Sage BI

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Sage BI
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Agenda

• Insight into the market place
• Understanding the value of Sage BI
• Understanding the Solution
• Defining your BI Strategy
• BI Solution Demonstrations
• QA Session

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Agenda

• Insight into the market place
• Understanding the value of Sage BI
• Understanding the Solution
• Defining your BI Strategy
• BI Solution Demonstrations
• QA Session

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Insight into the Market Place

• Software Superpowers Will Strongly Influence
  Future BI Market
• 1. SAP, 2. Oracle, 3. Sage, 4. Microsoft
• Enterprise Customers - IT Directors Priorities
• Year 2003 2004 2005 2006
• Business Intelligence 13th 10th 2nd
  1st
• Key To Getting Widespread Adoption
• Strong Excel integration
• Its what users want
• SME and Mid Markets Will Grow BI Revenues
  Significantly
• Gartner BI Conference Mar 06

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Gaining Widespread Adoption

• Excel addins more successful than BI clients

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Agenda

• Insight into the market place
• Understanding the value of Sage BI
• Understanding the Solution
• Defining your BI Strategy
• BI Solution Demonstrations
• QA Session

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What can you do today?

• Can you immediately answer Yes to the following?
• We can easily produce our monthly management and
  financial reports as soon as period end finishes
  ?
• We dont have costs in re-keying or manually
  manipulating our management information at month
  end ?
• Our Management Information is automatically
  integrated, produced and reconciled to our
  underlying operational systems ?
• We can easily access on demand, our most / least
  profitable customers with a full analysis of why
  ?
• Our end users can easily create their own reports
  and analyses within their tool of choice Excel
  and easily deploy to other colleagues ?

100 Want To . 10-20 Can
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A Need for Improved Reporting
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Customer Need For BI

• To obtain a single holistic view of their
  business performance
• Regardless of operational systems, platforms etc
• To empower business managers at all levels to
  make decisions based on fact

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Existing Issues To Uncover

• Visibility of Key Performance Indicators
• Not available, costly, no supporting backup,
  accuracy etc
• Effect of not having KPIs to run the business
• Timeliness
• How quickly can the organisation obtain the full
  picture after period end ?
• Volumes
• Is there too much data to trawl / process ?
• Existing systems infrastructure
• Multiple operational applications make
  comparisons difficult
• Deployment
• Who gets meaningful information and how easy is
  the distribution process ?

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Return on Investment

• Return on investment (ROI) model
• Savings in distribution, opportunity cost,
  reduction in manpower, better utilisation of
  staff etc
• Soft benefits
• Timeliness
• Visibility
• Flexibility
• Improved presentation

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Schiedel Rite Vent

• Lafarge Group
• 120 million supplier of ceramic flue products
• Leader in manufacturing metal flue components for
  chimneys
• The Objective
• Implement a business growth strategy through new
  processes and systems
• Need for accurate, timely information to keep
  managers up to speed on business performance.

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• The Solution
• Sage BPM, SalesLogix CRM and SageBI
• The Benefits
• 25 man-days per year to produce a limited number
  of paper-based reports
• Unlocking data to identify areas of inefficiency
  and growth potential from innovation, sales
  cycles, manufacturing and product development.
• We now invest the time saved more productively
  in analysing the data.
• Return on investment within six months.

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Electrical Retailer Quote

• The Financial Reports you have just done in 5
  minutes, would take me days.
• I would buy Sage BI just for that

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Wine Distributor Customer Quote

• Just this morning with Sage BI, I could see that
  one of our new wines had made it into the top 10
  best sellers.
• This is information I didnt have yesterday

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Accountant Quote

• What youve just seen at the Sage BI
  demonstration is the future revenue stream of our
  business

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Customer Highlights
800 users of a Global Sales and Financial
Management Application based upon UNIX Oracle
extracts
The front end to a major re-investment to new
Production, Sales and Financial reporting
systems for 120 users
SAP R3 Analysis to 300 users across 7 countries,
in 3 months !
250 users for Statutory reporting requirements
for Basel 2 using IA and Web Reporting Services
An application for analysing complex Insurance
Risk data on a Global basis for the largest
Insurance Underwriter via a Dashboard for 50
Senior Directors
Web based service application to deliver HR and
Payroll analytics to Ceridian customers about
their own employees
KESA HQ are analysing their data warehouse and
performing product and sales analysis Product by
cost, volumes, sales cost, who purchased from
etc.to shrink product ranges to core product
lines without affecting customer choice for
features by product type.
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Agenda

• Insight into the market place
• Understanding the value of Sage BI
• Understanding the Solution
• Defining your BI Strategy
• BI Solution Demonstrations
• QA Session

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BI A Definition
The ability to easily report, analyse and
flexibly interrogate any aspect of your business
performance, when you want, how you want, where
you want
Data presented in your BI systems
Data in your Accounting/CRM system
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Sage Business Intelligence the vision
Line 50
MMS
Sage 1000
Line 500
Line 200
Sales LOGIX
Non Sage
ERP, CRM, Transactional Data
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What Are Data Cubes Why ?

• Can change the data orientation interactively
• No performance hit on reporting
• Year on year data comparisons are trivial

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Problems Associated With Business Intelligence

• Extraction Cost Complexity
• Manual Consultancy Job
• Dependent On Partner Expertise
• 31 Consulting -gt Software

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Sage 1000 Line 500 BI

• BI In A Box
• Financial, Sales, Purchase, Stock, Marketing..
• Extendable by you or you Sage Business Partner

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Agenda

• Insight into the market place
• Understanding the value of Sage BI
• Understanding the Solution
• Defining your BI Strategy
• BI Solution Demonstrations
• QA Session

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9 Steps to implementing Sage BI

• 1. Executive Sponsor for BI
• 2.Define the business goals
• 3.Define the project objectives during each step

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9 Steps to implementing Sage BI

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• 4. Shared vision for BI with the Executive
  Sponsor, your Sage Business Partner and User
  Group
• 5. Define the Return on Investment in the short,
  medium and long term
•  
• 6. Focus on an integrated approach to avoid an
  unworkable data strategy in the future

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9 Steps to implementing Sage BI

• 7. Make sure the underlying data in your ERP, CRM
  solutions is accurate and clean
• 8. Train users effectively and provide user
  groups to gain mind share and buy in
• 9. Deploy in phases with regular review and
  feedback provide the most value as early as
  possible to the business

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Agenda

• Insight into the market place
• Understanding the value of Sage BI
• Understanding the Solution
• Defining your BI Strategy
• BI Solution Demonstrations
• QA Session

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Agenda

• Insight into the market place
• Understanding the value of Sage BI
• Understanding the Solution
• Defining your BI Strategy
• BI Solution Demonstrations
• QA Session

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Pricing

• Module - 3,000
• 1-20 users 395
• 21 50 users 295
• 51 users 195
• User defined as those requiring analysis / drill
  down etc