1. Business Intelligence

2. Agenda
Introductions
Business Intelligence (BI) tools
Demo
Excel Reporting
Smartlist Builder
Business Analyzer
Management Reporter
SSRS
Q & A
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only

3. Experts
Lance Krumholz Practice Lead SMB
–Lance has seventeen years of experience as an accounting and IT professional. He has over Sixteen
years of software implementation experience with Microsoft Dynamics applications, Great Plains and,
in various leadership roles with an emphasis on project management.
Deric Selchow
Deric has over 5 years of experience in financial planning and reporting and 6 years of experience in
business analysis, business intelligence architecture and project management. His projects have
included Dynamics GP, Dynamics CRM, Microsoft SQL DBMS, Microsoft SQL Reporting Services,
Microsoft SQL Analysis Services, Microsoft SQL Integration Services, Microsoft Performance Point,
FRx, Management Reporter, Forecaster and Crystal Reports development.
Kevin Anderson
–Kevin has over 10 years of experience in Microsoft Infrastructure. His projects have included setting
up companies IT Infrastructure, Web Portals, SQL Server, IT Compliance.
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only

4. Business Intelligence Tools
SmartLists: A querying tool that allows employees to instantly create
sophisticated queries to find detailed information about customers, vendors,
inventory items, and employee records, as well as general ledger accounts.
SmartList Builder: Lets employees build customized SmartLists that quickly
link to Microsoft Dynamics GP and other data sources, and retrieve data
according to defined criteria.
Excel Report Builder: Lets employees easily create and customize reports
from multiple data sources, using the formatting and presentation capabilities
of Microsoft Office Excel®.
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only

5. Business Intelligence Tools
Management Reporter is a real-time financial reporting application designed to empower
information workers to quickly and easily create, generate, secure, and publish financial
statements, such as Profit and Loss (P&L) statements, balance sheets, and cash flow
reports
Business Analyzer
Business Analyzer uses SQL Server Reporting Services to generate reports and enables
end users to define which reports they want to see in the application. The window connects
to the SQL Reporting Services Report Server, defined during installation, and returns a list
of reports the user has security access to. The user can choose to add any number of
reports to appear within the Business Analyzer.
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only

6. Q&A
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only