Published on January 8, 2014
Agenda Introductions Business Intelligence (BI) tools Demo Excel Reporting Smartlist Builder Business Analyzer Management Reporter SSRS Q & A 2 Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only
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. 3 Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only
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®. 4 Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only
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. 5 Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only
Q&A 6 Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only
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