Extend Your MS Dynamics ERP & CRM with a Complete BI Solution
Download as PPTX, PDF0 likes1,667 views
The document outlines how Microsoft Dynamics can be enhanced with a comprehensive BI solution, focusing on finance, operations, and sales to maximize existing investments. It details the benefits of key performance indicators, real-time dashboards, and self-service BI tools that empower users to make informed decisions. Panorama Software is highlighted as a leading provider of innovative BI solutions, designed to improve collaboration and user experience in data analysis.
Extend Your MS Dynamics ERP & CRM with a Complete BI Solution
- 1. Get More out of Your MS Dynamics ERP & CRM with a Complete BI Solution
- 2. AgendaTap Into The Potential Of All Of Your Business Experts Microsoft Dynamics & BI Strategy Example Areas of Impact – Finance, Operations & Sales Maximize your Existing Investment Extending Dynamics with Panorama BI Suite in Action Q & AExecutives and ManagersUntapped Potential of Innovation and GrowthFunctional EmployeesKnowledge Workers
- 3. Microsoft Dynamics & BI – Drive PerformanceImprove organizations by helping all employees make better, faster, and more effective business decisionsEasy to useAccessible to everyoneAffordable
- 4. Extend Your Dynamics Framework - FinancialsKey Performance IndicatorsFinancial DashboardsReports created to track key financial performance indicators in real-time to support decision makingAggregated view of all necessary information to assess the financial health of your business Solution elementsBenefitsKPI’sDashboardsImmediately respond to your specific financial metrics
- 5. Minimize manual financial processes – Accurate information faster, build confidence
- 6. Single source of trusted information – make better informed decisionsData collectionExisting systems’ databasesOther Systems4
- 7. Extend Your Dynamics Framework - OperationsOperational DashboardsKey Performance IndicatorsAggregated view of all necessary information to assess the operational health of your business Reports created to track key operational performance indicators in real-time to support decision makingSolution elementsBenefitsKPI’sDashboardsMonitor operational performance across multiple information sources
- 9. Accurately forecast demand and align resources more effectively
- 10. Improve stock availability and reduce stock outs
- 11. Analyze distribution costsData collectionExisting systems’ databasesOther Systems5
- 12. Extend Your Dynamics Framework - SalesSales DashboardsKey Performance IndicatorsReports created to track key sales performance indicators in real-time to support decision makingAggregated view of all necessary information to assess the health of your sales processSolution elementsBenefitsKPI’sDashboardsBuild deeper customer relationships and spend more time on the opportunities that matter most
- 13. Identify customer profitability and buying behaviors
- 14. Focus sales efforts to align with the corporate targets by tracking team and individual performance
- 15. Respond to fast-moving competitive environmentsData collectionExisting systems’ databasesOther Systems6
- 16. Microsoft - Better TogetherDELIVERYCOLLABORATIONCONTENT MANAGEMENT Leverage your existing investment in Microsoft SQL Server – Analysis Services, Integration Services, etc.
- 17. Continue to provide a familiar working environment – Microsoft Office & SharePoint
- 18. Leverage Pre-Developed Microsoft Dynamics Cubes – Save deployment time and costSharePoint ServerSEARCHReportsDashboardsExcel WorkbooksAnalyticViewsKPI’sPlansEND USER TOOLS & PERFORMANCE MANAGEMENT APPSBI PLATFORMSQL Server Reporting ServicesSQL Server Analysis ServicesSQL Server RDBMSSQL Server Integration Services
- 19. AccountingManufacturing/DistributionProject AccountingPayroll/HRCRMAnalytics / ReportingDashboards /KPIsVisualizationIntegrated SolutionsWe Bring It All TogetherWorkflow & ValidationEmployee PortalCustomer PortalVendor Portal
- 20. A few words about Panorama Software
- 21. 15 Years of Unbeatable Innovation “Analytics as a Service” for Microsoft, SAP & Google2008 - The Analytical Engine Behind Google Apps2007 - Introduce the New ‘Dashboard’ in Office – ‘Spotlight’2006 - Partner with SAP, Advise on MDX2003 - Redefine how Users Explore Data1996 - BI technology sold to Microsoft, basis for Analysis Services & MDX1995 - Panorama’s first BI solution was created
- 22. BI Survey 8“As far as third-party tools go Panorama is still the #1 vendor…”*BI Survey 8 – review by Chris Webb:http://cwebbbi.spaces.live.com/blog/cns!7B84B0F2C239489A!4405.entry
- 23. BI Survey 8Business Benefit Index (BBI) by ProductPanorama scores the highest compared to all other BI products when it comes to the business Benefits which the end users gets from the product – most value for your investment.#1Source: http://www.isreport.de/index.php?id=993 Featuring: The OLAP survey 8 by Nigel Pendse
- 24. A strategic Microsoft partner
- 25. Over 1,000 customers worldwide Telecom, Media & EntertainmentHealthcareFinancial ServicesRetail & DistributionManufacturing
- 26. Value Proposition Extend your current investments in Microsoft platform
- 27. Simple to use solutions for your information workers
- 29. More power to your analystsTop 3 challenges inBusiness Intelligence today
- 30. Challenge #1Information workers still don’t use BI tools for data analysis
- 31. So when they need data insights, they go to IT
- 32. This is why we designed & developed Self-Service BI tools for End Users
- 33. BI for End UsersNovaView Flash AnalyticsThe most user friendly analytical client available today :
- 34. Animated self discovery features
- 35. Zero training with interactive help
- 37. Simple to share and collaborate
