1. COMP-13 Running your Business Intelligently
Kevin Rosell, Epicor
Sr. Product Manager
Moderator: Jim Lundy, Progress

2. Agenda Introduction Customer: Epicor Summary
The animated yellow box maybe used to highlight the topic you are discussing
COMP-13, Running Your Business Intelligently

3. Customer Profile Epicor Founded 1984 Revenues: $226M
California based; global reach
Delivering SW solutions to mid-market
Industry solutions for manufacturing, distribution, hospitality, financial services, and others vertical markets
COMP-13, Running Your Business Intelligently

4. Agenda Slide Introduction Case: Epicor Summary
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COMP-13, Running Your Business Intelligently

5. Epicor’s VBI Vantage Business Intelligence Powered by CorVu
Presented by
Kevin P Rosell
Senior Product Manager

6. Business Intelligence Requirements & Strategies
Information Delivery, Access & Navigation
Tools for examining the business –
“what happened”
Historical and Current Data Access
Tools for understanding the business –
“why did it happen”
Analytical Exploration & Reporting
Tools for planning the business –
“what will happen”
Ease of use and Ready-to-Go
Tailored for your business
"The essence of intelligence is skill in extracting meaning from everyday experience." ~ unknown
Anyone can hold the helm when the sea is calm. - Publilius Syrus
Knowledge is the antidote to fear. Ralph Waldo Emerson - Fear -
Although that may sound rather trite, it is, in fact, the heart of the issue. As corporate data proliferate, businesses need to extract every bit of value from it without the expense and delay of having the IT department write custom programs for every request. And that's where business intelligence software comes in. Under ideal conditions, BI applications allow employees to write a query and print a report from their own desk.
By Bill Snyder TheStreet.com Staff Reporter
"Quality is never an accident; it is always the result of an intelligent effort." ~ John Ruskin ( )

7. BI Objective for Vantage
Turn Key Operation
Quick ROI
Ease of Use
Functional / Powerful Application
Strong Partnership

8. Epicor’s Turn-Key BI Solution
VBI (Vantage Business Intelligence)
Corvu’s CorBusiness v5.0
252 Delivered Objects
Knowledge Library
Schedulers
Personal and Corporate Menus
Development / Production Directories

10. Epicor’s Turn-Key BI Solution

11. Epicor’s Turn-Key BI Solution

12. Epicor’s Turn-Key BI Solution
Order & Sales
Analysis
Epicor’s Turn-Key BI Solution

13. E p i c o r ’s T u n - K e y B I S l t

15. Epicor’s Turn-Key BI Solution
Shipping Analysis
Epicor’s Turn-Key BI Solution

16. E p i c o r ’s T u n - K e y B I S l t

17. Epicor’s Turn-Key BI Solution

18. E p i c o r ’s T u n - K e y B I S l t

19. Epicor’s Turn-Key BI Solution
What worked
Using Corvu and Progress education classes
until we had a critical mass
Adding our own classes
Not to the exclusion of Corvu Classes
Our class is VBI delivered object specific
Having dynamarts in all the functional areas
Sales to Financial to Manufacturing
Hottest module for the CAMs to sell
Penetrated 20% of customer base

20. Epicor’s Turn-Key BI Solution
What worked
Delivered local and corporate menus
Consistent menu structure
Sqy to user functionality
Demos with customer data

21. Epicor’s Turn-Key BI Solution
What worked
Complex Queries
Can get any data/info needed out of DB
New 5.0 Release
User Interface / Metaphors
Quick Reports
Environments
Partnership with Corvu and Progress

22. Epicor’s Turn-Key BI Solution
What did not work
“End all” and “be all” queries
Large customer performance issues
Single scheduler file for 252 objects
Have now created period specific schedulers
Daily
Weekly
Monthly
Yearly
Report Writer as RB replacement

23. Epicor’s Turn-Key BI Solution
Challenges
2 Platforms
Progress and sql databases
Moving to OpenEdge™ 10
ODBC
Knowledge Library
Updates
Multi-platform

24. Epicor’s Turn-Key BI Solution
Some additional screen shots

30. Key Benefits for Vantage
Turn Key Customer Operation
Quick ROI
Increased Application Value/Function
Maintain Ease of Use
1st Place
Software
American Electronics Association
2005 Award
Innovative Product/Technology

31. Agenda Slide Introduction Case: Epicor Summary
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COMP-13, Running Your Business Intelligently

32. Conclusions Competitive advantage Increased application value
Customer & Partner Benefits
Competitive advantage
Increased application value
Meet customer needs for functionality
Increased customer satisfaction and loyalty
COMP-13, Running Your Business Intelligently

33. Questions?
COMP-13, Running Your Business Intelligently

34. Thank you for your time!
COMP-13, Running Your Business Intelligently

35. COMP-13, Running Your Business Intelligently