This presentation outlines the differences between Sage Intelligence (SI) and Sage Enterprise Intelligence (SEI) for Sage 100, Sage 500 ERP and Sage X3.

1. Focused. On you.
Exploring Sage Business Intelligence
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Access Code: 666 243 733

2. 2
About Our Team
RyanJohns
Sage–BusinessDevelopmentManager
MikeShare
RKLeSolutions CustomerAccountManager–West
mshare@rklesolutions.com
717-735-9131
GiaLane
RKLeSolutionsCustomerAccountManager–East
Glane@rklesolutions.com
717-735-1492

3. SAGE ENTERPRISE INTELLIGENCE
MODERN BI – PRACTICAL, POWERFUL, AND SIMPLISTIC
SHIFTING THE POWER OF ANALYTICS FROM FEW TO MANY ….

4. BUSINESS INTELLIGENCE – THE NEW NORMAL
• In 2017, it is predicted that Business Intelligence will become the top priority for organizations of all sizes in nearly every business segment and vertical.
Source: Gartner’s 2016 Business Intelligence Magic Quadrant
Reason: There has never been a time in which collaboration, innovation, agility, and governed access to relevant data and information has impacted the outcome(s) of business
success in a more significant way.
The ability to effectively aggregate, analyze, and decipher dynamic data sets from disparate sources is a game changer. Employees and stakeholders at all levels can now be
empowered with the ability not only garner valuable insights, but also better allocate resources and respond to internal and external demands at the speed of business.
A number of businesses understand this in theory but fail to act. Oftentimes it’s due to lack of resources, time, and the perceived complexity of using BI. It is our job to create and/or
increase awareness, competency, confidence, and the absolute necessity to leverage practical BI tools.
Data versus Assumptions
42% of businesses say that many decisions are based on inaccurate/incomplete data
46% of business owners say that too few decisions are based on relevant data
A recent TechTarget report found that 41% of organizations are planning to make a BI/Analytics software investment to accelerate
business planning, forecasting and visibility.

5. Uncover the WHY behind your outcomes and plan better

6. Financial Reporting | Business Intelligence | Advanced Analytics
Financial Reporting
Static ad hoc financial
reporting of current and
historical data. The ability to
create joins, custom design
layouts, and consolidated
financials with automated
report distribution.
BI (Business Intelligence)
The filtering and transformation
of current and historical business
data to produce performance
reports across multiple
environments. Offers OLAP
(online analytics processing), real-
time dynamic dashboards, key
enterprise statistics.
Advanced Analytics
The analysis of all types of
data using sophisticated
quantitative methods such
as statistics, descriptive and
predictive mining, predictive
modeling, and optimization
of prescriptive solutions.
Sage Intelligence
Sage Enterprise
Intelligence
All three are functions that CAN
offer measurable business
impact by using data to uncover
opportunities, mitigate risks,
acquire customers, and improve
operational effectiveness.

7. Drivers for real-time business insights
through Modern BI
1. Gain Competitive Advantage - the need to innovate and deliver solutions and services faster
2. Improve process efficiency – leverage the right resource, at the right time, for the right action, for the best outcome
3. Precise, targeted, and timely marketing – MANY companies fall short in this area….
4. The need for "real-time" insights for critical decisions
5. Improved problem resolution - The ability to problem solve faster, more accurately, and potentially mitigate the risk of
issue reoccurrence
6. Improved task management - alerts and activity monitoring
7. Quick access to metrics and KPIs
8. Enhance the power of other currently used software solutions such as CRM, Inventory Management, and other Business Management
Solutions
9. Change of workforce culture - most people today are already used to using some sort of mobile device to garner insights and search for
information in their personal lives. Especially in environments in which the workforce is getting younger. Mobile BI should or could be a natural
transition and have a very high rate of user adoption.
71% of respondents said that mobile BI is crucial to their work versus 41% just last year in 2016 Clutch B2B Research
CRM with embedded BI

8. Sage CRM and Sage Intelligence Templates
Sage CRM templates for SEI are
prebuilt templates that access the
Sage CRM database and surface
real-time CRM data on SEI
dashboards. There’s also a Sage
CRM / Sage BMS dashboard
template that surfaces data from
CRM and BMS databases.
SEI Templates can drilldown on:
1.) Sales
2.) Marketing
3.) Customer Service
With the power of CRM integrated
to SEI you can make educated
decisions based on real-time data.

