BI360 Modules & License Descriptions

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1 BI360 Modules & License Descriptions BI360 is a Business Intelligence Suite with four integrated modules. Below you will find explanations of the modules as well as user licenses and add-on components available. For further information, contact Solver at BI360 Reporting An Excel- and web-based report writer focused on empowering the business user. With an intuitive drag and drop report design, it has out-of-the-box integrations to many major ERP systems (Dynamics, Sage, others ) as well as to the BI360 Data Warehouse. Custom integrations can also be built to create live reporting off of almost any SQL Server based data-source. Report Design BI360 Report Designer Foundation - (incl. 1 user) BI360 Report Designer Users Additional User licenses Report Viewing BI360 Report Player Users Additional User licenses The report writer application base foundation. The BI360 Report Designer Foundation comes with the base reporting application and includes one Designer user. With this product, the one user can design reports, run/generate reports, view reports and drill down to underlying detail. These are additional (power) users of the BI360 Report Designer. These users can both design reports, run/generate reports, view reports and drill down to detail. The BI360 Player license is a simple Excel add-in used for end-users that only need to run reports (not design reports) and drill down to underlying detail for analysis. The BI360 Player users can also use the BI360 Portal (see section later in this document) where they can run reports and view dashboards Report Analysis (Ad-Hoc) BI360 Report Composer Basic version (incl. 1 user) BI360 Report Composer Users Additional Users Ad-hoc reporting tool for drag and drop queries. It is a standalone license, separate from the Designer/Player licenses, and is the one piece of BI360 Reporting that is not Excel-based. The Composer can be used to create adhoc analysis reports for on-the-fly insight. It can also be used as a wizard to quickly build unformatted reports that can be exported into Excel-based templates to be further formatted and refined using BI360 Report Designer. These are additional ad-hoc users of the BI360 Composer. See above description for details.

2 Multi-Company Reporting BI360 Multi-Company Reporting (2-4 companies) BI360 Multi-Company Reporting (5+ companies/clients) This module enables you to consolidate companies (merges individual company information, set up in separate databases in your ERP, into a single table in the ERP database) in order to design and run consolidation reports across companies (2 4 companies). This module is used to enable consolidation reports without the use of the BI360 Data Warehouse. This module enables you to consolidate companies (merges individual company information, set up in separate databases in your ERP, into a single table in the ERP database) in order to design and run consolidation reports across companies (5+ companies). This module is used to enable consolidation reports without the use of the BI360 Data Warehouse. Report Generation/Distribution/Publication BI360 Report Publisher BI360 Office Publisher BI360 Report Publisher is an add-on module to BI360 that allows users to automate the generation and publication of reports. Users are able to specify various aspects of report publishing including, but not limited to, the following. Identify report recipients ( addresses of decision makers). Multiple Report formats (Excel, PDF, HTML, etc ). Schedule (Date and time for automatic report generation and distribution). Report target location (If publishing BI360 reports to a shared network. location, identify the network folder where the report shall be placed). BI360 Office Publisher is an add-on module to BI360 Reporting. It is a publishing tool that allows users to bring reports and charts from Excel into Word or PowerPoint, on a regular basis (i.e. quarterly/annual reports, budget books, board room presentations, etc.). With BI360 Office Publisher users can tag any report or text in Excel (i.e. a BI360 report) for automatic transfer into in a Word document or PowerPoint presentation.

