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Get More out of Your MS Dynamics ERP & CRM with a Complete BI Solution
Agenda Tap Into The Potential Of All Of Your Business Experts  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 Executives and Managers Untapped Potential of Innovation and Growth Functional Employees Knowledge Workers
Microsoft Dynamics & BI – Drive Performance Improve organizations by helping all employees make better, faster, and more effective business decisions Easy to use Accessible to everyone Affordable
Extend Your Dynamics Framework - Financials Key Performance Indicators Financial Dashboards Reports created to track key financial performance indicators in real-time to support decision making Aggregated view of all necessary information to assess the financial health of your business  Solution elements Benefits KPI’s Dashboards ,[object Object]
Minimize manual financial processes –  Accurate information faster, build confidence
Single source of trusted information – make better informed decisionsData collection Existing systems’ databases Other Systems 4
Extend Your Dynamics Framework - Operations Operational Dashboards Key Performance Indicators Aggregated view of all necessary information to assess the operational health of your business  Reports created to track key operational performance indicators in real-time to support decision making Solution elements Benefits KPI’s Dashboards ,[object Object]
Identify inefficient processes
Accurately forecast demand and align resources more effectively
Improve stock availability and reduce stock outs
Analyze distribution costsData collection Existing systems’ databases Other Systems 5
Extend Your Dynamics Framework - Sales Sales Dashboards Key Performance Indicators 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 Solution elements Benefits KPI’s Dashboards ,[object Object]
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 environmentsData collection Existing systems’ databases Other Systems 6
Microsoft - Better Together DELIVERY COLLABORATION CONTENT MANAGEMENT ,[object Object]
 Continue to provide a familiar working environment – Microsoft Office & SharePoint
 Leverage Pre-Developed Microsoft Dynamics Cubes – Save deployment time and costSharePoint Server SEARCH Reports Dashboards Excel  Workbooks Analytic Views KPI’s Plans END USER TOOLS & PERFORMANCE MANAGEMENT APPS BI PLATFORM SQL Server  Reporting Services SQL Server  Analysis Services SQL Server RDBMS SQL Server Integration Services
Accounting Manufacturing/Distribution Project Accounting Payroll/HR CRM Analytics / Reporting Dashboards /KPIs Visualization Integrated Solutions We Bring It All Together Workflow & Validation Employee Portal Customer Portal Vendor Portal
A few words about Panorama Software
15 Years of Unbeatable Innovation  “Analytics as a Service” for Microsoft, SAP & Google 2008  - The Analytical Engine Behind Google Apps 2007 - Introduce the New ‘Dashboard’ in Office – ‘Spotlight’ 2006 - Partner with SAP, Advise on MDX 2003  - Redefine how Users Explore Data 1996  - BI technology sold to Microsoft,  basis for Analysis Services & MDX 1995  - Panorama’s first BI solution was created
BI Survey 8 “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 Business Benefit Index (BBI) by Product 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. #1 Source: http://www.isreport.de/index.php?id=993 Featuring:  The OLAP survey 8 by Nigel Pendse
A strategic Microsoft partner
Over 1,000 customers worldwide  Telecom, Media & Entertainment Healthcare Financial Services Retail & Distribution Manufacturing
Value Proposition ,[object Object]
 Simple to use solutions for your information workers
 Improve collaboration
 More power to your analysts,[object Object]
Challenge #1 Information workers still  don’t use BI tools  for data analysis
So when they need data insights, they go to IT
This is why we designed & developed  Self-Service BI tools for End Users
BI for End Users NovaView Flash Analytics ,[object Object]

