Focused. On you.

Exploring Sage Business Intelligence Options

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About Our Team

Ryan JohnsSage – Business Development Manager

Mike Share RKL eSolutions Customer Account Manager – West mshare@rklesolutions.com717-735-9131

Gia Lane RKL eSolutions Customer Account Manager – East Glane@rklesolutions.com717-735-1492

SAGE ENTERPRISE INTELLIGENCEMODERN BI – PRACTICAL, POWERFUL, AND SIMPLISTIC

SHIFTING THE POWER OF ANALYTICS FROM FEW TO MANY ….

BUSINESS INTELLIGENCE – THE NEW NORMAL

• In 2017, it is predicted that Business Intelligence will become the top priority for organizations of all sizes in nearly every business segment and vertical.

Source: Gartner’s 2016 Business Intelligence Magic Quadrant

Reason: There has never been a time in which collaboration, innovation, agility, and governed access to relevant data and information has impacted the outcome(s) of business success in a more significant way.

The ability to effectively aggregate, analyze, and decipher dynamic data sets from disparate sources is a game changer. Employees and stakeholders at all levels can now be empowered with the ability not only garner valuable insights, but also better allocate resources and respond to internal and external demands at the speed of business.

A number of businesses understand this in theory but fail to act. Oftentimes it’s due to lack of resources, time, and the perceived complexity of using BI. It is our job to create and/or increase awareness, competency, confidence, and the absolute necessity to leverage practical BI tools.

Data versus Assumptions

42% of businesses say that many decisions are based on inaccurate/incomplete data

46% of business owners say that too few decisions are based on relevant data

A recent TechTarget report found that 41% of organizations are planning to make a BI/Analytics software investment to accelerate business planning, forecasting and visibility.

Uncover the WHY behind your outcomes and plan better

Financial Reporting | Business Intelligence | Advanced Analytics

Financial ReportingStatic ad hoc financial reporting of current and historical data. The ability to create joins, custom design layouts, and consolidated financials with automated report distribution.

BI (Business Intelligence)The filtering and transformation of current and historical business data to produce performance reports across multiple environments. Offers OLAP (online analytics processing), real-time dynamic dashboards, key enterprise statistics.

Advanced AnalyticsThe analysis of all types of data using sophisticated quantitative methods such as statistics, descriptive and predictive mining, predictive modeling, and optimization of prescriptive solutions.

Sage Intelligence

Sage Enterprise Intelligence

All three are functions that CAN offer measurable business impact by using data to uncover opportunities, mitigate risks, acquire customers, and improve operational effectiveness.

Drivers for real-time business insights through Modern BI

1. Gain Competitive Advantage - the need to innovate and deliver solutions and services faster

2. Improve process efficiency – leverage the right resource, at the right time, for the right action, for the best outcome

3. Precise, targeted, and timely marketing – MANY companies fall short in this area….

4. The need for "real-time" insights for critical decisions

5. Improved problem resolution - The ability to problem solve faster, more accurately, and potentially mitigate the risk of issue reoccurrence

6. Improved task management - alerts and activity monitoring

7. Quick access to metrics and KPIs

8. Enhance the power of other currently used software solutions such as CRM, Inventory Management, and other Business Management Solutions

9. Change of workforce culture - most people today are already used to using some sort of mobile device to garner insights and search for information in their personal lives. Especially in environments in which the workforce is getting younger. Mobile BI should or could be a natural transition and have a very high rate of user adoption.

71% of respondents said that mobile BI is crucial to their work versus 41% just last year in 2016 Clutch B2B Research

CRM with embedded BI

Sage CRM and Sage Intelligence Templates

Sage CRM templates for SEI are prebuilt templates that access the Sage CRM database and surface real-time CRM data on SEI dashboards. There’s also a Sage CRM / Sage BMS dashboard template that surfaces data from CRM and BMS databases.

