DETAILED LOOK AT IFS BUSINESS INTELLIGENCE

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2 DETAILED LOOK AT IFS BUSINESS INTELLIGENCE

3 AMY EAGER SENIOR ADVISOR, TECHNOLOGY BILL NOBLE IMPLEMENTATION MANAGER PAWEL CEGLARZ SENIOR SOFTWARE ENGINEER With special guests: Andy Schmitt, Materials Manager and T.J. Hendrickse, IT Manager, Miller-St. Nazianz, Inc PRESENTERS

4 IFSNA BUSINESS INTELLIGENCE SOLUTION IFS ENTERPRISE EXPLORER Dashboards Composites PowerPivots Analysis Services Report Builder Dashboard Designer IFS BA Excel Add-in IFS BUSINESS INTELLIGENCE BASE PACKAGE ADAPTER IFS APPLICATIONS 7.5 DATABASE INTEGRATED WITH MICROSOFT

5 IFSNA BUSINESS INTELLIGENCE SOLUTION BUILT USING MICROSOFT TECHNOLOGY Integration Services with IFS Apps (Oracle Database) SQL Server Integration Services (SSIS) Creation and management of metadata SQL Server Analysis Services (SSAS) Report Writing and Data Presentation SQL Server Reporting Services (SSRS) Optional SharePoint Server Office Excel Services Data Analysis and Presentation OLAP Cubes and Pivot Tables Optional SharePoint Server Dashboards and KPIs Excel Optional SharePoint Server INTEGRATED WITH MICROSOFT

6 SYSTEM REQUIREMENTS IFS Business Intelligence Dashboards Extension requires the following versions of Microsoft Server Products: Microsoft SQL Server 2008 R2 Report Builder Microsoft SharePoint Server 2010 Enterprise (optional) Dashboard Designer Some functionality requires at least one license Office 2010 on server These will need to be run on dedicated 64-bit hardware servers running Windows Server 2008 with SP2 or Windows Server 2008 R2 IFSNA Business Intelligence Dashboards Extension is supported only on IFS Apps 7 and greater IFS BUSINESS INTELLIGENCE

7 ANALYSIS PACKAGE

8 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 SQL Analysis Server Cubes contain information from IFS related to the area of analysis like sales, inventory, finance, projects, suppliers etc. The cube can be used as a data source for Excel, Report Builder and Dashboard Designer. The cubes are built from IFS tables based on relationships of IALs. ANALYSIS PACKAGES

9 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 Analytic Charts that can be used display data from the cube and provide Decomposition Tree visualization or drill-down. ANALYSIS PACKAGES

10 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 Key Performance Indicators or KPIs can be created with Dashboard Designer into a Scorecard and displayed using information from the analysis cube. This can include pull downs to select which KPIs information should be displayed. ANALYSIS PACKAGES

11 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 Microsoft Visio Services can be used to link data from the cubes and scorecards to present charts or maps via pull downs that visualize the information like the example below. ANALYSIS PACKAGES

12 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 Microsoft Report Builder can be used to generate interactive reports based on the data in the cubes and provide additional drill down or links back to IFS Applications. The example below indicates the top 5 selling parts and a drill down to additional data. The links in the report can open IFS Applications directly based on the information in the report. ANALYSIS PACKAGES

13 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 The Microsoft Report Builder reports can come in many formats and several examples are listed below: ANALYSIS PACKAGES

14 ANALYSIS PACKAGE EXAMPLES

15 IFS BUSINESS INTELLIGENCE SOLUTION ANALYSIS PACKAGE EXAMPLES Short Demo Supplier Performance Dashboard Inventory Performance Dashboard BASE PACKAGE

