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BI360 Suites (Solver)
Overview
BI360 is a great
fit for organizations looking for a complete, powerful Business
Intelligence solution that is both easy to learn and quick to
implement. BI360 is fully Microsoft-based, so users are immediately
familiar with the feel and workflow of the solution, a critical
component to ensure users adopt and make the most of the system's
capabilities.
What we really like about BI360 is its familiarity; everyone has
worked in the Microsoft environment at one time or another. The
reporting and budgeting modules are Excel-based. The dashboard
module is based on Microsoft Silverlight. The data warehouse module
is built on the SQL Server platform, centralizing critical data from
across the organization into a single, highly accessible location.
BI360 comes with pre-built integrations to a number of popular ERPs:
Microsoft Dynamics GP, AX, NAV, SL, as well as Sage MAS500 and Sage
X3, even Epicor Prophet 21 and more. It offers both real-time and
data warehouse-based reporting, as well as both multi-company and
multi-currency reporting.
For organizations seeking a complete BI solution that can be
deployed and adopted quickly, BI360 by Solver, Inc. is a highly
configurable, user-friendly option to consider.
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BI360 –
Reporting
BI360’s modern Excel-based report writer
offers predefined templates as well as user-defined reports running
live on the Microsoft Dynamics AX, GP, NAV, SL, CRM, Sage MAS 500
and X3, and Epicor Prophet 21 databases. The report writer can also
be used with the BI360 data warehouse as well as with other in-house
or cloud-based databases. Using an Outlook-style interface in Excel,
users can drag and drop to create complete financial statements or
operational reports without ever having to manual key in a single
formula. The result is professionally presented in Microsoft Excel,
or PDF, and users can refresh reports on-demand and drill down to
detail thus eliminating the need to prepare and distribute report
books. The combination of standard Microsoft Excel features and
powerful BI360 business rules makes it possible to develop any
number of report layouts and business logic, from simple sub-ledger
reports to advanced financial statements to KPI-reports. A single
report can access multiple companies and databases to consolidate
information and automate BI processes.
BI360 Reporting Features
- Reports are launched from either an intranet site, a webpage, from
within your ERP system or locally from your PC as standard Microsoft
Excel files. When launched, reports automatically connect to the
database through web services.
- Reports are available both as
pre-defined templates or business users can design their own
reports with the ease of drag-and-drop configuration. Any flavor
of report can be designed, including profit and loss, balance
sheet, cash flow, sales, HR, project, AR, AP, fixed assets,
inventory, KPIs and much more.
- Tree builder allows users to create
and maintain a centralized set of dimension, account hierarchies
for example, that can automatically drive reports that will
virtually eliminate manual maintenance of report definitions.
Trees can be dragged and dropped into reports to create profit &
loss and balance sheet reports in minutes instead of hours.
-Drill-down to detail from any amount
in any report to quickly find the underlying reason for
variances and exceptions.
- End-users can customize and save
their own versions of the standard reports supplied by the
organization.
- Reports parameters in the Microsoft
Excel task panel make the reports highly dynamic and flexible.
One report could easily serve many purposes just by changing
parameter values.
- One single report can be connected
to multiple ERP modules or databases, making it easy to set up
automated reconciliation reports, KPI reports and flash reports.
- Easily consolidates many companies,
divisions or departments to produce consolidated financial
statements. Used with the BI360 data warehouse it is also an
excellent tool to automate mergers and acquisitions processes
where data from multiple ERP systems and other data sources
needs to be consolidated and reported on.
- Advanced currency conversion offered
with the use of average, closing, historical, and user-defined
rate conversion methods.
- Integrated with the BI360 Composer
tool, allowing any business user the ability to design an ad-hoc
query report in just a few minutes and be able to convert it to
a formatted BI360 Excel-based report.
- User access (security) is based on
active directory roles and provides the convenience of
single-sign on for users and easy user management for
administrators.
- Reports can also be pushed out to
mobile phones as PDF files or Excel attachments.
BI360 – FRx Alternative
Looking for an alternative to FRx and Management Reporter?
Take a look at BI360!
