Solver BI360 Overview
Solver BI360 is a comprehensive Business Intelligence (BI) and Corporate Performance Management (CPM) suite designed to enhance decision-making processes across various business functions. Here’s a detailed look at what the product does and its key features:
What it Does
BI360 is tailored to provide organizations with a robust platform for financial reporting, budgeting, forecasting, and data analysis. It empowers business users with self-service analytics, enabling fast and efficient decision-making. The suite integrates seamlessly with a wide range of Enterprise Resource Planning (ERP) systems, allowing for unified data management and analysis.
Key Features and Functionality
Modules
- Reporting Module: Offers advanced reporting and consolidation capabilities. Reports can be generated live from the ERP system or run on the BI360 Data Warehouse and cloud platform. Users can access reports via Excel, web, and mobile interfaces. This module supports templated and user-defined reports, including financial statements and operational reports.
- Planning Module: Provides a flexible and powerful budgeting and forecasting tool. Input forms are designed in Excel, allowing users to enter data through either Excel or the web interface. The module uses the BI360 Data Warehouse or cloud platform for storing budget and forecast data, which can also be transferred back to the ERP’s budget tables.
- Dashboards Module: A web-based module that allows both designers and end-users to create and interact with dashboards. This module is integrated with the web reporting and budgeting portal, facilitating real-time data visualization and analysis.
- Data Warehouse Module: Serves as an Enterprise Data Warehouse based on Microsoft SQL Server or SQL Azure (BI360 Cloud). It can integrate data from various sources, including payroll, statistical data, and other operational systems. The module also offers pre-built connectors to cloud data sources like Salesforce, Intacct, Acumatica, and NetSuite. It integrates directly with BI360 Reporting, Planning, and Dashboard modules, as well as third-party tools like Power BI and Tableau.
Integration and Deployment
- BI360 offers pre-built, live integrations with popular ERPs such as Sage 100, Sage 500, Sage X3, Acumatica Cloud ERP, and Microsoft Dynamics GP, Dynamics SL, Dynamics NAV, and Dynamics 365. This ensures seamless data flow and consistency across different systems.
- The suite can be deployed both on-premise and in the cloud, providing flexibility based on the organization’s infrastructure preferences.
User Interface and Accessibility
- BI360 features a modern web interface and an Excel add-in, making it user-friendly for finance professionals. Reports and dashboards can be accessed via Excel, web browsers, or mobile devices, ensuring accessibility from anywhere.
Collaboration and Automation
- The platform supports collaboration through comments and automated email updates, keeping all stakeholders informed and aligned. This facilitates seamless communication and ensures everyone is on the same page.
Benefits
- Enhanced Decision-Making: BI360 provides real-time data and analytics, enabling faster and more informed decision-making.
- Self-Service Analytics: Empowers business users to design their own reports and analyses without extensive IT support.
- Unified Data Management: Combines data from various sources into a single, integrated data warehouse, ensuring data consistency and accuracy.
- Customization and Scalability: The suite is highly customizable and scalable, making it suitable for organizations of all sizes.
In summary, Solver BI360 is a powerful CPM solution that streamlines financial reporting, budgeting, forecasting, and data analysis, while providing a unified platform for self-service analytics and collaborative decision-making.