Analytics for Sage 500 (MAS 500) Webinar

Good morning everyone. This is Johnny Girardi, dataself, Founder and CEO of Dataself. Thank you very much for joining analytics for Sage 500 webinar. Just before we start, a little overview of why we're here and why Datasoft BI is doing this. I actually started started working with business intelligence and analytics in this mid market back 13 years ago and when I was invited to join this industry back then. I have an electric engineering background and I did a lot of programming in my early career and eventually I moved to the business area. I did MBAs and became a business person. When I was invited to join Business Intelligence and Analytics, I was surprised that reporting was such an ordeal for business people. And the reason was simple. I mean I was a technical person as a background so for me reporting was not an issue. I could do it. But again I was a programmer so I was comfortable with all the technicalities involved with reporting. But then my peers, my business people, most of them, they're not computer savvy, they just sometimes use computers for emails, web browsers, and that's it. So when these people needed reporting, they usually would have to call someone else and usually would take a long time until the reporting need was fulfilled. And then I was thinking, wow, yes, decision makers need information and usually if they need data, they need to rely on someone else and that's not efficient. So I bought into the vision and one of my goals, personal goals, as I walked through this journey of business intelligence was hey, I want to be sure that my company comes up with a solution that really is easy to use, that is really intuitive, where business people who have no technical background can feel empowered, can easily access this information and they can even change things, build things on the fly without calling someone else. So that's my vision from the beginning of this whole thing. In 2005 I found the dataself and through several interactions we've been refining our solution. And what we're going to see here today is the latest and greatest. And I'm sure you're going to find that this solution as we call, is the Ferrari of analytics in the ERMP market we are the faster, the easier to use, the most sophisticated, the most empowering. So that's a little overview of where we are and why we're here. Let's get started. So I should spend a few minutes talking about why analytics for Sage 500 and then we're going to jump into the product presentation and spend most of the time showing how data self analytics works. And then at the end we're going to open a Q and A session. So why are people here? Well, most likely because you're facing traditional reporting challenges. Most likely you're using Crystal Access or Excel or things like that where it's very labor intensive to build reports or to change reports. Usually you have to have more than one person involved, the business person needing the report and then a more technical person taking care of it. And sometimes it takes a long time to get the report ready. For the business person, it's just labor intensive and sometimes it even runs very slowly. So why organizations turn to analytics in a simple word is to empower business people. It goes back to my vision. As I mentioned, business people are often not tech savvy and they have to rely on someone else. With our solution, most of the reporting needs can be tackled by business users. No it involved specifically for Sage 500 we have a comprehensive out of the box solution that covers many different reporting and analytics needs out of Sage 500. And these are some of the modules available out of the box. I'm not going to jump into any one of them of them, but if you have needs that fall into some of these buckets, we can schedule one on one presentations down the road to discuss them more specifically and address your specific needs. Most of the time people that come to these webinars, they have a broad background and then we like to focus in one of these areas which most people can relate to in the area we're going to be focusing today is sales. You may not be from sales, don't worry. We'll also show how the solution works from a framework using sales as an example. But those ideas as far as analytics play around with any different module. So on the sales analysis, for instance, one of the most basic functionality people want to analyze in sales is just sales, profitability, quantity, sold and shipped by different we call sales dimensions like by customer, by product, by salesperson, by territory. If you're looking from a purchasing standpoint would be like by vendor, by warehouse. So you're analyzing just your basic reporting parameters using your core information out of your Sage 500 information. Now you may be looking also at how efficiently you are processing your orders in issuing invoices. So let's say if it takes some time from shipping products because you have inbound and outbound challenges, then you know that may be an issue that you may want to focus and see if you can get it improved. So analytics can help you checking how many days it's taken to order your products and is it delayed? Is it Beforehand very easy to do using analytics solution. Usually when you're selling some kind of product, most likely you have salespeople and most likely they're being compensated by commissions. So analyzing commissions and having proper setups so you can control this very easily is something that analytics can do a great job. And we'll show a little bit of that as we go through the product presentation. Forecasting. You may be forecasting your sales, you