DataSelf for Acumatica - Resources

DataSelf for Acumatica offers 5,000+ ready-made reports and dashboards that plug into your system in days. The platform feeds your data to Tableau or Power BI, with pricing starting at $499/month for Quick Start plans.
Questions this video answers
Over 5,000 reports and dashboards.
Almost 1,400 reports and dashboards for sales analysis.
About seven years.
About six months.
$499 per month.
Chapters
Alrighty, let's see some of our data self analytics online resources. So if you go to dataself.com my first recommendation is to click the Try it now or our try it now button right here. This will give you access to a trial version that will allow you to pretty much do the things that I showed you today. It does not connect to Acumatica. It has its own sample database, but it has most of the reports and dashboards have a little out of the box. It's part of that framework. You'll be able to slice and dice them. You'll be able to drill down and see how they work. They also have videos in the feature dashboard. So if you want to take a quick look and see how they work, follow the videos and that will help you more quickly understand the option and how empowering they are. The next thing I recommend as resource is scroll down in our website and click the Acumatica button. This page will give you some more insights about our solution for Acumatica. So feel free to explore this page. Another page is go to Solutions and click 5000 KPI's. This page provides an overview of the out of the box solution. So for CRM, for core financials, for distribution and there's this sample button that if you click you go to other page that give you some screenshots of the out of the box reports and dashboards. If you click the download full list you'll get to this Excel file that will list all the reports and dashboard names. So if you click let's say as a sales analysis we have almost 1400 reports and dashboards available out of the box. If you expand the reports you can see let's say by customer, you can see the report name and you can see the how they are sliced. You need to go to the dashboards area. You expand, you expand a dashboard name. You see how this lies. So this is a very good material for you to take a look and see what's available out of the box with our over 5,000 reports and dashboards. Finally, I highly encourage you go to solutions and click on the architecture. So let's go there. So this is our architecture page. Let me just make it a little bigger. Let me just get my face out of the way. So what we have here is these would be your data sources Acumatica, maybe an external CRM system, POS and whatnot. We bring your data to a enterprise level data warehouse out of the box. We already have a lot of things done, a lot of tables, a lot of denormalization optimization, additional KPIs, more indexes. It's really solid and mature and again top notch data warehouse framework. Then we connect Tableau and also Power Bi, we have both and out of the box we already have more than 5,000 reports Dashboard KPIs. So you don't have to start from scratch, you have a lot of things ready. Everything that I showed you so far today is just a glimpse into the out of the box and everything would be plug and play. We plug to your acumatica and typically in hours you'll be seeing all the things that I showed you today and a lot more. So it's impressive how quickly we can get you a lot of reports and dashboards so you don't have to start from scratch. I mentioned about Power Bi. So with Tableau we've been working with Tableau for about seven years now. With Power Bi we started about six months ago, but we're also supporting both. Part of the magic of making Tableau and Power BI so powerful is having the pipeline in place, having data preparation, having connectors ready to go so you don't have to start from scratch. You just plug and play and you get up and running. Just wrapping up my product presentation. Let's just review again the data self analytics main benefits. The first one is you don't have to start from scratch. A lot of your customer reporting needs, most likely a lot of them are ready to go. And most likely we have a lot of questions you haven't thought about yet. You don't know what you don't know and out of the box we should help you get focused on critical trends now, not in months or years to come. So we really add a lot of value with our out of the box reports and dashboards. Advanced analytics like I give you a glimpse in my presentation with Data Self you can do a lot. You can drill down, you can drill through slice and dice, download the data. It's amazing the options that you have in how easy they are empowering end users. As I mentioned, we have the gold standard for analytics and the idea is to allow your users anytime and anywhere to modify the reports and dashboards to create new things from scratch. So when they have a new question about their data, they don't have to put a queue with it. They can find the answer right there where they are because the solution is really easy to use. And finally because we have an enterprise level data warehouse, you'll be able to bring all of your data sellers together. Doesn't matter if you have multi company Multi currency different systems. It's a data warehouse. It's been designed to do data consolidation, to make system fast, to make things automated, available anytime and anywhere. From a pricing standpoint, we have a quick start edition that starts at 499 per month. It includes two templates, let's say to do analysis of sales and purchasing or maybe financials and job cost and includes three user licenses if you need. For more users, we have a module that can send PDF reports to an unlimited number of users and it's just a flat fee. And if you need users with interactivity, these are the different type of users and their cost. For more sophisticated clients, we also have other editions available such as Pro and Enterprise and pretty much this number is why if your labor in Reporting is below $500 per month on average, you know, we're kind of, you know, an overkill, too expensive. But if your labor investment on a monthly basis is above 500, pretty much our solution might dramatically cut down the cost and the efficiency of your reporting platform. The higher your cost, the more likely our price is going to be a fraction of your total cost to maintain your reporting platform. So contact us to learn more and that's it. I hope we have enjoyed the session. Thanks for joining again. If you need to contact me, you can find here my phone number and my email. I'm passionate about analytics and bi. My first goal when I talk with people is to learn what they're doing, to learn about their experiences, their successes and their failures. Share some of mine, see if they can help them, if they can help me to be better in this world and if by any chance Data Self proves to be a good fit for a client. Boy, I'm excited. We've been doing this for 20 years. My core team, we're really good at it. We know our stuff, we usually know how to price it. We rarely ask for more money. We deliver usually on budget and on time. So if Data Self platform is a good fit for you, we'll have fun. We'll get jobs done, the job done and we get success stories. Thanks for watching.










