Improving the ROI on Your ERP Using iBI

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Improving the ROI on Your ERP Using iBI
Terry Schumacher, Senior Consultant
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Are You Getting the Expected ROI from Your ERP
Implementation?
Your ERP Implementation
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iBI Introduction

• Who are the ERP stakeholders?
• What do they want from the ERP implementation?
• How can an iBI tool enable the stakeholders to
  get the information they need?
• What is the iBI tool?
• Why is it important to the corporation that the
  stakeholders get their information?

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The Stakeholders
iBI
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iBI is a Tool
iBI
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iBI vs. ReportsSales reporting example
Start
All Reps All Regions All Areas Total
Sales Summary By a Area By a Region By a
Rep
Level of Detail
End
iBI
Traditional Reports
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KPI Drill-downSales reporting example
Parent KPI
Sales by Area
Click
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Personalized w/multiple KPIs
My Menu
Summary Value
A Chart
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Employees Need Information from iBI

• Released Orders to be Shipped
• View the Order
• View special Instructions
• View the Carrier (for staging purposes)
• View the Inventory (for picking information)
• All the data is current (real-time)
• Secure (row level and column level)

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Customer Example
Click
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Supplier Example
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Internet/IntranetBased Business Intelligence
The Internet/Intranet
iBI
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iBI Framework
Printed Report
The Internet/Intranet
iBI Framework
Dashboards
Reporting
Configuration Tools
Security
Menuing
ERP Data
HR Data
Marketing Data
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Menuing

• User Configurable
• Multilevel
• Company level defaults
• Saved Reports with customized parameters.

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Security Features

• Login requires Username/Password
• Users are assigned Roles
• Restrict data by an attributes such as Region
• Hide columns based on Role such as cost
  information.

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Configuration

• Auto load column information from View.
• Copy existing Regions into new Reports
• Define user readable titles for columns.

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Reporting

• Report can contain related or unrelated regions.
• Report can contain links (drill-downs) to more
  detailed information.
• User defined Home Page configured from existing
  regions.

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Dashboards

• Execute java applets
• Display periodic snapshots of information
• Can be added to users Home Page

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How can an iBI help me?

• Easy access to information (not just data)
• Secure access.
• Username/Password
• Row limiting (security attributes)
• Column hiding
• Role based security administration

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How can an iBI help me?

• Information presented in manner best for user.
• Graphs
• Gauge
• Simple Fields
• Tables
• Information can be exported with MS Excel

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How can an iBI help me?

• Information is consistent between summary and
  drill-downs.
• Information is accessible via the
  intranet/internet/extranet.

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How can an iBI help me?

• Improved communications with
• Senior Management
• Employees
• Customers
• Suppliers

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Examples of increased ROI using iBI

• Reduced report generation and distribution costs.
• More efficient data access through the use of
  summary information with drill-downs.
• Reduced Customer Service personnel required to
  answer A/R questions.
• Reduced time faxing releases to vendors.

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The Future ???

• The iBI is positioned to enable
• Scorecards
• Management by Metrics

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The Future (Management by metrics)

• For the CFOCompare Budget vs. Actual
• For the VP MarketingCompare Sales to Forecast
• For the VP OperationsCompare Waste to Forecast
  orProductivity/plant to Forecast

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Thank You
Terry SchumacherSenior ConsultantDynamic
Information Systems505 Waterford, Suite 100505
North Highway 169Minneapolis, MN 55441 Tel
763-593-5000Fax [phone] Emailtlschumacher
_at_dynamic-info.comWeb www.dynamic-info.com
Improving the ROI on your ERP using iBI