may be forecasting inventory, you may be forecasting your budgeting, your GL expenses. Many ways that this tool can also help forecasting based on prior numbers, using future numbers and user defined information as well. Finally, sometimes you're trying to get information for your analysis on the sales. Example, you may have point of sale systems that you want to combine with your CH500 information. You may have data coming from your clients, maybe you're selling to big box retailers that you want to bring that information to your analysis. So data integration for sales, for inventory, purchasing, financials and so forth sometimes is critical. And this platform provides a great, great ways to do data integration. Now let's talk a little bit about the data self analytics per se. And as I mentioned we have been delivering this functionality for over 13 years now and our track record is on average business users can tackle more than 70% of their own reporting needs without calling for it. And this is really very very exciting because myself as I set the vision for the company and we have this track record where we have CEOs, we have VP of Sales, CFOs, operations people that actually can do things today with their data that before would require IT support. So very exciting to see the vision being fulfilled over the years, over 13 years of building this solution, we have put together a very comprehensive set of reports, KPIs and dashboards out of the box. If you get the whole solution for Sage 500 you get more than 2,000 out of the box and we'll show some of them as we go to the presentation. So let's go for the product presentation, let's do a test drive in our Ferrari and I'm going to be showing three different pieces of the solution. First of all I'm going to show secured access, how typically business people have access to data self analytics. Then I'm going to show some example of pre configured key performance indicators. And finally I'm going to show the most exciting part of the presentation which is how easy it is for a non technical person to build a dashboard from scratch. So let's take this Ferrari for a spin. So Let me first go to the web framework. And this is like a web portal, a data self analytics web portal. Typically, business users consume the reports through either web portal, a browser, a web browser, or through mobile devices such as, let's say an iPad or an iPhone. When they log in to their portal. There are actually three levels of security in the first place. First of all, the information is highly secured. We always have secured connections to the web server being internal, in your intranet or in the cloud. So it's highly secured. No way to hack this information. Only people with the proper web address and credentials can log to this portal. Then the second level security kicks in, which is when I log into this portal, I can only see dashboards that are associated to my account. In my example here, I'm a salesperson, so I'm seeing the sales team dashboards and I have a bunch of dashboards here for the whole sales team. Now when I click off one of the dashboards, I'm going to do this right now. Then the third layer of security kicks in. And that is, for instance, if I have access to all sales dashboards, when I open one of them, I would only be able to see my own accounts. So if I'm the west coast manager, these would be my top customers by sales this year to date, only to the west coast. Well, let's say my co worker which handles the east coast, this person opens the same dashboard, but this person only gets the accounts related to the east coast. Let's say the VP of sales opened the same dashboard. And because this person sees across all accounts, he or she will be able to see the top customers across all the regions. So these are three level securities. The first one is just the data being secured against hackers. The second bucket is when you log in, you can see only your team's dashboard. You can be on finance team, on purchasing team, inventory team, supply chain team, whatever it is, you only get your dashboards. And when you click a specific dashboard, then you can only see your own information. So distribution information works that way regardless if you are on a web browser, on mobile devices, or even on the desktop application. Now let me show some examples of the out of the box dashboards we have available. And I'm going to be focusing on sales here. So one of them I just showed which was the top customer by sales. This is pretty straightforward. You open a dashboard, you see your top customers by sales. In this example, the size of the bars relates to how much sales I have this year to date, while the color of the bar is represented by a profitability schema. So here I could tell that actually my largest client has a fairly low profitability. And that could be a problem. Maybe not. It could be a profitability. So insightful ways of looking information. Now let me show some other more intriguing dashboards we have available out of the box for sales analysis. This is one of the most intriguing that we have. If you have recurring customers, this report is showing top customers by sales increase and decrease on a given period. In this case we're looking at sales change this year to date, minus per year to date. This could be quarter comparison or same period this year versus last year. So what you can tell here is these customers are growing the most in sales since last year. And most likely this is great. Most likely our salespeople are on top of them. They're really being taken care of, getting calls back, getting products, all happy clients. Now how about the ones