© 2017 TEAM Software, Inc.

Ditch Your SpreadsheetsIn Three Simple Ways

Thursday, November 16, 2017

© 2017 TEAM Software, Inc.

Does this sound familiar?

© 2017 TEAM Software, Inc.

Three simple ways to ditch your spreadsheets: • Integration — efficient and effective business processes

• At-a-glance Analytics — faster decision making from visualized metrics

• Sophisticated Intelligence — dig even deeper into your business data

Why you’re here.

© 2017 TEAM Software, Inc.

It’s nice to meet you.

Greg HaithDirector of Sales

Travis GrahamProduct Owner

Reporting & Analytics

Scott GaugerDirector of Sales

Ron SmithBusiness Intelligence

Analyst

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• Use the Question feature

• A recorded version of the webinar and the slide deck will be available.

Housekeeping

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• Focused on Building Service and Security Contractors

• Industry-leading software provider since 1989

• Drive efficiency through an integrated software system

• Employee-owned company based in Omaha, Nebraska

Who we are.

We deliver the best customer experience in the industry.

© 2017 TEAM Software, Inc.

What we do.

• Enterprise Resource Planning (ERP) system

• Connect financial, operations and workforce management in one place

• Cloud-based solutions, web and mobile friendly

Look at the ERP quick guide webinar handout to learn more.

We help our customers do more and empower their people through efficiency-enhancing technology.

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On average, how many spreadsheets are you using to understand your business?

• 0-5

• 6-10

• 11-20

• More than 20

Poll Question

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Smart integration.

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What is an Integrated ERP System?A single system of record.• Centralized database containing your core business data.

• Integrated suite of software applications.

• Supports multiple business units and processes across an organization.

• Consistent user experience across modules.

• Real-time or near real-time reporting.

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Components of an ERP• Financial Management

• Human Resources

• Mobile Component

• Project and Work Order Management

• Personnel Scheduling

• Self-Service Features for Employees and Customers

• Job Site Information

• Customer Information

• Quality Management

• Inventory Management

• Bidding and Estimating

• Reporting and Analytics

• Third-Party Integrations

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Benefits of an Integrated System

Improved efficiency = Saved time and money• Eliminates duplicate entry of data into multiple systems• Reduces time spent researching and reconciling data

between systems• Streamlines business processes between departments• Improves customer and employee satisfaction

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Timely and transparent management reporting

• Allows for real or near-real time reporting

• Accurate and timely reporting enhances managerial decision making

• Underlying data is visible across the organization

• No silos of information

One System = One Source of Truth

Benefits of an Integrated System

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Integration helps you ditch spreadsheets because…• You have one system of record.

• All your data in automatically connected.

• Silos of information are eliminated.

• Accurate Information is real or near-real time.

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Our brains are hardwired to make sense out of visual data, not numbers on a spreadsheet.

Visualization can help:

• Identify areas for improvement

• Look for overall trends

• Evaluate results of previous decisions

• Make sense of large sets of data

Visualization of data.

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Visualization Example

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At-A-Glance Analytics

• Virtual report card of KPIs, metrics and trends.

• Leverage extensive set of data, quickly.

• Industry-specific metrics.

• At-a-glance information displayed in handy charts and graphs.

Watch this quick video about the insights dashboard.

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In what areas of your business are you using reports and analytics?

• Financial

• Human Resources

• Operations

• Inspections (Quality Assurance)

Poll Question

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Going beyond the big picture

Dig deeper into your data• Take the bigger picture down to a more granular level

Customize to your business processes• Combine data to get a holistic view

• Define your own requirements and measurements

Sophisticated graphics• Go beyond line charts and bar graphs

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Visualize data in charts and graphs.

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Drill down to the heart of the data.

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Analyze data to even the smallest point.

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Business Intelligence from SAP® BusinessObjects™

• Drag and drop functionality

• Tiers and custom fields organize your data your way

• Complex queries simplified

• Dynamic reporting

• Automated email reports

Functionality leads to better analysis.

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• Smart integration saves you time.

• At-a-glance analytics are like a virtual report card.

• Sophisticated reporting helps go beyond the big picture.

In a nutshell.

Refer to the case study handout to learn how others have made the switch.

© 2017 TEAM Software, Inc.

© 2017 TEAM Software, Inc.

• About TEAM

• TEAM Software Solutions

• Reporting & Analytics web page

Additional Resources

Like what you heard? Sign up for a demo.teamsoftware.com/contact