Self-Service Business Intelligence
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- Erick Hodge
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1 Self-Service Business Intelligence
2 BRIDGE THE GAP
3 VISUALIZE DATA, DISCOVER TRENDS, SHARE FINDINGS Solgenia Analysis provides users throughout your organization with flexible tools to create and share meaningful business information information that enables them to perform their jobs better. Customizable templates, dashboards, multi-dimensional analysis, predictive modeling and strategy maps extract the most relevant insights from corporate data. If you want to increase revenues, reduce costs, minimize risk or improve operational efficiency, Solgenia Analysis can point your organization in the right direction. Solgenia Analysis provides innovative hybrid cloud business analysis methodology, where data is both stored and processed at your central server, however visualized through the cloud on various mobile devices that can be running multiple platforms. The solution presents different views of information created for client consumption while the data itself remains in the central repository thereby allowing the organizations to maintain compliancy with good corporate governances and with privacy or security regulations. KEY BUSINESS BENEFITS Comprehensive business analytics turn corporate data into actionable insights, to improve the timeliness and accuracy of business decisions Rich and extensible feature set supports customized solutions for specific industry sectors and specialized needs Integrates quickly and seamlessly with existing third-party products and platforms, including all popular accounting systems Provides greater insights into key business processes while freeing users from sorting through ad hoc reports, spreadsheets and databases Clear and timely information strengthens decision-making and improves productivity while enabling organizations to focus on what is important Accelerates preparation of financial statements for reporting and tax filing requirements Improves business efficiency through continual monitoring of key performance indicators (KPIs) Standardizes key financial reporting processes to help ensure compliance with standards such as IAS/IFRS, Sarbanes-Oxley and Basel II Scalable solution supports up to 1,000 users to meet the needs of different company sizes and structures 3
4 BUSINESS ANALYTICS Self-serve Business Intelligence Solgenia Analysis Business Analytics provides organizations with an accurate, real-time view of company performance. Analysis Business Analytics improves business performance by providing an intuitive user interface to visualize, drill-down and slice data by monitoring key performance indicators, identifying process problems and their causes to enable faster, better-informed decision-making. With the same simple interface, it measures performance against objectives within key business processes, analyzes customer needs and preferences and uses this data to build dashboards and key performance indicators that present this forecast versus actual figures. Analysis Business Analytics supports IT by using data discovery for rapid prototyping and/or dashboard delivery. As speed has improved, IT also queries more information directly within data sources, replacing some of the need for data modeling; extraction, transformation and loading (ETL) and semantic layers. FEATURES & BENEFITS Provides an accurate, real-time view of company performance Monitors key performance indicators to identify business strengths and weaknesses Measures performance against objectives for key business processes Produces summary reports quickly and independently to support management oversight Identifies critical issues and their causes to facilitate corrective actions Targeted and structured performance monitoring improves business efficiency and increases productivity Supports structured research and isolation of relevant business information Provides planning tools, predictive modelling and what-if scenario analysis Accelerates decision making by providing insights and relevant context Analyzes customer needs and preferences Enables companies to respond to market demands & opportunities quickly and effectively Simple, intuitive interface to build/save/share dashboards, present information and navigate data Customizable templates support a wide variety of graphical representations, including advanced 3-D graphs Enables rapid changes to navigational parameters and measurements Simple mouse clicks initiate data drill-down or roll-up to quickly identify priority issues Streamlines transformation of large amounts of operational data into useful knowledge Users do not require technical skills to be up and running quickly Real-time visualization of results Allows users to better identify business problems, opportunities and threats Supports dynamic and scheduled data updates Innovative geomarketing tool for geographical analysis Presents information within interactive maps to illustrate results, trends and variances Provides useful analytical context for segmenting markets, assessing penetration, and managing territorial opportunities and threats Immediate, shared information, accessible via the web Users benefit from colleagues knowledge Fosters collaboration and teamwork Browser-based access Familiar technology eliminates the need for training and special assistance Supports remote users by eliminating the requirement for additional client software 4
