bring value to your bottom line with business intelligence: power session slides
TRANSCRIPT
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407 S 27 Avenue • Omaha, NE 68131 | 800.500.4499 | [email protected] | www.teamsoftware.com
Bring Value to Your Bottom Line with Business Intelligence
A Profit from Efficiency Power SessionFrom TEAM Software
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• 30-minute power session
• Brief Q & A at the end – type your questions in the GoToWebinar panel
• Webinar is being recorded
Housekeeping
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• Brief overview of our products and integration
• Learn about TEAM’s Business Intelligence solution
• See BI in action
• Brief Q & A
Power Session Overview
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Introductions
Host: Scott Gauger, Director of Sales
Shannon Robertson, Education Coordinator
Ron Smith, Business Intelligence Analyst
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WinTeam & Integration
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BI provides a better, simpler way to leverage the enormous amount of data in WinTeam.
Business Intelligence Overview
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• Variance reporting (job costing, timekeeping)
• Financial reporting
• Visualizing data
How TEAM Clients are using Business Intelligence
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Variance Reporting
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Financial Reporting
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Data Visualizations
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Ease of use
Simplify the complicated
Visuals
Business Intelligence Benefits
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Poll Question
Query Scheduler
How are you doing custom reporting now?
Exports to Excel
Crystal Reports
CreaTeam
We don’t have any custom reports.
20%
0%
63%
7%
10%
Results
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Why BI is Better
Save time: Format dynamic reports one time
User-friendly: No database expertise needed
Hit the ground running: Shorter training time
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Getting Started with BI
Basic training on functionality & tools
Hands-on experience with real-world example
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Sharing the Knowledge
Security is based on WinTeam security
Follows the user who runs the report
BI User/Role Security
Distributing Information
Email reports
Schedule reports
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Poll Question
AR/AP
What do you envision using BI most for in your organization?
Financials (Job Costing, GL, P&Ls)
Operations (Quality Assurance, Scheduling)
HR/Payroll/Timekeeping26%
4%
52%
19%
Results
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WinTeam modules available now:• Accounts Payable
• Accounts Receivable
• General Ledger
• Human Resources
• Personnel Scheduling – Billing Review
• Personnel Scheduling – Schedule Details
• Quality Assurance
• Timekeeping
• Action Items
BI Data
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WinTeam modules coming this summer:• Work Scheduling
• Inventory
• Fixed Assets
The remainder of the “universes” for BI will be built by the end of 2015.
BI Data
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Questions?
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Thank you for attending.
Recording of this webinar and slides available later this week.
Visit teamsoftware.com/blog or watch for a follow-up email.
Contact us for more [email protected]