Click each image to see different job roles.


             

CEO

As a CEO, you need to have your finger on the pulse at all times. To do this, you need 360 degree visibility across every aspect of your organization. Reports can only tell you WHAT happened, when you really also need to ask WHY – Why did performance change? Why are sales dropping? Why is one region doing better than all the others? Zap Business Intelligence for Microsoft Dynamics allows you to:

  • Increase visibility across every part of your business. CEOs are under constant pressure to know exactly what’s happening across every department, location and subsidiary in their organization. Zap Business Intelligence for Microsoft Dynamics allows you to view performance across multiple departments, regional locations or entire businesses, even those that use non-Dynamics business systems. The solution gives you high level visibility to take in the ‘big picture’ while still being able to drill down to the underlying data to investigate further.

  • Set goals and manage performance. Once you create strategic plans and set targets, how do you continuously monitor which goals are being met? Zap Business Intelligence for Microsoft Dynamics allow you to create executive dashboards to provide visibility into every department, and scorecards to indicate how the business is achieving against plan. See all relevant sales, marketing and services information from a single consolidated view, reducing the time spent preparing reports and increasing time spent analyzing the data.

  • Be alerted instantly when performance changes. CEOs are always time poor and often can’t find the time to go and check on the latest performance results. But what if you could set up alerts so that you never missed anything important? Do you want to know the minute a marketing initiative meets a set performance target, which sales staff met their quotas for the month, or when service levels drop below expected targets? With Zap Business Intelligence for Microsoft Dynamics you can set up customized alerts to tell you exactly what you need to know, when you need to know it to enhance how you manage your organization.

  • Perform ad-hoc analysis where and when you need it. Often when business circumstances change or performance either falls short or exceeds expectations, you need insight into the trends, issues or opportunities that result. Zap Business Intelligence for Microsoft Dynamics allows you to display your data visually to get an instant snapshot of performance so you can spot problem areas immediately. You need to perform on-the-spot analysis to see what’s happening, and when performance doesn’t meet expectations, you can drill down to uncover the cause of the problem, giving you insight into where your business needs to focus and improve. This top level view of the business, available at any time, reduces response time and allows you to make better informed strategic decisions.

  • Empower employees to create whatever analyses and reports they need. Employees and managers need complete data in order to make sound, fact-based decisions. Zap Business Intelligence for Microsoft Dynamics puts the power to create reports in the hands of your business users so that anyone can create what they need at any time. The solution goes well beyond the usual list and aggregate reports to include board and management reporting, which is usually done by multiple teams using multiple offline tools. Teams can collaborate easily, even when they’re geographically distributed. Zap Business Intelligence for Microsoft Dynamics makes management reports easy to create and share, and they are constantly refreshed with the latest data from Microsoft Dynamics.

CFO

As a CFO, you are under constant pressure to produce fast and accurate reporting on the company’s financial position. You need to cut down on manual administration and inconsistencies and focus on strategic work and advanced analysis. Can you easily gain an accurate view of the sales pipeline and then use this data for financial planning? Are you able to easily view market segmentations of your most profitable customers or products? Do you rely on unsecured spreadsheets for analysis? Zap Business Intelligence for Microsoft Dynamics allows you to:

     
  “End-of-month reporting would typically be a 3-5 day process, but with Zap, we can now complete the same reporting in a single day. Zap Business Intelligence for Microsoft Dynamics is a fantastic finger-on-the-pulse solution that has enabled us to increase the accuracy and speed of reporting.”  





Jamie Taylor
CFO
Q-Video Systems
  • Automate and improve reporting. End-of-month report processing is the bane of every financial controller or CFO. Often managers or board directors need to understand company performance based on sales and finance data, but don’t have the knowledge or time to compile or look at detailed views of data. Zap Business Intelligence for Microsoft Dynamics makes financial data visual and easily understandable, helping you to better communicate financial performance.

  • Gain insight into where you need to focus and improve. If you are spending all your time manually preparing end-of-month reports you will probably have no time to add real value by analyzing results and providing strategic advice. With Zap Business Intelligence for Microsoft Dynamics, you can look at the big picture. Start analyzing early trends that signal the need for downsizing or expansion. Determine when and where capacity is falling short and do something about it. With the right analysis capabilities, you are empowered to ask questions and become more strategic.

  • Be alerted instantly when performance changes. CFOs are always time poor, but what if you could set up alerts so that you never missed anything important? What if you could be automatically alerted when sales figures fall below forecast targets? Do you want to be told when marketing investments reach ROI targets? With Zap Business Intelligence for Microsoft Dynamics you can set up customized alerts to tell you exactly what you need to know, when you need to know it to enhance how you manage the finances of your organization.

