboard design (web) Dashboard viewing (web) Consolidation & Budgeting database Multi-source Data Warehouse Form design (Excel) Budget & Forecast Input (Excel, Web*) Workflow

10 BI360 Architecture Dynamics GP / CRM ISV or Other data Payroll Suite Cloud

11 Upgrade Offer for FRx Customers Microsoft has officially retired FRx. Looking to Replace FRx?  Upgrade from FRx to BI360 to enjoy these benefits and more: THE report design interface all finance people love – Excel! Utilize all the Excel formulas, formatting, charts, printing  $995 for the BI360 Reporting Module for a pre-built, live integration to the General Ledger module in Dynamics GP  Start with reporting on the GL and have ability to upgrade to report on ALL of your GP modules  Opportunity to later add other BI360 modules (for web and mobile reporting, multi-company, dashboards, budgeting, report distribution or data warehouse)*

12 A Closer Look at BI360

13 BI360 Reporting Limited to GL-only Not Business-User Friendly Time Consuming Decision maker demands Lack of details Difficult to collaborate Data in multiple places Too many different systems to learn and use CHALLENGES SOLUTION: BI360 Reporting GL + Beyond the GL Excel-based & Web-based Drag & Drop report design Generate reports on-demand Ad-hoc reporting Drill to details! Dynamic Rows & Columns Single solution ERP & DW (reporting, budgeting, dashboards, collaboration)

14 Who Benefits from BI360?

15 Summary  Resources Customer Portal with report/budget templates and docsCustomer Portal BI360 ForumForum Helpdesk with Knowledgebase and training videos 370 page, full color BI360 book (electronic and print)BI360 book Classes (from Solver) or ask your BI360 partnerClasses  Implementation assistance Installation Training Reporting, budgeting, dashboard and data warehouse configuration

16 BI360 – Key 2014 Releases 2014 Releases: Reporting & Dashboards 4.0 (Feb) Mobile apps (Feb) Planning & Data Warehouse 4.0 (Q2) Multi-tenant (Q2) Collaborative/Social (Q2) Web-based Planning (Q4)

17 The Self-Service Business Intelligence Suite Questions? Thank you! For more information, visit our website www.solverusa.com. www.solverusa.com Or email info@solverusa.com to schedule a one on one demo.info@solverusa.com Follow us on Linkedin and Twitter @SolverUSA

18 BI360 – Consolidations Key FeaturesMulti-Company ModuleBI360 Data Warehouse Aggregate CompaniesYes Currency ConversionNoYes Eliminations & MinoritiesNoYes Include other data sources/ERPsNoYes AllocationsNoYes IFRS/GAAP & Other AdjustmentsNoYes Organizational TreesNoYes Performance TunedNoYes

19 BI360 in SharePoint  Single-sign on (SSO) coming with BI360 ver. 4.1 (H1, 2014)


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