Sage Accpac Intelligence

Presented by (your name)

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Agenda

• Why Sage Intelligence

• What is Sage Intelligence

• Software Demonstrations

• Success Story

• Competitive Advantages

• Questions You May Have

• Icons and Components

• Modules and Licensing

• Summary

• Help and Support

• Questions

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Why Sage Intelligence?

• Is reporting a challenge in your business

• Do you use Excel

• Do you spend valuable time on manual and repetitive tasks, like copying, pasting, exporting and formatting in Excel

• Is preparing financials a challenge in your business

• Would you like a snapshot of your business in a singleExcel report (Dashboard)

• Would you like your reports delivered in the format youchoose at the click of a button

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What is Sage Intelligence?

• A simple, easy to use Excel based reporting solution

• Customizable and flexible reporting and analysis capabilities

• Eliminating “loose” Excel spreadsheet use

• Delivering a single version of the truth via a suite of preformatted report templates

• In Excel, formatted the way you choose

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Analysis Dashboard

Consolidates data from multiple sources and gives you a graphical overview of your business, allowing you to identify trends and drill down to details to make quick, more informed decisions.

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Financial ReportingAutomates the production of your financial accounts, one of the most sought after solutions in business today, allowing you to experience enhanced productivity, performance and presentation.

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Customer SalesAllows you to freely slice and dice transactional sales data using standard Excel pivot tables. Analyze your sales in any combination. Easily create your own views on the fly.

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Success Story – Bidfreight Port OperationsLeading private sector freight management group in sub-Saharan Africa

Reporting Challenges:

• Manual process of exporting 3 trial balances toExcel to create the monthly financial pack

• Reporting was too historical

• No ability to present financial and operationalKPI’s in a single report

Financial director, Ravind Sukdeo, says:

“Our expectations have been exceeded in the new way critical business information is delivered from our system.We have converted weeks of repetitive work every month into a few hours. Now that's what I call a measurable return on investment.”

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Competitive Advantages

• Lower cost and full integration - Installs seamlessly (no technical hurdles) with Sage ERP Accpac and includes a single FREE user license

• Consolidations of financial and non financial data (unlimited companies)

• Access to all tables and fields as well as other databases and systems such as SageCRM (for unified view)

• Drill down functionality, (predefined and configurable)

• All reports are delivered in familiar Excel,

• Immediate ROI with the included suite of 14 Excel reports

• Licensing is tiered to cater for intermediate and advanced users

• Easy to adopt - online training, community, knowledgebase, forums, groups and learning services

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Questions You May Have

How is it different to an export to Excel?

• Automated, more accurate, flexible reporting tool that eliminates

rekeying data

• Eliminates “loose Excel spreadsheet use”

• Data Integrity, via a single version of the truth

• Secure information available to ALL authenticated users

• Additional dashboards, data-cubes for more functionality

What about Excel row limitations?

• Aggregation of data and dynamic drill-down functionality

• Filters and parameters on all reports

• Use the Analysis module to overcome Excel row limitations

• Excel 2003 = 65000 rows and Excel 2007 = 1 million

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Questions You May Have

How is it different to Crystal Reports?

• Database and table connectivity method will be more familiar to users

• Deploys automatically into pre-configured, customised Excel template – no need to ‘Export To Excel’

• Full suite of pre-defined reports provides instant ROI

• Easier to use and learn

How is it different to Accpac Financial Reporter?

• Goes beyond the GL (access AR, AP etc and CRM)

• Caters for consolidations

• Full suite of pre-defined reports provides instant ROI

• Ships with pre-defined OLAP data cubes

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Modules and Licenses

Icon Component Description

Report Viewer Run reports real time including drill down – no editing

Report Manager Author (design, create) and run reports

Security Manager Defines security for reports

License Manager Manages licenses

Connector Consolidations, connect to additional databases and tables

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Modules and Licensing Requirements

How many people will want to run/view real time reports?

Report Viewer

How many people will want to create/edit reports?

Will you want to consolidate multiple companies? Will you want to connect to multiple disparate databases?Will you want to create reports beyond what the standard report containers provide?

Will your reports handle very large volumes of data?Do want to identify trends and stats in your data?

Report Manager

Connector

Analysis

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SAI – Included With Version 5.6

• A single user license for Report Managero Ability to run shipped reportso Ability to customize reportso Ability to design new reports from existing

containers

• Additional licenses and modules sold separatelyo Report Manager and Report Viewer licenseso Connector and /or Analysis module

• Please note – SAI is also available for Accpac 5.5

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Summary• A new way to view your business

• Fast implementation with instant ROI using out-of-the-box templates

• Low cost business intelligence strategy and dashboard technology

• Consolidate business information into a “Single version of the truth”

• Quickly drill-down to details in the familiar Excel interface

• Dynamically connected to your business solutions

Re-Visualize Your Business…

Re-Vitalize Your Results!

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Help & Support

Description Website

Sage Accpac SA www.accpac.co.za

Sage Accpac Intelligence

www.sageaccpac.com/intelligence

SAI BI Community www.alchemex.ning.com

SAI Group http://community.alchemex.com/group/sageaccpacintelligence

Knowledgebase www.alchemex.com

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Thank you for your time

Questions ?