declining the most in sales since last year? There'd be some problems here. Maybe we're not serving these clients so well, maybe the competitors taking them away. So if we don't know who they are, we may lost them for good. So keeping track of top growth and decline. In this example I'm showing sales decline, but maybe you could be looking at expenses, top growth and decline expenses, or you name it. Usually keeping track of them is critical for any business operation. And out of the box we have lots of reports taking care of top decline, top of metrics. Let's take another one, another example of out of the box solution. And I'm going to look now at the no sales report. No sales is actually a type of we call exception reporting. Exception reporting shows initiatives that are no longer happening. In this example I'm showing customers, regular customers who were buying in the past but are no longer buying the last 30 days. So if they are recurring customers, why they were buying before and they're buying no more, maybe it's okay. Maybe some are seasoned, maybe it's something wrong, maybe again something is not happy, the competitor is taking them away. So knowing why certain activities are no longer happening can be critical for a business. And again, we have lots of reports and KPIs out of the box ready to go for you to focus on those initiatives in all of these dashboards. They are very interactive. So suppose I was looking at this dashboard here, looking at my own customers who are buying the last 60 days but not in the 30 days. And I have a lot of accounts and I just want to focus in a specific area. I could mark the Area. Just let's say this state here and now, it gives me a summarized list of customers from that state that meet the criteria. And then now I could suppose I could be traveling to that state. Now I know who I should be calling and working the problem to see if there was something we can fix. So anyway, everything that I showed here with a web browser we can also do on mobile devices. Now the really beauty of data self analytics is how easy it is for people to build this dashboard from scratch. What I want to convey here today is not so much telling that we want business people to build dashboards. Sometimes they're too busy, they just don't have time to do that. That's great. They're supposed to be selling, they're supposed to be managing people. But those business people who wanted to be empowered, who want to be doing the job themselves, maybe they are in a meeting in front of a client with an iPad discussing opportunities and then there's a question about what's going on. They can pop their iPad and do the thing by themselves. So what I want to show you here next is if you want to do it, you're going to be able to see that you can. It's not complicated. It doesn't take a lot of training. Some business people can actually do the job and can learn it without training. So that's what I want to show how easy the solution is. So let's go for the next part of the presentation and show how to build a dashboard from scratch. And here we have the data self analytics desktop client which is the tool who provides full functionality to build these dashboards. The first interesting thing to talk about is this data panel. The data panel is where you are connected to, in this case in your Sage 500 system. And right now we're looking at sales details, information so everything that is related to sales can be part of this dashboard. For presentation purposes, we have a simplified list of reporting parameters comprised of dimensions which are the entities like customer division, product salespeople, warehouse and so forth as well as the measures, the numbers that you want to calculate. Now this data panel must be really user friendly for business. It must be like self help in a way. As I'm going to show, this tool has several features designed to help business people with self help. For instance, if I open the list of customers, I see reporting subcomponents of my customers. If I open the product, I see for the product. In all we have long descriptive names. Now maybe you know, as a salesperson, as a business person, I get Here. And I want to build a report out of salespeople. Now I know that when it comes to salespeople I have salespeople currently assigned to my customers. But I also have the salespeople information attached or stamped on an invoice. So if I'm looking at sales information two years ago for some report and I want to look at salespeople information two years ago, do I want to see based on today's account assignment or based on who was the salesperson two years ago? So I may not know which one I should use. Fortunately, in this tool if you put the mouse over a reporting parameter, you can have these pop up windows. In this case it shows that this salesperson is the rep recorded on the invoice. So this parameter would look at who the salesperson was two years ago. While if I go to the customer list and I look at the account manager, this is the rep currently assigned to the customer today. So if I look the sales by salesperson for sales two years ago and I use this parameter, I'll be looking at currently assignment of the account manager. Anyway, so these pop up windows that can be very helpful for business people. Look at these reporting parameters and realize what they are like. You know what is gross profit percentage gross profit? Well, that's the calculation sales minus cost of sales divided by sales. So very formative. The second thing that this tool is really comprehensive and helpful is when you're building a report or you ask for a report. As a business person, I want to