1. CALUMO for MS Dynamics GP
Warwick Leitch
CALUMO
September 23, 2018

2. Agenda Why CALUMO? CALUMO Overview Dashboards Reports Planning
Ad-Hoc Analytics
September 23, 2018

3. Why CALUMO?
September 23, 2018

4. Why CALUMO?
Report and Budget with 1 tool for all your GP data – GL, AR, AP, Inventory, Sales, Marketing, Operations
Web, Word, PowerPoint and Excel (CALUMO Loves Excel) ready
Any device, any time – PC, iPhone, Android, iPad etc.
Reporting, Dashboarding, Ad-Hoc data query, Budgeting and Forecasting
Extremely fast to build reports
Access the very latest data in less than 10 seconds
September 23, 2018

5. September 23, 2018

6. Microsoft GP Without CALUMO
Devices and platforms ?
Pain!
Reporting Tools
FRx
Management Reporter
Excel
SSRS GL AR AP
Sales
Inv.
Analysis
Not 1 tools for all requirements.
At least 3 different report writing and reporting reading skills sets required
Consolidations need to be hand crafted in each reporting tool
Different needs requires different tools
Hard work and painful to maintain
Data to report
Company 1
Company 2
Company 3
Company 4
Company 5
Company 6
Microsoft Great Plains

7. Microsoft Great Plains With CALUMO
Devices and platforms
One Reporting Tool GL AR AP
Sales
Inv.
Analysis
1 tool for all reporting requirements.
Only 1 skillset required for creating and using reports
Consolidations and aggregations done by CALUMO automatically using Cube technology
Easy to use and easy to maintain
Data to report
Company 1
Company 2
Company 3
Company 4
Company 5
Company 6
Microsoft Great Plains

8. Nicole Khalil, Moraitis Group:
“Before CALUMO, month end close took 2 weeks.  We working till midnight, the system would crash, & it would produce inconsistent reports.
Once we implemented CALUMO we reduced month
end to 1 day. We also saved 2 heads.”
September 23, 2018

9. Report Creation Process
4. Publish as web page
3. Format in Excel
1. Slice & Dice view of cube data
2. Send view to Excel

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11. Drag and Drop Ad- Hoc Analytics

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14. * η Dashboards Devices Report packs Cash flow Balance Sheet
P&L/Income Statement
Payroll/HR Reporting
Sales analytics
Inventory Planning
Budgeting
Forecasting
CAPEX planning
OPEX
Rolling forecasts
Workflow
Alerts
Devices
Interfaces GL
CALUMO Cubes HR
Sales
Inv.
Etc. $ #
Source
Spreadsheets /
Manual data
NetSuite
Sales
SAP
* η
ADP
September 23, 2018

15. CALUMO Cloud Database Architecture
Data is stored in a private relational database.
That data is transformed in to cubes for reporting, budgeting and analysis.
The CALUMO application presents the data to users via web pages and Office. Users can view or, based on their security permissions, write data back such as budgets.
CALUMO Client (Ribbon)
CALUMO Client (Zero Footprint)
Interface
Cloud
Desktop apps
Browsers
Authoring
CALUMO Cloud
Application Server DW
Includes Hyperion capability at a fraction of the price
SIGNIFICANCE of this design is the ability to provide BI DIRECTIONAL TEMPLATES and BUSINESS USER ADMINISTRATION where needed to deliver business results at the speed of business
Incremental data is extracted, typically via a conduit server adding extra security if required. This is normally a 1 way data transfer, out to Microsoft SQL Server that resides in CALUMO’s infrastructure.
Linked Server
On premises linked/conduit server for exporting data to CALUMO
Source
Spreadsheets /
Manual data HR GP
CRM/ Sales
* η
Ops
September 23, 2018

16. On Premise Architecture
Operational Reporting
Planning
Forecasting
Ad-Hoc Analytics
Scorecards
Dashboards
Work Flow/ Alerting
Statutory Reporting
Outcomes
Modes
CALUMO Client (Ribbon)
CALUMO Client (Zero Footprint)
Interface
Cloud
Desktop apps
Browsers
Authoring
BI Platform
Includes Hyperion capability at a fraction of the price
SIGNIFICANCE of this design is the ability to provide BI DIRECTIONAL TEMPLATES and BUSINESS USER ADMINISTRATION where needed to deliver business results at the speed of business
Application Server
Source
Spreadsheets /
Manual data HR GL
CRM/ Sales
* η
Ops
September 23, 2018

17. CALUMO-as-a-Service CALUMO-as-a-Service Architecture * η Outcomes
Operational Reporting
Planning
Forecasting
Ad-Hoc Analytics
Scorecards
Dashboards
Work Flow/ Alerting
Statutory Reporting
Outcomes
Modes
CALUMO Client (Ribbon)
CALUMO Client (Zero Footprint)
Interface
Cloud
Desktop apps
Browsers
Authoring
CALUMO-as-a-Service
Agile | Secure | Scalable | Rapid | Cost effective
BI Platform
Source
Spreadsheets /
Manual data HR GL
CRM/ Sales
* η
Ops
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20. Peter Curtis, Reflex Group:
Before CALUMO, in the eyes of the Board, there were questions asked regarding presentation of reports.  If errors were found the question was asked "are there other errors?“
Now, with CALUMO, there is no question about the integrity of the data.
September 23, 2018

23. Rachel Waters, Mantra Group:
We’ve got the output, we’ve got the Board report and it’s push button.
We have taken everything we used to do as manual processes in manual programs like Excel and put them all through CALUMO. 
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30. Dashboards aggregate and summarise around roles
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31. Warwick Leitch CALUMO wleitch@calumo.com 214-387-6030
September 23, 2018