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Sage Enterprise Intelligence Webcast
To Join the Audio:
1-650-479-3207 Access Code: 662 850 201
Walt Goodfield/Mark Eddy
February 18th 2015
Focused. On you.
2
MarkEddy
ProductSpecialist–Intelligence
Sage
MarkhasbeenwithSAGEfor 5years. BeforemovingtotheIntelligence
team,hewasamanagerfortheFixedAssetsteaminHerndon,Virginia.
About Our Team
RachelRoselli
CustomerAccountManager–West
RKLeSolutions
Rachelisyourdedicatedpoint-of-contactatRKLeSolutionsforyourSageand
complimentarysoftwarelicenses.
GiaLane
CustomerAccountManager–East
RKLeSolutions
Giaisyourdedicatedpoint-of-contactatRKLeSolutionsforyourSageand
complimentarysoftwarelicenses.
What is Business Intelligence?
Business Intelligence:
Making Sense of Numbers
Seasonal Trends?
Best Customer?
Best Product?
Best Salesrep?
Order Efficiency?
Days to Pay?
Reorder Points?
Business Intelligence:
Measuring Customer Challenges
46%
of SMBs recognize that
too little data is used for
business analysis.
1/3
of managers in SMBs
say they need more
analytics to make
decisions.
Only 12%
are able to measure
marketing influence on
sales and pipeline.
Sage Enterprise Intelligence
Sage Enterprise Intelligence:
Self-Service Business Intelligence
As an intuitive BI solution integrated
with Sage ERP, Sage Enterprise
Intelligence is designed to:
• Reduce time spent on business analysis
and reporting.
• Empower any users to analyze and
report on financial and operational data
without needing assistance from others.
• Simplify and accelerate the distribution
of relevant information across the
organization, for coherent and better-
informed decision-making.
Sage Enterprise Intelligence:
Multiple Interfaces for Easy Access
Web
Mobile
Excel
Sage Enterprise Intelligence:
Web
An easy to use and navigate web interface provides browser-level access to reports and views.
Manage all reports and dashboards, filter and pivot data, and assign distribution rules all from
your web browser.
• Intuitive User Interface
• Build and edit new reports and views
• Apply pivots and filters to views
• Save and organize all reports and views
• Create dashboards and layouts
• Act on and share information with ease
• Build comprehensive distribution rules and schedules
Some Key Features and Benefits include:
Sage Enterprise Intelligence:
Mobile
Mobile Business Intelligence provides users immediate access to real-time enterprise information
from mobile devices. Users out in the field are able to view and analyze business data, easily and
instantaneously, resulting in better decision making and increased productivity.
• Intuitive User Interface
• Delivers real-time data
• Fingertip analysis with KPIs and drill-down
• Worry-free secure access
• Remote access to enterprise data
• Quick access to key metrics
• Improves decision making
• Enhance Corporate Performance
Some Key Features and Benefits include:
Sage Enterprise Intelligence:
Excel Add-In
Empowers users with a dynamic and powerful means of accessing real-time information within
Microsoft Excel, eliminating the need for users to rely on IT resources to pull data for them.
• Install and configure quickly to integrate seamlessly
between Excel and data sources.
• Increase productivity by eliminating manual entry.
• Access enterprise data securely and share Excel
documents without compromising security.
• Produce real-time financial statements and reports
• Drill into real-time transactional data within Excel.
• Easy to consolidate information from multiple data
sources.
Some Key Features and Benefits include:
Learn More About SEI
Resources
Introduction to Sage ERP X3 13
• RKL eSolutions Blog: SI or SEI
http://www.rklesolutions.com/blog/sage-intelligence-vs-enterprise-intelligence/
Contact RKL eSolutions for pricing, compatibility and
consulting review for your business reporting needs.
East Coast West Coast
GLane@rklesolutions.com RRoselli@rklesolutions.com
717.735.1492 717.735.9131

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Sage enterprise intelligence for sage 500

  • 1. Sage Enterprise Intelligence Webcast To Join the Audio: 1-650-479-3207 Access Code: 662 850 201 Walt Goodfield/Mark Eddy February 18th 2015 Focused. On you.
  • 2. 2 MarkEddy ProductSpecialist–Intelligence Sage MarkhasbeenwithSAGEfor 5years. BeforemovingtotheIntelligence team,hewasamanagerfortheFixedAssetsteaminHerndon,Virginia. About Our Team RachelRoselli CustomerAccountManager–West RKLeSolutions Rachelisyourdedicatedpoint-of-contactatRKLeSolutionsforyourSageand complimentarysoftwarelicenses. GiaLane CustomerAccountManager–East RKLeSolutions Giaisyourdedicatedpoint-of-contactatRKLeSolutionsforyourSageand complimentarysoftwarelicenses.
  • 3. What is Business Intelligence?
  • 4. Business Intelligence: Making Sense of Numbers Seasonal Trends? Best Customer? Best Product? Best Salesrep? Order Efficiency? Days to Pay? Reorder Points?
  • 5. Business Intelligence: Measuring Customer Challenges 46% of SMBs recognize that too little data is used for business analysis. 1/3 of managers in SMBs say they need more analytics to make decisions. Only 12% are able to measure marketing influence on sales and pipeline.
  • 7. Sage Enterprise Intelligence: Self-Service Business Intelligence As an intuitive BI solution integrated with Sage ERP, Sage Enterprise Intelligence is designed to: • Reduce time spent on business analysis and reporting. • Empower any users to analyze and report on financial and operational data without needing assistance from others. • Simplify and accelerate the distribution of relevant information across the organization, for coherent and better- informed decision-making.
  • 8. Sage Enterprise Intelligence: Multiple Interfaces for Easy Access Web Mobile Excel
  • 9. Sage Enterprise Intelligence: Web An easy to use and navigate web interface provides browser-level access to reports and views. Manage all reports and dashboards, filter and pivot data, and assign distribution rules all from your web browser. • Intuitive User Interface • Build and edit new reports and views • Apply pivots and filters to views • Save and organize all reports and views • Create dashboards and layouts • Act on and share information with ease • Build comprehensive distribution rules and schedules Some Key Features and Benefits include:
  • 10. Sage Enterprise Intelligence: Mobile Mobile Business Intelligence provides users immediate access to real-time enterprise information from mobile devices. Users out in the field are able to view and analyze business data, easily and instantaneously, resulting in better decision making and increased productivity. • Intuitive User Interface • Delivers real-time data • Fingertip analysis with KPIs and drill-down • Worry-free secure access • Remote access to enterprise data • Quick access to key metrics • Improves decision making • Enhance Corporate Performance Some Key Features and Benefits include:
  • 11. Sage Enterprise Intelligence: Excel Add-In Empowers users with a dynamic and powerful means of accessing real-time information within Microsoft Excel, eliminating the need for users to rely on IT resources to pull data for them. • Install and configure quickly to integrate seamlessly between Excel and data sources. • Increase productivity by eliminating manual entry. • Access enterprise data securely and share Excel documents without compromising security. • Produce real-time financial statements and reports • Drill into real-time transactional data within Excel. • Easy to consolidate information from multiple data sources. Some Key Features and Benefits include:
  • 12. Learn More About SEI Resources Introduction to Sage ERP X3 13 • RKL eSolutions Blog: SI or SEI http://www.rklesolutions.com/blog/sage-intelligence-vs-enterprise-intelligence/
  • 13. Contact RKL eSolutions for pricing, compatibility and consulting review for your business reporting needs. East Coast West Coast GLane@rklesolutions.com RRoselli@rklesolutions.com 717.735.1492 717.735.9131