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Pivotier - The RIGHT Report Writer for Dynamics NAV

Pivotier - The RIGHT Report Writer for Dynamics NAV. Centerline Software Ron Summers - President marketing@pivotier.com. Agenda. System Requirements and Technology Pivotier in Action How are we Different? Implementation Benefits for your Organization Case Examples Q&A.

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Pivotier - The RIGHT Report Writer for Dynamics NAV

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  1. Pivotier - The RIGHT Report Writer for Dynamics NAV Centerline Software Ron Summers - President marketing@pivotier.com

  2. Agenda • System Requirements and Technology • Pivotier in Action • How are we Different? • Implementation • Benefits for your Organization • Case Examples • Q&A

  3. System Requirements & Technology • Flowfields • Option Text • Boolean Text • Language Captions • Company aliases • Decimal “bug” • External Objects NAV Data in SQL Server Pivotier Query Transact SQL SQL Server 2005/2008 NAV 5/6 Executables NAV databases 4/5/6 Classic and/or RTC SSRS is optional

  4. Pivotier In Action: • Fast – 15-30 times faster than NAV • Real-time – keep NAV’s real-time power • Modern – uses RDL 2008 and 2010 • Colorful – rich data visualization • Secure – NAV roles, permissions, etc. • Pervasive – all users, multiple output options • Easy – install, learn and go

  5. How are we Different? • Designed to improve the status quo • Pivotier fills the gaps left by all other reporting solutions (base & 3rd party) • Pivotier replaces & improves NAV reporting functions • Provides the only 100% RTC report writer • Empower all users • Business users • Financial staff • Casual reporting users • IT Staff & Developers • Eliminate dependency on “experts” • Familiar User Experience • Classic and RTC • No new apps to learn (e.g. FRx, Excel) • Native Microsoft technologies • Uses Transact SQL for “one-layer” data retrieval • RDL 2008/2010 to deliver advanced charts, gauges, sparklines, databars and indicators • Leverages Microsoft stack • SQL Server Reporting Services • Report Builder • SQL Server • Visual Studio (SQL Server Business Intelligence Development Studio) • Windows, Web and Remote Viewers

  6. Benefits for your organization • Turns data into intelligence • Makes critical data in NAV easy to access • Information flows from all end users – not through the IT department • Data comes from one trusted auditable source – NAV, not spreadsheets • Makes report writing easy so everybody will do it • Eliminates need for costly training sessions • No need to designate a super user • All end users can build reports without specialized knowledge - no Phd in Excel or third party • Brings data to life • Data visualization with advanced charts, gauges, indicators, sparklines and databars • Summary/detail views of data • Dynamic pages, rows and columns from G/L accounts, dimensions, companies and periods • Produce reports in the most effective format – Report Viewer, Email, Word, Excel, PDF, Web • Eliminate multiple reporting tools • Reports against any C/SIDE (base or add-in) table/field • Saved Report Configurations (filters and options) • Account Schedules using new technology • Unlimited dimensions without cumbersome Analysis View • Maximizes existing investments in NAV and Microsoft stack • Fully integrated with SSRS allows: • scheduling • web based reporting w/o NAV user sessions • Fully integrated with Visual Studio for customized reports • Generate Transact SQL statements against NAV data

  7. Case Examples • “Do I send my users to another training session, or just buy Pivotier?” • Client has been struggling for a year to get user adoption on Jet Reports • Reporting environment was no better after a year of new reporting initiatives training investment • Pivotier solved the problem with immediate usability • “Now I can give them more than just black and white numbers on a page…” • One person in the organization was designated as ‘the Excel report writer’ • Faced constant demands for reports from executives • Complaints about format and style • Pivotier solved the problem with ease of use and graphics capabilities • “I simply don’t have a good NAV reporting solution…” • Centerline partner faced numerous complaints about money wasted on existing reporting solutions • Avoided the issue by avoiding reporting topic altogether • “Pivotier gives me the confidence that my NAV users are going to get the most out of their ERP choice” • “I think this tool looks great!!  Undoubtedly we will find many other ways to use this.…” • Used Jet Reports to generate client report packages taking days and multiple manual processes • Pivotier produced complete reports packages in PDF in 5 minutes • Client Services could not create a ‘phone list with Jet, instant acceptance of Pivotier” • “We plan on replacing ALL LS Retail and NAV reports with Pivotier reports.” • “We use a BI tool and Jet now, but Pivotier seems to make it easier” • “We love Jet, but Pivotier allows us to create custom reports in Visual Studio as well” • “Pivotier is one of the easiest report-building tools I have ever used!”

  8. Get it RIGHTNow! with theRIGHT • Technology • User Experience • Cost www.pivotier.com marketing@pivotier.com

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