Infor F9 Webinar: Powerful Excel-based Financial Reporting for Infor10 ERP Express (VISUAL) If you know Excel, you know F9

Transcription

1 Infor F9 Webinar: Powerful Excel-based Financial Reporting for Infor10 ERP Express (VISUAL) If you know Excel, you know F9 David Stewart, Infor F9 Account Manager

2 Agenda Infor F9 Company Overview What is F9 Financial Reporting F9 Features and Business Benefits Services and training Product Demonstration Why Infor F9 for VISUAL clients? Questions 2

3 F9 Company Overview Established in 1989 F9 is a Business Unit within Infor since 2007 F9 Business Unit Vancouver, British Columbia Tampa Bay, Florida Our Customers: F9 has been sold to ~30,000 Customers ~75,000 Customer Sites Solution Offerings F9 Professional: Integrated to all Infor ERP packages, including Infor10 ERP Express (VISUAL) F9 is available for over 150 ERP packages 3

4 What is F9 Financial Reporting Powerful & easy-to-use Financial Reporting and Analysis solution linking the VISUAL GL to Microsoft Excel Provides Business Intelligence (BI) & visualization tools (dashboards & KPI s) and web-reporting. Offers easy one-step recalculation PRESS Eliminates need to rekey data into Excel Ventana Research found that 93% of companies use spreadsheets during the closing process. 4

5 Customer Profile SMB markets, and plants including divisions of large multinational accounts Power in Finance s control Need an easy-to-install, learn and use solution that is scale-able #1 buying criteria: lowest total cost of ownership 5

6 F9 Features Excel-based functionality ensures ease of use Formula Calculations eliminate re-keying of numbers Business Intelligence Reporting offers KPIs, Table and Pivot Table analysis Web Reporting and dashboards are within a browser Report Analysis diagnoses errors in a report Drill-Down Capability by account segments, transactions, pivot details Budget Write-Back to the F9 Datamart Consolidations over multiple companies and databases Ad-hoc Reporting using the report wizard Scheduling report calculation, distribution and 6

7 Business Benefits Eliminated the re-keying of reports Spend more time analyzing information than gathering Flexibility of modification at end- user level (ad hoc reports, new accounts) Integrate the disconnected information and activities of financial processes. Increase visibility to transactions supporting the Financial Statements Create efficiencies and controls throughout the Financial Statement Reporting Cycle To provide accurate, reliable and useful data 7

8 Services and training Implementation 2-3 day implementation to one database (Installation takes 15 minutes) Training 4-hour fundamentals online training session Maintenance Unlimited technical support through Infor365 Product updates 8

9 9 Demonstration

10 Additional Feature F9 Connect F9 Connect (Optional Module) - Web-based Reporting module Publish and Recalculate F9 Reports from a Browser Include F9 Report Parameters to change in the Browser Publish F9 Dashboards to calculate from the Browser Enhanced distribution and access of F9 reports across an extended enterprise Leverage information and value to every level of the organization Requirement: Microsoft Office SharePoint Server 10

11 Summary Why Infor F9? F9 is a proven Infor solution F9 offers customers an integrated Infor solution Turn-key product Quick implementation cycle Easy to deploy, easy to use, and easy to maintain Easy to learn: You know Excel You know F9! Performance and scalability Reports recalculate quickly and for large sets of data Infor has influence in future development and product enhancements 11

12 Resources Website: and Technical Support: or call Infor 365 Support : Contact: david.stewart@infor.com Phone: For more information contact your Infor Account Manager or Reseller 12

13 Questions Questions? 13