Pivotier - The RIGHT Report Writer for Dynamics NAV

Centerline SoftwareRon Summers - Presidentmarketing@pivotier.com

www.pivotier.com

Agenda

• System Requirements and Technology• Pivotier in Action• How are we Different?• Implementation• Benefits for your Organization• Case Examples• Q&A

www.pivotier.com

System Requirements & Technology

Report Model

• Report Builder(SSRS)

Dataset & RDL

• Ad-hoc Reports• Visual Studio

(SSBIDS)• Analysis Regions

SQL View

• Union Views

Transact SQL

• Linked Objects• Other

Applications

Flowfields Option Text Boolean Text Language Captions Company aliases Decimal “bug” External Objects

Pivotier Query

Transact SQL

NAV Data inSQL Server

SQL Server 2005/2008NAV 5/6 ExecutablesNAV databases 4/5/6

Classic and/or RTCSSRS is optional

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Pivotier In Action:

1. Fast – 15-30 times faster than NAV2. Real-time – keep NAV’s real-time power3. Modern – uses RDL 2008 and 20104. Colorful – rich data visualization 5. Secure – NAV roles, permissions, etc.6. Pervasive – all users, multiple output options7. Easy – install, learn and go

www.pivotier.com

How are we Different?1. Designed to improve the status quo

– Pivotier fills the gaps left by all other reporting solutions (base & 3rd party)– Pivotier replaces & improves NAV reporting functions– Provides the only 100% RTC report writer

2. Empower all users– Business users– Financial staff– Casual reporting users– IT Staff & Developers

3. Eliminate dependency on “experts”4. Familiar User Experience

– Classic and RTC– No new apps to learn (e.g. FRx, Excel)

5. Native Microsoft technologies– Uses Transact SQL for “one-layer” data retrieval– RDL 2008/2010 to deliver advanced charts, gauges, sparklines, databars and indicators

6. Leverages Microsoft stack– SQL Server Reporting Services– Report Builder– SQL Server– Visual Studio (SQL Server Business Intelligence Development Studio)– Windows, Web and Remote Viewers

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Benefits for your organization• Turns data into intelligence

– Makes critical data in NAV easy to access– Information flows from all end users – not through the IT department

• Data comes from one trusted auditable source – NAV, not spreadsheets• Makes report writing easy so everybody will do it

– Eliminates need for costly training sessions– No need to designate a super user– All end users can build reports without specialized knowledge - no Phd in Excel or third party

• Brings data to life– Data visualization with advanced charts, gauges, indicators, sparklines and databars– Summary/detail views of data– Dynamic pages, rows and columns from G/L accounts, dimensions, companies and periods– Produce reports in the most effective format – Report Viewer, Email, Word, Excel, PDF, Web

• Eliminate multiple reporting tools– Reports against any C/SIDE (base or add-in) table/field – Saved Report Configurations (filters and options)– Account Schedules using new technology– Unlimited dimensions without cumbersome Analysis View

• Maximizes existing investments in NAV and Microsoft stack– Fully integrated with SSRS allows:

• scheduling• web based reporting w/o NAV user sessions

– Fully integrated with Visual Studio for customized reports– Generate Transact SQL statements against NAV data

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Case Examples• “Do I send my users to another training session, or just buy Pivotier?”

– Client has been struggling for a year to get user adoption on Jet Reports– Reporting environment was no better after a year of new reporting initiatives training investment– Pivotier solved the problem with immediate usability

• “Now I can give them more than just black and white numbers on a page…”– One person in the organization was designated as ‘the Excel report writer’– Faced constant demands for reports from executives– Complaints about format and style– Pivotier solved the problem with ease of use and graphics capabilities

• “I simply don’t have a good NAV reporting solution…”– Centerline partner faced numerous complaints about money wasted on existing reporting solutions– Avoided the issue by avoiding reporting topic altogether– “Pivotier gives me the confidence that my NAV users are going to get the most out of their ERP choice”

• “I think this tool looks great!! Undoubtedly we will find many other ways to use this.…”– Used Jet Reports to generate client report packages taking days and multiple manual processes– Pivotier produced complete reports packages in PDF in 5 minutes– Client Services could not create a ‘phone list with Jet, instant acceptance of Pivotier”

• “We plan on replacing ALL LS Retail and NAV reports with Pivotier reports.”• “We use a BI tool and Jet now, but Pivotier seems to make it easier”• “We love Jet, but Pivotier allows us to create custom reports in Visual Studio as well”• “Pivotier is one of the easiest report-building tools I have ever used!”

www.pivotier.com

Get it RIGHT Now!

with the RIGHTTechnologyUser ExperienceCost

www.pivotier.commarketing@pivotier.com