The Self-Service Business Intelligence Suite Presenter: Tom Franks VP Sales, Solver tfranks@solverusa.com 310-691-5308 GPUG Jacksonville, FL

Agenda Questions The BI360 Solution …Let’s Demo! vs Business Needs (Gartner Survey) Sample Customers 3 Levels of BI360 …Let’s Demo! Financials / Report from Scratch Payables Report Forecasting Questions

Questions Financial Reporting? Budgeting? How many companies? Dashboards? Data Warehouse? Cubes? DBA’s who can modify cubes?

Business Analytics Technology Priorities Survey 2: Survey 1: Source: Gartner CFOs' Top Imperatives From the Gartner CFO Technology Study These two Gartner Group Surveys shows: Survey 1: Business Intelligence software is the top investment priority of CIOs. Survey 2: The top 5 Analytics technology priorities for CFO’s are all covered by the BI360 Suite. Source: Gartner CIO Survey (2015)

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.

BI360 Architecture CRM GP Other 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.

The Solver BI360 Suite BI360 is a complete BI suite with 4 distinct modules that can work together in various ways depending on your needs. You don’t need to patch software from different vendors or interfaces together on your own as BI360 gives you everything in a single, integrated BI suite.

3 Levels of BI360 FRx Replacement - Live Reporting Dynamics GL Only ($), includes FRx to BI360 conversion tool Full Reporting – Live Reporting All Modules ($$) Planning and Data Warehouse – Dynamics & Other Data Sources with Planning ($$$) Portal available on all Levels $7,500

BI360 Suite – Module Detail Form design (Excel) Budget Input (Excel, Web) Forecast Input & Modeling (Excel, Web) Workflow Report design (Excel) Ad-hoc Reporting Report execution (Excel, Web, Mobile) Report distribution (E-mail, Portals) Dashboard design (web) Dashboard viewing (web) 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 ISV Partners ISV Solutions With Out-Of-The-Box BI360 Integration

A Closer Look at BI360 Let’s Demo!

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.

Solver Company Info GLOBAL REACH GROWTH WHY BI360 IS SELECTED Fast growing company 200+ partners 100+ Employees GLOBAL REACH 1200+ Customers in 40+ countries About ½ on GP Offices: US, Canada, Sweden, UK, Italy, Asia Pacific, India, Mexico 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 BI36o is a more modern, more focused, easier to use and more affordable solution.