This power session took place June 9, 2015. In this webinar, we focused on TEAM’s Business Intelligence solution, which transforms the robust data from WinTeam into powerful insight through custom analytics and reporting. With unprecedented visibility into every type of data across their organizations, business leaders are turning to analytics to make well-informed decisions and bring value to their bottom lines. See key ways you can leverage TEAM’s BI solution to assess areas of strength, discover opportunities and arm yourself with in-depth knowledge across your organization to make savvy business decisions more efficiently. To access the recording of this webinar, visit teamsoftware.com/blog and click on the webinars category.

1. 407 S 27 Avenue • Omaha, NE 68131 | 800.500.4499 | sales@teamsoftware.com | www.teamsoftware.com
Bring Value to Your Bottom Line
with Business Intelligence
A Profit from Efficiency Power Session
From TEAM Software

2. • 30-minute power session
• Brief Q & A at the end – type your
questions in the GoToWebinar panel
• Webinar is being recorded
Housekeeping

3. • Brief overview of our products and integration
• Learn about TEAM’s Business Intelligence solution
• See BI in action
• Brief Q & A
Power Session Overview

4. Introductions
Host: Scott Gauger, Director of Sales
Shannon Robertson, Education
Coordinator
Ron Smith, Business Intelligence Analyst

5. WinTeam & Integration

6. BI provides a better,
simpler way to leverage
the enormous amount
of data in WinTeam.
Business Intelligence
Overview

7. • Variance reporting (job costing, timekeeping)
• Financial reporting
• Visualizing data
How TEAM Clients are using
Business Intelligence

8. Variance Reporting

9. Financial Reporting

10. Data Visualizations

11.  Ease of use
 Simplify the complicated
 Visuals
Business Intelligence
Benefits

12. Poll Question
Query Scheduler
How are you doing custom reporting
now?
Exports to Excel
Crystal Reports
CreaTeam
We don’t have any custom reports.
20%
0%
63%
7%
10%
Results

13. Why BI is Better
 Save time: Format dynamic reports one time
 User-friendly: No database expertise needed
 Hit the ground running: Shorter training
time

14. Getting Started with BI
 Basic training on functionality & tools
 Hands-on experience with real-world example

15. Sharing the Knowledge
 Security is based on WinTeam security
 Follows the user who runs the report
BI User/Role Security
Distributing Information
 Email reports
 Schedule reports

16. Poll Question
AR/AP
What do you envision using BI most
for in your organization?
Financials (Job Costing, GL, P&Ls)
Operations (Quality Assurance, Scheduling)
HR/Payroll/Timekeeping26%
4%
52%
19%
Results

17. WinTeam modules available now:
• Accounts Payable
• Accounts Receivable
• General Ledger
• Human Resources
• Personnel Scheduling – Billing Review
• Personnel Scheduling – Schedule Details
• Quality Assurance
• Timekeeping
• Action Items
BI Data

18. WinTeam modules coming this summer:
• Work Scheduling
• Inventory
• Fixed Assets
The remainder of the “universes” for BI will
be built by the end of 2015.
BI Data

19. Questions?

20. Thank you
for attending.
Recording of this webinar and slides
available later this week.
Visit teamsoftware.com/blog or
watch for a follow-up email.
Contact us for more information.
sales@teamsoftware.com
800-500-4499