BI360: The First Full Business Intelligence Suite for the Mid-Market
With out of the box integration to Dynamics AX, GP, SL, NAV, Sage
MAS500 and X3, and Epicor Prophet 21, BI360 offers a solution with
capabilities that include Excel-based reporting and budgeting, Excel
or Web-based dashboards and a data warehouse. Mix and match the
modules you need, use the entire suite, or buy one module at a time
as your organization and needs grow. Our partners and customers
agree that BI360 is the right alternative for companies looking to
find the next-generation reporting and budgeting solution.
Looking for an alternative to Microsoft Forecaster?
Take a look at BI360!
BI360: The First Full Business Intelligence Suite for the
Mid-Market
With out-of-the-box integration to many
major ERP systems including Microsoft Dynamics,
Sage MAS 500 and X3, Epicor Prophet 21 and others,
BI360 offers a solution with capabilities that include
Excel-based budgeting and reporting, Excel
or Web-based dashboards and a pre-configured
data warehouse. Use the entire suite or mix and
match the modules you need. Our partners and customers agree, BI360
is the right alternative for companies looking for the
next-generation budgeting and reporting solution and beyond.
BI360’s budgeting module provides your organization with a very
flexible, high value-added budgeting, forecasting and modeling
solution without the typical long implementation and high software
cost of other legacy planning solutions. Because of the
user-friendly Excel-based interface, you can quickly adapt a budget
model based on your existing Excel sheets; or you can completely
re-engineer your process and input form layout based on your
organization’s changing requirements. There are also a number of
pre-defined templates you can take advantage of to simplify and
speed up the implementation.
BI360 Budgeting Features:
- Choose from four types of Input Sheet methods: use the
standard templates that come with BI360, customize the available
BI360 templates, design your own Excel-based input forms with BI360,
or insert BI360 formulas into your existing Excel model.
- Use budget input templates for proft and loss, balance sheet, cash
flow, payroll, capital expenses, revenue, and projects.
- Design or use input templates for monthly forecasting and
modeling.
- Allows for multi-year budgets and rolling forecasts.
- Very rich, analytical and easy to understand end-user environment.
- Line item detail feature allows for detailed multi-line input
below any budget row (account row) without having to design
sub-forms. Line item details will summarize and consolidate at the
account level for total company budget and reporting purposes.
- User inputs directly to Excel or through Excel pop-up window with
special budgeting features.
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- Slider feature lets users automatically increase or decrease all
amounts on a row by an entered percentage.
- Enter and store text comments at any level (cell, row, column,
sheet) for later use with budget reports.
- Special reports or rules can be set up to automatically perform
single- or multi-step allocations.
- Check-in and check-out features gives administrators a live status
on all budget users that have started (or not started) and completed
the budget process.
- Assignment menu lets the administrator set up and centrally manage
input forms and related reports and documentation and deadlines by
budget, forecast, or report process.
- Comes with workflow reports to monitor users and approval statuses
during the budget process.
- Users can work offline where budget templates are distributed or
online where they are connected live to the BI360 data warehouse.
- When data is saved by a user budgets are immediately available for
approval/reporting.
- Audit trail automatically tracks UserID and date when budget
amounts that are entered or changed. are.
- Live charting lets users discover trends and compare history to
budgets while entering budgets.
- Historical actual or budget figures can be used as a baseline in
any budget form and administrators can automatically copy entire
budget versions (or actuals) into a new version or into a forecast.
- User access (security) is based on active directory and roles and
provides the convenience of single-sign on for users and easy user
management for administrators.
BI360 Modeling Features:
- Utilizing BI360’s Excel-based budgeting module with
simulation templates or user-defined templates
- Special “break-back” template available for profit simulation. Set
profit target and BI360 will automatically break it back into the
revenues and expenses required to attain the profit target. In
addition, any row in the template can be frozen, increased or
decreased. Similar templates can be designed for any other type of
target-driven simulation.
- Project, product and customer profitability simulation with
associated cost allocations.
- Cash flow forecast model allows for simulation of cash flow. Cash
flow report is automatically generated based on profit and loss and
balance sheet input forms that contain assumptions and drivers for
items like receivables and payables.
-Store text comments with simulation data for later retrieval and
use with reports.
- Live charting provides additional analytical functionality.