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

  • 1. Get More out of Your MS Dynamics ERP & CRM with a Complete BI Solution
  • 2. Agenda Tap Into The Potential Of All Of Your Business Experts 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 Executives and Managers Untapped Potential of Innovation and Growth Functional Employees Knowledge Workers
  • 3. Microsoft Dynamics & BI – Drive Performance Improve organizations by helping all employees make better, faster, and more effective business decisions Easy to use Accessible to everyone Affordable
  • 4.
  • 5. Minimize manual financial processes – Accurate information faster, build confidence
  • 6. Single source of trusted information – make better informed decisionsData collection Existing systems’ databases Other Systems 4
  • 7.
  • 9. Accurately forecast demand and align resources more effectively
  • 10. Improve stock availability and reduce stock outs
  • 11. Analyze distribution costsData collection Existing systems’ databases Other Systems 5
  • 12.
  • 13. Identify customer profitability and buying behaviors
  • 14. Focus sales efforts to align with the corporate targets by tracking team and individual performance
  • 15. Respond to fast-moving competitive environmentsData collection Existing systems’ databases Other Systems 6
  • 16.
  • 17. Continue to provide a familiar working environment – Microsoft Office & SharePoint
  • 18. Leverage Pre-Developed Microsoft Dynamics Cubes – Save deployment time and costSharePoint Server SEARCH Reports Dashboards Excel Workbooks Analytic Views KPI’s Plans END USER TOOLS & PERFORMANCE MANAGEMENT APPS BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server RDBMS SQL Server Integration Services
  • 19. Accounting Manufacturing/Distribution Project Accounting Payroll/HR CRM Analytics / Reporting Dashboards /KPIs Visualization Integrated Solutions We Bring It All Together Workflow & Validation Employee Portal Customer Portal Vendor Portal
  • 20. A few words about Panorama Software
  • 21. 15 Years of Unbeatable Innovation “Analytics as a Service” for Microsoft, SAP & Google 2008 - The Analytical Engine Behind Google Apps 2007 - Introduce the New ‘Dashboard’ in Office – ‘Spotlight’ 2006 - Partner with SAP, Advise on MDX 2003 - Redefine how Users Explore Data 1996 - BI technology sold to Microsoft,  basis for Analysis Services & MDX 1995 - Panorama’s first BI solution was created
  • 22. BI Survey 8 “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
  • 23. BI Survey 8 Business Benefit Index (BBI) by Product 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. #1 Source: http://www.isreport.de/index.php?id=993 Featuring: The OLAP survey 8 by Nigel Pendse
  • 25. Over 1,000 customers worldwide Telecom, Media & Entertainment Healthcare Financial Services Retail & Distribution Manufacturing
  • 26.
  • 27. Simple to use solutions for your information workers
  • 29.
  • 30. Challenge #1 Information workers still don’t use BI tools for data analysis
  • 31. So when they need data insights, they go to IT
  • 32. This is why we designed & developed Self-Service BI tools for End Users
  • 33.
  • 34. Animated self discovery features
  • 35. Zero training with interactive help
  • 37. Simple to share and collaborate
  • 38. Inviting and polished User Interface
  • 39.
  • 40. Give people the data they need right when they need it
  • 41.
  • 43. Challenge #2 While information workers want simple, analysts need more power
  • 44. Give more power to analysts
  • 45. More Power to Your Analysts NovaView Analytics 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
  • 46.
  • 49. What if analysis
  • 51. Advanced MDX wizards
  • 52. One click interactive reporting
  • 54. Large dimension handling
  • 55.
  • 56. Challenge #3 Extend your ERP & CRM with a BI solution
  • 57. Accounting Manufacturing/Distribution Project Accounting Payroll/HR CRM Analytics / Reporting Dashboards /KPIs Visualization Integrated Solutions We Bring It All Together Workflow & Validation Employee Portal Customer Portal Vendor Portal
  • 59. Q & A Get in touch with us: Panorama Software kseniyas@panorama.com The RSC Group events@rsc.com
  • 60. Learn More about Panorama Software Try Panorama NovaView: www.panorama.com/trial Get in Touch with us: - info@panorama.com 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

Notas del editor

  1. During today’s webinar we will be presenting on how organizations are able to drive more insight and intelligence from the Microsoft Dynamics PlatformA few key discussion points I would like focus on include:What does BI and Performance Measurement mean aligned with both Microsoft Dynamics ERP solutions & CRM and what types of value or business impact can be expectedHow can the solution set drive further performance in areas such as Finance, Operations & Sales as some typical examplesLeverage technology investments already made
  2. Microsoft has developed the complete Dynamics Solution set focusing on usability, tailor ability, & ease of integration all while providing the core functionality to meet the needs of the business – these have been fundamental drivers for Dynamics huge success in the market place.Make it flexible, easy for people to adopt, in a familiar environment… The goal of business intelligence is to enable organizations to make better business decisions. Today we are introducing a Suite of products by Panorama Software to extend and enhance your current Business Intelligence capabilities with Microsoft Dynamics. Leveraging a complete BI solution will help drive greater performance and provide BI out to the masses. Powered by Microsoft take all that critical information in ERP & CRM and disperse it in a meaningful fashion to the right people in a timely fashion. Business is constantly changing and keeping an eye on its pulse allows you to proactively change You can’t change anything that isn’t measured. It is actually known that as soon as performance measurements are presented to business, your business naturally will change to drive those numbers in the right direction. Novaview from Panorama delivers insights to employees at all levels of the organization, from executives, to managers, to business analysts, and finally business users across the enterprise
  3. If we look at extending the Dynamics solution sets Business Intelligence capabilities and push out Performance Measurement, in Finance we’re able to:Immediately respond to your specific financial metrics – Has your gross margin suddenly on a specific product?Minimize all our error prone spreadsheets and time consuming data manipulation – build confidenceAnd compare actual results to budget and consolidate data across your multiple line of business systems
  4. From an operations perspective:Respond immediately to operational issues streamline your processes to save time and improve consistencyForecast more accurately, predict change and plan accordingly
  5. From a sales perspectiveDrive more sales and profitabilityReduce cost of salesGain the competitive advantage
  6. Very inviting & user-friendly interface- we’re using the power of Flash technology that gives us new ways to make functionality self discoverableA simplified analytical tool that lets business users to perform analysis in a very intuitive way
  7. - SharedViews lets you connect with people outside your firewallIt lets you take a report that was built inside the firewall & publish it to the internet in a secured way through a SaaS modelThat report is fully interactive, it sits on the web and users can invite people outside of the firewall to perform real time collaboration
  8. These are just couple small examples of the powerful features we have in NovaView:From the complexity of building MDX calculations to what if analysis, etc.Give analysts a powerful tool that lets them interact with data with no boundaries