Sage Enterprise Intelligence Connect 2019 -EDUCATE - Sag… · Sage Enterprise Intelligence. Used...

Sage Enterprise IntelligenceBusiness Intelligence Solution

What is Business Intelligence?

“Technology that transformsraw data into

meaningful and useful information for business purposes”

Elements of a BI Solution

Reporting• Financial• Operational

Templates Excel Add-in

Analytics Multiple Data Sources

Consolidation Dashboards/VisualizationDistribution

Data Warehouse Web and Mobiles

Planning and Forecasting

Sage 300 Intelligence Reporting 1

Sage 300c Intelligence Reporting Cloud

2

Sage Enterprise Intelligence

3

Solutions

Reporting Yes Yes Yes Yes

Operational Reporting Yes Yes Yes

Financial Reporting Yes Yes Yes

Templates Yes Yes Yes Yes

Excel add-in Yes Yes

Analytics Yes Yes

Multiple data source Yes Yes

Consolidation Yes Yes

Distribution Yes Yes

Dashboard / visualization Yes Yes

OLAP/Data Warehouse OLAP OLAP

Web * Yes

Mobility * Yes

Planning Yes

Cloud

Solutions at a Glance

Sage Enterprise Intelligence

An innovative, intuitive, self-service

Business Intelligence solution that

empowers users to visualize, analyze

and report on real-time enterprise

data.

INTUITIVE USER INTERFACE OPTIONS

Web Browser Mobile (mobile

responsive – full functionality)

Excel

SUPPORTED PLATFORMS

iOS Android Windows Blackberry

MULTIPLE DATA SOURCE ACCESS & CONSOLIDATION

SEAMLESS INTEGRATION RICH PREBUILT TEMPLATES FOR SAGE SOLUTIONS

ComponentsSEI Server• 1 SEI User

• Access to 1 data source

• OLAP Runtime

• Prebuilt Templates

Enterprise Server Extension Pack 1• Distribution Module

• Access to 3 data sources

Enterprise Server Extension Pack 2• Multi-installation

• Prod, Test, Dev, Training

• Unlimited data sources access

• OLAP Manager

SEI User• Administrative functions

• Create, maintain reports

SEI Viewer• Running reports

11/25/2019 9

HTML5, Mobile and Excel

Across multiple data sources

Single Sign-on Security

Self – Service, easily customizableClick, drag and drop

Mobility

11/25/2019 10

Mobility is not only just a viewing application

SEI give users the full power and functionality of their BI from any device

Available on any device through your browser or the SEI app

Excel Add-in• Increase productivity by eliminating manual entry

• Access live enterprise data securely from within Excel

• Produce real-time financial statements and reports quickly

• Drill-down to transactional data

• Consolidation of multiple data sources

• Advanced Excel pivot capabilities

Standard Templates

Standard Templates

• Over 100 KPIs that follow financial business reporting standards.

• Use pre-defined dashboards and reports or easily create your own.

• Work more efficiently with SEI’s streamlined process for accessing, gathering, consolidating, and organizing data.

Universal Data Model

14

Available For

Coming Soon

V 8.2 Highlight

15

Sage Enterprise

Intelligence

Universal Finance Data Model

If you want to

Solution

Create dashboards and mobile access to data

Easy to create dashboard from existing reports

Multiple view types

Web interface and mobile enabled

If you want to

Solution

OLAP Data warehouse

Consolidated environment for all reporting area

Excel add-in

Consolidate larger volume of data or from multiple Sage 300 databases

Web Interface EnhancementsUDMSEI CloudETL

SEI Version 9

Web Interface Enhancements

• New Look & Feel• New Online Help• OLAP Manager Incremental by Date• Ability to display picture in the worksheet and be able

to export them as well• New defer update option for the view manipulation• Ability to use hyperlink in the grid (i.e. open an X3 page

directly)• New Reporting Pack feature in the distribution module

(consolidate reports with a cover page and xxx)

Web Interface Enhancements

Web Interface EnhancementsNew Look and Feel

Web Interface EnhancementsPictures and Hyperlinks

Web Interface EnhancementsNew Online Help

Web Interface EnhancementsReporting Pack for Distribution (consolidated reports)

• Consolidate multiple reports into one file

• Add a cover page with a logo and title

• Add a table of contents

• Configure your page setup

Universal Data Model Enhancements

Universal Data ModelSales

• Compatible with Sage X3, 100, 200c, 300, 500, 1000 and more

• 185+ KPIs

• Forecasting Data Entry

• Pre-build role-based Dashboards

• And Much More…

Forecast Realization Customer Order Analysis

Pre-build Dashboard example

Sales Performance Sales Summarized

Universal Data ModelCRM

• Compatible with Sage X3, Salesforce, Sage CRM and more

• 30+ KPIs

• Campaigns, Leads, Opportunities

• Pre-build Dashboards

• And much more…

Opportunity Pipeline (3 Months) Opportunity Overview

Top 10 Campaigns Marketing / Campaign

Pre-build Dashboard example

Universal Data ModelFinance (Enhancements)

• New Reporting Structure/Module

• Currency Conversion and Consolidation module

• Including logic for Average Monthly Rate and Closing Rate

• Simplified Importing of existing Account Groups

Chief Financial Officer Company Overview

Profit And Loss Financial Performance

Pre-build Dashboard example

SEI Cloud

SEI CloudCloud

Cloud Offering (customer choice)- Single Tenant- Multi Tenant

Data Warehouse Location (customer choice) :- North America- Europe- Asia

Features Available :- All the same as On Premise including the Excel Add-In !