SEI Templates can drilldown on:

1.) Sales

2.) Marketing

3.) Customer Service

With the power of CRM integrated to SEI you can make educated decisions based on real-time data.

ERP/BMS + CRM + BI = IMPROVED BUSINESS OUTCOMES

THE PENALTIES OF ASSUMPTIONS VERSUS DATA DRIVEN DECISIONS

Poor Collaboration

Lack of Data Visibility

Sales P

erform

ance

Customer B

ehavioral In

sight

Production Perfo

rmance

Internal KPIs

0246

Poor Process Efficiency and lack of Viable Insights

Budget Performance Costs

You must uncover the WHY behind your business outcomes!!

Unnecessary Capital

Expense/Waste

Unnecessary Capital

Expense/Waste

Unnecessary Capital

Expense/Waste

Innovation through Data

Lack of Innovation through Data

The financial impact of leveraging your data – Where do you fit?Industry focus | Top 8 Industries that can monetize the value of their data.Industries that have the ability to innovate and build out better products and services by leverage their customer’s usage, behavioral, and transactional data. Companies that can effectively leverage analytics and BI can develop and improve strategy more effectively.

Industry Monetizable Data WHY – The assumed outcome

Retail/B2C Product sales patterns | Customer spending frequency, average spend, and timing

Predict demand | Competitive edge | Better targeted marketing | Identify upsell opportunity | Measure marketing performance

Utilities/Energy Meter usage data | Weather data | Smart home device data

Design of energy efficient buildings | Better value and increased sales | Predict revenues | Usage based pricing

Manufacturing** On-demand 3D printers

Data from sensors built into equipment | Freight carrier data

Preventative eq. maintenance | Throughput efficiency | Faster distribution | Inventory optimization | Improve sales performance

Logistics/Transportation Geolocation and speed data Monitor and track fleet utilization and performance

Hospitals and Healthcare Location data from medical devices | Usage data from medical devices | Historical patient data

Inventory control | Improve operational metrics | Improved quality of care and speed of access to care

Government Patron and member data | Services data Compliance and regulatory reporting getting more government funding | Benchmark service performance | Better resource allocation

Commercial Real Estate Business data Construction process | Workforce productivity | Contractor performance | Project metrics and scorecards

Travel and Hotels Customer behavior data | Sales data Predict demand | Create targeted ads and messaging | Better sales resource allocation

Sage Intelligence versus Sage Enterprise Intelligence feature comparison

Report Manager Report Viewer Financial Report Designer Database Connector

Authoring tool necessary for accessing Sage Intelligence and generating reports. Standard templates available

Provides users with the ability to drill down deeper into financial data

Customize your financial reports in ways that are most viable for your unique environment. Design reports via the layout generator (drag and drop function)

Connect to DBs outside of the ERP and perform consolidated financials

User specific license User specific license Site licensed Site licensed

SEI Server OLAP Manager

Distribution Module BI Users Excel Users Mobile Users

The server is (required) for SEI. Requires Windows OS and MS SQL

Built in data OLAP cubes that allow streamlined multi-data source access and analysis

Automatically sends out reports based on security rights

Provides access to core functionality of SEI via web browser. A minimum of (1) BI user is required in all configurations

Empowers users with a dynamic and powerful means of accessing real-time information within MS Excel

Provides users with access to real-time insights from any mobile device. Perform field analysis for better business outcomes

Site licensed Site licensed Site licensed User specific license User specific license User specific license

Sage Intelligence

Sage Enterprise Intelligence

What most businesses want - measured against what SEI delivers

To easily and effectively “translate” data into actionable information. (Data alone is too vague –

the key is, how do YOU make sense of the data)

Empowered to develop and improve strategy based on viable insights rather than assumptions

Agility - Multi-environment access and views

Simplicity | Easy to deploy | Easy to use | No specialized skills required “shifting the power of analytics from few to many”

Speed & Efficiency – The ability to execute “real time analysis”

Accuracy

Flexibility – concurrent multi-user access

Governed/controlled access – permissions/rules-based access and data security

Low cost of entry as compared to competitors – Rapid ROI – pricing start as low as $3k annually

The “right” BI technology should make our jobs easier and improve the probability of success…..

