bring value to your bottom line with business intelligence: power session slides

407 S 27 Avenue • Omaha, NE 68131 | 800.500.4499 | sales@teamsoftware.com | www.teamsoftware.com

Bring Value to Your Bottom Line with Business Intelligence

A Profit from Efficiency Power SessionFrom TEAM Software

• 30-minute power session

• Brief Q & A at the end – type your questions in the GoToWebinar panel

• Webinar is being recorded

Housekeeping

• Brief overview of our products and integration

• Learn about TEAM’s Business Intelligence solution

• See BI in action

• Brief Q & A

Power Session Overview

Introductions

Host: Scott Gauger, Director of Sales

Shannon Robertson, Education Coordinator

Ron Smith, Business Intelligence Analyst

WinTeam & Integration

BI provides a better, simpler way to leverage the enormous amount of data in WinTeam.

Business Intelligence Overview

• Variance reporting (job costing, timekeeping)

• Financial reporting

• Visualizing data

How TEAM Clients are using Business Intelligence

Variance Reporting

Financial Reporting

Data Visualizations

Ease of use

Simplify the complicated

Visuals

Business Intelligence Benefits

Poll Question

Query Scheduler

How are you doing custom reporting now?

Exports to Excel

Crystal Reports

CreaTeam

We don’t have any custom reports.

20%

0%

63%

7%

10%

Results

Why BI is Better

Save time: Format dynamic reports one time

User-friendly: No database expertise needed

Hit the ground running: Shorter training time

Getting Started with BI

Basic training on functionality & tools

Hands-on experience with real-world example

Sharing the Knowledge

Security is based on WinTeam security

Follows the user who runs the report

BI User/Role Security

Distributing Information

Email reports

Schedule reports

Poll Question

AR/AP

What do you envision using BI most for in your organization?

Financials (Job Costing, GL, P&Ls)

Operations (Quality Assurance, Scheduling)

HR/Payroll/Timekeeping26%

4%

52%

19%

Results

WinTeam modules available now:• Accounts Payable

• Accounts Receivable

• General Ledger

• Human Resources

• Personnel Scheduling – Billing Review

• Personnel Scheduling – Schedule Details

• Quality Assurance

• Timekeeping

• Action Items

BI Data

WinTeam modules coming this summer:• Work Scheduling

• Inventory

• Fixed Assets

The remainder of the “universes” for BI will be built by the end of 2015.

BI Data

Questions?

Thank you for attending.

Recording of this webinar and slides available later this week.

Visit teamsoftware.com/blog or watch for a follow-up email.

Contact us for more information.sales@teamsoftware.com800-500-4499