5 ENTERPRISE REPORTING Share information, collaborate on findings Solgenia Analysis Enterprise Reporting provides the ability to author and distribute formatted and interactive reports from multiple data sources in a wide array of styles (grid-based, tabular, graph, maps, etc). Accessing information in well formatted reports is a key part of business intelligence usage. Analysis Enterprise Reporting also provides access to dashboards and interactive visualizations for analysis and monitors business performance with KPI monitoring tools that connect to multiple data sources while enforcing and managing the policies to access reports and data. Users are able to schedule and distribute reports at any time, in any format (PDF, XLS, XML, etc.) and by any distribution method ( , WEB, CMS, DMS, etc.) FEATURES & BENEFITS Predefined, recurring reports summarize key performance indicators Ensures all stakeholders have a clear and consistent perspective of KPIs Creates a common understanding of relevant business metrics a prerequisite for improving performance Fosters more informed decision-making Helps ensure organizations focus on key business objectives Flexible tools for designing reports Accommodates the requirements of a wide variety of information users Real-time report generation for real-time performance monitoring Ensures business critical information is current Decisions are always based on the latest data set Intuitive, easy-to-use graphical interface Enables users to manipulate views, query the database and compare variables quickly and easily Customizable bookmarks, arranged in a logical hierarchy Allows users to store and manage reports in the manner that best suits their needs and preferences Modeling templates for data analysis Minimize solution implementation time Microsoft Excel Plug-in (Business Reporter) Enables Microsoft Excel users to generate and share dynamic reports via the web Web application accessible through a network portal (Enterprise Reporting) Maximizes accessibility for all users Access to reports is governed by security policies defined by management Ensures confidential information is compartmentalized with limited distribution 5
6 MOBILE INTELLIGENCE Access information anywhere, anytime Solgenia Analysis Mobile Intelligence is a versatile, mobile app that allows multi-user access to information from mobile devices. Developed for both the ios and Android, Analysis Mobile Intelligence integrates seamlessly with the Analysis Business Analytics and Enterprise Reporting modules, giving users the freedom to access their data from the device they want. With a user-friendly and intuitive interface, Analysis Mobile Intelligence bridges the gap between the web and mobile devices providing users with consolidation reports and dashboards, as well as popular functions such as favorites, send as and share document directly from their preferred mobile device, including smartphones and tablets. FEATURES & BENEFITS Full access to your information Fully integrated with Enterprise Business Reporter (EBR) - permitting access to information according to user/group Automatically updates/refreshes data according to the time defined in EBR Provides full access to your personal reports Define what you want to see in greater detail Create Selection Masks of information according to multiple and/or exclusive filters Model the associated values of data that is subject to reporting A clear view of the information of interest Displays immediate results - subject to range and objectives - using a logical color scheme Provides tabular and graphical views of data Shows totals for rows and columns Explore and share View summary of the selection parameters at the bottom of each report view Easily navigate between multiple reports via relevant links Share data by and/or document storage 6
7 BUSINESS REPORTER Transform your office tools into business tools Solgenia Analysis Business Reporter brings the power and flexibility of Analysis analytic and reporting capabilities into the Microsoft Office environment. Featuring a Microsoft Excel addin with popular tools including pivot tables and charts, Business Reporter helps with data exploration, while maintaining a direct connection to the central Analysis Server infrastructure for permission and sharing. Multi-dimensional approach allows users to browse data from any angle or level of detail with just a few clicks of a mouse. Builtin analytics such as drill-down, slicers and filters help users build new Excel data-driven spreadsheets in seconds. Users can add interactive charts or create their own formulas using the Microsoft Excel engine, and build templates that will automatically update when reopened. Distributing and sharing templates and files is a snap - by simply publishing them to the central Analysis server, users (with permissions) can login from anywhere at any time to access them. FEATURES & BENEFITS Full control of accounting tools Centralization and historization of heterogeneous data - multi-company, multi-currency and multi-lingual Adoption of different accounting standards IAS/IFRS, U.S. GAAP Agile tools for query-based budgeting and forecasting Analysis - and reporting-defined layouts - periods, balances, deviations formulas and indicators Manage permissions by groups/users Organize activities by theme Financial module Corporate budget Notes and other attachments Statement of cash flows Analysis of financial statements Consolidation module The process of consolidation (eliminations, adjustments, etc.) Consolidated financial statements Easy to adapt to existing IT ecosystems Business Reporter s open architecture allows it to integrate seamlessly with existing ERP and reporting solutions Due to the versatility and ease of data management, Business Reporter allows you to monitor business performance while controlling the financial parameters and profitability of the company Allows you to quickly maximize the ROI on existing investments 7
8 For More Information Please contact your Solgenia Solution Provider solgenia.com Solgenia is the global market leader in Cloud Collaboration and Cloud Infrastructure software solutions. Designed to Bridge the Gap between Personal and Professional Social, Mobile and Cloud user experiences, our solutions help large and medium sized organizations dramatically improve productivity, reduce collaboration costs, and increase the overall enterprise value by bringing collaboration and infrastructure solutions to the Cloud. Based on innovative, patented technologies that support Private, Public and Hybrid Cloud models, all our products offer ease of use, platform neutrality and mobile ubiquity. Headquartered in Toronto, Canada, we have local presence in the United States, Italy and Mexico, and our solutions are available worldwide through a network of over 200 strategic partners and resellers. Solgenia employs over 300 talented individuals and our consolidated revenues exceed $40 million per year Solgenia, Inc. All rights reserved.
Cloud Self Service Mobile Business Intelligence MAKE INFORMED DECISIONS WITH BIG DATA ANALYTICS, CLOUD BI, & SELF SERVICE MOBILITY OPTIONS
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