3 Other Data Connections BI360 Database Connector For connecting BI360 Reporting to other data sources beyond the initial ERP system. The Connector connects BI360 Reporting to a pre-defined data source (i.e. ERP), allowing you to design and run reports on that data source. BI360 Report Designer Foundation comes with ONE Connector of your choice. This is the Connector to the primary source (ERP, CRM, etc.) for which you initially purchased BI360 to report on. ADD-ON CONNECTORS: 1. An additional Connector is NOT required to be purchased when connecting and reporting on the BI360 Planning Module. The connector is already included with the Planning Module. 2. If you wish to report on data beyond the initial data-source, an additional Connector will need to be purchased. (i.e. To connect BI360 Reporting to another system (beyond your initial ERP) or to the BI360 Data Warehouse you will need to purchase an additional BI360 Connector ). Example: if you purchase BI360 Reporting for ERP #1, and wish to use BI360 Reporting to report on data in your CRM system plus in the BI360 Data Warehouse, you will need to purchase 2 additional connectors. 1 connector is included with BI360 Reporting (for your 1 st ERP), while the other 2 purchased connectors would connect to the CRM and Data Warehouse. NOTE: You do not have to repurchase another BI360 Reporting Foundation module to report on other data sources; simply purchase the additional connector to connect your additional source to BI360 Reporting. BI360 Meta Data Designer The Meta Data Designer is a separate BI360 module that enables organizations to customize the live integration between the BI360 Reporting module and the ERP database. It can be used by partners or customers who wish to add BI360 integration to custom fields and tables that they have created within their ERP database. Upon doing so, these custom fields and tables appear in the BI360 Reporting navigation pane to be able to add to ad-hoc or presentation quality reports. The Meta Data Designer may also be used to integrate BI360 to any ERP or other data-source to which BI360 is not currently integrated. Note: This is a technical tool for technical users and training is required.

4 BI360 Planning An Excel-based planning, budgeting, modeling and forecasting solution aimed at streamlining the planning process. It also offers workflow, advanced spreading, graphics, line item detail, text comments, approvals and more. It includes a preconfigured budget database (SQL Server-based) with an import wizard (CSV/Excel imports), allowing you to import data from any source (i.e. actuals from ERP, payroll from external application, etc ). Planning Administration BI360 Planning Foundation - (incl. 1 Online User) This is the planning and budgeting application base foundation. The BI360 Planning foundation comes with the base budgeting application, and includes one Online Planning User. The Planning Foundation with one Online Planning User can: Set up the planning/budget environment Run/refresh a budget form Enter budgets Save plans/budgets to the budget database Run budget reports. Create and run budget models SPECIAL NOTE: If you are only using BI360 Planning for budget related data and processes then the BI360 Data Warehouse is NOT required to be purchased along with BI360 Planning. The budgeting tables, in the data warehouse framework, are included in the purchase of BI360 Planning. Plan/Budget Form & Report Design See BI360 Report Designer User BI360 Planning utilizes the BI360 Reporting Designer Foundation and Designer Users to design budget forms/reports. REQUIRED: When purchasing the BI360 Planning Module, a BI360 Report Designer Foundation (incl 1 Designer User) must also be purchased since the budget and reporting modules both use the same 'Report Designer' technology and user licenses to 'design and run' budget forms as well as reports. BI360 Report Designer (Foundation) comes with 1 designer user license. If more than 1 person will need to design budget forms and reports, simply purchase additional report designer user licenses for each additional user. See Designer Users in the BI360 Reporting section.

5 Plan/Budget Input & Approval BI360 Planning Online user Additional Users These are additional Plan/Budget Users of the BI360 Planning module. These users can be either budget administrators or end users (enter budgets) there is no difference in price. Each Online plan/budget user license has the ability to... Open, Run and Refresh budget forms online. Save entered budgets to the BI360 planning/budget database. Run, review and drill down on BI360 reports. Take the report offline, enter budgets, synch and save it to the BI360 Budget Database. Each Online user license includes a bundled BI360 Report Player license with the ability to refresh budget forms and run/drill down on reports. NOTE: Online users cannot design budget forms or reports since they are not designer users. If users wish to design budget forms/reports, see the Plan/Budget Form & Report Design license section above for details. BI360 Planning Distributed user Additional Users These are additional Planning/Budget Users of the BI360 Planning module as well. These users are Planning End users only (no administrative or report running privileges). Each Distributed user license has the ability to Enter plans/budgets into a budget form distributed to them * Save entered budgets to the BI360 planning/budget database Option to simply enter budgets into distributed budget form after the administrator has taken the form offline and send the form back to the administrator for saving to system. The feature to enter values into an offline form and have it synchronized back to BI360 is available due to the unique nature of the BI360 budget form (versus a plain or standard Excel spreadsheet). *Plan/budget forms for Distributed Users must be designed and distributed by the administrator of the budget process using a Designer User license. The Distributed user is a budget only user license.