16 IFS BUSINESS INTELLIGENCE SOLUTION CFO ANALYSIS PACKAGE CFO FINANCIAL ANALYSIS COMPONENTS

17 IFS BUSINESS INTELLIGENCE SOLUTION SALES ANALYSIS PACKAGE SALES ANALYSIS COMPONENTS

18 IFS BUSINESS INTELLIGENCE SOLUTION PROJECTS ANALYSIS PACKAGE PROJECT PERFORMANCE ANALYSIS COMPONENTS

19 ADDITIONAL ANALYSIS PACKAGE FUNCTIONALITY USE EXCEL TO CONNECT TO OLAP CUBES SUPPLIER PERFORMANCE ANALYSIS COMPONENTS

20 ADDITIONAL ANALYSIS PACKAGE FUNCTIONALITY MS REPORT BUILDER SUPPLIER PERFORMANCE ANALYSIS COMPONENTS

21 IFS BUSINESS INTELLIGENCE V2

22 CUSTOMER CASE STUDY: MILLER-ST. NAZIANZ, INC

23 1999 marked the 100 year anniversary of Miller-St Nazianz In 1899, John Miller I, a farmer in St Nazianz area & the great grand father of the current owner/president, founded a hardware and implement store

24 Plant Layout

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35 MICROSOFT BI INTEGRATION TO IFS ENTERPRISE EXPLORER PREVIEW IFS APPLICATIONS 8 STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY FOR IFS SOFTWARE PRODUCTS AND TECHNOLOGY ARE FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE INTERPRETED AS ANY COMMITMENT OR REPRESENTATION.

36 MICROSOFT BI INTEGRATION NAVIGATOR ENHANCEMENTS NEW TOP NODE BI will be located under a new top node in the IEE Navigator called Business Intelligence PREVIEW IFS APPLICATIONS 8 Statements of possible future functionality for IFS software products and technology are for information purposes only and should not be interpreted as any commitment or representation.

37 MICROSOFT BI INTEGRATION AD HOC REPORTING Run Microsoft Report Builder directly from IEE One click installation PREVIEW IFS APPLICATIONS 8 Statements of possible future functionality for IFS software products and technology are for information purposes only and should not be interpreted as any commitment or representation.

38 MICROSOFT BI INTEGRATION MS QUICK REPORTS PUBLISHED QUICK REPORTS In this scenario, a super-user user creates a quick report with Report Builder and publishes it from IFS Quick Reports. This scenario utilizes the standard Quick Report functionality, including the presentation object security PREVIEW IFS APPLICATIONS 8 Statements of possible future functionality for IFS software products and technology are for information purposes only and should not be interpreted as any commitment or representation.

39 MICROSOFT BI INTEGRATION MS QUICK REPORTS PREVIEW IFS APPLICATIONS 8 Statements of possible future functionality for IFS software products and technology are for information purposes only and should not be interpreted as any commitment or representation.

40 MICROSOFT BI INTEGRATION DASHBOARDS PREVIEW IFS APPLICATIONS 8 Statements of possible future functionality for IFS software products and technology are for information purposes only and should not be interpreted as any commitment or representation.

41 MICROSOFT BI INTEGRATION ANALYSIS PANEL ANALYSIS PANEL A user will be able to do Analysis on context data. When working in the application. A panel will be showing small reports called Analysis Panel Components (APCs) Each APC will run a Quick Report or a special KPI Report. And will take parameters based on your current context. PREVIEW IFS APPLICATIONS 8 Statements of possible future functionality for IFS software products and technology are for information purposes only and should not be interpreted as any commitment or representation.

42 MICROSOFT BI INTEGRATION ANALYSIS PANEL PREVIEW IFS APPLICATIONS 8 Statements of possible future functionality for IFS software products and technology are for information purposes only and should not be interpreted as any commitment or representation.

43 THIS DOCUMENT MAY CONTAIN STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY FOR IFS S SOFTWARE PRODUCTS AND TECHNOLOGY. SUCH STATEMENTS OF FUTURE FUNCTIONALITY ARE FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE INTERPRETED AS ANY COMMITMENT OR REPRESENTATION. IFS AND ALL IFS PRODUCT NAMES ARE TRADEMARKS OF IFS. THE NAMES OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.