- 38. Inviting and polished User Interface
- 39. Fully integrated into the Panorama NovaView DashboardBI for End UsersNovaView Spotlight Deliver personalized insights to users in a simple and intuitive way
- 40. Give people the data they need right when they need it
- 41. Put insights where people workAnd if you need to collaborate with suppliers, partners & customers…
- 42. SharedViewCollaboration Outside the Firewall
- 43. Challenge #2While information workers want simple, analysts need more power
- 44. Give more power to analysts
- 45. More Power to Your AnalystsNovaView AnalyticsReal-time web access to the most powerful and intuitive analytical applications Identifies, investigates, and analyzes performance, drivers and trendsEnables users to manipulate data, perform calculations and design complex analysis with intuitive “drag and drop” features
- 46. More Power to Your Analysts Instant calculated members
- 47. Advanced exception handling
- 48. Sliding filters
- 49. What if analysis
- 51. Advanced MDX wizards
- 52. One click interactive reporting
- 54. Large dimension handling
- 55. And much more More Power to Your AnalystsNovaView Smart ReportingCreates, formats and distributes high quality reports in one clickCustomizable formatting features include highlighting, visual coding and sortingEnables full integration with user data“Slice and dice” and search capabilities are accessed directly from the Smart Reporting screen“One-click” conversion to Excel, PDF and Word files
- 56. Challenge #3Extend your ERP & CRM with a BI solution
- 57. AccountingManufacturing/DistributionProject AccountingPayroll/HRCRMAnalytics / ReportingDashboards /KPIsVisualizationIntegrated SolutionsWe Bring It All TogetherWorkflow & ValidationEmployee PortalCustomer PortalVendor Portal
- 58. Demonstration
- 59. Q & AGet in touch with us:Panorama Software kseniyas@panorama.comThe RSC Group events@rsc.com
- 60. Learn More about Panorama SoftwareTry Panorama NovaView:www.panorama.com/trialGet in Touch with us:- info@panorama.comFollow us on Twitter:http://twitter.com/PanoramaSWJoin us on Facebook:http://www.facebook.com/pages/Panorama-Software/69503193948Panorama blog: www.panorama.com/blog
Editor's Notes
- #3: During today’s webinar we will be presenting on how organizations are able to drive more insight and intelligence from the Microsoft Dynamics PlatformA few key discussion points I would like focus on include:What does BI and Performance Measurement mean aligned with both Microsoft Dynamics ERP solutions & CRM and what types of value or business impact can be expectedHow can the solution set drive further performance in areas such as Finance, Operations & Sales as some typical examplesLeverage technology investments already made
- #4: Microsoft has developed the complete Dynamics Solution set focusing on usability, tailor ability, & ease of integration all while providing the core functionality to meet the needs of the business – these have been fundamental drivers for Dynamics huge success in the market place.Make it flexible, easy for people to adopt, in a familiar environment… The goal of business intelligence is to enable organizations to make better business decisions. Today we are introducing a Suite of products by Panorama Software to extend and enhance your current Business Intelligence capabilities with Microsoft Dynamics. Leveraging a complete BI solution will help drive greater performance and provide BI out to the masses. Powered by Microsoft take all that critical information in ERP & CRM and disperse it in a meaningful fashion to the right people in a timely fashion. Business is constantly changing and keeping an eye on its pulse allows you to proactively change You can’t change anything that isn’t measured. It is actually known that as soon as performance measurements are presented to business, your business naturally will change to drive those numbers in the right direction. Novaview from Panorama delivers insights to employees at all levels of the organization, from executives, to managers, to business analysts, and finally business users across the enterprise
- #5: If we look at extending the Dynamics solution sets Business Intelligence capabilities and push out Performance Measurement, in Finance we’re able to:Immediately respond to your specific financial metrics – Has your gross margin suddenly on a specific product?Minimize all our error prone spreadsheets and time consuming data manipulation – build confidenceAnd compare actual results to budget and consolidate data across your multiple line of business systems
- #6: From an operations perspective:Respond immediately to operational issues streamline your processes to save time and improve consistencyForecast more accurately, predict change and plan accordingly
- #7: From a sales perspectiveDrive more sales and profitabilityReduce cost of salesGain the competitive advantage
- #21: Very inviting & user-friendly interface- we’re using the power of Flash technology that gives us new ways to make functionality self discoverableA simplified analytical tool that lets business users to perform analysis in a very intuitive way
- #24: - SharedViews lets you connect with people outside your firewallIt lets you take a report that was built inside the firewall & publish it to the internet in a secured way through a SaaS modelThat report is fully interactive, it sits on the web and users can invite people outside of the firewall to perform real time collaboration
- #28: These are just couple small examples of the powerful features we have in NovaView:From the complexity of building MDX calculations to what if analysis, etc.Give analysts a powerful tool that lets them interact with data with no boundaries