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Business Intelligence Seminar 2013. Agenda Usage & Sage Pastel ANZ CDP Explored Solutions Overview Product Suite Update Sage Partner Sage 50 Sage Evolution Business Intelligence Overview Tips and Tricks and introduction to the Financial genie Excel on Steroids

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slide2

Agenda

  • Usage & Sage Pastel ANZ
    • CDP Explored
    • Solutions Overview
  • Product Suite Update
    • Sage Partner
    • Sage 50
    • Sage Evolution
  • Business Intelligence
    • Overview
    • Tips and Tricks and introduction to the Financial genie
    • Excel on Steroids
    • New Features including Reporting Trees

“Financial and Operational Management software is the backbone of every organization and the foundation that helps a company manage and gain insight into the most important parts of their business “

slide3

About Us

Usage Business and Sage

  • CDP (Channel Development Partner) of Sage SME products in Australasia region - Distributor
  • Sage at a glance:
      • Since 1984, 60+ Countries, 5 Continents
      • 7,700 customers on Sage Pastel Evolution
      • 235,000 customers on Sage Pastel Partner
      • 800,000 customers on Sage 50
      • 6 Million global customers
  • Top 3 Sage Business Partner of the year (3 years running!)
  • 48 resellers in ANZ region provide support, training and implementation services to over 5,500 SMB customers
  • CDP for Sage SME products in Australasia region
  • Over 10 years experience with Sage products and strong relationship/influencer to Sage Pastel Board
  • Sage at a glance:
      • Since 1981, 60+ Countries, 5 Continents
      • 7,500 customers on Sage Pastel Evolution
      • 200,000 customers on Sage Pastel Partner
      • 550,000 customers on Sage 50
      • Top 3 Global Business Software Provider
  • 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers
slide5

About Us

Core Principals

Understand what the customer needs and wants, add value through experienced Business Analysts.

Be ‘glocal’ – we are a global business (Sage) applying local solutions based on local requirements

Provide industry specific solutions – one size does not fit all. Provide flexibility in the application. Personalisation is the key to success.

Ensure continuous investment in customer growth requirements through global R&D team.

Customer for life

  • CDP for Sage SME products in Australasia region
  • Over 10 years experience with Sage products and strong relationship/influencer to Sage Pastel Board
  • Sage at a glance:
      • Since 1981, 60+ Countries, 5 Continents
      • 7,500 customers on Sage Pastel Evolution
      • 200,000 customers on Sage Pastel Partner
      • 550,000 customers on Sage 50
      • Top 3 Global Business Software Provider
  • 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers
slide6

Market Segments- point size 22)

  • Service and Maintenance
  • Job Costing & Custom manufacture
  • Warehouse and Distribution
  • Retail and E-Commerce
  • Operational Software: customers realizing that more people in the business need to use functionality. The software is more pervasive than previously what was a financial and admin requirement.
slide7

About Us

Sage Pastel Eco-System

  • Understand that small and growing businesses often require richer and better controls in their business systems
  • Provide Vertical and Complimentary Solutions e.g.
    • Accellos One (Enterprise Warehouse Management System)
    • Ostendo (Advanced Operational Business System)
    • SybizVisipay (Payroll)
    • Sage Data Secure
  • Strong Developer Community
    • Adept, SPNet, Software Options,
    • Trew Solutions, Navigator,
    • Evo Tools (Elev8)
    • Custom Mobile Apps
  • CDP for Sage SME products in Australasia region
  • Over 10 years experience with Sage products and strong relationship/influencer to Sage Pastel Board
  • Sage at a glance:
      • Since 1981, 60+ Countries, 5 Continents
      • 7,500 customers on Sage Pastel Evolution
      • 200,000 customers on Sage Pastel Partner
      • 550,000 customers on Sage 50
      • Top 3 Global Business Software Provider
  • 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers
slide8

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Consultation

MicroBusiness

StartupBusiness

SmallBusiness

Medium

Business

LargeBusiness

SOHO

Owner operated

+100

20-99

1-5 emp

6-19 emp

slide9

Core

Vertical

Consultation

Business Type

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Developer Community

slide10

Why Business Intelligence

Business Intelligence is a set of methodologies, processes, architectures, and technologies that transform raw data into meaningful and useful information used to enable more effective strategic, tactical, and operational insights and decision making – Forrester Research.

slide12

About Us

Sage Partner V12

  • Since 1989, 50 Countries, 200K businesses
  • 20 Years in Australia
  • Key new features for V12
    • Multiple Company Conversions
    • Copy any master file; customers; suppliers, items
    • Wizard for On Hold invoices
    • Check for duplicate Customer Reference
    • Tax Periods
    • Frictionless Updates
  • CDP for Sage SME products in Australasia region
  • Over 10 years experience with Sage products and strong relationship/influencer to Sage Pastel Board
  • Sage at a glance:
      • Since 1981, 60+ Countries, 5 Continents
      • 7,500 customers on Sage Pastel Evolution
      • 200,000 customers on Sage Pastel Partner
      • 550,000 customers on Sage 50
      • Top 3 Global Business Software Provider
  • 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers
slide14

