Utah Chapter GPUG Business Intelligence Presented by Rob Gillespie, VP Sales - Certified Account Executive Microsoft Business Solutions Premier Computing Technologies x

Agenda Define Business Intelligence (5) Tools Available to Users, Past, Today and Future (10) Challenges of Data Overload (5) Who should receive the Business Intelligence data and in what form? (15) What your personnel can do to Assist C-Level Managers (15) Creating BI Value within your organization (10)

Brief Survey How Many Deal with a BI Dashboard a daily basis? How Many are practicing CFO’s or Controllers? How many have heard of the term “Business Intelligence Dashboards”? How many use Microsoft Excel? How many use Microsoft Excel Pivot Tables on a regular basis? How many have deployed Dynamics-GP Business Analyzer?

Define Business Intelligence What is Business Intelligence? Is the term Business Intelligence an Oxymoron? ROE – Return on Equity ROIC – Return on Invested Capital TRS – Total Return to Investors COGS – Cost of Goods Sold EBIT – Earnings Before Interest and Taxes EBITDA – Earnings Before Interest, Taxes, Depreciation and Amortization CAGR – Compound Annual Growth Rate DSO – Days Sales Outstanding (AR Days) Per Patient Day Costs Operating Capital Turnover Operating Capital as a % of Sales Asset Turnover

Define Business Intelligence Webster’s definition of Business Intelligence Business = the buying and selling of commodities and services for trade. Intelligence = Perception, discernment, the ability to respond quickly and successfully to a new situation, to learn from experience to solve problems. Goal of Business Intelligence is to IMPROVE OPERATIONAL EFFICIENCIES * Improving operational efficiency involves more than simply automating labor-intensive activities. It requires organizations to continually seek out new methods of managing increasingly complex business processes. By injecting business intelligence technology directly into critical business operations, you can ensure that the right people get involved at the right time to make decisions that impact your bottom line. * * Source: InformationBuilders.com

Tools Available to Users, Past, Present, Future

Tools Available to Users - Today Microsoft Dynamics-GP Excel Reports Microsoft Dynamics-GP Reporter (MR) Microsoft Dynamics-GP Analysis Cubes Microsoft SQL Reporting Services (SRS) Business Alerts (Tab) Multiple 3 rd Party Solutions

Tools Available - Today Specific Tools from Microsoft Analysis Cubes for Excel Analysis Cubes Library (OLAP) SmartLst Builder - eOne Solutions SmartView – eOne Solutions SmartList Designer – Native GP Analytical Accounting Dynamics-GP Extender Management Reporter – Web Library Management Reporter - Scheduler Management Reporter Drill Down Reports Management Reporter - Designer Dynamics-GP Business Alerts

Challenges of Data Overload Analysis Paralysis -Too Much Data Data Not Available in a Timely Manner Volumes of data make it difficult to disseminate People have a tendency to “give-up” Business Intelligence will continue to evolve, and become the most important IT investment organizations can make. We see a future where BI will be a part of every application-used by all employees, customers, partners and suppliers. * Source: Quote from BusinessObjects.com (Crystal Reports)

Business Intelligence Deployment Who should receive the data and in what form? Information is the lifeblood of the organization. Yet, many organizations struggle to provide the right information to the right people at the right time, to help them make the right decisions. When correctly channeled, information not only improves decision making; it becomes the means to communicate and align around organizational strategy. It allows users to track performance, understand business drivers, and manage the business— in short…good BI will….. DRIVE ENTERPRISE PERFORMANCE INCREASES Quote from Business Objects

Business Intelligence Deployment Who should receive the data and in what form? Analysis Cubes for Excel – End User & Managers Advanced Analysis Cubes Library - All Analysis Cubes Library (OLAP) – User & Managers SmartList Builder – Users SmartList Designer – Users Analytical Accounting – User & Managers Dynamics-GP Extender - User Management Report Web Library - Managers Management Report Server-Scheduler – User’s to Management Management Reporter Drill Down Viewer – User’s to Management Management Reporter Designer – User’s to Management Business Alerts - ALL

Conclusions for the CFO, Controllers and Accounting Staff BI allows a person to: Report on important business trends quickly Assist your C-Level Management team make good decisions What you can do: Learn New BI Tools, Start Using Them Internally Provide (OLAP) Tools Online for Management Teams Learn About Digital Dashboard Options Who Can Provide Them? Many Options Are Available

Many Options Available to create BI Reports: In Alphabetical Order, no specific ranking Adaptive Planning BI 360 BioAnalytics BizNet Budget Maestro Calumo Centage deFacto eOne – SmartList Builder eOne – SmartView Full Circle from T3 HALO BI Jet Reports ::: M Files Tableau ::: True Sky

Creating BI for your firm/organization * It's not enough to have dashboards that simply report on what happened. This information is valuable but of limited use. Dashboards should also show context around the information and provide guidance for action * *Quote for SAS – BI Provider

Some Additional Samples of BI Digital Dashboards keywords=performance+dashboards+and+analysis+value+creationhttp:// keywords=performance+dashboards+and+analysis+value+creation Chapter 2 – Fundamentals of Finance Chapter 3 – Key Valuation Concepts Chapter 4 – Business Model Financial Projections Chapter 5 – Shareholder Value Drivers Chapter 6 – Revenue Growth and Pricing Strength Chapter 7 – Operating Effectiveness Chapter 10 – Cost of Capital

Overview of Dynamics-GP Native Business Intelligence GP General Reporting Options / Modification / Grouping SmartList Designer – General Overview SmartList Designer – Options Excel Refreshable Reports (GP 2015) Excel PowerPivot – Free Download Business Analyzer – General Overview – Charts / KPI’s / Graphs / Excel / MR Business Analyzer – App’s Deployment Management Reporter - Designer Management Reporter – Viewer

Questions

Thank You Rob Gillespie Certified Account Executive Premier Computing Technologies x Mobile