Unit4 Business World on! Reporting & Analytics Positioning...
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Positioning of reporting and analytics offerings Unit4 Business World on! Reporting & Analytics Sebastian Reichmann Corporate Product Manager, Reporting and analytics
Transcript of Unit4 Business World on! Reporting & Analytics Positioning...
Positioning of reporting
and analytics offerings
Unit4 Business World on! Reporting & Analytics
Sebastian Reichmann
Corporate Product Manager, Reporting and analytics
What can you get
out of your business data?
How can Unit4 Reporting and
Analytics help you?
What is the best
tool for the job?
What do you expect from Reporting and Analytics?
Make relevant data available to support business decisions
and processes
Agility + Governance
Provide information in the right context and make them
actionable
Context & Action
Generate new insights, show me only what is important and
automate the rest
Insight & Foresight & Automation
Agile reporting and planning
Predefined content & process integration
Integrated Reporting & Analytics – the right tools for the job
Report output / Office integrationExcel based reporting and PM
UNIT4 Report Engine
Integrated Planning & Budgeting
Unit4 Planner - Budget Books
Unit4 Browser / Information Browser / Analyzer
Query, Report creation & Analysis• Flexible access and
insights to business data
• Efficient information presentation, distribution and governance
• Flexible and efficient operational budgeting, planning and forecasting
• Strong support for excel based performance reporting
• Out-of-the box financial performance reporting
Financial performance reporting and analysis
UNIT4 Financial Information Center
Purpose Solution Experience
Recent deliveries
Unit4 Budget Books
2.0
Unit4 Information
Browser
Query, Report presentation & Analysis
Data query and reporting is a simple
and straight forward process
1. Select the data I need
2. Put it in the best format for my usage
3. Adjust the format to new questions
Why do many people experience this?
1. Fail to find and extract the data myself
2. Need to request help from a specialist
3. We iterate on the correct selection and the format
4. I need to get back to him for any change
5. I need a new report for any new question I have on the same data
More time and effort needed
More people involved and often lower result quality
More legacy based on multiple report variants
Query, Report presentation & Analysis
Data query and reporting is a simple
and straight forward process
1. Select the data I need
2. Put it in the best format for my usage
3. Adjust the format to new questions
The solution:
Unit4 Information Browser
• Flexible and easy selection of data based on reporting objects
• Report definition and formatting and on the fly– to get to the perfect result faster
• Efficient distribution directly in your work area
Unit4 Analyzer
• Enabling ad-hoc graphical analysis to get answers to the questions at hand
Information Browser - New module Spring 2016
Easy and flexible query and reporting on web
• Empowering business users to get the business data they need themselves
• Supports efficient data input for standard reporting, analysis and planning tasks.
Customer Value:
• Saves time and effort with easy and flexible access to
business data for more business users
• Increases information value through easy report creation
and efficient distribution and governance
• Increases flexibility supporting all deployment options
• Will become a strong alternative to the desktop browser
• Will be available for other Unit4 solutions
Unit4 Budget Books
Central distribution and
content governanceIntegrated collaboration
Integrated performance
reporting and analysis
Budget
preparation1Budget
distribution2Budget
collaboration3Budget follow-
up5
All input information in one
place and up to date
Differing local versions
and manual copy and
paste tasks
Handling of local files and
missing central version
management
Inefficient communication /
missing context to the
figures
Disconnect between
numbers and related
communication
Difficult follow up and
adjustments
Lack of integration
between reporting and
budget input
Difficult to gather and
prepare budget input
information
Scattered information,
differing formats and
quality
Budgetingsteps
Commonchallanges
Solution with Budget
Books
Budget Books
Create a book for each
business storyBudgets, Projects, Reviews
ect.
Define pages with the
different contents
elementsCombining reports, analysis
views, budget entry with
collaboration & descriptions.
GovernanceCentral management of
content and standards via
templates
Budget Books one-stop-shop for operational budgeting and reporting
Cost
Budget
Summary
Page
Revenue
Budget
Budget Books 2.0
• Saves time and effort and reduce
complexity - Gather all planning input in one
place and adjust the presentation to the
receivers
• Increased productivity and governance
Central management & and always up to date
information
• Increases efficiency - Collaborate directly
around the content
Experiencewith Business
World On!
What is the value?
prevero
World Class Corporate Performance Management
What is prevero
CPM
Strategize
Forecast
Plan
Budget
Execute
Report
Analyze
• Drive corporateperformance
• Ensurecompliance
One stop shop for CPM:
• Effective strategy planning• Reliable forecasting• Integrated business planning• Efficient budgeting• Compliant reporting• Actionable analysis
Interoperable with any:
• ERP system• Financial system• HR system• Procurement system
End-to-end business / finance solution when connected toUnit4 Business World On! / Unit4 Financials.
Operational focus
Management focus
• Ensureefficiency
prevero
Document output/ formsOperational reporting,
planning & budgeting
Supporting operational and corporate needs
• Strategy Management• Management Planning,
Budgeting & Reporting• Financial Performance Reporting
Consolidation and Closure• Group Cash Management
Operational Reporting & Performance ManagementEnsure process efficiency and drive operational performance
Strategic & Financial Performance ManagementDrive overall performance the organizationEnsure financial compliance and health
• Document output / forms • Operational reporting • Operational planning and
budgeting • Financial standard reporting
Business World Reporting
Prevero
Why prevero
• All-in-one solution / Integrated with Unit4 Business World On! / Unit4 FinancialsOne-Stop-Shop for ERP and CPM
• Business expert focus / Self serviceDeveloped by business experts, for business experts without any programming
• High flexibility / Ease of useSupport all customer needs, implementation/configuration is easy as it is done by business experts
• Pre-defined content / Value acceleratorsBest-practices are reused to leverage the prevero domain expertise and ensure quick implementation
• Best-in-Class CPM capabilitiesprevero is on the market since 20 years, best-in-class CPM vendor (Gartner MQ, BARC)
• Innovative robust technologyState-of-the-art technology (HTML5-based One Client)
Modules and best practices solutions
Session recommendation:
Kollone D, Thuesday 20.09.
Topic: Advanced Planning with prevero –how to speed up your CPM processes
By: Alexander Hein, prevero
Description : Many Companies still use ‘old school’
bottom up planning routines to create their budgets and
forecasts. See how prevero supports advanced planning
with mid-term planning being linked to the budget, top
down targeting, planning schedules, value driver based
what if analysis and many state of the art tools more – all
of them being part of prevero’s Financial Planning
Solution