- Unlimited number of simulation scenarios can be stored in the
BI360 data warehouse and made available for reporting and
dashboards.
- Historical actual or budget figures can be used as a baseline in
any simulation form and administrators can automatically copy entire
budget versions (or actuals) into a new scenario version.
- Quick implementations can be done by linking to the organization’s
existing Excel models.
BI360 dashboards are web-based and act as a unifying medium between
two of an organization's most important assets, its people and its
data. BI360 dashboards help managers visualize trends and highlight
exceptions to their key performance indicators. This vital
information will better equip your organization's personnel to
identify issues, make decisions, and drive success.
BI360 Dashboard Features
BI360 provides real-time or near-real time dashboards on top of the
BI360 data warehouse or real-time dashboards on your Microsoft
Dynamics, Sage MAS 500 and X3, and Epicor Prophet 21 systems.
Metrics from other data sources (spreadsheets, etc…) can also be
included.
- BI360’s dashboard designer module features a rich set of graphical
components (such as gauges, trend charts, bar charts, pie charts,
maps, thermometers, scorecards, text comments, etc.) that allows
virtually any dashboard requirement to be met.
- Power users use the dashboard designer module to pre-define
various dashboard layouts for managers with different analytical
requirements.
- Individualized dashboards can be designed ‘on-the-fly’ by
end-users themselves by simply dragging and dropping pre-linked
graphical components onto the screen. Power users set up a library
of dashboard components (reports, graphs) for users to choose from.
- Powerful alerts automatically monitor business rules against
thresholds and send out messages with KPIs and charts to designated
managers.
- Lightweight server-based dashboard delivery ensures minimal
downtime and greater maintainability.
- Dashboards can be viewed both through Microsoft SharePoint and
stand alone in your Web browser.
- Dashboards can also be pushed out mobile phones as PDF files.
- Based on Microsoft’s Silverlight platform.
- Support for OLAP as well as transactional data sources.
BI360 dashboards are web-based and act as a unifying medium
between two of an organization's most important assets, its people
and its data. BI360 dashboards help managers visualize trends and
highlight exceptions to their key performance indicators. This vital
information will better equip your organization's personnel to
identify issues, make decisions, and drive success.
BI360 Data Warehouse
BI360 Data Warehouse Features:
- Built on Microsoft SQL Server platform and can integrate to
virtually any database or file-based data source.
- Extensible design enables non-technical users to literally expand
the capabilities of the warehouse by adding new dimensions as well
as the ability to add new attributes to the dimensions and
transaction tables.
- User-friendly, non-technical administrative interface allows
business people to manage the data warehouse including inserting new
dimension members, managing attributes to empower better reporting,
running scripts to manipulate data, etc.
- User-friendly menus based on Microsoft Excel ribbon and Microsoft
Outlook menu bar navigation concept provides easy viewing and
filtering of data and dimensions in the data warehouse.
- Data and dimensions from data sources can be scheduled for
automatic import or you can perform one-time or occasional import
through user-friendly file import menus.
- Pre-defined modules and dimensions for data from your general
ledger, payables, receivables, projects, fixed assets, sales and
more, as well as user-defined modules for any other data source and
dimensions you need for your data warehouse.
- Data and dimensions can be easily imported from or exported to
Excel.
- Comes with out-of-the box integration to the BI360 Excel-based
report writer and to Composer, the BI360 ad-hoc query tool.
- Serves as the budget database for the BI360 budgeting and modeling
module.
- Aggregation function that can consolidate detail transactions to
optimize reporting performance and KPI calculations.
- Allows for integration of custom SQL scripts.
- Export or import business rules in XML format.
- Advanced currency conversion engine.
- Pre-built exchange rate table where rates can be entered or
automatically be imported from the ERP database or from the web.
- If desirable for a project, Microsoft Analysis Services OLAP cubes
are easily configured on top of the data warehouse.
BI360 - Overview
Brochure
BI360 - Data Warehouse
BI360 – Template Examples for Budgeting and Reporting
BI360 Blogs
Next steps
Contact us to schedule a meeting.
Email:
sg.enquiry@aib-consultants.com
Phone: +65 6476 6880
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