Thank you/Appreciate time Intro me- Manage channel last 2 years

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Presentation transcript:

Easy reporting for your business Jade Turley Sage Channel Account Manager Thank you/Appreciate time Intro me- Manage channel last 2 years So who are Panintelligence? 10 years, UK company. Originally build for banks & financial institutions Relationship with Sage- Certified addition for BI/innovation award/committed to delivering Sage dashboards through our partners Over the next 20 mins I hopefully I can Insight in added value to your current Sage solution via a business intelligence reporting tool

Why Extraction & Manipulation in Excel Only IT know how to build a new report Business Intelligence tools are expensive I can only get to information when I am in the office At PI we understand Sage as a product. Seen a range of different Sage environments and helped businesses overcome challenges of getting information out of their systems. Common issue The reality…..its complicated and difficult for organizations to get to simply get to information to make faster better decisions Data is stored in lots of different places Few people know how to access it Tools are too difficult to use I don’t have access to all the systems

How Its magic… I can see information from all my systems in one place Its so easy for me to create my own reports and charts My teams see information relevant to them, its made them more proactive So how do we make reporting easier for you.. We make it easy for you to create your own reports Build a report once and let it update itself in real time It one place for all your reporting – you can connect as many databases as you wish to the dashboard You can track change in the business any where in real time Most importantly you give people the information to do their job better Our staff can access their own information from their mobile phones! I can see todays issues instantly and drill to the data to understand it

Panintelligence for Sage 200 & CRM Pre-configured Easy to create new reports / charts Multiple companies charts Consolidated reporting Automated alerts Report scheduling Access anywhere on any device No additional Sage licences required So what is Panintelligence? Preconfigured we are the only business intelligence tool on the market who offer an out of the box product One place for all your reporting/ cross reporting Report on other Sage additions you may be using Bespoke views/ user defined field point at directly at your sage data and reporting real time over it KPI- alerting Security- We all have sensitive information so lock down what users can & cant do For many companies information is stored on multiple databases, spreadsheets and external data sources. – Mention central hub for all reporting in the business Today I plan show you our reporting tool which can help you to get to your information easily, anywhere, at any time

The Panintelligence Solution Document Management Manufacturing CRM Sage 200 Distribution Real Time Direct database connection no movement of data For many companies information is stored on multiple databases, spreadsheets and external data sources. Management reporting is a time consuming process often resulting in delays getting information as the business wrestles with why they are getting different answers to the same question from multiple systems. As such is a long way from real-time. Reports are retrospective, show only one layer of information and are not interactive. Usually only the top level of management have access to this information and its difficult or impossible to give customer and employees access to information only relevant to them. Existing reporting systems are usually only accessible from the office Your customers are struggling……….. Vast amounts of data and growing Data is stored on multiple databases Different answers to the same question Reports are delivered on a fixed schedule Difficult to share information between employees Difficult to share information with customers Trends and patterns difficult to identify Only access information in the office Reactive to change Customers Employees Suppliers

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