Connecting People to Information

Transcription

1 Connecting People to Information The power of multidimensional analytics, reporting, planning Ram Hasson

2 Topics BI-Metrix introduction Multidimensional nature of business Information BI-Metrix BI for Accpac demo Questions

3 BI-Metrix BI Solutions Founded in 2007 Developing BI software for over a decade Sage Development Partner, Microsoft Certified Partner Products include BI-Analyzer, BI for Accpac, Analytics Maestro (Centage OEM), Avercast BI (Avercast OEM) Provide OLAP consulting SQL Server Analysis Services (SSAS)

4 BI-Metrix - BI for Accpac Solution Integrated with SAGE Accpac ERP Powerful analysis, reporting, dashboarding and planning Leverages Excel and multidimensional technology Financially intelligent business models Information anywhere at anytime Low total cost of ownership

5 Planning, forecasting, what-if analysis Easy and flexible plan creation Allocations and Spreading Personalized planning Single application for both data entry and analysis Powerful, in-plan analysis Live access to actuals and detailed operational data Powerful, user-driven, what-if modeling Uncovering key opportunities Quick updating of key business assumptions

6 Service offerings Custom SQL Server cube design and build Understanding business requirements, cube design, source data transformation, cube generation and automation Custom reporting and planning applications Reporting templates, packages Training Support and upgrades

7 The Multidimensional Nature of Business Information

8 Origins of Multidimensionality: The Spreadsheet Texas Québec Jan Feb Mar Apr May Jun Sales California Jan Feb Mar Apr May Jun Sales Gross New Profit Jan York State Feb Mar Apr 55 May 43 Jun Sales Gross Ontario Profit Jan Feb Mar Apr 55 May 43 Jun Sales NIBT Gross NIBT Profit Jan 0 Feb 1 Mar 130 Apr 5 55 May Jun Sales NIAT Gross Profit NIBT Gross Profit NIAT NIBT NIAT NIBT NIAT NIAT Dimensions plus 1 (Region) = 3 Dimensions, so far...

9 Accounts The Three Dimensions Can Be Represented by a Cube Texas Québec Jan Feb Mar Apr May Jun Sales California Jan Feb Mar Apr May Jun Sales Gross New Profit Jan York State Feb Mar Apr 55 May 43 Jun Sales Gross Ontario Profit Jan Feb Mar Apr 55 May 43 Jun Sales NIBT Gross NIBT Profit Jan 0 Feb 1 Mar 130 Apr 5 55 May Jun Sales NIAT Gross Profit NIBT Gross Profit NIAT NIBT NIAT NIBT NIAT NIAT Time This entry (cell) is the Sales for June in Ontario for If this is the data, where do we store the Plan and the 200 (Prior Year)?

10 Accounts A Fourth Dimension is Needed A cube for each Scenario (Fiscal Set) of the data: Plan 200 Time Time Time What about analyzing the data by Customer?

11 Accounts A Fifth Dimension is Needed A cube for each Scenario and Customer combination: Sears Time Wal- Mart Target Plan 200 What about analyzing the data by Product?

12 Accounts A Six Dimensional Database Sears Time Wal- Mart Electronics Target Appliances Plan 200 Furniture

13 Accounts Entries in the Database Each entry (cell) is defined by its place in the six dimensions: This cell contains the data for: Sears Wal- Mart Time Electronics Appliances, Sears, 200, Sales for June in Ontario Target Appliances Plan 200 Furniture

14 Accounts Extract Any Slice For a Report Furniture Electronics Appliances Data in a Multidimensional Cube Sears Time BI-Analyzer Wal- Mart Target Sears Excel 200 AppliancesOntario Jan Feb Mar Plan 200 Sales Gross Pr

15 Accounts Furniture All Dimensions Can be Accessed Electronics Appliances Equally This Way Data in Multidimensional Cube Sears Time BI-Analyzer Wal- Mart Target Plan 200 Sales 200 June Ontario Furniture Excel ApplianceElectronics Sears Wal-Mart Target

16 Analytics Reporting Dashboarding Planning DEMO

17 Technology: We provide Business Intelligence (Analytics, Reporting, Planning) not just Information Delivery We support Accpac Versions: 5.3, 5.4, 5.5, 5.6 We support Excel Versions: 2000 and above Front-end: BI-Metrix vs.accpac Intelligence BI-Analyzer is a powerful free-form Excel BI tool. We do not sell Pivot Tables We support reporting on Optional Fields out of the box. No additional module to purchase. We support Planning, Forecasting, What-if Cube files support information anywhere, anytime

18 Business Intelligence for Accpac V3 Edition Integrated Processing Module (IPM) $ 3,600 1 BI-Administrator license (Integrated into Accpac) 1,0 1 BI-Analyzer license (Excel BI-Analyzer) 500 Total Minimum Cost $ 5,200 Additional License BI-Administrator license $1,0 BI-Analyzer license 500 Software Assurance 1% per annum of the current list price Reseller Fees 40%

19 Analytics Reporting Dashboarding Planning BI, analytics, and Performance Management have been the top technology priorities for CIO s in Gartners annual CIO survey since The recent economic uncertainty has only increased demands from business executives seeking new and better ways to seek, model, and adapt to improved performance at all levels of the organization Gartners Whitepaper A Practicle Framework for Business Intelligence and Planning in midsize companies