see, let's say some data. I want to see sales and gross profit by salespeople. But how do I want to see it? It's like a journey. You know where you're going, but until you see some data, you don't know exactly where the final destination is. And that's why if you're using two people to come up with a report, let's say I'm the business person and I call a consult or 90% to tell me. That's why it takes sometimes so many interactions to get the report ready. I don't know exactly what I want. I know where I'm going to go and then I ask the other person. The other person spends hours come back with the report, then I ask for changes. The person goes back and forth and sometimes it takes several interactions to get the report ready. Well, this tool here helps the journey. It makes easy for the business people to figure it out. So let me go over and show that. So let me build a dashboard from scratch and show this functionality how it works. My new dashboard will have two views. One will show sales and gross profit by salesperson. And then the second part of my dashboard will show sales by geography. So let's do that. I'm going to select salesperson and I'm going to click the control and put amount, sales and percentage gross profit. So I selected those three pieces of information. How do I see this? Well, here is where this tool really does a great job. You see this show me button here? I can expand it. And this show me button has an engine that was designed by Stanford University professors. They study how business people look at data and what kind of data visualization techniques are best fit for different type of reporting parameters you configured. Then these Stanford University professors eventually spun off and they built a business out of this engine. And what you're seeing here is the outcome of that functionality. So let's take a spin at it here. Because I selected those three reporting parameters, the show me button highlighted some data visualization approaches that will be insightful for those three reporting parameters. As you can tell, there is no mapping capabilities because I don't have a geography component in my reporting components. So let's just start walk through the journey. So let's click the first approach. The first approach is simply seeing a list of reporting parameters. A grid where I see salespeople and I see numbers. So let's say if I want to see numbers by the penny, maybe if I'm looking at geography analysis, that's awesome. I'm sorry, if I'm looking at financial information, I want to see by the penny the expenses, the GL posting usually grids is the way to go. Now I'm a salesperson and I want to do some charting capabilities. So I don't want to see grid, I want to see some charts. So let me click on the next option here. The next one. Make boxes, bigger boxes, bigger sales. And the color of the box relates to profitability. Kind of cool. But I'm not happy yet. So I click the next one. And anyway, you just keep on clicking on different options until you find someone that is informative for your particular analysis. In my example, I like this one, I still have my salespeople here I have bars for my sales amount and I have bars for my percentage gross profit. I love this approach. Let's work with this. Now usually you want to spin things a little differently. So in my particular sample database, I have these two salespeople who are rock stars. I don't need to manage them. They have big accounts. I want to get them out of my query. So I'm going to click exclude for both of them. So I'm excluding both of them. And then I want to sort this on a descending order. So I have these buttons here to sort of things in a descending order. Beautiful. My top salespeople, profitability. I'm also very visual person and I like colors. So let me put the percentage gross profit as a color in my color mark here. Look at that. I love this. I can easily tell based on the profitability color schema that I have this salesperson who is really unprofitable and maybe this is an issue. Maybe I have to slice and dice this further. So very informative. Also I can tell that my top salesperson, the profitability is kind of, you know, not that great. Maybe could be an issue and I maybe have to work more closely with Sam to see what's going on. Anyway, as part of my dashboard, I think this query is awesome. So I'm going to rename this and call sales and gross profit by rep. That was my first query. As you can tell, I don't need to be a technical person to build this. It's fairly intuitive. Fairly. No drag and drop. Let me go to the next slide and create a new sheet. And now I want to do a geography analysis. I'm going to choose customer address and I'm going to choose sales amount. Now before I show the mapping capabilities, let me just show a little bit of the grid functionality. So when I go to grid first, I have right now by country total sales. And if I expand the country, I can see sales by state. So I can kind of keep drilling down to the city level. I could go to the address, zip code and everything else. But this is also very drag and drop. Let's say if I want to see this by date, I could drag date into my columns. And now I have by country, by state, sales by date. If I want to break this down by let's say product category, product line, I could come over here and bring product line to my rows, for instance. So now by country, by state, by product line, I see sales, so very drag and drop. Or you can use the show me panel. The tool is really designed to be user friendly for business people. Okay, so I'm back to my simple query showing by country by state sales. But I want to see this on a map. And fortunately