  • Remove conflicting versions of data. Are you unable to make accurate decisions due to incomplete, inaccurate or erroneous sets of data? Do you sometimes disagree with sales managers on what the latest sales figures are? Do you find some employees keep their own “spreadsheet silos” that quickly get out of date and contain mistakes? Incomplete information in KPIs and reporting from various data sources can make accurate strategic planning difficult. Zap Business Intelligence for Microsoft Dynamics gives you a single, central repository for all analysis and reporting, so there can be no mistake over what’s correct, and everyone sees the same thing.

Sales Manager

As a sales manager, you need to be able to track, forecast, and report on sales and team performance at any time. Analysis and reports are usually required quickly and for a specific purpose, and getting access to the information you need is often difficult and time consuming. How do you tell how much ‘stagnant’ data is in your sales pipeline? Can you run ad-hoc analysis on sales performance to determine issues or opportunities? Zap Business Intelligence for Microsoft Dynamics allows you to:

  • Improve forecasting with unlimited slice-and-dice capabilities. Sales managers often struggle to provide confident, efficient sales forecasting or measure performance against targets. Analysis and reporting with Zap Business Intelligence for Microsoft Dynamics allows for more flexible and granular visibility into your Dynamics data. You can prepare exception reports, perform unlimited slice-and-dice analysis by dimension, and create analytics on any of your customizations. Zap Business Intelligence for Microsoft Dynamics allows you to set up highly customized sales forecast reports showing sales pipeline by product, by salesperson, by territory, by campaign, by sales stage. Easily analyze your conversion rates and historical forecasting accuracy and use this to improve forecasting effectiveness. Sales managers use dashboards and reports to analyze how the team is performing against forecast, which opportunities to focus on, how each member of the sales team is tracking, and whether the forecast needs to be adjusted. You can slice-and-dice data from multiple perspectives to ensure you have an accurate picture of the health of your sales pipeline.

  • Automate and improve reporting. Do you often rely on IT help to create, customize or modify existing reports when you are time poor and need fast turnaround? How much selling time is caught up each month in collating and updating end of month reports? Zap Business Intelligence for Microsoft Dynamics puts the power to create reports into the hands of the sales team so that anyone can create what they need quickly and easily. Give that time back to selling by enabling your team to spend less time reporting and more time analyzing buying behaviors, identifying up and cross selling opportunities or chasing prospects.

  • Improve performance management. Once you make strategic plans and set targets, how do you monitor which locations, teams or individuals are meeting these goals? Zap Business Intelligence for Microsoft Dynamics allows you to create tailored scorecards for sales management to provide at-a-glance updates on performance and can be linked to more detailed reports for more information. See all relevant sales metrics, trends, and where leads originated from in a single consolidated view, reducing the time spent preparing reports and increasing time spent analyzing the data.

  • Be alerted instantly when performance changes. Sales managers are always time poor and often can’t find the time to go and check on the latest performance results. But what if you could set up alerts so that you never missed anything important? Do you want to know the minute a team or location fails to meet quotas for the month? Do you want to be alerted immediately when leads and opportunities have stalled in the pipeline and at what stage? Are you aware of drops in sales or lead conversion rates as soon as they drop below set performance target? With Zap Business Intelligence for Microsoft Dynamics you can set up customized alerts to tell you exactly what you need to know, when you need to know it to enhance how you manage your sales pipeline.

Marketing Manager

As a marketing manager, you need to be able to measure and quantify campaign results to justify return on investment for your budgets. You need better access to customer information for advanced profiling of customer segments and tailoring campaigns. Do you currently measure campaign ROI and use the insight to reallocate resources? How do you track campaign effectiveness over time or report on cost per lead? Zap Business Intelligence for Microsoft Dynamics allows you to:

     
  “We wanted to take our transactional (NAV and CRM) data and present it in a way that could tell a powerful story. If data is presented properly, it can greatly enhance decision-making.”  





Catherine Goh
National Kidney Foundation
  • Improve performance management. Once you make strategic plans and set targets, how do you monitor which campaigns and channels are meeting these goals? Zap Business Intelligence for Microsoft Dynamics allows you to create tailored scorecards for marketing managers to provide at-a-glance updates on performance and can be linked to more detailed reports for more information. See all relevant campaign metrics, conversions, and results from in a single consolidated view, reducing the time spent preparing reports and increasing time spent analyzing the data.