Available for any ERP :- Sage X3- Sage 1000- Sage 500- Sage 300- Sage 200- Sage 100- Sage CRM- Etc…

Synchronize, Transform and Consolidate data from any of these sources (See the ETL section for additional information) :

- Sage X3 Cloud (ETNA)- SQL Server- Salesforce- Oracle- SQL Azure- RDS- MySQL- Google Analytics- Google Sheets- Excel- Flat Files- OData- PostgreSQL- Acumatica- ODBC- much more coming soon !

DataSync / ETL new module

DataSync / ETL new moduleSynchronization Used For :

- Build a Data Warehouse- Replicate On Premise and BI from Replication- Synchronize Data to the Cloud- Bring Legacy Data and do Transformation- Bring Data from New Sources

Data Transfer possible scenario- From On Premise to On Premise- From On Premise to Cloud- From Cloud to On Premise

Data Transformation- Value Mapping- Data Type Transformation- Calculated Fields

Select your data from- Tables- Views- SQL Queries

Example of a Generic scenario for a Cloud Customer :- Synchronize the X3 Cloud to the SEI Cloud (ETNA)- Synchronize the Sales Force Data to SEI Cloud- Synchronize/Transform the Legacy Data to SEI Cloud- Use SEI to analyze the data in the cloud data

warehouse.

Example of a simple scenario for On Premise Customers :- Replicate the ERP data to the SEI Data Warehouse- Use SEI to analyze the replication without affecting

the ERP

Sage Enterprise Intelligence

DataSync / ETL new moduleConsolidation Used for :

- Consolidation of multiple databases in 1- Consolidation of multiple schema- Consolidation of Excel Files- etc…

Example for a X3 customer :Mass Mutual that is in the cloud will be able to consolidate all their X3 folders (they have 1 by company) into our cloud with the DataSync and the ETNA connector incrementally.

Example for a Sage 300 customer :Customers with multiple Sage 300 databases will be able to merge them in 1 in order to have consolidated reports.

Example of Excel Forecast :Often customers give Excel template to the sales rep to enter their forecast information, it could be read and consolidate into 1 SQL table for reporting with SEI and even compare with Actuals.

Data Transformation- Value Mapping- Data Type Transformation- Calculated Fields

Data Transfer possible scenario- From On Premise to On Premise- From On Premise to Cloud- From Cloud to On Premise

Sage Enterprise Intelligence

DataSync / ETL new moduleMigration / Interface

Sage Enterprise Intelligence

Used for :- Migration of data between systems- Interfaces between systems

Example for a X3 customer :Customer x is having people working in Asia that ship products by boats to North America. These people does not have access to X3 directly but they do have a shipping system where the X3 PO number exist as a field. So when they enter in their system the boat number, container number, ship date, etc… the DataSync could simply take that information and update the required fields in X3.

Example 2 for a X3 customer :Customer y is having a third party system where he need to maintain manually the list of items. With the DataSync, as soon as an item is created or modified in X3 it will update the third party.

Example 3 for a X3 customer :Customer z is having a Google Sheet with all the products or customers where he maintain the descriptions and categorization.The DataSync module will read the Google Sheet and update the X3 items and customers accordingly.

Data Transformation- Value Mapping- Data Type Transformation- Calculated Fields

DataSync / ETL new moduleExport

Sage Enterprise Intelligence

Used for :- Migration of Data- Synchronization of Data

Example for a X3 customer :Customer x is currently having MYOB, Sage 300, or any other ERP and he just purchased Sage X3. With the new DataSync module he will be able to simply generate CSV file in the proper format for his current existing customers, items, suppliers, etc.. from that legacy system, transform them if required and import them in Sage X3 with the standard import templates of X3.

A good example of the Transformation could be :- Unit of measures from Sage 300 (Kgs. KG, Lbs. LB)- Country code (United States US, etc…)- Item Structure (ITM-01-01 FIN0101, etc…)- And many more…

Example 2 for a X3 customer :Simply generate a CSV file that will contains all the X3 Inventory that need to be ingest by a third party, the CSV needs to be generate a specific way as well as transforming some value in order to be ingest properly by this third party.

Data Transformation- Value Mapping- Data Type Transformation- Calculated Fields

Presentation

Questions?

THANK YOU

James TangBI Practice LeaderBAASS Business Solutionsjtang@baass.com