now I have the mapping capabilities enabled. I'm going to click this option here which shows me sales using a bubble approach, which actually I find very informative. But the Bubbles are kind of small. So let me make the bubbles bigger. Increase the size of the bubbles. There you go. I like this size. Okay, very good. Now, when I'm doing my bubble analysis on a map, I like to slice and dice the bubbles by different reporting components. Maybe by product line, item, class, warehouse, customer type, you name it. In my sample database, I have, under my invoices, I have this deal size which categorizes invoices by small, medium, and large invoices. So let me drag the deal size into my color mark, and then I want to tell that I want to see things using the pie chart approach. Now look at that. This is starting to get really informative. For every state, I have a bubble. The bigger the bubble, the bigger the sales. And each bubble have slices which represent the aggregation of the sales for each type of invoice size. Now this is getting really informative. Now. Is this growing or declining over the years? Quarters, months, fiscal periods, weeks, moving windows, you name it. Time analysis is usually critical when you're doing your reporting. So let me show how easily we can put time analysis here. If I take document date, which in my sales analysis for my sales invoice date, and I drag into, let's say, my columns. For instance, what I have now is I have three different columns, each one for a different year. And then I see how the trend is going, and I can easily tell in California, my sales are growing significantly. And particularly the blue slice, which is for large sales, is very big. So if that was my goal to increase my large deals, I gotta tap my back because I'm doing super well. Very cool. Okay. You know, it's getting very informative. Now, let's keep in mind I'm building my dashboard, where we're gonna have this query here along with this query on a single dashboard. And let's assume that my salesforce is out there in the field using iPads. Well, if I put this along with the other query on a dashboard and people look on an iPad, this one is going to be very cluttered. Too little. So I don't think we're ready yet. Let me spin it a little differently. Let me drag the document date to my rows instead. Same idea. I have rows and I see the trend, but it still looks kind of cluttered if I put it on a small screen. Let me drag the year into my pages approach where I have a bigger map. Let me put some notes here to tell what the page name is, which in this case is the period. So let's put the page name showing the year 2012. Beautiful. Now I have a big map and now I have this slider that I can change the slide and see what happens with my sales. Now this is getting super cool. And if I'm in a presentation, I can even put this in a loop, playback and click play and just sit back and look at the numbers change and the chart changing. Now this is my Ferrari. Very cool, very informative. Again, this is year, but it could be quarter, could be months, fiscal periods, days, weeks, moving windows, you name it. All right, Awesome. I love this one. Very formative. I'm going to rename and call salesbystate. And now let's combine both of them into a single dashboard. So I'm going to click now this icon to create a new dashboard. Here I have all the existing queries. I could have several. 4, 5, 10. And now I just drag and drop. So let's start with the map. Drag and drop to my dashboard area and I want to tell it to automatically fit to my screen size. Beautiful. Now I take the next part of the dashboard and I just drag into the area. I can drop anywhere on my left quadrant, top quadrant, right bottom, anywhere. I'm going to put it on my left very drag and drop. And I want to show more of the map. There we go. And the last step is I'm going to tell this is actually a filter. And I'm going to tell this is a filter. Alrighty. So I just built my dashboard and I'm going to call this dashboard ABC Dashboard. Beautiful. Now suppose that I build this dashboard actually for a request from my VP of sales which was in a meeting on the west coast with one of the customers or with the west coast team. So let me publish this to the server, let me publish the workbook and then here I can define which queries I want to publish. All of the queries including the dashboard or only the dashboard. So let me only select the dashboard and here I can tell who is going to receive the query. Individual users or group of people. And then you publish it. And when I do that, I publish this query to the web server. The web server can be again on the intranet or in the Internet, let's say on a private cloud or in our own data self cloud. Regardless, this would be sent to the web server. Now I could call the VP of Sales and say hey Mr. VP of Sales or Mrs. VP of Sales, refresh your data self analytics dashboard. So the person refreshes it and now they're going to be able to see, let me See here the data. Oops, sorry, the ABC dashboard. And we click on it and right there I get the same dashboard that I just saved on my desktop. So assuming the VP of sales is using an iPad and is meeting with the west coast people, suppose the VP of sales is a woman. So she comes here and she gets access to the whole dashboard. But because she only want to talk about the west coast information, she uses her fingers on the iPad to select only the west coast states. And now what we have is we filter down the whole dashboard to show only sales for the west coast using the new schema size and only the salespeople selling to the West Coast. And then she sees, well, you