  • Gain better visibility into where marketing budget is spent. How easy is it to measure campaign cost variance and spot issues with over and under spending for campaigns? How easily can you get access to information such as product coverage, sales by region, industry coverage, win/loss ratios, or customer turnover – to help you to identify gaps and opportunities for marketing campaigns? Marketing managers need to be on top of everything that happens with their campaigns. What is the impact of ‘stagnant’ data such as old leads or stuck opportunities on your campaign results, and how does it affect your justification for marketing spend? Zap Business Intelligence for Microsoft Dynamics allows you to put quantified value on marketing activities making it easier to track leads from source campaigns through to conversion. With Zap Business Intelligence for Microsoft Dynamics you can gain access to all aspects of customer information so that you can proactively analyze it and add value back to the organization with better-informed proposals for marketing campaigns when and where they are needed. Analyzing customer buying behavior and sales data can improve your ability to react quickly and more precisely to market demands and trends with marketing campaigns.

  • Be alerted instantly when campaign performance changes. Marketing managers are always time poor. It can often be difficult to check on the latest performance results for each campaign you are running, or follow up on what has happened to leads passed on to sales. But what if you could set up alerts so that you never missed anything important? Do you want to be automatically alerted when campaigns fall below expected targets? Do you want to know when leads and opportunities have been sitting in the pipeline for too long? With Zap Business Intelligence for Microsoft Dynamics you can set up customized alerts to tell you exactly what you need to know, when you need to know it.

  • Identify where to run ad-hoc campaigns to improve responsiveness. Marketing managers need to be able to react quickly to changes in trends. Often when business circumstances change or performance either falls short or exceeds expectations, you need insight into the issues or opportunities that result. Zap Business Intelligence for Microsoft Dynamics allows you to display your data visually to get an instant snapshot of campaign performance so you can spot problem areas immediately. You need to perform ad-hoc analysis to see what’s happening, and when performance doesn’t meet expectations, you can drill down to uncover the cause of the problem, giving you insight into where you need to focus and reallocate resources. On-the-fly analysis also allows campaigns to be monitored and adjusted according to results with better access to customer information for profiling customer segments and tailoring campaigns.

  • Automate and improve reporting. Often managers or board directors need to understand company performance based on marketing or lead generation data, but don’t have the knowledge or time to compile or look at detailed views of data. With Zap Business Intelligence for Microsoft Dynamics, marketing managers can better respond to pressures for improved reporting and justification of marketing spend. Marketing managers can better analyze campaign effectiveness and lead generation, and report concrete statistics to management quickly and easily. Create report templates around marketing ROI that can be auto-populated at any time, allowing you to proactively report on campaigns at any stage.

Operations Manager

As an operations manager, you are continually looking for ways to better understand demand and allocate resources. Zap Business Intelligence for Microsoft Dynamics allows you to:

  • Increase visibility across every part of the business. Can you see which products are your most profitable, and which customers are purchasing them? Do you find it easy to obtain performance information provided by other departments? Operations managers need to be on top of everything that happens across the organization. If demand drops and inventory stocks are too high, cash flow will be affected and unnecessary costs incurred in the areas of insurance and storage. Zap Business Intelligence for Microsoft Dynamics allows you to view performance across multiple departments, products, regional locations or entire businesses, even those that use non-Dynamics business systems. Create dashboards to provide visibility into the relevant data from every department, and scorecards to analyze sales pipelines to stay on top of future demand. See all relevant sales and product information from a single consolidated view, reducing the time spent preparing reports and increasing time spent analyzing the data.

  • Be alerted instantly when performance changes. Operations managers are always time poor and often can’t find the time to check on the latest sales performance results for product sales. But what if you could set up alerts so that you never missed anything important? Be alerted the minute a large sale in the pipeline is stalled or cancelled, or when product demand begins to drop below set targets. With Zap Business Intelligence for Microsoft Dynamics you can set up customized alerts to tell you exactly what you need to know, when you need to know it.

  • Automate and improve reporting. Often managers or board directors need to understand company performance based on product, sales or services data, but don’t have the knowledge or time to compile or look at detailed views of data. Zap Business Intelligence for Microsoft Dynamics drastically reduces the time spent on reporting, and presents data visually, making it instantly understandable.

Customer Services Manager

Customer Service managers are challenged to continuously improve service quality and customer satisfaction while minimizing costs. You need to know how your team is performing, how well the needs of your customers are being met and to have hard facts to pass on to your product and buying teams. You need visibility into where cases have slowed or stalled so you can prioritize responses. Zap Business Intelligence for Microsoft Dynamics allows you to:

     
  “…customer satisfaction rates have increased dramatically. Retailers are saying that the improvements made to mystery shopping data collation and reporting will set a new standard for the whole industry.”  





