extend your ms dynamics erp & crm with a complete bi solution

33
Get More out of Your MS Dynamics ERP & CRM with a Complete BI Solution

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Panorama Software has recently formed a strategic alliance with the RSC Group, a market leader in Microsoft Dynamics solutions. By integrating our solutions, you can now extend your Dynamics solutions to drive Corporate Performance Measurement with a true pervasive BI suite, leveraging Panorama & Microsoft technologies you already own.

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Page 1: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Get More out of Your MS Dynamics ERP & CRM with a Complete BI Solution

Page 2: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

• Microsoft Dynamics & BI Strategy

• Example Areas of Impact – Finance, Operations & Sales

• Maximize your Existing Investment

• Extending Dynamics with Panorama

• BI Suite in Action

• Q & A

Agenda

Tap Into The Potential Of All Of Your Business Experts

Executives and

Managers

Knowledge

Workers

Functional

Employees

Untapped Potential of Innovation and Growth

Page 3: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Improve organizations by helping all employees make better, faster, and more effective business decisions

Easy to useAccessible to everyoneAffordable

Microsoft Dynamics & BI – Drive Performance

Page 4: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

4

Solution elements

Immediately respond to your specific financial metrics

Minimize manual financial processes – Accurate information faster, build confidence

Single source of trusted information – make better informed decisions

Benefits

Existing systems’ databases

Data collection

KPI’s Dashboards

Reports created to track key financial performance indicators in real-time to support decision making

Key Performance Indicators

Aggregated view of all necessary information to

assess the financial health of your business

Financial Dashboards

Extend Your Dynamics Framework - Financials

Other Systems

Page 5: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Solution elements

Monitor operational performance across multiple information sources

Identify inefficient processes Accurately forecast demand and

align resources more effectively Improve stock availability and

reduce stock outs Analyze distribution costs

Benefits

Reports created to track key operational

performance indicators in real-time to support

decision making

Aggregated view of all necessary information to assess the operational

health of your business

Operational Dashboards

5

Existing systems’ databases

Data collection

KPI’s Dashboards

Extend Your Dynamics Framework - Operations

Key Performance Indicators

Other Systems

Page 6: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Solution elements

Build deeper customer relationships and spend more time on the opportunities that matter most

Identify customer profitability and buying behaviors

Focus sales efforts to align with the corporate targets by tracking team and individual performance

Respond to fast-moving competitive environments

Benefits

Reports created to track key sales performance

indicators in real-time to support decision making

Aggregated view of all necessary information to assess the health of your

sales process

Sales Dashboards

6

Existing systems’ databases

Data collection

KPI’s Dashboards

Extend Your Dynamics Framework - Sales

Key Performance Indicators

Other Systems

Page 7: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Microsoft - Better Together

• Leverage your existing investment in Microsoft SQL Server – Analysis Services, Integration Services, etc.

• Continue to provide a familiar working environment – Microsoft Office & SharePoint

• Leverage Pre-Developed Microsoft Dynamics Cubes – Save deployment time and cost

BI PLATFORMSQL Server

Reporting ServicesSQL Server

Analysis Services

SQL Server RDBMS

SQL Server Integration Services

SharePoint Server

DELIVERY

Reports Dashboards Excel Workbooks

AnalyticViews KPI’s Plans

END USER TOOLS & PERFORMANCE MANAGEMENT APPS

Page 8: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Integrated Solutions

Workflow & ValidationEmployee PortalCustomer PortalVendor Portal

We Bring It All Together

AccountingManufacturing/DistributionProject AccountingPayroll/HRCRM

Analytics / ReportingDashboards /KPIsVisualization

Page 9: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

A few words about Panorama Software

Page 10: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

15 Years of Unbeatable Innovation

1995 - Panorama’s first BI solution was created

1996 - BI technology sold to Microsoft,  basis for Analysis Services & MDX

2003 - Redefine how Users Explore Data

2006 - Partner with SAP, Advise on MDX

2007 - Introduce the New ‘Dashboard’ in Office – ‘Spotlight’