know, look at Sam. It's very unprofitable what's going on with Sam. So she can click on it. Now the dashboard only shows sales of Sam. And here we have the new legend amount. And maybe, you know, well, we're going to see also all the unprofitable salespeople. So she selects all the reddish colors and we get the total sales. And now we say, hey, you know, what's going on with these clients, with these salespeople? We can actually even get the actual data. So I click here and I'm going to see the actual data behind the transactions, behind all that information. And here, you know, I could see that I just downloaded information into a CSV file. So if I have Excel, I could open the list and then I could licensee, you know, salespeople. Let me see where the information is. I could see all the invoices, customers, amounts, all the details. We part of this information, very detail oriented, that we could do further analysis. Now if I'm back now as the VP of sales and let me close this window here. And suppose I have power, rights, capabilities, I'm a VP of sales, but I'm savvy and I know how to slice and dice these dashboards. I can click on my tablet, the edit button. And now what I have is a similar interface that the publisher has on the desktop, but on the mobile device or on a web. And here, you know, suppose I'm looking at this dashboard here for my salespeople and I want to only see the grid. So I go back and see, I want to see on a grid approach. And now I want to see by date. So I drag and drop into my, my dashboard. Actually let's put the date before my measures. So by year I see amount, sales and gross profit. And I want to see, let's say, you know, product, product line, I can drag product lines to my dashboard. So now I see buy salesperson product lines and then what they've been sold. And then let's say, okay, I only want to see say for Sam, I want to see to which customers he sold his product lines. Well, I go to the customer list and I drag customer name after my product line description. And then I can keep on doing this data analysis on the fly on my desktop and let's put. And then my dashboard just keeps on doing this analytics on the fly. I can do analysis with people, answer questions without having to call the office. So this is really the empowering of the tool. Business people with little training will be able to manage to do things on the fly that today they usually have to call for it assistance. Alrighty, so let's go back to the PowerPoint and finish it up with the presentation. Let's get here. So how do we do it? This is the architecture working behind the scenes. We pull data from Sage 500 from CRM Systems and other databases into a separate data warehouse. We massage the data to be optimized for reporting. And then we use data self analytics to deliver user friendliness in high performance data analysis for desktop, web and mobile devices. As I mentioned behind the scenes we have the data warehouse which we call the ultralight data warehousing. In a nutshell, the main benefits are one version of the truth. What is that about? Well, sometimes if you go to meetings and business people, they come with their own reports. Sometimes people start comparing those numbers, but each report was designed by a different person. And sometimes they are using different rules to talk about the same subject. So that's not the one version of the truth you may be comparing apples to pineapples. A data warehouse is a platform from where all information is pulled from. So all the metrics, all the business rules are calculated on the data warehouse to guarantee that when you compare your numbers, you're looking at the single version of the truth. That's one of the main benefits. The second is a data warehouse is a database that makes reporting much easier and will run most queries in seconds, regardless of the size of your database. As far as you know, ROI in pricing. So let's talk about that. In our experience delivering analytics to our clients, sometimes people ask us, you know, so how much does this cost? Before we talk about the cost, we ask the company, if you give your business people a tool that they'll be able to make more and better informed decisions. They'll be able to get information by themselves, anywhere, anytime. They may be in the middle of a call, negotiating, and they have a question about this client or about their inventory or about their current sales funnel, they can actually find the information by themselves right there and make a more informed decision. So if your business people can do that, will they be able to make, you know, improve the bottom line? Will they be able to make sell bigger deals or more profitable deals, or will they be able to cut costs more efficiently? And if so, how much would that be? Let's say if this kind of know better data analysis will increase your bottom line by 1%, how much is that? Most of our clients, they have revenues over $10 million. And when you talk about a 1% increase in the bottom line, we're usually talking about six figure improvement. Now that's the context. Now you should look at the cost. Is our cost lower than that? If it is, it's worth it. If it is not, well, maybe you should not go for it. So having said that, once you know how much improvement in your bottom line a tool like this can give to your decision makers. This is the typical cost of our solution. You may be able to have your feet wet in a four figure investment. Usually in the course of a year, you will end spending into the low end of the five figure investment. If you start with an entry level system, if you have many users, if you want to give this to, let's say 20, 