Martin Greenlees
Data Agility
  • Keep on top of workflows and service delivery. How easy is it for you to proactively spot issues in your service delivery and act on them, such as activities of high priority that are overdue, or to monitor workload and performance of service staff? Can you easily measure current work-in-progress and manage your service resources? With Zap Business Intelligence for Microsoft Dynamics, you can slice-and-dice services information to identify outliers, such as overdue service cases or staff members with large backlogs.

  • Increase visibility and transparency across every part of the business. How easily can other departments interface with the service department and how easy is it for them to view service metrics? Services managers require transparency in their information. Product and buying teams need to know end user feedback and reactions as well as potential issues that may arise. Zap Business Intelligence for Microsoft Dynamics allows users to view performance data across multiple departments, product types, regional locations or entire businesses, even those that use non-Dynamics business systems. Create services dashboards and scorecards to provide visibility into the relevant data for every department. From a single consolidated view you can reduce the time spent preparing reports and increasing time spent analyzing the services data.

  • Proactively spot problems. Knowing the trends in service issues or tracking recurring issues with products is vital. Case history can help unlock these issues by tracking product defects or analyzing where patterns in service are occurring. With Zap Business Intelligence for Microsoft Dynamics, service managers can easily identify and analyze patterns, such as the types of requests or products that are generating the most service requests.

  • Understand how your team is performing and meeting requirements of customers. Analytics are key to measuring customer satisfaction and service levels provided, and to enhance staff performance and prioritize service. How well do you meet Service Level Agreements (SLAs) for your customers? Do you set Key Performance Indicators (KPIs) relating to SLAs and report back to customers on performance? Zap Business Intelligence for Microsoft Dynamics allows service managers to highlight and easily update and change KPIs, dashboards and scorecards. With a simple drag-and-drop interface, you can quickly and easily see how your teams are performing in certain aspects of SLAs or analyze case resolution rates.

IT Manager

IT managers are constantly relied upon to support the reporting requirements of the whole company and struggle to stay ahead of the reporting backlog. With constantly changing business requirements and a highly customized Dynamics system, IT managers need a standardized business intelligence and reporting tool to streamline administration, training and maintenance. How long does it take to get a new Dynamics report created? Does your company rely on IT for reporting requirements and therefore experience backlogs? Zap Business Intelligence for Microsoft Dynamics allows you to:

     
  "We chose Zap Business Intelligence for Microsoft Dynamics because the solutions are based on Microsoft technology which integrates well with our architecture. Also the ability to deploy quickly and build data warehouses easily despite our heavy customizations was attractive. Ultimately we needed a solution that was agile and easy to use.”  





Catherine Goh
IT Director
National Kidney Foundation
  • Automate reporting and eliminate delays and backlogs. Zap Business Intelligence for Microsoft Dynamics puts the power to create reports in the hands of your business users so that anyone can create what they need at any time. The solution goes well beyond the usual list and aggregate reports to include management reporting, which is usually done by multiple teams using multiple offline tools. Zap Business Intelligence for Microsoft Dynamics provides a single, online platform for management reporting where you can create a report structure and have it automatically refreshed on open. Teams can collaborate easily, even when they’re geographically distributed.

  • Avoid long complex implementations. Often, IT managers can’t afford to spend more resources and time installing, maintaining and supporting new products. Zap Business Intelligence for Microsoft Dynamics is a web-based application which means fewer products to install, maintain, and support. The solution provides a wizard-driven process that automatically identifies your Microsoft Dynamics customizations, relationships, and data usage to produce an optimized, meaningful cube you can use immediately. This greatly reduces the technical resources you need to get started, and means you can run the process at any time to keep your cube up-to-date with ongoing changes. Zap Business Intelligence for Microsoft Dynamics eliminates the need to maintain and train on multiple applications, meeting ALL your reporting and analysis needs from a single, complete business intelligence solution.

  • Reduce technical resource drain. IT managers are always time and resource poor. Do you currently have sufficient time and resources to install, maintain and support the different reporting tools being used by your company? Zap Business Intelligence for Microsoft Dynamics requires only minimal technical resources to deploy, train, and maintain, leading to a low total cost of ownership, and a rapid return on investment. Our wizard-driven application fast tracks the solution setup; the web interface for end users means you can deploy rapidly with no software installation; packaged analytics provide meaningful content from day one; and usability removes the complexities, time and resources required to create custom analytics and ensure user adoption. The solution is built using 100% Microsoft technology, which minimizes any need for specialist technical resources.