6 BI360 Data Warehouse A preconfigured SQL Server-based data warehouse, BI360 Data Warehouse enables companies to consolidate data from multiple data sources into one database (the data warehouse). This enables streamlined reporting and analysis using the BI360 Reporting solution, BI360 Dashboards or Microsoft or third party business intelligence tools that supports the SQL Server platform. It includes 7 preconfigured modules (GL, AR, AP, Revenues, Assets, HR, and Project) plus 5 open and self-definable modules (import ANY type of data you wish). BI360 Data Warehouse also includes advanced currency conversion as well as a business rules engine for consolidations, eliminations, KPI management and more. Data Warehouse BI360 Data Warehouse Description The BI360 Data Warehouse is a pre-configured MS SQL Server data warehouse with a user-friendly administrative console. It serves many purposes, such as: 1) Reporting database/data warehouse for multiple data sources 2) Currency conversion engine 3) Consolidation database (consolidate data from many companies/business units) 4) Budgeting database 1 5) Statistics and KPI database BI360 Data Warehouse integrates with BI360 Reporting and/or BI360 Planning, enabling Excel-based reports and budget forms to be designed and generated off of data from the data warehouse. REQUIREMENT NOTE: If you plan to use BI360 Reporting to report on data you import from various sources into the BI360 Data Warehouse, then a BI360 - Connector" (see connector above ) is required to be purchased. 2 1 If you are only using BI360 Planning for budget related data and processes then the BI360 Data Warehouse is NOT required to be purchased along with BI360 Planning. The budgeting tables, in the data warehouse framework, are automatically included in the purchase of BI360 Budgeting. 2 BI360 Reporting is NOT required to be purchased or used with BI360 Data Warehouse. You may use other tools to report off of data in the BI360 Data Warehouse (i.e. SQL Server Reporting Services, Excel Services, PowerPivot, etc ). Only if you choose to purchase BI360 Reporting to report on the data imported into the Data Warehouse will you be required to purchase the additional Connector to connect BI360 Data Warehouse to BI360 Reporting.

7 BI360 Portal (Web-reporting and Web-dashboards) BI360 Portal is a Web-based portal that provide reporting and dashboards on top of the BI360 data warehouse or realtime on your ERP system. Note: The reporting portion of the BI360 Portal will be released on June 1, 2013 and the dashboard portion is estimated to be released on September 1 st, BI360 Portal Licenses BI360 Portal Web portal License (incl. 1 user) This foundation license includes the BI360 web portal as well as functionality to run reports as well as build and view dashboards. It includes 1 dashboard designer license which can design and view dashboards as well as run web reports. Ends users of the portal are the same licenses as the BI360 Report Player and these users can run reports both in Excel and in the BI360 Portal (web). They can also view dashboards in the BI360 portal. BI360 Portal - Dashboard Developer Additional designer license which can design and view dashboards as well as run web reports. Designer License BI360 Insight Workflow and Enterprise Collaboration Portal BI360 Insight is a complete Web-based portal that provides budgeting workflow, discussion groups, notifications, document repository, employee profiles, polls and more. Note: The BI360 Insight portal will be released approximately on August 15th, BI360 Insight BI360 Insight Portal Web portal License (incl. 50 users) This foundation license includes the BI360 Insight web portal as well as. It includes 50 users (SaaS customers can purchase users in bundles of 25). BI360 Insight Portal Additional Users Licenses Additional user licenses come in bundles of 50 users (25 for SaaS customers). Note, if you plan to use the BI360 Insight portal to help manage your budget process (workflow, discussions, notifications, etc.), you need 1 BI360 Insight user for each BI360 Planning Online user.

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