Business IntelligenceSeminar 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 “

• CDP for Sage SME products in Australasia region• Over 10 years experience with Sage products and

strong relationship/influencer to Sage Pastel Board• Sage at a glance:

• Since 1981, 60+ Countries, 5 Continents• 7,500 customers on Sage Pastel Evolution• 200,000 customers on Sage Pastel Partner• 550,000 customers on Sage 50• Top 3 Global Business Software Provider

• 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers

About UsUsage Business and Sage

• CDP (Channel Development Partner) of Sage SME products in Australasia region - Distributor

• Sage at a glance:• Since 1984, 60+ Countries, 5 Continents• 7,700 customers on Sage Pastel Evolution• 235,000 customers on Sage Pastel Partner• 800,000 customers on Sage 50• 6 Million global customers

• Top 3 Sage Business Partner of the year (3 years running!)

• 48 resellers in ANZ region provide support, training and implementation services to over 5,500 SMB customers

Beyond Accounting

• CDP for Sage SME products in Australasia region• Over 10 years experience with Sage products and

strong relationship/influencer to Sage Pastel Board• Sage at a glance:

• Since 1981, 60+ Countries, 5 Continents• 7,500 customers on Sage Pastel Evolution• 200,000 customers on Sage Pastel Partner• 550,000 customers on Sage 50• Top 3 Global Business Software Provider

• 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers

About UsCore Principals

1. Understand what the customer needs and wants, add value through experienced Business Analysts.

2. Be ‘glocal’ – we are a global business (Sage) applying local solutions based on local requirements

3. Provide industry specific solutions – one size does not fit all. Provide flexibility in the application. Personalisation is the key to success.

4. Ensure continuous investment in customer growth requirements through global R&D team.

5. Customer for life

Market Segments - point size 22)

1. Service and Maintenance2. Job Costing & Custom manufacture3. Warehouse and Distribution4. 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.

• CDP for Sage SME products in Australasia region• Over 10 years experience with Sage products and

strong relationship/influencer to Sage Pastel Board• Sage at a glance:

• Since 1981, 60+ Countries, 5 Continents• 7,500 customers on Sage Pastel Evolution• 200,000 customers on Sage Pastel Partner• 550,000 customers on Sage 50• Top 3 Global Business Software Provider

• 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers

About UsSage Pastel Eco-System• Understand that small and growing businesses often require

richer and better controls in their business systems• Provide Vertical and Complimentary Solutions e.g.

• Accellos One (Enterprise Warehouse Management System)

• Ostendo (Advanced Operational Business System)• Sybiz Visipay (Payroll)• Sage Data Secure

• Strong Developer Community• Adept, SPNet, Software Options,• Trew Solutions, Navigator,• Evo Tools (Elev8)• Custom Mobile Apps

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Small Business

Startup Business

MediumBusiness

Large BusinessSOHO

Micro Business

Owner operated

1-5 emp 6-19 emp

20-99 +100

Consultation

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Developer Community

Core Vertical Consultation 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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• CDP for Sage SME products in Australasia region• Over 10 years experience with Sage products and

strong relationship/influencer to Sage Pastel Board• Sage at a glance:

• Since 1981, 60+ Countries, 5 Continents• 7,500 customers on Sage Pastel Evolution• 200,000 customers on Sage Pastel Partner• 550,000 customers on Sage 50• Top 3 Global Business Software Provider

• 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers

About UsSage Partner V12

• Since 1989, 50 Countries, 200K businesses• 20 Years in Australia

Key new features for V12• Multiple Company Conversions• Copy any master file; customers; suppliers, items• Wizard for On Hold invoices• Check for duplicate Customer Reference• Tax Periods• Frictionless Updates

• #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

Sage 50 – Version 2013

• CDP for Sage SME products in Australasia region• Over 10 years experience with Sage products and

strong relationship/influencer to Sage Pastel Board• Sage at a glance:

• Since 1981, 60+ Countries, 5 Continents• 7,500 customers on Sage Pastel Evolution• 200,000 customers on Sage Pastel Partner• 550,000 customers on Sage 50• Top 3 Global Business Software Provider

• 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers

About UsSage Evolution 6.82

• Mid-Tier ERP application• Launched in Australia/NZ since inception 2000

Key new features for V6.81/82• Sales on Wheels• Alert Management• Bank Manager• Debtors Manager (formerly Cash Manager)• Automatic reversals• Foreign Bank Accounts• Inventory Optimisations• Service Management

Introducing Les Allen

Heading 1 (Arial bold - point size 22)Business Intelligence Centre:Customer Workshop

May, 2013Les Allen

Heading 1 (Arial bold - point size 22)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

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http://static02.mediaite.com/geekosystem/uploads/2010/10/true-size-of-africa.jpg - 1/5/2012

• 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)

• Africa: 30.221 (1000km2)

Wales –

20,779 km2

Kruger NP –

19,485 km2

Heading 1 (Arial bold - point size 22)Business

Intelligence – Customer Workshop

What is Business

Intelligence?

Heading 1 (Arial bold - point size 22)Business Intelligence –

Customer Workshop• Business Intelligence is a process = three points:

• Data collection

• Data analysis – trends, patterns

• Making a decision

Heading 1 (Arial bold - point size 22)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?

Heading 1 (Arial bold - point size 22)Business Intelligence –

What Is It?• 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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Product Demonstration

Business Intelligence –

Customer Workshop

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BIC Tips & Tricks

Business Intelligence –

Customer Workshop

Business Intelligence Tips & Tricks

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• System Variables:

• Dates Added To File Names

• Months Added To File Paths

• Identify Report Container

• Protecting Reports

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Break

Business Intelligence –

Customer Workshop

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New Features –Reporting

Trees

Business Intelligence –

Customer Workshop

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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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Reporting Trees Demonstration

Business Intelligence –

Customer Workshop

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New Features -Report

Distribution

Business Intelligence –

Customer Workshop

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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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Report Distribution

Demonstration

Business Intelligence –

Customer Workshop

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Excel Tips & Tricks

Business Intelligence –

Customer Workshop

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:

• Product Category = Beverages

• Branch = West Coast

• Create a bar chart from the filtered information

With no mouse use at all.

… In less than 1 minute.

Keyboard Demo – Top 5 Keyboard

Shortcuts• Inserting columns, inserting rows

• Inserting a new sheet

• Copying sheets

• Selecting entire tables

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Pivot Tables & Charts

Business Intelligence –

Customer Workshop

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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Slicers & Sparklines

Business Intelligence –

Customer Workshop

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Questions & Answers

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Thank youfor your time