2008 - The Analytical Engine Behind Google Apps

“Analytics as a Service” for Microsoft, SAP & Google

Page 11: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

“As far as third-party tools go Panorama is still the #1 vendor…”

*BI Survey 8 – review by Chris Webb: http://cwebbbi.spaces.live.com/blog/cns!7B84B0F2C239489A!4405.entry

BI Survey 8

Page 12: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

BI Survey 8Business Benefit Index (BBI) by Product

#1

Panorama scores the highest compared to all other BI products when it comes to the business Benefits which the end users gets from the product – most value for your investment.

Source: http://www.isreport.de/index.php?id=993 Featuring: The OLAP survey 8 by Nigel Pendse

Page 13: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

A strategic Microsoft partner

Page 14: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Financial Services Manufacturing Healthcare Retail & Distribution Telecom, Media & Entertainment

Over 1,000 customers worldwide

Page 15: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Value Proposition

• Extend your current investments in Microsoft platform

• Simple to use solutions for your information workers

• Improve collaboration

• More power to your analysts

Page 16: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Top 3 challenges inBusiness Intelligence

today

Page 17: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Challenge #1

Information workers still don’t use BI tools for data analysis

Page 18: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

So when they need data insights, they go to IT

Page 19: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

This is why we designed & developed

Self-Service BI tools for End Users

Page 20: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

BI for End Users

• The most user friendly analytical client available today :

– Animated self discovery features

– Zero training with interactive help

– Interactive analysis

– Simple to share and collaborate

– Inviting and polished User Interface

– Fully integrated into the Panorama

NovaView Dashboard

NovaView Flash Analytics

Page 21: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

BI for End UsersNovaView Spotlight

• Deliver personalized insights to users in a simple and intuitive way

• Give people the data they need right when they need it

• Put insights where people work

Page 22: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

And if you need to collaborate with suppliers, partners & customers…

Page 23: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

SharedViewCollaboration Outside the Firewall

Page 24: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Challenge #2

While information workers want simple, analysts need more

power

Page 25: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Give more power to analysts

Page 26: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

• Real-time web access to the most powerful and intuitive analytical applications

• Identifies, investigates, and analyzes performance, drivers and trends

• Enables users to manipulate data, perform calculations and design complex analysis with intuitive “drag and drop” features

More Power to Your AnalystsNovaView Analytics

Page 27: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

More Power to Your Analysts

• Instant calculated members

• Advanced exception handling

• Sliding filters

• What if analysis

• Interactive Charting

• Advanced MDX wizards

• One click interactive reporting

• Geographic visualization

• Large dimension handling

• And much more

Page 28: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

• Creates, formats and distributes high quality reports in one click

–Customizable formatting features include highlighting, visual coding and sorting

• Enables full integration with user data

–“Slice and dice” and search capabilities are accessed directly from the Smart Reporting screen

• “One-click” conversion to Excel, PDF and Word files

More Power to Your AnalystsNovaView Smart Reporting

Page 29: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Challenge #3

Extend your ERP & CRM with a BI

solution

Page 30: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Integrated Solutions

Workflow & ValidationEmployee PortalCustomer PortalVendor Portal

We Bring It All Together

AccountingManufacturing/DistributionProject AccountingPayroll/HRCRM

Analytics / ReportingDashboards /KPIsVisualization

Page 31: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Demonstration

Page 32: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

Get in touch with us:

• Panorama Software [email protected]

• The RSC Group [email protected]

Q & A

Page 33: Extend Your MS Dynamics ERP & CRM with a Complete BI Solution

• Try Panorama NovaView:www.panorama.com/trial

• Get in Touch with us:- [email protected]

• Follow us on Twitter:http://twitter.com/PanoramaSW

• Join us on Facebook:http://www.facebook.com/pages/Panorama-Software/69503193948

• Panorama blog: www.panorama.com/blog

Learn More about Panorama Software