Armanino LLP Welcomes You To Today s Webinar: Leverage the Out of the Box BI Tools You ve Got The presentation will begin in a few moments 1 Armanino LLP amllp.com Armanino LLP amllp.com
About the Presenters Greg Laymon, MS Certified Database Administrator and BI Developer Senior Consultant, Armanino Greg has more than 20 years of IT experience and in addition to multiple Microsoft certifications, he is a Dun & Bradstreet MVP. Supporting clients such as Wells Fargo Bank, Clorox and Entropic Communications, Greg s project expertise includes: Planning, Budgeting and Forecasting Marketing and Sales Analysis and Reporting Architecting Business Intelligence into Software products 4 Armanino LLP amllp.com
About the Presenters Geoffrey Wayong Director, Armanino Geoffrey has broad experience in all aspects of enterprise application development, system integrations and business intelligence within ERP and CRM systems. Geoffrey has managed Microsoft Dynamics GP/AX and CRM implementations as well as the Microsoft Dynamics development team at Armanino. He currently manages Armanino's high-performing Business Intelligence technical team. 5 Armanino LLP amllp.com
About the Presenters John Van Metre Microsoft Dynamics Manager, Sales & Business Development, Armanino John has been managing Microsoft Dynamics ERP and CRM software sales for 10 years and has extensive experience designing solutions for mid-market clients in the high tech and process manufacturing industries. He is on the frontline with clients and understands their industry-specific reporting and analytics needs. 6 Armanino LLP amllp.com
Agenda Market Trends Categorization of User Needs Dynamics Out of the Box Features What more could I want? Questions 7 Armanino LLP amllp.com
What is a Business Intelligence? Simplifies Information Discovery and Analysis, making it possible for decision makers at all levels of an organization to more easily access, understand, analyze, collaborate, and act on information, anytime and anywhere. Helps to answer questions like: o What has happened? o What is happening? o Why? o What will happen? o What do we want to have happen? 8 Armanino LLP amllp.com
Gartner market trend Stack centricity Focus on specific BI vendor Business-focused buying Business is driving buying decisions Increase in BI users Better user adoption Report centric vs. analytics centric Source: Market Trends, Gartner Business Intelligence, Worldwide, 2011-2014 9 Armanino LLP amllp.com
Users have different BI needs Individual focus (Tactical) Up to the minute data Detailed & actionable Team or process focus (Operational) Daily or weekly trends Summarized Manage by exceptions Organization focus (Strategy) Periodic High level goals and milestones Longer term 10 Armanino LLP amllp.com
Microsoft Dynamics BI capabilities Category QUERY Predefined Query Ad Hoc Query Capability (Tactical) Individual Focus REPORTING ANALYSIS Ad hoc Reporting Statutory and Financial Reports Charting and Info-graphics Production Reports Key Performance Indicators Scorecards Ad hoc summarization & exploration Dashboard (Operational) Team / Process Focus Strategic 11 Armanino LLP amllp.com
Query Demo 12 Armanino LLP amllp.com Armanino LLP amllp.com
Microsoft Dynamics BI capabilities & tools CATEGORY CAPABILITY AX TOOL / OPTION GP TOOL / OPTION QUERY Pre Defined Query Operational queries Lists of operational/financial data Print lists of operational /financial data Cues List pages Auto Report Smart Lists Ad Hoc Query Query operational/financial data Microsoft Excel add-in Smart Lists 13 Armanino LLP amllp.com
Reporting Demo 14 Armanino LLP amllp.com Armanino LLP amllp.com
Microsoft Dynamics BI capabilities & tools CATEGORY CAPABILITY AX TOOL / OPTION GP TOOL / OPTION Ad hoc Reporting Statutory & Financial SQL Server Report Builder v3 Excel with Cubes Management Reporter Charting & Info-graphics Dynamics AX 2012 R2 chart controls Production Reports SQL Server Reporting Services Reports (SSRS) 15 Armanino LLP amllp.com
Analysis Demo 16 Armanino LLP amllp.com Armanino LLP amllp.com
Microsoft Dynamics BI capabilities & tools CATEGORY CAPABILITY Key Performance Indicators Scorecards Ad hoc summarization and exploration AX TOOL / OPTION Role Center/Business overview web part GP TOOL / OPTION Business Portal PerformancePoint Services in SharePoint Server Data mash up with Microsoft Excel PowerPivot Dynamics Business Analyzer 17 Armanino LLP amllp.com
Power BI Demo 18 Armanino LLP amllp.com Armanino LLP amllp.com
BI System Requirements BI system requirements 19 Armanino LLP amllp.com
What Questions Do You Have? Submit Your Questions Now! 20 Armanino LLP amllp.com
John Van Metre 408.712.0743 John.Vanmetre@amllp.com Greg Laymon 925.790.2876 Greg.Laymon@amllp.com 21 Armanino LLP amllp.com Armanino LLP amllp.com