bring value to your bottom line with business intelligence: power session slides
TRANSCRIPT
407 S 27 Avenue • Omaha, NE 68131 | 800.500.4499 | [email protected] | 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 [email protected]