Derek Krebs MSX Group

Transcription

1 Derek Krebs MSX Group

2 Presenter: Derek Krebs, MSX Group 12 years Consulting at Microsoft working strictly on Budgeting-Reporting Software 3 years with MSX Group all former members of FRx & Forecaster consulting, support & development teams 100% focus on these products! Derek has done over 200 client Implementations spanning 15 years; MSX Group has helped train, implement and support over 10,000 users!

3 CORPORATE PERFORMANCE MANAGEMENT Business Intelligence capability area that covers these core scenarios: Financial Reporting Consolidations Planning, Budgeting and Forecasting

4 Financial Reporting, Planning, Forecasting & Consolidations Microsoft CPM / BI Stack: Microsoft Management Reporter Microsoft Forecaster GP AX NAV SL

5 What is Management Reporter? Financial Reporting Challenges Management Reporter Solutions Product Overview Q & A

6 MANAGEMENT REPORTER A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), balance sheets, and Actual vs. Budget variance reports Boardroom-quality reports without IT assistance Integration with Microsoft Dynamics ERP solutions

7 BUSINESS BENEFITS

8 KEY FEATURES & FUNCTIONALITY

9 REPORT DESIGN (ROWS, COLUMN, AND TREE)

10 REUSABLE BUILDING BLOCKS

11 EVERYONE IN YOUR COMPANY WILL LOVE MANAGEMENT REPORTER

12 IT MANAGER IT Manager Pain Points It's my job to make sure our solutions are stable and secure I don t have time to design all the reports I d prefer not to have to refresh the ERP data to get the reports up-to-date Management Reporter solution Scalable, secure architecture SQL Server and IIS integration Native 64-bit support Windows authentication Microsoft.NET Platform and C# Role and task based security

13 REPORT DESIGNER Report Designer Pain Points I wish it was easier to design new reports When I update my chart of accounts, it s takes so long to re-design my financials Our business dictates that managers only have access to reports for their department or division Management Reporter solution Familiar user interactive Customizable Navigation Pane, toolbars with familiar icons, undo/redo Designed for minimal report maintenance Reusable building blocks, associations Flexible filtering capabilities Flexible top-down analysis Multisource consolidation

14 REPORT VIEWER/CONSUMER Report Viewer Pain Points I hate that I have reports in so many locations It s hard to locate a previous version of a financial statement It s not always easy to understand where a balance on a report came from Management Reporter solution Report Library Versioning, Folders, Export to Excel, Manage supporting documents Drill down

15 EXECUTIVE Executive Pain Points I need a solution that will grow with my business My board expects my financials to have a professional look My department managers need information at their fingertips Management Reporter solution Professional looking reports Personalize with logos, images, custom page breaks, numbering, Negative numbers in red Multilanguage capabilities Multiple distribution options Consolidations

16

17 What is Microsoft Forecaster? Budgeting Challenges Forecaster Solutions HR Budget Creation Re-forecasting Report Distribution Product Overview Q & A

18 Purpose built financial budgeting, planning and forecasting application Pre-built modules for modeling Revenue, Expenses, Human Resources and Capital detail Extras like Workflow, Audit Trail, Allocations, Foreign Currency, Top Down Adjustments, Reporting, and more!

19 Too many spreadsheets, formulas, broken links Too much time to set up Difficult to collaborate without workflow, security, and audit trail Data integrity, version control, consolidation

20 Written by Microsoft and part of the Microsoft Dynamics suite!!! Quicker Budgeting Cycle Minimal year to year setup No broken links, formulas, and multiple spreadsheets Powerful & easy rollups for quick consolidation or reorganization Budget Control Centralized setup stored in database Workflow, User and Group Security, Audit Trail Easy to Use! Microsoft Office navigation, Spreadsheet design

21

22 Search for existing suggestions and vote Enter new suggestions Blog with additional information

23 Microsoft.com PartnerSource CustomerSource m/

24 Call or Anytime with Product Questions Free 1-hour phone consultation to review your reporting and budgeting requirements, goals and setup in FRx / Management Reporter / Forecaster Derek.Krebs@MSXGroup.com