Business Intelligence
Seminar 2013
Agenda

Usage & Sage Pastel ANZ
 CDP Explored
 Solutions Overview

Product Suite Update
 Sage Partner
 Sage 50
 Sage Evolution
•
Business Intelligence
• Overview
• Tips and Tricks and introduction to the Financial genie
• Excel on Steroids
• New Features including Reporting Trees
“Financial and Operational Management software is the backbone of every organization and the foundation
that helps a company manage and gain insight into the most important parts of their business “
Usage Business
About
Us and Sage
• CDP (Channel Development Partner) of Sage SME products in
• CDP for Sage SME products in Australasia region
Australasia region - Distributor
• Over 10 years experience with Sage products and
• Sage at a glance:
strong relationship/influencer to Sage Pastel Board
• Since 1984, 60+ Countries, 5 Continents
• Sage at a glance:
• • 7,700
customers on Sage Pastel Evolution
Since 1981, 60+ Countries, 5 Continents
• • 235,000
customers
on Sage
Pastel
Partner
7,500 customers
on Sage
Pastel
Evolution
• • 800,000
onSage
SagePastel
50 Partner
200,000customers
customers on
• • 6 550,000
Million customers
global customers
on Sage 50
• Top 3 Sage
Business
ofSoftware
the yearProvider
(3 years running!)
• Top
3 GlobalPartner
Business
• 40 local resellers in ANZ provide support, training
implementation
services
to over
3,500training and
• 48and
resellers
in ANZ region
provide
support,
customers
implementation
services to over 5,500 SMB customers
Beyond Accounting
About
Us
Core Principals
1.
Understand what the customer needs and wants, add
• CDP for
Sage
SME experienced
products inBusiness
Australasia
region
value
through
Analysts.
• Over 10 years experience with Sage products and
strong
Sage Pastel
Board local
2.
Berelationship/influencer
‘glocal’ – we are a global to
business
(Sage) applying
based on local requirements
• Sage solutions
at a glance:
• Since 1981, 60+ Countries, 5 Continents
3. Provide
industry
specific
solutions
one size does not fit
• 7,500
customers
on Sage
Pastel– Evolution
all.• Provide
flexibility
in the
Personalisation is
200,000
customers
on application.
Sage Pastel Partner
the• key
to success.
550,000
customers on Sage 50
• Top 3 Global Business Software Provider
Ensure
continuous
investment
in customer
growth
• 4.
40 local
resellers
in ANZ
provide support,
training
requirements through
global
and implementation
services
toR&D
overteam.
3,500
customers
5.
Customer for life
Market Segments - point
size 22)
1.
2.
3.
4.
Service and Maintenance
Job Costing & Custom manufacture
Warehouse and Distribution
Retail and E-Commerce
Operational Software: customers realizing that more people in the
business need to use functionality. The software is more pervasive than
previously what was a financial and admin requirement.
About
Us Eco-System
Sage Pastel
•
•
•
•
•
Understand that small and growing businesses often require
richer and better controls in their business systems
CDP for
Sage SME products in Australasia region
• 10
Provide
and Complimentary
Solutions
e.g.
Over
yearsVertical
experience
with Sage products
and
• Accellos One (Enterprise
Warehouse
strong relationship/influencer
to Sage
Pastel Management
Board
System)
Sage at a glance:
Ostendo
Operational
Business System)
•• Since
1981,(Advanced
60+ Countries,
5 Continents
Sybizcustomers
Visipay (Payroll)
• 7,500
on Sage Pastel Evolution
•• 200,000
customers
Sage Data
Secure on Sage Pastel Partner
• 550,000
customers
on Sage 50
• Strong
Developer
Community
• Top 3 Global Business Software Provider
• Adept, SPNet, Software Options,
40 local resellers in ANZ provide support, training
• Trew Solutions,
Navigator,
and implementation
services
to over 3,500
• Evo Tools (Elev8)
customers
• Custom Mobile Apps
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Consultation
SOHO
Micro
Business
Startup
Business
Small
Business
Medium
Business
Large
Business
Owner
operated
1-5 emp
6-19 emp
20-99
+100
Core
Vertical
Consultation
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Developer
Community
Business Type
Why Business Intelligence
Business Intelligence is a set of methodologies, processes,
architectures, and technologies that transform raw data into
meaningful and useful information used to enable more
effective strategic, tactical, and operational insights and
decision making – Forrester Research.
