Reporting and Analytics forMicrosoft Dynamics AX and NAV

Product Overview

T h e o n l y B I s o l u t i o n t h a t a d d r e s s e s t h e n e e d s o f t h e C l o s e - t o - R e p o r t cycle

The heartbeat of any finance

team is set by month end, quarter end and year end.

●PrecisionPoint is designed to

speed that process, getting the

right level of data to the

management team, shareholders,

auditors and board of directors.

● Increased confidence in the

finance operation

●Shorten times frames

●Transform Excel into a simple to

use light presentation and

distribution mechanism

●PrecisionPoint is designed by

NAV and AX accountants for NAV

and AX accountants,

T h e C h a l l e n g e

Product Overview

Finance departments expect the 'correct answer' from their ERP data, so a Reporting or BI system must meet the same expectations

PrecisionPoint Connect is an out-of-the-box BI & report-ing solution for Microsoft Dynamics AX2012, AX 2009, NAV 2009, NAV 2013. It is designed for the business user and greatly enhances the close-to-report cycle and gener-al reporting & analysis experience of any Dynamics user

Product Architecture

The solution comprises an integrated financial data warehouse back-end (automatically reconciled to GL) as well as a number of front-end options for report & KPI design, information access, and information delivery. A powerful Excel add-in allows business users to create highly-specified reports in Excel and distribute these via either Excel, web, email or dashboard.

The PrecisionPoint Connect data warehouse runs a rapid automated process which evaluates the existing structures in the Microsoft Dynamics system and creates database structures appropriate for analytics. Data is extracted from Microsoft Dynamics and PrecisionPoint restructures and optimizes the data by joining ledgers together to create a complete and balanced analytic business warehouse.

PrecisionPoint Connect supports multi-company, multi-currency implementations and offers a fully GAAP compliant solution that will deliver results on a daily basis as opposed to the monthly schedule offered by Dynamics.

Availability of consolidated information in PrecisionPoint Connect goes well beyond the Trial Balance level offered by standard Dynamics and encompasses all of the data from the sub-ledgers, so for example reports showing product sales information at a detail level in a common currency are easily retrieved, together with the full audit trail.

If you have Microsoft Dynamics, you should have PrecisonPoint

Terry Orletsky-VP IT- Ken Blanchard Companies

Key Fe a t u r e s●Guaranteed and Moni tored account ing integr i ty

●Mult i -currency

●Mult i -database instance

●Mult i company

●Dashboards, reports,Analyt ics and KPI ’s distr ibuted via Web, Excel SharePoint or PowerPivot

W h a t d o yo u w a n t t o d o ?

I f you seek a single solut ion which sat isf ies the account ing intel l igence demands of the CFO as wel l as the business intel l igence requirement of management, Precis ionPoint is for you

We ...

Enable the f inance team to design per iod end reports that are f lexible and easy to distr ibute

Connect the enterpr ise wi th one reconci led report ing system serving mult ip le diverse business uni ts wi th consistent informat ion

Del iver fast access inventory analyt ics to the procurement, logist ics and merchandising teams.

Unrestricted Reporting & Analytics

As a result, it is possible to move from one area of analysis to another, crossing ledger boundaries seamlessly; to perform analysis, information exploration and reporting of unprecedented breadth and depth; to drill up, down and across information which is organised logically and intuitively.The data warehouse can be accessed via table or cube. If desired, an organization can define restricted or selective views of the cube information so that individ-ual users or groups of users only access the informa-tion they are allowed to or need to see. This is man-aged by the organization using the in-built security in Microsoft SQL Server® Analysis Services.Precision-Point is self-maintaining and will automatically be refreshed overnight, or on-demand at an interval of choice. It is also adaptive which means it will identify and reflect changes made in the underlying Microsoft Dynamics system, such as Chart of Account or Dimen-sion structure changes.

The product is delivered with a number of configured Excel report templates and the data warehouse can be customised to incorporate and integrate additional data from outside of Dynamics into the same singular data structure.

C o n s o l i d a t i o n a n d C o m m o n C u r r e n c y

This approach means that PrecisionPoint does not allow itself to be restricted by the modular or tabular structures of the underlying ERP system. Instead, it provides a single environment where information is integrated and the underlying transactional infor-ma-tion (along with all its associated analysis infor-ma-tion) is always maintained at the appropriate level of detail, irrespective of its source within Microsoft Dynamics.

Company ProfileFounded in 2002, PrecisionPoint has created technology that is redefining the way that BI is delivered to companies using Dynamics as their ERP.

PrecisionPoint monitor every system they install and guarantee that the BI database is always in lock step with the ERP, so it can be relied upon to deliver consistently accurate results.

PrecisionPoint has customers in more than 30 countries.

Abbey HouseGrenville PlaceBracknellBerkshireRG12 1BP

+44 8451 306 278

PrecisionPoint Software105 S BroadwaySuite 705WichitaKS 67202

+1 316 448 1033

Guardian – Actively monitoring your systemWe monitor your system every day – so you don’t need to

Our unique Guardian system monitors the health of your PrecisionPoint system, 24 by 7, and will automatically notify both you and us if anything looks untoward. Then, our dedicated support team actively monitor these notifications using a traffic light system so we can pro-actively fix any issues – often they are resolved before you even know that you’ve had a problem.

This maximises the up-time of your system and reduces the load on your IT function – one less application that they have to worry about! This is all standard, and part of the unique managed service that PrecisionPoint provides.

The Guardian checks include

●Checking for inconsistencies in your Microsoft Dynamics AX or NAV data or breaks in the audit trail, which may lead to missing analysis

●Automated notifications if the daily data refresh fails to update for any reason

●Warnings if disk space is getting low

●We also provide statistics designed to highlight potential issues before they become serious

PrecisionPoint deliver their software as an on-premise managed service and are the only BI company to accept responsibility on an on-going basis for the integrity and accuracy of the BI database.