1. Pivotier - The RIGHT Report Writer for Dynamics NAV
Centerline Software
Ron Summers - President

2. Agenda System Requirements and Technology Pivotier in Action
How are we Different?
Implementation
Benefits for your Organization
Case Examples
Q&A

3. System Requirements & Technology
Report Model
Report Builder (SSRS)
Dataset & RDL
Ad-hoc Reports
Visual Studio (SSBIDS)
Analysis Regions
SQL View
Union Views
Transact SQL
Linked Objects
Other Applications
Flowfields
Option Text
Boolean Text
Language Captions
Company aliases
Decimal “bug”
External Objects
NAV Data in
SQL Server
Pivotier Query
Transact SQL
SQL Server 2005/2008
NAV 5/6 Executables
NAV databases 4/5/6
Classic and/or RTC
SSRS is optional

4. Pivotier In Action: Fast – 15-30 times faster than NAV
Real-time – keep NAV’s real-time power
Modern – uses RDL 2008 and 2010
Colorful – rich data visualization
Secure – NAV roles, permissions, etc.
Pervasive – all users, multiple output options
Easy – install, learn and go

5. Pivotier Pricing Product Name $ List Price Description PIVOTIER BIZ
Pivotier Business User Edition
5,000
This edition is the same product as originally released (i.e. Adhoc and Financial Reporting) PLUS our new Analysis Reports. This edition is designed to be used by non-technical NAV users. The Query object does not contain the ability to build Report Models or to generate SELECT statements.
PIVOTIER DEV
Pivotier Developer User Edition
3,000
This edition consists of the Pivotier Query tools and the Visual Studio Report Designer. The Query Object has complete functionality including the ability to build Report Models and SELECT statements. The user is an NAV developer.
PIVOTIER WEB
Pivotier Web User Edition
2,000
This edition requires one of the above and adds the capability to publish reports to SSRS.
PIVOTIER SUITE
Pivotier Suite
9,000
Includes all Pivotier editions.
PIVOTIER RT
Pivotier Runtime
1,000
Allows execution of reports created in BIZ or IT..

6. How are we Different? Designed to improve the status quo
Pivotier fills the gaps left by all other reporting solutions (base & 3rd party)
Pivotier replaces & improves NAV reporting functions
Provides the only 100% RTC report writer
Empower all users
Business users
Financial staff
Casual reporting users
IT Staff & Developers
Eliminate dependency on “experts”
Familiar User Experience
Classic and RTC
No new apps to learn (e.g. FRx, Excel)
Native Microsoft technologies
Uses Transact SQL for “one-layer” data retrieval
RDL 2008/2010 to deliver advanced charts, gauges, sparklines, databars and indicators
Leverages Microsoft stack
SQL Server Reporting Services
Report Builder
SQL Server
Visual Studio (SQL Server Business Intelligence Development Studio)
Windows, Web and Remote Viewers

7. Implementation Installation: 1 to 2 hours per database
NAV Objects per database
Pivotier Client Install per machine
Training: 0 to 8 hours
Software Licensing:
No seat license requirements
No developer license, Viewer license
No additional object costs

8. Benefits for your organization
Turns data into intelligence
Makes critical data in NAV easy to access
Information flows from all end users – not through the IT department
Data comes from one trusted auditable source – NAV, not spreadsheets
Makes report writing easy so everybody will do it
Eliminates need for costly training sessions
No need to designate a super user
All end users can build reports without specialized knowledge - no Phd in Excel or third party
Brings data to life
Data visualization with advanced charts, gauges, indicators, sparklines and databars
Summary/detail views of data
Dynamic pages, rows and columns from G/L accounts, dimensions, companies and periods
Produce reports in the most effective format – Report Viewer, , Word, Excel, PDF, Web
Eliminate multiple reporting tools
Reports against any C/SIDE (base or add-in) table/field
Saved Report Configurations (filters and options)
Account Schedules using new technology
Unlimited dimensions without cumbersome Analysis View
Maximizes existing investments in NAV and Microsoft stack
Fully integrated with SSRS allows:
scheduling
web based reporting w/o NAV user sessions
Fully integrated with Visual Studio for customized reports
Generate Transact SQL statements against NAV data
End user tool
Full reporting without programming, special skills, or specialized knowledge

9. Case Examples
“Do I send my users to another training session, or just buy Pivotier?”
Client has been struggling for a year to get user adoption on Jet Reports
Reporting environment was no better after a year of new reporting initiatives training investment
Pivotier solved the problem with immediate usability
“Now I can give them more than just black and white numbers on a page…”
One person in the organization was designated as ‘the Excel report writer’
Faced constant demands for reports from executives
Complaints about format and style
Pivotier solved the problem with ease of use and graphics capabilities
“I simply don’t have a good NAV reporting solution…”
Centerline partner faced numerous complaints about money wasted on existing reporting solutions
Avoided the issue by avoiding reporting topic altogether
“Pivotier gives me the confidence that my NAV users are going to get the most out of their ERP choice”
“I think this tool looks great!!  Undoubtedly we will find many other ways to use this.…”
Used Jet Reports to generate client report packages taking days and multiple manual processes
Pivotier produced complete reports packages in PDF in 5 minutes
Client Services could not create a ‘phone list with Jet, instant acceptance of Pivotier”
“We plan on replacing ALL LS Retail and NAV reports with Pivotier reports.”
“We use a BI tool and Jet now, but Pivotier seems to make it easier”
“We love Jet, but Pivotier allows us to create custom reports in Visual Studio as well”
“Pivotier is one of the easiest report-building tools I have ever used!”
End user tool
Full reporting without programming, special skills, or specialized knowledge

10. Get it RIGHT Now! with the RIGHT Technology User Experience Cost