Extend Your MS Dynamics ERP & CRM with a Complete BI Solution
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Transcript of Extend Your MS Dynamics ERP & CRM with a Complete BI Solution
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Get More out of Your MS Dynamics ERP & CRM with a Complete BI Solution
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• Microsoft Dynamics & BI Strategy
• Example Areas of Impact – Finance, Operations & Sales
• Maximize your Existing Investment
• Extending Dynamics with Panorama
• BI Suite in Action
• Q & A
Agenda
Tap Into The Potential Of All Of Your Business Experts
Executives and
Managers
Knowledge
Workers
Functional
Employees
Untapped Potential of Innovation and Growth
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Improve organizations by helping all employees make better, faster, and more effective business decisions
Easy to useAccessible to everyoneAffordable
Microsoft Dynamics & BI – Drive Performance
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4
Solution elements
Immediately respond to your specific financial metrics
Minimize manual financial processes – Accurate information faster, build confidence
Single source of trusted information – make better informed decisions
Benefits
Existing systems’ databases
Data collection
KPI’s Dashboards
Reports created to track key financial performance indicators in real-time to support decision making
Key Performance Indicators
Aggregated view of all necessary information to
assess the financial health of your business
Financial Dashboards
Extend Your Dynamics Framework - Financials
Other Systems
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Solution elements
Monitor operational performance across multiple information sources
Identify inefficient processes Accurately forecast demand and
align resources more effectively Improve stock availability and
reduce stock outs Analyze distribution costs
Benefits
Reports created to track key operational
performance indicators in real-time to support
decision making
Aggregated view of all necessary information to assess the operational
health of your business
Operational Dashboards
5
Existing systems’ databases
Data collection
KPI’s Dashboards
Extend Your Dynamics Framework - Operations
Key Performance Indicators
Other Systems
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Solution elements
Build deeper customer relationships and spend more time on the opportunities that matter most
Identify customer profitability and buying behaviors
Focus sales efforts to align with the corporate targets by tracking team and individual performance
Respond to fast-moving competitive environments
Benefits
Reports created to track key sales performance
indicators in real-time to support decision making
Aggregated view of all necessary information to assess the health of your
sales process
Sales Dashboards
6
Existing systems’ databases
Data collection
KPI’s Dashboards
Extend Your Dynamics Framework - Sales
Key Performance Indicators
Other Systems
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Microsoft - Better Together
• Leverage your existing investment in Microsoft SQL Server – Analysis Services, Integration Services, etc.
• Continue to provide a familiar working environment – Microsoft Office & SharePoint
• Leverage Pre-Developed Microsoft Dynamics Cubes – Save deployment time and cost
BI PLATFORMSQL Server
Reporting ServicesSQL Server
Analysis Services
SQL Server RDBMS
SQL Server Integration Services
SharePoint Server
DELIVERY
Reports Dashboards Excel Workbooks
AnalyticViews KPI’s Plans
END USER TOOLS & PERFORMANCE MANAGEMENT APPS
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Integrated Solutions
Workflow & ValidationEmployee PortalCustomer PortalVendor Portal
We Bring It All Together
AccountingManufacturing/DistributionProject AccountingPayroll/HRCRM
Analytics / ReportingDashboards /KPIsVisualization
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A few words about Panorama Software
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15 Years of Unbeatable Innovation
1995 - Panorama’s first BI solution was created
1996 - BI technology sold to Microsoft, basis for Analysis Services & MDX
2003 - Redefine how Users Explore Data
2006 - Partner with SAP, Advise on MDX
2007 - Introduce the New ‘Dashboard’ in Office – ‘Spotlight’
2008 - The Analytical Engine Behind Google Apps
“Analytics as a Service” for Microsoft, SAP & Google
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“As far as third-party tools go Panorama is still the #1 vendor…”
*BI Survey 8 – review by Chris Webb: http://cwebbbi.spaces.live.com/blog/cns!7B84B0F2C239489A!4405.entry
BI Survey 8
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BI Survey 8Business Benefit Index (BBI) by Product
#1
Panorama scores the highest compared to all other BI products when it comes to the business Benefits which the end users gets from the product – most value for your investment.
Source: http://www.isreport.de/index.php?id=993 Featuring: The OLAP survey 8 by Nigel Pendse
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A strategic Microsoft partner
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Financial Services Manufacturing Healthcare Retail & Distribution Telecom, Media & Entertainment
Over 1,000 customers worldwide
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Value Proposition
• Extend your current investments in Microsoft platform
• Simple to use solutions for your information workers
• Improve collaboration
• More power to your analysts
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Top 3 challenges inBusiness Intelligence
today
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Challenge #1
Information workers still don’t use BI tools for data analysis
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So when they need data insights, they go to IT
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This is why we designed & developed
Self-Service BI tools for End Users
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BI for End Users
• The most user friendly analytical client available today :
– Animated self discovery features
– Zero training with interactive help
– Interactive analysis
– Simple to share and collaborate
– Inviting and polished User Interface
– Fully integrated into the Panorama
NovaView Dashboard
NovaView Flash Analytics
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BI for End UsersNovaView Spotlight
• Deliver personalized insights to users in a simple and intuitive way
• Give people the data they need right when they need it
• Put insights where people work
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And if you need to collaborate with suppliers, partners & customers…
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SharedViewCollaboration Outside the Firewall
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Challenge #2
While information workers want simple, analysts need more
power
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Give more power to analysts
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• Real-time web access to the most powerful and intuitive analytical applications
• Identifies, investigates, and analyzes performance, drivers and trends
• Enables users to manipulate data, perform calculations and design complex analysis with intuitive “drag and drop” features
More Power to Your AnalystsNovaView Analytics
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More Power to Your Analysts
• Instant calculated members
• Advanced exception handling
• Sliding filters
• What if analysis
• Interactive Charting
• Advanced MDX wizards
• One click interactive reporting
• Geographic visualization
• Large dimension handling
• And much more
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• Creates, formats and distributes high quality reports in one click
–Customizable formatting features include highlighting, visual coding and sorting
• Enables full integration with user data
–“Slice and dice” and search capabilities are accessed directly from the Smart Reporting screen
• “One-click” conversion to Excel, PDF and Word files
More Power to Your AnalystsNovaView Smart Reporting
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Challenge #3
Extend your ERP & CRM with a BI
solution
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Integrated Solutions
Workflow & ValidationEmployee PortalCustomer PortalVendor Portal
We Bring It All Together
AccountingManufacturing/DistributionProject AccountingPayroll/HRCRM
Analytics / ReportingDashboards /KPIsVisualization
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Demonstration
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• Try Panorama NovaView:www.panorama.com/trial
• Get in Touch with us:- [email protected]
• Follow us on Twitter:http://twitter.com/PanoramaSW
• Join us on Facebook:http://www.facebook.com/pages/Panorama-Software/69503193948
• Panorama blog: www.panorama.com/blog
Learn More about Panorama Software