the value of evolving data to information. view to the future kpis trends cash management

Reporting, Dashboards and Everything in Between….The value of evolving data to information

Why do we want reports?Why extend and ask for more?What are we looking for?

Key Questions

Key Questions

Loss Prevention

View to the Future

Better “smarts” than raw

data

KPIs Trends

Changing buying motions

Increased Visibility

Cash Manageme

nt

Supply Chain

Why do we want reports?Why extend and ask for more?What are we looking for?How much is right for you?

Key Questions

Data

Time

Business Value

DataCollection

StandardReports

HINDSIGHT

Standard Reports

Learn from

Experience

Already Own

Existing Knowledge on Staff

BENEFITS

Augment with “gut feel”

Standard Reports

Not Forward Looking

Timing Issues

Work Arounds Needed

DRAWBACKS

Canned Views

Not Forward Looking

Spreadsheets

Software Examples

Other ERP & CRM

Software Examples

Dynamics NAVDynamics GPDynamics CRMEpicor E9Others

Data Information

Time

Business Value

DataCollection

StandardReports

Expanded Reports

INSIGHTHINDSIGHT

Expanded Reports

Run On Demand

Many Available Toolkits

Create Your

FormatBENEFITS

View Results to Goal

Secure Web-based

posting of

reports

Repeatable, consistent

formats, feature rich

Expanded Reports

Many Toolkits

require IT help

Small portion of

full reporting

need

DRAWBACKS

Typically for external

or department

al reporting

Not always

deployed for all

Often not suitable for ad-

hoc reporting

Software Examples

Advanced Financial Reporting

Microsoft Management Reporterfor

Reporting Services

Data Information Knowledge

Time

Business Value

DataCollection

StandardReports

ExpandedReports

Ad-hocInquiry

INSIGHTHINDSIGHT

[ Dashboards ]

Ad-Hoc Inquiry

Pivot table

aggregate data…

new insights

Tool in the

hands of users

On demand access

BENEFITS

Most users comfortabl

e with Excel and

Word

Consistent view

through dashboar

ds

Immediacy and

Insight

Ad-Hoc Inquiry

Users lack

Skillset for

Complex Analysis

Security Issues

DRAWBACKS

Typically only One Table at a

Time

Software Examples

Inside ERP applications

Extended Amount Column LabelsRow Labels Infrastructure Managed Services Prepaid Services Services Software Software Subscription Grand Total

0 $8,000.00 $10,000.00 $2,794,735.00 $1,434,043.00 $10,000.00 $4,256,778.001 $11,000.00 $1,883,010.00 $1,861,865.00 $3,755,875.002 $8,245.00 $1,216,083.00 $585,000.00 $5,000.00 $1,814,328.003 $61,480.00 $830,299.00 $377,196.00 $1,268,975.00

Grand Total $19,000.00 $71,480.00 $8,245.00 $6,724,127.00 $4,258,104.00 $15,000.00 $11,095,956.00

Product ...

Services

Softw...

Softw...

Sales Per...

John A...

Ken S...

Leslie ...

Nicole...

Stage

0 1

2 3

Opportunity Status

Lost Open

Won

Vendor

ABRA CRM

EPICOR GP

INFRASTRUCTURE NAV

THIRD PARTY

Relationship

Other

Partner

Vendor

Data Information Knowledge

Time

Business Value

DataCollection

StandardReports

ExpandedReports

Ad-hocInquiry

Data Mining(Warehouse)

INSIGHTHINDSIGHT FORESIGHT

[ Dashboards ]

Data Mining (Warehouse)

Visualization -

Chart the Results

Smart Views of Operatio

ns

Include non-

transactional data

BENEFITS

Extend use and power of

Pivot tables

Share through Portals

Focus on Top KPIs

Data Mining (Warehouse)

Added Infrastructure Costs

Needs Planning, Thought,

Time

Initial Technical

Set up

DRAWBACKS

Logistics of set up

Software Examples

Portals

Screen shot of report Examples

SCREENLogistical Data diagramComplex PowerPivotComplex DashboardPortal/SharepointKPI

Screen shot of report Examples

SCREENNot sure what to show here>>>>>>

Screen shot of report Examples

SCREENLogistical Data diagramComplex PowerPivotComplex DashboardPortal/SharepointKPI

Screen shot of report Examples

SCREENLogistical Data diagramComplex PowerPivotComplex DashboardPortal/SharepointKPI

Data Information Knowledge Intelligence

Time

Business Value

DataCollection

StandardReports

ExpandedReports

Ad-hocInquiry

Data Mining(Warehouse)

Multi-Dimensional Analytics

INSIGHTHINDSIGHT FORESIGHT

The Intelligent Business

[ Dashboards ]

Multi-Dimensional Analysis

Relate to external

data

Visionary toolsets

Relationships expand to include

the unknown

BENEFITS

New inter-relationships within business

Enables intelligen

t decisions

Limitless business measures

and dimensions

Multi-Dimensional Analysis

Typically “yesterday’

s” data

Technical Set up

Design of cubes

DRAWBACKS

Initial Technical

Costs

Software Examples

Data Cubes

Screen shot of report Examples

SCREENNot sure what to show here>>>>>>

Screen shot of report Examples

SCREENLogistical Data diagramComplex PowerPivotComplex DashboardPortal/SharepointKPI

Data Information Knowledge Intelligence

Time

Business Value

DataCollection

StandardReports

ExtendedReports

Ad-hocInquiry

Data Mining(Warehouse)

Multi-Dimensional Analytics

INSIGHTHINDSIGHT FORESIGHT

Where on the curve is right for you?

[ Dashboards ]

Where are you?

Needs

PeopleTechnolo

gy

Size and Maturity

of Company

LocationsAvailable Investme

nt

Systems

Complexity of

Operations

Software available if you need it Data Cubes

Advanced Financial Reporting Microsoft Management Reporterfor

Reporting Services

Top 3 Take-AwaysDefine properly what you are looking for Time savers Information needed Decisions supported

1

Pick your level of Complexity Leverage what you own… Office products like Excel The tool is not as important as the result Complexity is not needed

2

Reporting will evolve over time Be Flexible. Your company will change, so will your reporting needs3

questions? final thoughts?

Break – 15 minutes