Sage 50 – Version 2013

  • #1 accounting and business software in UK
  • 20 years in ANZ
  • Key Features in 2013
  • Enhanced Reporting
  • Quick tasks (buy and sell)
  • Improvements in Search and Performance
  • Send to excel on 100 screens
  • Drill down on reports
  • Advancements in Emailing
slide16

About Us

Sage Evolution 6.82

  • Mid-Tier ERP application
  • Launched in Australia/NZ since inception 2000
  • Key new features for V6.81/82
    • Sales on Wheels
    • Alert Management
    • Bank Manager
    • Debtors Manager (formerly Cash Manager)
    • Automatic reversals
    • Foreign Bank Accounts
    • Inventory Optimisations
    • Service Management
  • CDP for Sage SME products in Australasia region
  • Over 10 years experience with Sage products and strong relationship/influencer to Sage Pastel Board
  • Sage at a glance:
      • Since 1981, 60+ Countries, 5 Continents
      • 7,500 customers on Sage Pastel Evolution
      • 200,000 customers on Sage Pastel Partner
      • 550,000 customers on Sage 50
      • Top 3 Global Business Software Provider
  • 40 local resellers in ANZ provide support, training and implementation services to over 3,500 customers
slide18

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Business

Intelligence Centre:

Customer Workshop

May, 2013

Les Allen

slide19

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AGENDA

  • What Is Business Intelligence? (10 mins)
  • Business Intelligence Centre Demo (30 mins)
  • BIC Tips & Tricks (30 mins)
  • Break (20 mins)
  • New Features (Reporting Trees & Report Distribution – 20 mins)
  • Excel Tips & Tricks (50 mins)
  • General Q & A (20 mins)
slide21

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  • Combining:
    • China, USA, India, Mexico, Peru, France, Spain, Papua New Guinea, Sweden, Japan, Germany, Norway, Italy, New Zealand, United Kingdom, Nepal, Bangladesh * Greece: 30,102 (1000km2)
  • Africa: 30.221 (1000km2)
  • Wales –
  • 20,779 km2
  • Kruger NP –
  • 19,485 km2
  • http://static02.mediaite.com/geekosystem/uploads/2010/10/true-size-of-africa.jpg - 1/5/2012
slide22

Business Intelligence – Customer Workshop

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What is Business Intelligence?

slide23

Business Intelligence – Customer Workshop

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  • Business Intelligence is a process = three points:
    • Data collection
    • Data analysis – trends, patterns
    • Making a decision
slide24

Business Intelligence – Key Questions

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  • What are your business’s KPI’s?
  • How do you measure them?
  • How long does it take to get them every day? Every month?
  • Would you like to see top 5 expenses, top customers and products as well as profit and loss on one report…
  • … in Excel, so you can format it the way you want?
slide25

Business Intelligence – What Is It?

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  • A simple and easy to use reporting solution (BI)
  • Customisable and flexible reporting and analysis capabilities
  • User friendly and centralised 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
slide26

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Business Intelligence – Customer Workshop

Product Demonstration

slide27

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Business Intelligence – Customer Workshop

BIC Tips & Tricks

slide28

Business Intelligence

Tips & Tricks

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  • System Variables:
    • Dates Added To File Names
    • Months Added To File Paths
  • Identify Report Container
  • Protecting Reports
slide29

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Business Intelligence – Customer Workshop

Break

slide30

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Business Intelligence – Customer Workshop

New Features –Reporting Trees

slide31

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Reporting Trees

- Typical company hierarchical reporting structure

- Each box represents a “reporting unit” – Parent/Child

- Lower units “roll up” to higher units

slide32

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Reporting Trees

- Manage multiple reporting tree rule sets

- Drag & Drop units to create levels

- Lower units “roll up” to higher units

slide33

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Business Intelligence – Customer Workshop

Reporting Trees Demonstration

slide34

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Business Intelligence – Customer Workshop

New Features -Report Distribution

slide35

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Report Distribution

- Launch directly from the BI Tools Tab

- Prepare multiple distribution rule sets

- Attach distribution rules to trees

slide36

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Report Distribution

- Launch directly from the BI Tools Tab

- Prepare multiple distribution rule sets

- Attach distribution rules to trees

slide37

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Business Intelligence – Customer Workshop

Report Distribution

Demonstration

slide38

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Business Intelligence – Customer Workshop

Excel Tips & Tricks

slide39

Keyboard Demo – How Productive Can You Be?

  • Copy the existing sheet to a new sheet, including column widths
  • Delete the Date column
  • Format the Product Sale column to not show decimal points
  • Fill all empty cells in the Quantity column with the same formula
  • Delete the Product Name column
  • Apply an Auto Filter:
  • Product Category = Beverages
  • Branch = West Coast
  • Create a bar chart from the filtered information
  • … In less than 1 minute.
  • With no mouse use at all.
slide40

Keyboard Demo – Top 5 Keyboard Shortcuts

  • Inserting columns, inserting rows
  • Inserting a new sheet
  • Copying sheets
  • Selecting entire tables
slide41

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Business Intelligence – Customer Workshop

Pivot Tables & Charts

slide42

Excel Tips & Tricks

  • Create new groupings with Text Functions
  • Converts numeric values into easy to read formats
  • e.g. dates to named days, months or years
  • e.g. hours, minutes and seconds groupings
  • e.g. currencies, percentages and other text formats
slide43

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Business Intelligence – Customer Workshop

Slicers & Sparklines