30, 50, 100 people, then the solution will go into the middle range, maybe upper range of the five figure investment. But overall you can get with an entry level solution into the five figure range or low five figure investment. All right, that was my presentation. Looks like we're right on time. We have several people on the call, so we usually don't unmute you just because to avoid hearing some elevator music in the back end. So if you have questions, you can use the GoToMeeting panel to write comments. So we already have some questions here. Let me go back to the list. One of the questions we have here is, are the tooltips provided by Dataself or. Or we build them? Very good question. So everything that I showed here comes available out of the box when we install the solution. As I mentioned before, Let me go back here. When we install the solution, all of these, let me go to the desktop version which is a little better. So all of these data connectors and the tooltips out of the box, we already have a very comprehensive setting. Usually when we deploy the solution, half of our deployments, the out of the box solution is sufficient. We just need to train the customer and they take it off. The other half of our deployments there is level of customizations. Sometimes it can be a few hours, maybe a few days. Sometimes can be more elaborate, but we add additional functionality. Adding more components here is fairly straightforward. More than 70% of the customizations required can be done by end users. Let's say if you want to add here a description, let's say oh, I want to add a description to item description. So suppose you don't know what it is. You can right click and say go to default properties and add a comment and then you write item description comes from or you know, you write something else. You click ok, you save it. Next time when you put the mouse over you get the descriptions. So out of the box we provide a lot of those information but you will be able to customize yourselves. Another question, how about training? How long does it take? Very good question. Usually we budget six hours of training to get you pretty much becoming fairly self sufficient in many of these things that I showed you here we have several clients that actually manage to get trained by themselves. We have extensive library of videos that you can self serve. You just watch them at your own pace. They're very comprehensive. We have also one on one training that we provide as needed. Maybe once you get over the basics, you want more sophisticated, we can provide that. So most of the time within six hours of training we can get most users fairly confident, fairly self sufficient are in building and customizing their own dashboards. Very good question. Other questions here. So what is the connection with Blytheco? Oh okay. Actually my PowerPoint was a mistake of mine. I took a template from our prior webinar. So there's no connection with Blythco here. It was just a little accident from my side. What else we have here? So can this application import from other data sources? Yes, this application can read from any data source. Let's see if I have here on my PowerPoint slide on the architecture. So this is the architecture of the solution out of the box. We already have connection to Sage 500, actually several other Sage ERP packages. We also have out of the box connection to Sage CRM and to SalesLogix. But we also can pull data from any other relational database. So yes, this is a tool that has been designed to pull data from any data source from Excel data sources, access, SQL providex, Pervasive and so forth. What else we have here? What license required to run these reports? For example Excel SQL Server. Very good question. So what I showed you Here today is like a self contained platform. You do not need to have Excel, you do not need to have SQL. If you don't have them, no worries, we'll install all of the components. You'll be able to see the reports using the client tools that I showed, which is the desktop as well as the web and mobile options. If you do have Excel and most people they love to use Excel for some analysis, then you can have Excel 2007 or more recent versions. It is fairly straightforward to get information into Excel. You can copy these dashboards and paste them into Excel right click, copy, right click and paste into Excel. So it doesn't matter what tools you have. We are a Microsoft centric platform, so we support Office, Microsoft Office and several other Microsoft compatible tools. I have another question here, a comparison about Data, Self and Sage Intelligence offerings. Very good question. So Sage Intelligence today they have two different Sage Intelligence Intelligence components. They have the Sage Intelligence Reporting bundle and also the Sage Intelligence Enterprise. Just a little history here. We have been working with Sage for 13 years and we're very happy that at every new Sage investment into business intelligence analytics they have become better. And, and these two latest products, Sage Intelligence Reporting and Enterprise, they're both great solutions, very affordable. We call them the Mercedes, the Bimmers, the Porsches. Like, you know, great cars, great pricing. If you just need the basics, go for them, they'll fulfill your needs. We are actually like a Ferrari. Comparing to Sage Intelligence, our solution is faster, is more sophisticated, it has more options, but most importantly it's easier, it's way easier to use. If you compare our solution versus theirs, you're going to see that ours really takes the user friendliness, the empowering of business people to a whole new