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Sunrise Technologies
Reporting and Business Intelligence
20 years of experience in Supply Chain Management (SCM), Enterprise Resource Planning (ERP) & Business Intelligence (BI)
Industry expertise in manufacturing, distribution and retail with vertical focus on apparel, footwear, textile, furniture
Global integrator with headquarters in Winston-Salem, NC and regional offices located in Dallas, TX and Salt Lake City, UT. Global offices in Europe (Switzerland) and APAC (China).
Maintain a Microsoft certified development center in China offering low cost offshore development services
Leading partner with MicroStrategy on BI and Microsoft on ERP deploying Microsoft Dynamics
Implementation tools that speed up your ERP and BI deployments while providing industry best practices
Expertise in Proof of Concepts (PoC), diagnostics, wave driven deployments, and global/enterprise implementations
SUNRISE BACKGROUND
CONFIDENTIAL 3
GLOBAL MICROSOFT DYNAMICS AX DEPLOYMENTS
How to establish a winning BI strategyFor Microsoft Dynamics
Maturity & BI Adoption
Don’t Have Adequate Data for Decision Making
Adoption Rate for BI Usage
Among the Most Mature Organizations
Source: TDWI.org Boston Executive Summit
Agenda
• Changing the focus to data and away from technology.
• Asking the right questions for value early & often.
• Use case examples for such approaches.
• Business Intelligence.
• Next game changing trends.
• A Sunrise approach to nar highlight.
• Closing Thoughts / Q&A.
Maturity & BI Adoption
– “Almost half of all companies fill reporting needs through manual extraction, feeding the information to spreadsheets or PDF formats.”
– “Many companies don’t want to replace different systems with a single system because each of those is best in class and does what it is supposed to do.”
– “Having everybody operating on the same data is a huge advantage.”
http://onforb.es/1xzCbgs
Business Intelligence (BI) Isn’t.
Very Intelligent. Yet.
Maturity & BI Adoption
“The most mature companies in relation to BI, provide a 30% adoption rate for usage. ”
– TDWI.org Boston Executive Summit, 2014
Maturity & BI AdoptionWhy are there poor BIAdoption Rates?
Too rigid for use & inability to easily change
Missing data to complete
tasks (no single business schema)
Reporting & BI are not easily embedded into the everyday
workflow of users
Where do you start?• Deluge of tools is an issue. Don’t focus
on the technology first.
• Don’t attempt to do everything at once. Focus on a critical business process or workflow.
• Change the question from an IT strategy one, to: “How do we increase productivity from our data?”
Sunrise BI
Identify The
Process
Define Targets
Model DataDesign
Experience
Deliver Actionable Analytics
3 Questions to Ask
• What user roles should you target first? (ie: VP of Sales, Customer Service Rep)
• For these roles, what data points or metrics should they care about on a: Daily, Weekly & Monthly basis?
• For these roles, how do they need to access their data? (ie: Web, phone, tablet, etc)
Sunrise BI
Identify The
Process
Define Targets
Model DataDesign
Experience
Deliver Actionable Analytics
Functional Areas & Roles
– Sales or Sales Enablement
• VP of Sales, Field Sales Teams, Etc.
– Customer Insights / Customer Service
• Customer Service Reps, VP of Service, Customer
– Specific Mobile Workflow BI
• Various, usually retail operations, sale executives, field operations, etc.
– Operational Intelligence
• Internal role users for completing task. AP Clerks to CFO’s. Production scheduling and more.
Example BI Wave
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6
Provision & Plan
Data Access
Data Modeling
Design Refine Deploy
Example of a first wave is shown below.
Data access for source systems
Data modeling for targeted deliverables
Provision software & plan deliverables
Design of reports, dashboards, mobile and more
Refine deliverables for deployment
Deploy deliverables & roll out support
Game Changing Trends
• In-memory allowing for agility with insights, leading to value fast & often.
• Location analytics to derive insights about customer segments.
• Predictive analytics for the masses.
• Embedded & workflow BI, including mobile, breaking traditional intelligence barriers.
Mobile – Any Data. Any Device. Anywhere.
Sunrise Business Intelligence
Analytics – Data Visualization, Predictive Analytics, Enterprise Reporting
Extend & Complete – Go beyond the boundaries of transactional systems with rich data experiences and write back capability
Next Webinar
4 Ways to Get More Intelligence Out of Microsoft Dynamics AX
Thursday, August 14, 20142:00 PM EST
http://bit.ly/X3aQbB
Q & A – Contact Information
Twitter: @DynamicsERPBlog: [email protected]
(M) 256-676-0663
Brandon GeorgeDirector of Business Intelligence
