Sage 200 Business Intelligence

2 Before BI After BI “The ability to easily report, analyse and flexibly interrogate any aspect of your business performance, when you want, how you want, where you want, irrespective of underlying systems technology” Data in your Accounting/CRM system Data presented in your BI systems What is Business Intelligence (BI)?

3 Sage 200 Business Intelligence So what is Sage 200 Business Intelligence (BI)? A new and exciting addition to the Sage 200 Suite linking to Sage 200 data. Enables you to extract real intelligence about your business from data accumulated every day in the normal course of operations. A powerful analysis and reporting tool which will transform your data into meaningful intelligence. Gives you maximum benefit from your business systems and data helping you to build a significant competitive advantage.

4 Why do we have Sage 200 BI? To understand this imagine yourself in this scenario: You are a supplier of fitted kitchens You have a lot of wholesale customers And a wide range of products this is your data…… Customer: Abbey Retail Bal on account £18500 Customer transactions allocated to Manchester Cost centre Customer: Abbey Retail Bal on account £18500 Customer transactions allocated to Manchester Cost centre Customer: Total Home Care Bal on account £35600 Customer transactions allocated to London Customer: Total Home Care Bal on account £35600 Customer transactions allocated to London Customer: Festival Homes Bal on account £1575 Customer transactions allocated to Newcastle Customer: Festival Homes Bal on account £1575 Customer transactions allocated to Newcastle

5 Why use Sage 200 BI? How long would it take to answer these questions: Which of the cost centres are most profitable? –Over the last 12 months? –Last 5 years? Which is your top customer? –Which customers have bought from you in the last 12 months, but not in the last 3? –What are their buying trends? –How do they compare to the same periods last year? –Are the trends regional?

6 Why use Sage 200 BI? How long would it take to you answer these questions? Which of these customers have overdue payments? Who are the worst paying customers? How many credit notes were issued last month? Which customers had the most? Sage 200 BI can answer all of these questions and many more very quickly. All are examples of situations where the information exists in the source system, but can’t be easily accessed. Ask your Financial Director how long it currently takes to get this information and how much they cost the business per hour?

7 Using BI to investigate business issues How would Sage 200 BI Help? –An MD Requires a report pack of Profit & Loss reports by Cost Centre –Needs to access the detail behind this report –Requires a top sheet Sales Dashboard then needs to access the detail –Needs to be able to change the emphasis of the report at any point. –Want to access this information quickly and easily. –Doesn’t want to be a ‘Report Wizard’ to achieve this.

8 Sage 200 Business Intelligence Sage 200 BI Demonstration

9 Using BI to make business decisions How would Sage 200 BI Help? –Credit controller needs to realise quickly the issues behind bad payment –What could we do to improve the situation? –What would be the financial effect of trying to offer settlement discount? –Needs to find out the results of a ‘trial’ –What is the detail of this result? –What if we extended the trial to all customers?

10 Sage 200 Business Intelligence Sage 200 BI Demonstration

11 Sage 200 Business Intelligence: Summary Gives you the competitive edge: Analyse trends and patterns in your data – provides greater business knowledge throughout. Informed and faster decision making Analyse data quickly and easily - ttransform data into actionable information Support future planning by identifying opportunities to increase revenue or reduce costs Make better and faster business decisions by analysing metrics and KPIs that are not easily measured in a non BI environment. Produce management and ad-hoc reports and dashboards Better understand customer relationships and buying patterns Save time on reporting-one version of the truth within the comfort of Microsoft Excel, reduces data duplication and use of multiple Excel files