Ditch Your Spreadsheets In Three Simple Ways

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1 Ditch Your Spreadsheets In Three Simple Ways Thursday, November 16, 2017

2 Does this sound familiar?

3 Why you re here. 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

4 It s nice to meet you. Greg Haith Director of Sales Scott Gauger Director of Sales Travis Graham Product Owner Reporting & Analytics Ron Smith Business Intelligence Analyst

5 Housekeeping Use the Question feature A recorded version of the webinar and the slide deck will be available.

6 Who we are. 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 We deliver the best customer experience in the industry.

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

8 Poll Question On average, how many spreadsheets are you using to understand your business? More than 20

9 Smart integration.

10 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.

11 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

12 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

13 Benefits of an Integrated System 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

14 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.

15 Visualization of data. 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

16 Visualization Example

17 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.

18 Poll Question In what areas of your business are you using reports and analytics? Financial Human Resources Operations Inspections (Quality Assurance)

19 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

20 Visualize data in charts and graphs.

21 Drill down to the heart of the data.

22 Analyze data to even the smallest point.

23 Functionality leads to better analysis. Business Intelligence from SAP BusinessObjects Drag and drop functionality Tiers and custom fields organize your data your way Complex queries simplified Dynamic reporting Automated reports

24 In a nutshell. Smart integration saves you time. At-a-glance analytics are like a virtual report card. Sophisticated reporting helps go beyond the big picture. Refer to the case study handout to learn how others have made the switch.

25

26 Additional Resources About TEAM TEAM Software Solutions Reporting & Analytics web page Like what you heard? Sign up for a demo. teamsoftware.com/contact

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