level. In this part of my vision, when I started this business, I know that business people, they are busy people, they have no time to learn much technology. If it's complicated, if they take too many clicks, they just are not going to do it. So as a business vision for Data self, I always look for something that takes less clicks, that is more intuitive for business people. In this solution that I just showed it is the Ferrari. I mean it can get easier than this. If I would have an extra 10 minutes of time, I would go into more details. Why this solution in the whole business intelligence market, if you go to Gartner, which is one of the most reputable technology assessment companies out there, if you look at the components we're using the solution based on Gartner Magic Quadrant, the latest available for BI analytics, what we're using is the top notch technology being the most comprehensive and the easiest to use. So it's unprecedented, user friendly news. Getting with the data self bi. All right, more questions, some great questions here. Let's see here. Is this a cloud application? Good question. So let me go back here again to the architecture and unfortunately I have to run the whole thing again. Oh, there we go. So from an architecture standpoint this solution has three main tiers or layers. There is a data warehouse, there is the analytics server and the client tool. So the data warehouse is pretty much all the time deployed on premises. Whatever your mass database is, if it's on premises or if it's in a cloud, private cloud, this component will be in the same network, it's a local network, so could be in the cloud as long as your sage 500 is in the cloud. But this is an on premises component. The data self analytics can be deployed on premises or in the cloud. So this can be in a separate framework. If you want total control in your intranet then this be on premises. If you have your private cloud, this could be in your private cloud even if mas is not. If your sage 500 is not. Or we also have our own data self cloud component. So if you don't want to maintain, we have our own cloud data self analytics multi tenant framework where let's say you would have your data warehouse in your own network and then we would be sending the data extracts to the dataself cloud server and then at the end of the day your users will be accessing from that server. So we have both on premises deployment in private cloud deployment and in data self cloud deployment for the analytics component. Very good question. Thank you. What else do we have here? Okay, price per user, Price per user. Good question. So the prices that I mentioned before, which is in the four to five figure investment, this pretty much covers a five user system, usually tackling some of the reporting needs such as sales or inventory or financials, things like that. Additional users we have four type of user licenses. We have the desktop user, we have the web mobile user that is fully functional. Like I just show on the web that I can go and slice and dice things extensively. There is the viewer license which only allows me to view dashboards and refresh information and the fourth bucket is only receiving let's say emails with dashboards attached. So they are static dashboards but refreshed on a schedule basis overall. So these four type of users we have different pricing. The more functionality, the more pricing, usually the more expensive user license will increase your cost by a few hundred dollars per user. In all of these licenses they are subscriptions, so it can be from a few hundred dollars per user down to zero. If you go and you buy the we call the Report distribution module which you can send to unlimited number of users the static dashboards. Very good question. Well, we have a few more minutes so I'm going to take one more question. So let me see here. So can users edit and create their own measures? Very good question. Yes. By the way, just a question popped here that probably is very important. Is the $100 per user a per year or per month cost? Let me answer that one because that's a big one. That's per year cost. If you go with the yearly subscription, each user will be from zero to a few hundred dollars per year. If you go the monthly is usually from zero to a few dozen dollars depending on the license model that you choose. But let me answer now the last question. As far as you know, can users edit their own measures? So let me go back to an example here and suppose I want to create a new measure. I can right click and say create a calculated field and then let's suppose I want to make amount sales divided by, I don't know, quantity shipped. So it's going to give me the average, you know, the average cost. So this would be the average cost per unit. So I just created a new calculator measure and now it's available. And once I create that, if I want to drag and drop into any report, anyone who have capabilities, I just drag and drop. And now I have average cost per unit. So very straightforward. Okay folks, so that was it. We are pretty much wrapping up. I really appreciate your questions, your insights. I still have a few questions that I wasn't able to answer, but we will be contacting each one of you on a one on one basis to address those questions. We will also be emailing you later today links to download this PowerPoint presentation as well as our recording to this webinar session. And also we will be contacting you later to see if you see this as an opportunity. If you want any kind of one on one assessment, we'll be glad to walk you through the process. I really appreciate your time and interest and we'll be in touch with.