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Welcome! Sage User Group Meeting June 2013

Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

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This slideshow was presented at our quarterly Sage 100 ERP (formerly MAS 90 & 200) User Group Meetings in San Antonio, Houston, Denver, Honolulu as well as our web-based version. During this User Group Meeting we discussed Advanced Financial Reporting in Sage 100 with BizInsights Explorer. If you would like to participate in one of these User Groups you can do so for free. Visit http://www.bcsprosoft.com/events for a list of all upcoming User Groups, training opportunities, webcasts and more.

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Page 1: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Welcome!Sage User Group Meeting

June 2013

Page 2: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Agenda

• Introductions• Business Insights

– Dashboard– Explorer

• Tips and Tricks• Notes of interest• Q&A

Page 3: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

About BCS Prosoft

• 27+ years experience with Sage Software• 1,500 Clients in all 50 states, Canada, and

Mexico• Offices in San Antonio, Houston, Denver, and

Honolulu• Award winning partners with:

Page 4: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

What is “Business Intelligence”

strategies, processes, technologies to analyze and transform raw data into actionable predictive information

Page 5: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Business Insights Dashboard

• Snapshot view of critical business data• Quick and easy access through Sage business desktop or

Internet Explorer• Graphical format• Drill Down Capabilities• Links to Multiple detail report options• Customizable

Page 6: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Setting up Sage 100 Dashboard Options & Wizard

Page 7: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Business Insights Dashboard Demo

Company Logo can be included on page

With permission, users can modify format of their dashboard

Page 8: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Business Insights Explorer

• Easily organize, analyze/query Sage data• Actionable data view• Predefined views of commonly used data• Drill down /around capabilities• Role-based access to critical system information• Access related Sage tasks• Export data to a variety of output types• Increases productivity for inquiry, reporting and analysis• Released with version 4.2

Page 9: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Business Insights Explorer Demonstration

Navigation Pane

Data View Grid

Preview Pane

Page 10: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Other Intelligence Tools

Knowledgesync Workflow & Alerts

Biznet Reporting/Dashboard Tools

New from Sage – Inventory Advisor

Page 11: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Inventory Advisor

Page 12: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Tips and TricksEstimated Cash Flow Analysis

Page 13: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Tips and TricksUpdate Journals from Preview

Page 14: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Tips and TricksCustomer Last Purchase History

Page 15: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Tips and TricksMy Tasks

Page 16: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Name that…

PoemPublished 1888Ernest Thayer“And somewhere men are laughing, and somewhere

children shout”“But there is no joy in Mudville; mighty Casey has

struck out”Casey at the Bat

Page 17: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Famous…???

TV Mom of Theodore and WallyJune Cleaver

Actress, played Ruth Martin (Lassie) & Maureen Robinson (Lost in Space)

June LockhartMusician, grammy winner, wife of Johnny

June Carter Cash

Page 18: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Mark Your Calendars!

Everyone is welcome to attend one of our User Group Meetings. The next meetings are as scheduled.• Houston — September 10• San Antonio — September 11• Denver — September 12• Web — September 18www.bcsprosoft.com/events for more information

Page 19: Q2 2013 Sage 100 ERP (MAS 90 & 200) User Group Meeting

Questions – Thanks for coming!

www.BCSprosoft.com