9. ERP/BMS + CRM + BI = IMPROVED BUSINESS OUTCOMES

10. THE PENALTIES OF ASSUMPTIONS VERSUS DATA DRIVEN DECISIONS
Poor Collaboration
Lack of Data Visibility
0
1
2
3
4
5
6
7
Sales
Performance
Customer
Behavioral
Insight
Production
Performance
Internal KPIs
Poor Process Efficiency and lack of Viable
Insights
Budget Performance Costs
You must uncover the WHY behind your business outcomes!!
Unnecessary
Capital
Expense/Waste
Unnecessary
Capital
Expense/Waste
Unnecessary
Capital
Expense/Waste
Innovation through Data
Lack of Innovation through
Data

11. The financial impact of leveraging your data – Where do you fit?
Industry focus | Top 8 Industries that can monetize the value of their data.
Industries that have the ability to innovate and build out better products and services by leverage their
customer’s usage, behavioral, and transactional data.
Companies that can effectively leverage analytics and BI can develop and improve strategy more
effectively.
Industry Monetizable Data WHY – The assumed outcome
Retail/B2C Product sales patterns | Customer spending frequency,
average spend, and timing
Predict demand | Competitive edge | Better targeted marketing | Identify
upsell opportunity | Measure marketing performance
Utilities/Energy Meter usage data | Weather data | Smart home device
data
Design of energy efficient buildings | Better value and increased sales | Predict
revenues | Usage based pricing
Manufacturing** On-
demand 3D printers
Data from sensors built into equipment | Freight carrier
data
Preventative eq. maintenance | Throughput efficiency | Faster distribution |
Inventory optimization | Improve sales performance
Logistics/Transportation Geolocation and speed data Monitor and track fleet utilization and performance
Hospitals and Healthcare Location data from medical devices | Usage data from
medical devices | Historical patient data
Inventory control | Improve operational metrics | Improved quality of care and
speed of access to care
Government Patron and member data | Services data Compliance and regulatory reporting getting more government funding |
Benchmark service performance | Better resource allocation
Commercial Real Estate Business data Construction process | Workforce productivity | Contractor performance |
Project metrics and scorecards
Travel and Hotels Customer behavior data | Sales data Predict demand | Create targeted ads and messaging | Better sales resource
allocation

12. Sage Intelligence versus Sage Enterprise Intelligence feature comparison
Report Manager Report Viewer Financial Report Designer Database Connector
Authoring tool necessary for accessing Sage
Intelligence and generating reports. Standard
templates available
Provides users with the ability to drill down
deeper into financial data
Customize your financial reports in ways that
are most viable for your unique environment.
Design reports via the layout generator (drag
and drop function)
Connect to DBs outside of the ERP and perform
consolidated financials
User specific license User specific license Site licensed Site licensed
SEI Server OLAP
Manager
Distribution Module BI Users Excel Users Mobile Users
The server is
(required) for SEI.
Requires Windows OS
and MS SQL
Built in data OLAP
cubes that allow
streamlined multi-data
source access and
analysis
Automatically sends out reports
based on security rights
Provides access to core
functionality of SEI via web
browser. A minimum of (1) BI
user is required in all
configurations
Empowers users with a dynamic and
powerful means of accessing real-
time information within MS Excel
Provides users with access to
real-time insights from any
mobile device. Perform field
analysis for better business
outcomes
Site licensed Site licensed Site licensed User specific license User specific license User specific license
Sage Intelligence
Sage Enterprise Intelligence

