The Self-Service Business Intelligence Suite

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Presentation transcript:

The Self-Service Business Intelligence Suite Presenters: Alex Geller

Company Background GROWTH GLOBAL REACH WHY BI360 IS SELECTED Fast growing company Strong partner channel 120+ Employees GLOBAL REACH 1300+ Customers in 40+ countries Offices: US, Canada, EMEA, Asia, India Distributor in Latin America WHY BI360 IS SELECTED Easy to use Complete BI Suite Strong integrations SAMPLE AWARDS Many of the developers behind BI360 came from BI tools that was built and sold to Microsoft and SAP in the past two decades. With BI360, Solver is using all of this past experience plus extensive field research to drive innovation, functionality and easy-of-use to a new level. BI360 has received many awards and recognitions in the past few years, including it first entry to the Gartner Group Magic Quadrant (MQ) for Corporate Performance Management (CPM) solutions that came out in March, 2014, where BI360 is one of only 17 global CPM vendors. Solver is in good company on the MQ, with companies like SAP, Oracle and IBM, with main differences being that BI360 is a more modern, more focused, easier to use and more affordable solution.

BI360 Suite – Module Detail Reporting Planning Report design (Excel) Ad-hoc Reporting Report execution (Excel, Web, Mobile) Report distribution (E-mail, Portal, Mobile) Collaboration Form design (Excel) Budget Input (Excel, Web) Forecast Input & Modelling (Excel, Web) Workflow Collaboration Dashboard Data Warehouse Dashboard design (web) Dashboard viewing (web) Collaboration Consolidation & Budgeting database Multi-source Data Warehouse Data Loading (SSIS, File import, Connectors) Slide Notes: - BI360’s 4 modules are based on modern, user-friendly technology Each module can be used in conjunction with the other modules based on needs

BI360 Architecture ERP 1 GP ERP 2 CRM This simplified architecture diagram gives you an overview of how all the BI360 modules fit together. Reporting offers both reporting and consolidations and can be both live on the ERP system (ask for which systems are integrated) as well as run on the BI360 Data Warehouse. Excel, web and mobile interfaces are available. Planning offers a very flexible budgeting and forecasting module where input forms are designed in Excel (web input also available approx. mid-2014). It uses the BI360 Data Warehouse for storing any type of planning data as well as storing uploaded historical data. Dashboards are web-based (same portal as web reporting) both for designers and end-users. Data Warehouse not only provides a budget database as mentioned earlier but is very much a MS SQL Server-based enterprise data warehouse you can grow with and you can expand to include data from virtually any of your existing data sources (including cloud data sources like Salesforce, Intacct, Acumatica and Netsuite where we have pre-built connectors). Apart from being a very easy to use and to configure data warehouse, it integrates directly and out-of-the box with all the other BI360 modules as well as 3rd party tools that supports the SQL Server platform. Why build a homegrown data warehouse when you can buy one for a fraction of the cost? On top of the diagram you can see various ways users can access BI360: Through the BI360 Web Portal, Mobile apps, Excel add-in, receive reports and messages through email, and by interacting with other users through the powerful collaboration features.

Sample Customers by Industries Financial Services Media & Entertainment Manufacturing & Distribution …and many other Healthcare Hospitality Not-for-Profit Retail This is a small sample of BI360 customers, across many industries and different ERP systems. The sweet spot for BI360 tends to be mid market organizations because that is where most BI360 resellers focus their businesses. You will however also find a number of multi-billion dollar customers in the BI360 customer base.