What is included within a solution?Solutions are delivered as a package of the relevant cubes, the ETL process mappings, model reports, etc, saving you time and money compared with developing and implementing your own solutions.
How do you use the solutionsUsing “solutions” is easy. Just go to the Bi Designer part of DesignBi and upload the files we supply. All the relevant bi objects will load automatically – the physical and logical cubes, the PSA tables, master data tables, all the mappings, and the BI Loader configuration.
Customising the solutionsOnce uploaded, the solutions can be customised to incorporate your own needs and circumstances.
Any solutions included with DesignBi suite?Yes, the finance management package is included as part of the suite. It can be implemented by you or by one of our consultants as part of the FREE installation assistance service.
Business solutions are predefined "out-of-the-box" analytical applications to help you get started quickly.
Current solutions available:
The financial management package
Professional services and wealth management
The finance management package
Who is it for?
Almost all organizations have a core set of financial applications: general ledger, accounts receivable, and accounts payable, with information being accessed not only by managers and employees, but also partners, customers and vendors. Many will also have a need for budgeting and forecasting, and for financial consolidation software. The applications you use and their capabilities will, of course, vary widely. Nonetheless, they will all produce trial balances, aged debtor reports, vendor payments etc.
Instead of re-inventing the same business intelligence solutions to cover these core areas, we have developed a package of business intelligence solutions to give you a head start.
Why DesignBi?
With DesignBi, powerful business intelligence capability is much easier to obtain than you might expect. Remember that DesignBi does not expect or need all your source information to exist in your day-to-day finance systems. Instead, DesignBi:
• Provides the means to combine “actuals” data from your core financial applications with, for example, “target” data collated elsewhere (systems, files or even spreadsheets)
• Allows you to add your organizational structure (e.g. profit center hierarchy) to your data to make it easier to visualize
• Provides reporting tools that can be used without additional software on the computers (or from the web) of your staff, partners etc, with dashboard views for your managers so that they can quickly spot where actions need to be taken.
What’s in the model solution?
Contents:
• Financial consolidation
• Budgeting and forecasting
• Accounts receivable
• Accounts payable
• General ledger
Delivered:
• Example dashboards
• Example reports
• Pre-configured cubes, BI Loader programs, PSA tables etc
What you will need to do:
• Tailor the solution to your needs (not always necessary)
• Map your source systems to the PSA tables, adding any rules etc that are specific to your source systems
• …and you are ready to go.
Professional services and wealth management
Who is it for?
This is a set of pre-defined solutions* for organizations providing some or all of their services on a time and materials basis. The best-run companies in these sectors:
• Have near real-time information on performance on every relevant computer summarized to the level appropriate for the viewer
• Focus on performance and actionable information (“how much time are we expecting to book this period vs. what is the time system telling us has been booked?”) rather than historical, backward-looking data
* See information bar on left for what is included in a “solution”
Why DesignBi?
With DesignBi the above capability is much easier to obtain than you might expect. Remember that DesignBi does not expect or need all this information to exist in your day-to-day operating systems. Instead, DesignBi:
• Provides the means to combine “actuals” data from your time and billing systems with “target” data collated elsewhere (systems, files or even spreadsheets)
• Allows you to add your organizational structure (e.g. Business line -> Manager -> Administrator -> Client) to your data to make it easier to visualize
• Provides reporting tools that can be deployed without additional software on the computers of all your staff, with dashboard views for your managers so that they can quickly spot where actions need to be taken.
What’s in the model solution?
Contents:
• Time management
• Performance management
• Staff productivity
• Client profitability
• Working capital management (WIP, billing, cash collections)
• New/lost business reporting
• Multi-site/multi-jurisdiction consolidation
Delivered:
• Example dashboards
• Example reports
• Pre-configured cubes, BI Loader programs, PSA tables etc
What you will need to do:
• Tailor the solution to your needs (not always necessary)
• Map your source systems to the PSA tables, adding any rules etc that are specific to your source systems
• …and you are ready to go.
| For more information on the Wealth Managment solution, click opposite. |  |