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About
Us V12
Sage Partner
• Since 1989, 50 Countries, 200K businesses
• CDP
forYears
SageinSME
products in Australasia region
• 20
Australia
• Over 10 years experience with Sage products and
strong relationship/influencer to Sage Pastel Board
Key new features for V12
• Sage at a glance:
•
• Multiple Company Conversions
• Since 1981, 60+ Countries, 5 Continents
• Copy any master file; customers; suppliers, items
• 7,500 customers on Sage Pastel Evolution
• •Wizard
for On
Hold invoices
200,000
customers
on Sage Pastel Partner
• •Check
for
duplicate
Customer
550,000 customers on SageReference
50
• •Tax
Periods
Top
3 Global Business Software Provider
• Frictionless
40 local
resellers inUpdates
ANZ provide support, training
and implementation services to over 3,500
customers
Sage 50 – Version 2013
•
•
#1 accounting and business software in UK
20 years in ANZ
Key Features in 2013
• Enhanced Reporting
• Quick tasks (buy and sell)
• Improvements in Search and Performance
• Send to excel on 100 screens
• Drill down on reports
• Advancements in Emailing
About
Us 6.82
Sage Evolution
• Mid-Tier ERP application
• CDP
for Sage SME
products insince
Australasia
region
• Launched
in Australia/NZ
inception
2000
• Over 10 years experience with Sage products and
strong relationship/influencer to Sage Pastel Board
Key new features for V6.81/82
• Sage at a glance:
•
• Sales on Wheels
• Since 1981, 60+ Countries, 5 Continents
• Alert Management
• 7,500 customers on Sage Pastel Evolution
• •Bank
Manager
200,000
customers on Sage Pastel Partner
• •Debtors
Manager
(formerly
Cash
550,000 customers
on Sage
50Manager)
• •Automatic
reversals
Top 3 Global
Business Software Provider
• Foreign
Bank
40 local
resellers
in Accounts
ANZ provide support, training
• Inventory Optimisations
and implementation
services to over 3,500
• Service Management
customers
Introducing Les Allen
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Business
Intelligence Centre:
Customer Workshop
May, 2013
Les Allen
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AGENDA
•
•
•
•
•
•
•
What Is Business Intelligence? (10 mins)
Business Intelligence Centre Demo (30 mins)
BIC Tips & Tricks (30 mins)
Break (20 mins)
New Features (Reporting Trees & Report Distribution – 20 mins)
Excel Tips & Tricks (50 mins)
General Q & A (20 mins)
Power Of Change & Information
Heading 1 (Arial bold - point size 22) • Combining:
China, USA, India,
Mexico, Peru,
France, Spain,
Papua New Guinea,
Sweden, Japan,
Germany, Norway,
Italy, New Zealand,
United Kingdom,
Nepal, Bangladesh
* Greece: 30,102
(1000km2)
Wales –
20,779 km2
Kruger NP –
19,485 km2
• Africa: 30.221 (1000km )
2
http://static02.mediaite.com/geekosystem/uploads/2
010/10/true-size-of-africa.jpg - 1/5/2012
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Business
Intelligence –
Customer Workshop
What is Business
Intelligence?
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Business
Intelligence –
Customer Workshop
•
Business Intelligence is a process = three points:
•
•
•
Data collection
Data analysis – trends, patterns
Making a decision
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Business
Intelligence – Key
Questions
•
•
•
•
•
What are your business’s KPI’s?
How do you measure them?
How long does it take to get them every day? Every
month?
Would you like to see top 5 expenses, top customers and
products as well as profit and loss on one report…
… in Excel, so you can format it the way you want?
Business
Intelligence – What
Is It?
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•
•
•
•
•
•
A simple and easy to use reporting solution (BI)
Customisable and flexible reporting and analysis capabilities
User friendly and centralised interface
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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Business
Intelligence –
Customer Workshop
Product
Demonstration
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Business
Intelligence –
Customer Workshop
BIC Tips & Tricks
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Business Intelligence
Tips & Tricks
•
System Variables:
•
•
•
•
Dates Added To File Names
Months Added To File Paths
Identify Report Container
Protecting Reports
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Business
Intelligence –
Customer Workshop
Break
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Business
Intelligence –
Customer Workshop
New Features –
Reporting Trees
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Reporting Trees
- Typical company hierarchical reporting structure
- Each box represents a “reporting unit” – Parent/Child
- Lower units “roll up” to higher units
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Reporting Trees
- Manage multiple reporting tree rule sets
- Drag & Drop units to create levels
- Lower units “roll up” to higher units
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Business
Intelligence –
Customer Workshop
Reporting Trees
Demonstration
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Business
Intelligence –
Customer Workshop
New Features Report
Distribution
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Report Distribution
- Launch directly from the BI Tools Tab
- Prepare multiple distribution rule sets
- Attach distribution rules to trees
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Report Distribution
- Launch directly from the BI Tools Tab
- Prepare multiple distribution rule sets
- Attach distribution rules to trees
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Business
Intelligence –
Customer Workshop
Report Distribution
Demonstration
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Business
Intelligence –
Customer Workshop
Excel Tips & Tricks
Keyboard Demo – How
Productive Can You Be?
•
•
•
•
•
•
•
•
•
Copy the existing sheet to a new sheet, including column widths
Delete the Date column
Format the Product Sale column to not show decimal points
Fill all empty cells in the Quantity column with the same formula
Delete the Product Name column
Apply an Auto Filter:
… In less than 1 minute.
Product Category = Beverages
With no mouse use at all.
Branch = West Coast
Create a bar chart from the filtered information
Keyboard Demo –
Top 5 Keyboard
Shortcuts
•
•
•
•
Inserting columns, inserting rows
Inserting a new sheet
Copying sheets
Selecting entire tables
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Business
Intelligence –
Customer Workshop
Pivot Tables &
Charts
Excel Tips & Tricks
Create new groupings with Text Functions
•
•
•
•
Converts numeric values into easy to read formats
e.g. dates to named days, months or years
e.g. hours, minutes and seconds groupings
e.g. currencies, percentages and other text formats
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Business
Intelligence –
Customer Workshop
Slicers & Sparklines
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Questions &
Answers
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Thank you
for your time