Sage MAS Intelligence

1. Sage MAS Intelligence

2. Agenda

3. Anatomy of an Ideal Sage Intelligence Prospect • Is reporting a challenge in their business? • Do they use Excel? How much? • Do they spend a lot of valuable time on manual & repetitive tasks, like copying, pasting, exporting and formatting in Excel? How much time?

4. Anatomy of an Ideal Sage Intelligence Prospect • Is preparing timely financials a challenge in your business? • Would you like a snapshot of your business in a single Excel report? (Dashboard) • Would you like your reports delivered in the format you choose at the click of a button?

5. Value Proposition

6. Value Proposition • A simple and easy to use Excel based reporting solution • Customizable and flexible real time reporting and • analysis capabilities • User friendly and centralized 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

7. Value Proposition • Less time preparing reports, more time analyzing • Efficiencies around the loose use of Excel • Data integrity i.e. single version of the truth • Business decisions based on timely and accurate • information across all functions i.e. financial, sales, • procurement, forecasting

8. How to arrive at an ROI • How many hours do you spend doing manual and • repetitive cutting, pasting and exporting to Excel • Automation of these tasks can free up hours for • key people in your business i.e. preparation versus • analysis • Calculate the hours saving (hours saved * average • cost/hour) • One good buying decision based on timely and • accurate information, can translate into massive • savings

9. Product Demonstration

10. Product Demo (Part 1) Financial Reporting • Auto generate Income Statement & Balance Sheet • reports using predefined GAAP layouts out of the box • Drill down to detailed ledger transactions • Caters for segmented GL’s, column based reporting, • consolidations • Layouts are totally flexible and customizable within Excel

11. Product Demo (Part 2) Analysis Dashboard • A dashboard is a one page summary of key • performance indicators (KPI’s), providing a daily • health check on your business • Incorporate data from other modules and/or systems • Dynamically drill down to detail across modules • Totally flexible and customizable within Excel

12. Product Demo (Part 3) Customer Sales • Freely slice and dice transactional sales data by • dragging and dropping elements into your layout • Analyze sales in any combination/order of product, • salesrep, customer and other fields including • optional and user defined fields • Easily create your own views on the fly i.e. Top 10 • customers, Top 5 products, By branch, by department, • by region, sales rep etc.

13. Customer Benefits – Competitive Advantage

14. Customer Benefits • Integrates seamlessly into your ERP software and • includes FREE user license/s • Consolidations of financial and non financial data • (unlimited number of companies) • Access to all tables and all fields as well as other • databases and systems such as CRM, HR etc. • Drill down functionality, (predefined and configurable)

15. Customer Benefits • All reports are delivered in native Excel – ease of • distribution • Provides a suite of standard reports delivering • immediate value and ROI • Licensing is tiered to cater for intermediate and • advanced users • Online training, BI community http://community.alchemex.com/ • knowledgebase, forums, groups and learning services.

16. Customer BenefitsAdd-ins and Extras • Several included “add-ins” provide additional functionality for publishing and distributing reports: • Save report output to a specific file location • Publish report in html output for web • Email report output to distribution lists • Ability to launch Sage MAS Intelligence modules from within Sage ERP MAS

17. Modules and Licensing

18. Sage MAS IntelligenceComponents and Icons Icon Component Description Report Manager Author (design, create) and run reports Report ViewerRun reports incl. drill down – no editing Security Manager Defines security for reports License ManagerManages licenses Connector Consolidations, Connect to additional databases and tables Report DesignerExcel add-in that transforms raw data into financial layouts via drag and drop GUI

19. Sage MAS IntelligenceBasic Report Design Report Manager Databases Connector • Build connections to databases • Define data to be included (data containers) • Multiple drivers available • Predefined containers for Sage MAS • Design reports with data containers • Include sort, filter and parameter options • Include summation options • Manage and run reports to output to Excel workbooks Sage MAS Sage MAS Sage CRM Excel Workbooks Requires additional license if new containers are defined.

20. Assessing the Prospect’s Needs How many people will want to view/run reports? Report Viewer License How many people will want to create/edit reports? Report Manager License Will you want to consolidate multiple companies? Will you want to connect to non-Sage MAS databases? Connector Simple drag and drop interface for creating any financial statements with ease Report Designer

21. Sage MAS IntelligenceStandard Reports • Dashboard Analysis • Financial Reports (GAAP IS and BS) • Financial Trend Analysis • General Ledger Transaction Details • Customer Sales • Vendor Purchases • Inventory Status • Multi-company consolidation reports require the Connector license

22. Sage MAS IntelligenceWhat is available with Sage MAS 90/200 4.4 • A single user license for Report Manager access • Ability to run shipped reports • Ability to customize standard reports • Ability to create new reports from existing containers • Additional licenses and modules sold separately • Report Manager licenses • Report Viewer licenses • Connector Module • Report Designer Module

23. Sage MAS IntelligenceWhat is available with Sage MAS 500 7.3 • A 4 user license for Report Manager access • Ability to run shipped reports • Ability to customize standard reports • Ability to create new reports from existing containers • Additional licenses and modules sold separately • Report Manager licenses • Report Viewer licenses • Connector Module • Report Designer Module

24. Handling Objections

25. Handling Objections • How is it Different to Export to Excel? • Automated, more accurate, flexible reporting tool that eliminates rekeying data • Wrapper around “loose Excel spreadsheet use” • Data Integrity, via a single version of the truth • Secure information available to ALL authenticated users • Additional reporting and analysis tools for more functionality – dashboards, data-cubes, drill downs

26. Handling Objections • What about Excel row Limitations? • Intelligence allows you to Aggregate data and use dynamic drill-down functionality • Filters and parameters on all reports • Utilize the Analytics module to overcome Excel row limitations with OLAP data cubes

27. Handling Objections • How is it Different to Crystal Reports? • Database and table connectivity method will be more familiar to users • Deploys automatically into pre-configured, customised Excel template – no need to ‘Export To Excel’ • Full suite of pre-defined reports provides instant ROI • Easier to use and learn

28. Handling Objections • How Secure are Reports? • Reports can be locked down with: • Individual report security • System module security • Excel level security

29. Resources / Soliciting Help • Training • www.sageu.com • Discovering Excel and Excel On Steroids • Introduction and Jumpstart Training for SMI • Sage MAS Intelligence Microsite • http://www.sagemas.com/lp/sagemas/SMI/index.html

30. Resources / Soliciting Help • BI Community Group for SAI • http://community.alchemex.com/group/sagemasintelligence • Including Videos, FREE Webinars, • Forums, knowledgebase etc.