Unit4 Business World on! Reporting & Analytics Positioning of reporting and analytics offerings Sebastian Reichmann Corporate Product Manager, Reporting and analytics
What can you get out of your business data? How can Unit4 Reporting and Analytics help you? What is the best tool for the job?
What do you expect from Reporting and Analytics? Make relevant data available to support business decisions and processes Provide information in the right context and make them actionable Generate new insights, show me only what is important and automate the rest Agility + Governance Agile reporting and planning Context & Action Predefined content & process integration Insight & Foresight & Automation
Integrated Reporting & Analytics the right tools for the job Purpose Solution Experience Flexible access and insights to business data Query, Report creation & Analysis Efficient information presentation, distribution and governance Flexible and efficient operational budgeting, planning and forecasting Strong support for excel based performance reporting Out-of-the box financial performance reporting Unit4 Browser / Information Browser / Analyzer Integrated Planning & Budgeting Unit4 Planner - Budget Books Report output / Office integration Excel based reporting and PM UNIT4 Report Engine Financial performance reporting and analysis UNIT4 Financial Information Center
Recent deliveries Unit4 Information Browser Unit4 Budget Books 2.0
Query, Report presentation & Analysis Data query and reporting is a simple and straight forward process 1. Select the data I need 2. Put it in the best format for my usage Why do many people experience this? 1. Fail to find and extract the data myself 2. Need to request help from a specialist 3. We iterate on the correct selection and the format 3. Adjust the format to new questions 4. I need to get back to him for any change 5. I need a new report for any new question I have on the same data More time and effort needed More people involved and often lower result quality More legacy based on multiple report variants
Query, Report presentation & Analysis Data query and reporting is a simple and straight forward process 1. Select the data I need 2. Put it in the best format for my usage The solution: Unit4 Information Browser Flexible and easy selection of data based on reporting objects Report definition and formatting and on the fly to get to the perfect result faster 3. Adjust the format to new questions Efficient distribution directly in your work area Unit4 Analyzer Enabling ad-hoc graphical analysis to get answers to the questions at hand
Information Browser - New module Spring 2016 Easy and flexible query and reporting on web Empowering business users to get the business data they need themselves Supports efficient data input for standard reporting, analysis and planning tasks. Customer Value: Saves time and effort with easy and flexible access to business data for more business users Increases information value through easy report creation and efficient distribution and governance Increases flexibility supporting all deployment options Will become a strong alternative to the desktop browser Will be available for other Unit4 solutions
Unit4 Budget Books Budgeting steps 1 Budget preparation 2 Budget distribution 3 Budget collaboration 5 Budget followup Common challanges Difficult to gather and prepare budget input information Scattered information, differing formats and quality Differing local versions and manual copy and paste tasks Handling of local files and missing central version management Inefficient communication / missing context to the figures Disconnect between numbers and related communication Difficult follow up and adjustments Lack of integration between reporting and budget input Solution with Budget Books All input information in one place and up to date Central distribution and content governance Integrated collaboration Integrated performance reporting and analysis
Budget Books Summary Page Cost Budget Budget Books one-stop-shop for operational budgeting and reporting Revenue Budget Create a book for each business story Budgets, Projects, Reviews ect. Define pages with the different contents elements Combining reports, analysis views, budget entry with collaboration & descriptions. Governance Central management of content and standards via templates Sebastian.Reichmann@unit4.com
Budget Books 2.0 What is the value? Saves time and effort and reduce complexity - Gather all planning input in one place and adjust the presentation to the receivers Increased productivity and governance Central management & and always up to date information Increases efficiency - Collaborate directly around the content Experience with Business World On!
prevero World Class Corporate Performance Management
What is prevero One stop shop for CPM: Effective strategy planning Reliable forecasting Integrated business planning Efficient budgeting Compliant reporting Actionable analysis Management focus Drive corporate performance Ensure compliance Report Analyze Strategize CPM Forecast Plan Budget prevero Interoperable with any: ERP system Financial system HR system Procurement system Operational focus Ensure efficiency Execute End-to-end business / finance solution when connected to Unit4 Business World On! / Unit4 Financials. Document output/ forms Operational reporting, planning & budgeting
Supporting operational and corporate needs Prevero Strategic & Financial Performance Management Drive overall performance the organization Ensure financial compliance and health Strategy Management Management Planning, Budgeting & Reporting Financial Performance Reporting Consolidation and Closure Group Cash Management Business World Reporting Operational Reporting & Performance Management Ensure process efficiency and drive operational performance Document output / forms Operational reporting Operational planning and budgeting Financial standard reporting
Why prevero All-in-one solution / Integrated with Unit4 Business World On! / Unit4 Financials One-Stop-Shop for ERP and CPM Business expert focus / Self service Developed by business experts, for business experts without any programming High flexibility / Ease of use Support all customer needs, implementation/configuration is easy as it is done by business experts Pre-defined content / Value accelerators Best-practices are reused to leverage the prevero domain expertise and ensure quick implementation Best-in-Class CPM capabilities prevero is on the market since 20 years, best-in-class CPM vendor (Gartner MQ, BARC) Innovative robust technology State-of-the-art technology (HTML5-based One Client)
Modules and best practices solutions Session recommendation: Kollone D, Thuesday 20.09. Topic: Advanced Planning with prevero how to speed up your CPM processes By: Alexander Hein, prevero Description : Many Companies still use old school bottom up planning routines to create their budgets and forecasts. See how prevero supports advanced planning with mid-term planning being linked to the budget, top down targeting, planning schedules, value driver based what if analysis and many state of the art tools more all of them being part of prevero s Financial Planning Solution
Thank you for your attention! Questions? Contact: Sebastian.Reichmann@unit4.com