13. What most businesses want - measured against what SEI
delivers
 To easily and effectively “translate” data into actionable information. (Data alone is too vague –
the key is, how do YOU make sense of the data)
 Empowered to develop and improve strategy based on viable insights rather than assumptions
 Agility - Multi-environment access and views
 Simplicity | Easy to deploy | Easy to use | No specialized skills required “shifting the power of analytics from few to many”
 Speed & Efficiency – The ability to execute “real time analysis”
 Accuracy
 Flexibility – concurrent multi-user access
 Governed/controlled access – permissions/rules-based access and data security
 Low cost of entry as compared to competitors – Rapid ROI – pricing start as low as $3k annually
The “right” BI technology should make our jobs easier and improve the probability of success…..
Technology that create arduous tasks typically adopt more slowly and delay the desired result…..
Visibility
Con-current
user Access
Security
Flexibility

14. Sage Enterprise Intelligence:
Multi Source Data Access
OLAP CUBES
OLAP: On-Line Analytical Processing and cube is
another word for a multi-dimensional set of data.
An OLAP cube is a staging space for analysis of
information. Basically, a cube is a mechanism used
to query data in organized, dimensional structures
for faster analysis.

15. Real Results
Customer
Satellite Industries Inc.
Industry
Manufacturing | Wholesale Distribution
About
Satellite Industries Inc. is the world’s largest supplier of portable sanitation equipment. They have a number of offices
throughout North America and Europe. Managing large sets of financial and operational data for multiple locations,
divisions, departments, and currencies had become an arduous process. Since the deployment of SEI, Satellite Industries
has been able to realize the following outcomes.
The verifiable business impact of Sage Enterprise Intelligence
 Month end closings shortened by >40%
 Accelerated cashflow – DSOs (days sales outstanding) drops by 18 days
 Enabled proactive decision making through real-time access to the most relevant data
 Recognized an immediate ROI (return on investment)
“Sage Enterprise Intelligence provides instant, real-time access
on key metrics that drive everyday business decision making”.
John Babcock
CFO, Satellite Industries Inc.

16. Real Results
Customer
Avon Rubber PLC
Industry
Industrial Manufacturer of specialized respiration equipment
About
Headquartered in the UK, Avon Protection manufactures respiration equipment for the military, law
enforcement, firefighters, and industrial organizations. With diverse international operations, dozens of
physical locations, and a large distributed workforce, Avon needed a solution that could position them
to achieve better overall business outcomes through faster, more accurate, flexible, and intuitive data
analysis.
The verifiable business impact of Sage Enterprise Intelligence
 Improved human capital resource allocation
 Relief of internal IT resources – redeployed to other strategic initiatives
 Significant increase in workforce enablement
 Concurrent user access for over 250 users
 Mobile workforce enablement – mobile access to relevant data
 Reporting application consolidation (combined from 8 to 1)
 Eliminated the limitations of excel-based reporting for larger data sets
“If you understand the power of data in your business decision making,
you’ll instantly see the value in this tool ”.
Mike DePasquale
Group Enterprise System Manager, Avon Rubber p.l.c.

17. Real Results
Customer
Concentrix
Industry
Business Services
About
Concentrix is a leader in high-value global business services. It partners with clients to deliver end-to-end
customer engagement services, technology innovations, analytics, process optimization, and business
improvements. With a presence in 25 countries and a staff of more than 90,000 who speak 40+
languages, Concentrix works to make its clients more competitive.
The verifiable business impact of Sage Enterprise Intelligence
 Improved human capital resource allocation
 Relief of internal IT resources – redeployed to other strategic initiatives
 More than 200 concurrent users
 Better management of large data sets
 Migration from disparate systems to a single, scalable BI application with robust functionality
 Reporting and analysis autonomy
 Security and governed access to data
“Sage Enterprise Intelligence makes our vast quantities of data easily and
quickly accessible to our teams around the globe”.
Jeremy Cheetham
Finance Director – Europe, Concentrix

18. 18
Mike Share
Customer Account Manager – West Coast
mshare@rklesolutions.com
717-735-9131
Gia Lane
Customer Account Manager – East Coast
Glane@rklesolutions.com
717-735-1492
Contact RKL eSolutions for pricing, compatibility,
and a consulting review for Sage Business
Intelligence.
Upcoming live demo schedule for Sage BI and Reporting Solutions
Sage Intelligence – Sandra Smith, Sage Product Specialist: 28 March 2017 2pm EST
Sage Enterprise Intelligence – Tangerine Software, OEM Partner: 30 March 2017 2pm EST