BI360 the first full BI Intelligence suite that was completely designed
with the end user in mind. BI360 is the ultimate Excel based Reporting,
Planning, and Dashboards for Sage Customers.
BI360 Reporting:
Modern Excel-based report writer offers predefined templates as well as
user-defined reports running on live on Sage MAS500, X3. The report
writer can be used with the BI360 data warehouse as well as other
in-house or cloud based databases. Using an Outlook style interface in
Excel, users can drag and drop to create financial statements or
operational reports without ever having to manually key in a single
formula. The result is professionally presented in Excel or PDF, and
users can refresh reports on-demand and drill down to detail thus
eliminating the need to prepare and distribute report books. The
combination of standard MS Excel features and powerful BI360 business
rules make it possible to develop any number of report layouts, and
business logic, from simple sub-ledger reports to advanced financial
statements to KPI reports. A single report can access multiple companies
and databases to consolidate information and automate BI processes.
Features:
- Supports Microsoft Excel 2007 and Excel 2010
-Reports are launched from either an intranet site, a web page, from
within your ERP system or locally from your PC as standard Microsoft
Excel files. When launched, reports automatically connect to the
database through web services
- Reports are available both as pre-defined templates or business users
can design their own reports with the ease of drag and drop
configuration. Any flavor of the report can be designed, including
profit and loss, balance sheet, cash flow, sales, HR, project, AR, AP
fixed assets, inventory, KPIs and much more
- Tree builder allows to create and maintain a centralized set of
dimension, account hierarchies for example, that can automatically drive
reports that will virtually eliminate manual maintenance of report
definitions. Trees can be dragged and dropped into reports to create
profit & loss and balance sheet reports in minutes instead of hours
- Drill down to any detail from any amount in any report to quickly find the underlying reason for variances and exceptions
- End users can customize and save their own versions of the standard reports supplied by the organization
- Report Parameters in the MS Excel task panel make the reports highly
dynamic and flexible. One report can serve many purposes just by
changing the parameters
- One single report can be connected to multiple ERP modules or
databases, making it easy to set up automated reconciliation reports,
KPI reports and flash reports
- Easily consolidate many companies, divisions, or departments to produce consolidated financial statements
- Advanced currency offered with the use of average, closing, historical, and user-defined rate conversion methods
- Reports can also be pushed out to mobile phones as PDF files or Excel attachments.
BI360 Planning:
Is an Excel-based budgeting, forecasting and modeling with a flexible
SQL Server database (part of the BI360 warehouse) to house and manage
budget data. BI360 Planning can be used to automate budgeting and
forecasting as well as other business processes that require data entry
and a data base. In other words, think of BI360 Planning as an automated
way to save any data from Excel and into a structured SQL database. For
most people, budgets and forecasts are the first process that come to
mind, but in reality, most organizations have numerous manual data
collection processes that could be automated with BI360.
Features:
- Use budget templates for for profit and loss, balance sheet, cash flow, payroll, capital expenses, revenue and projects
- Design or use input templates for monthly forecasting and modeling
- Allows for multi-year budgets and rolling forecasts
- Very rich, analytical and easy to understand end-user environment
- Slider feature lets users automatically increase or decrease all amounts on a row by entered percentage
- Special reports or rules can be set-up to automatically perform single or multi-step allocations
- Users can work offline where budget templates are distributed or online when connected live to BI360 data warehouse
- Assignment menu lets the administrator setup and centrally manage input forms and related reports and documentation
- When reports are saved they are immediately available for approval/ reporting
- Live Charting lets users discover and compare history to budgets while entering budgets
BI360 Dashboards:
BI360 dashboards are web-based and act as a unifying medium between two
of an organization's most important assets, its people and its data.
BI360 dashboards helps managers visualize trends and highlight
exexceptions to their key performance indicators. This vital information
will better equip your organization's personnel to identify issues,
make decisions, and drive success.
BI360 provides real-time or near real time dashboard on your Sage MAS500
and X3 systems. Metrics from other data sources (spreadsheets etc.) can
also be included.
Features:
- The Dashboard designer module features a rich set of graphical
components (such as gauges, trend charts, bar charts, maps,
thermometers, scorecards, text comments,) that will allow virtually any
dashboard requirements to be met.
- Power users use the dashboard module to pre-define various layouts for managers with different analytical requirements
- Individualized dashboards can be designed 'on the fly' by end users by
simply dragging and dropping pre-linked graphical components onto the
screen. Power users setup a library of dashboard components (reports,
graphs) for users to choose from
- Powerful alerts from automatically monitored business rules thresholds and sends out KPIs and chart to designated managers
- Light weight server-based dashboard delivery ensures minimal downtime and greater maintainability
- Dashboards can be viewed both through Microsoft SharePoint and stand alone in your Web browser
- Dashboards can be pushed out to mobile phones as PDF files
- Support for OLAP as well as transactional data sources.
BI360 Data Warehouse
The BI360 Data warehouse is a next generation pre-configured and
customizable data warehouse based on the world leading Microsoft SQL
Server platform. Every mid-sized and large organization with many
in-house or clod-based sources would strongly benefit from central data
warehouse where all of their key data can be stored. and made available
for consolidated reporting, analysis and dashboards. Until now, planning
and implementing data warehouses has been a complex, expensive and
risky projects, often with mediocre results. Finally, a data warehouse
priced for the mid-market! With the BI360's data warehouse, you can
implement in a matter of days or weeks instead or months or years, and
at a fraction of the cost and risk from a traditional "build from
scratch" data warehouse project. BI360 will better equip your
organization's personnel to identify challenges or issues, make timely
decisions, and drive success.
Features:
- Built on Microsoft SQL Server platform and can integrate to virtually any database or source
- Extensible design enables non-technical users to literally expand the
capabilities of the warehouse by adding new dimensions as well as the
ability to add new attributes and transaction tables
- User-friendly, non technical administrative interface allows business
people to manage the data warehouse including iserting new dimension
members , managing attributes to empower better reporting, running
scripts to manipulate data
- Data and dimensions from the data sources can be scheduled for
automatic import or you can perform one-time occasional import through
user-friendly file import menus
- Pre-defined modules and dimensions for data from your ledger, payable
receivables projects, fixed assets, sales and more, as well as
user-defined modules from any other data source and dimensions you need
for your warehouse
- Data and dimensions can be easily imported from or exported to Excel
- Comes with out of the box integration to the BI 360 Excel based report writer and to Composer, the BI360 ad-hoc query tool
- Serves as the budget database for the BI360 planning and modeling module
- Aggregation function that can consolidate detail transactions to optimize reporting performance and KPI calculations
- Allow integration of of custom SQL scripts
- Export or import XML format
- Advanced currency conversion engine
- Pre-built exchange rate table where rates can be entered or automatically be imported from the ERP database or from the web
- If desirable for the project, Microsoft Analysis Services OLAP cubes are easily configured on top of the data warehouse
Industries:
Apparel, Soft Goods, & Textiles, Personal Goods & Services, Natural Gas & Petroleum, Nuclear & Solid Fuels, Utilities, Defense & Space Exploration, Education, Government Construction & Facility Management, Municipalities & Tribal Governments, Healthcare Facility Management, Home Healthcare, Hospitals, Software Consulting & Development, Hotels, Resorts, & Clubs
Business Needs:
Budgeting, Data Storage/Warehousing, Fixed Asset Management, Fund Management, Grant Management, Payroll, Project/Job Control, G/L Posting Control, General Accounting, Multi-Company Processing, Sales Tax Calculation/Integration