Technology that create arduous tasks typically adopt more slowly and delay the desired result…..

Visibility

Con-current user Access

Security

Flexibility

Sage Enterprise Intelligence: Multi Source Data Access

OLAP CUBES

OLAP: On-Line Analytical Processing and cube is another word for a multi-dimensional set of data. An OLAP cube is a staging space for analysis of information. Basically, a cube is a mechanism used to query data in organized, dimensional structures for faster analysis.

Real ResultsCustomer Satellite Industries Inc.

IndustryManufacturing | Wholesale Distribution

AboutSatellite Industries Inc. is the world’s largest supplier of portable sanitation equipment. They have a number of offices throughout North America and Europe. Managing large sets of financial and operational data for multiple locations, divisions, departments, and currencies had become an arduous process. Since the deployment of SEI, Satellite Industries has been able to realize the following outcomes.

The verifiable business impact of Sage Enterprise Intelligence

Month end closings shortened by >40% Accelerated cashflow – DSOs (days sales outstanding) drops by 18 days Enabled proactive decision making through real-time access to the most relevant data Recognized an immediate ROI (return on investment)

“Sage Enterprise Intelligence provides instant, real-time access on key metrics that drive everyday business decision making”.

John BabcockCFO, Satellite Industries Inc.

Real ResultsCustomer Avon Rubber PLC

IndustryIndustrial Manufacturer of specialized respiration equipment

AboutHeadquartered in the UK, Avon Protection manufactures respiration equipment for the military, law enforcement, firefighters, and industrial organizations. With diverse international operations, dozens of physical locations, and a large distributed workforce, Avon needed a solution that could position them to achieve better overall business outcomes through faster, more accurate, flexible, and intuitive data analysis.

The verifiable business impact of Sage Enterprise Intelligence

Improved human capital resource allocation Relief of internal IT resources – redeployed to other strategic initiatives Significant increase in workforce enablement Concurrent user access for over 250 users Mobile workforce enablement – mobile access to relevant data Reporting application consolidation (combined from 8 to 1) Eliminated the limitations of excel-based reporting for larger data sets

“If you understand the power of data in your business decision making, you’ll instantly see the value in this tool ”.

Mike DePasqualeGroup Enterprise System Manager, Avon Rubber p.l.c.

Real ResultsCustomer Concentrix

IndustryBusiness Services

AboutConcentrix is a leader in high-value global business services. It partners with clients to deliver end-to-end customer engagement services, technology innovations, analytics, process optimization, and business improvements. With a presence in 25 countries and a staff of more than 90,000 who speak 40+ languages, Concentrix works to make its clients more competitive.

The verifiable business impact of Sage Enterprise Intelligence

Improved human capital resource allocation Relief of internal IT resources – redeployed to other strategic initiatives More than 200 concurrent users Better management of large data sets Migration from disparate systems to a single, scalable BI application with robust functionality Reporting and analysis autonomy Security and governed access to data

“Sage Enterprise Intelligence makes our vast quantities of data easily andquickly accessible to our teams around the globe”.

Jeremy CheethamFinance Director – Europe, Concentrix

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Mike ShareCustomer Account Manager – West Coast mshare@rklesolutions.com717-735-9131

Gia LaneCustomer Account Manager – East CoastGlane@rklesolutions.com717-735-1492

Contact RKL eSolutions for pricing, compatibility, and a consulting review for Sage Business

Intelligence.

Upcoming live demo schedule for Sage BI and Reporting Solutions

Sage Intelligence – Sandra Smith, Sage Product Specialist: 28 March 2017 2pm ESTSage Enterprise Intelligence – Tangerine Software, OEM Partner: 30 March 2017 2pm EST