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ZAP_Dynamics_EBook

Matthew Lingard
Matthew Lingard

This document describes ZAP Trusted Analytics, a framework and set of pre-built analytics for Microsoft Dynamics that aims to provide organization-wide transparency, alignment, and decision making. It discusses how the solution offers role-based dashboards and metrics for various business functions like sales, marketing, finance, supply chain, manufacturing, and retail. The benefits highlighted include accelerated time to value, lower costs than custom solutions, and improved organizational alignment through a single source of business logic and metrics.

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1 Trusted AnalyticsAn Analytical Framework That Aligns Your Organization For Better Decision Making
ZAP Trusted Analytics. . . . . . . . . . . . . . . . . . . . 3 ZAP Trusted Analytics Framework. . . . . . . . . 4 ZAP Trusted Analytics Outcomes. . . . . . . . . . 5 ZAP Analytics Framework for Microsoft Dynamics. . . . . . . . . . . . . . . . . . . 6 Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Benefits for Sales teams. . . . . . . . . . . . . 8 Metric Highlights. . . . . . . . . . . . . . . . . . . . 8 Marketing. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Benefits for Marketing. . . . . . . . . . . . . . 10 Metric Highlights. . . . . . . . . . . . . . . . . . . 10 Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Benefits for Finance. . . . . . . . . . . . . . . . 12 Metric Highlights. . . . . . . . . . . . . . . . . . . 12 Supply Chain . . . . . . . . . . . . . . . . . . . . . . . . 13 Benefits for Supply Chain. . . . . . . . . . . 14 Metric Highlights. . . . . . . . . . . . . . . . . . . 14 Manufacturing . . . . . . . . . . . . . . . . . . . . . . . 15 Benefits for Manufacturing. . . . . . . . . . 16 Metric Highlights. . . . . . . . . . . . . . . . . . . 16 Retail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Benefits for Retail. . . . . . . . . . . . . . . . . . 18 Metric Highlights. . . . . . . . . . . . . . . . . . . 18 Appendix: Analytics Gallery. . . . . . . . . . . . . . 19 2 Contents
align your teams with best practice metrics 3 Today, doing your job well means being able to measure the right infor- mation at the right time. But importantly, what you measure needs to be closely aligned with what your colleagues are measuring and, ultimately, how everyone across your organization is measuring performance. We know that your investment in Dynamics now enables you to manage your organizations operational and administrative processes and custom- er interactions. At ZAP, we add further value to this investment by providing you with an overarching view of your business performance through our integrated analytical model thats delivered through a single BI platform. We call this our Trusted Analytics Framework for Microsoft Dynamics. ZAP Trusted Analytics for Microsoft Dynamics is an organization-wide platform that aligns all of the employees in your company through an integrated set of best practice industry metrics. Our analytics framework ensures your employees actions are connected to those business objec- tives that deliver real business results. Organizational alignment is delivered by breaking down business silos and delivering a single source of truth. ZAP Trusted Analytics
ORGANIZ ATION-WIDE TRANSPAR ENT LOGIC ROLE-BASED D ASHBOARDS BEST PRAC TICE METRICS ROLES ZAP Trusted Analytics CEO Inventory Procurement AP AR Sales Manufacturing Retail Professional Services CFO CMO VP Sales DEPT. INDUSTRYPROCESS Procure to Pay Opportunity to Cash Best Practice Analytics With Meaningful Answers ZAP lets you see the big picture from the top line metrics to the required detail across all of your business functions. Our Trusted Analytics help you measure what matters and provide meaningful outcomes for everyone. Adaptability to Your Business We know your deployment of AX or CRM is probably a modified version of standard Dynamics. ZAPs intelligent framework quickly identifies these changes and allows our centralized analytical model to be updated with your additional customizations. We reflect your business and give you more flexibility than you thought was previously possible with BI. Transparent & Resuable Business Logic ZAP Trusted Analytics provide transparent and reusable business rules by separating calculations and specific busi- ness functions as independent resources within the solu- tion architecture. This makes business logic transparent to all business users and reduces the possibility of multiple versions of the truth being developed across the business. 4 ZAP Trusted Analytics Framework
Our team meetings and conver- sations have shifted from the issues of inaccurate data and standardization of that data to more productive discussions on how we can leverage our data to really make our customers more successful. Rachel Thompson, CLEAResult My team is very excited about the endless possibilities and having the ability to report critical infor- mation to the entire organization, including directly to our 570+ locations across the country with ZAP Business Intelligence. Vince Fusco, Regal Cinemas ZAP Trusted Analytics Outcomes Typical BI Project ZAP Others for Dynamics (buy) (build) Time to Value 6 weeks 6 months Cost <$250,000 >$500,000 Project Success Rate 95% <50% Costs were calculated as follows: ZAP: Average software license and maintenance +2 consultants Other: 4 consultants for 6 months
In the pages ahead, well show you how ZAPs pre-packaged trusted analytics can help drive orga- nizational alignment, reduce your BI project risk and greatly accelerate user adoption. ZAP Analytics Framework for Microsoft Dynamics 6 SALES MARKETING FINANCE SUPPLY CHAIN MANUFACTURING RETAIL
77 TRUSTED ANALYTICS: SALES
Sales Benefits for Sales teams Our goal is to provide a set of financial dash- boards, reports and metrics that offer a BI platform for measuring your sales performance and profitability. We focus on the real business assetyour informationrather than just the technology. Metrics that create alignment across and within your sales teams. Easily accessible through your PC, tablet and smartphone, a critical feature for your mobile sales force. Very specific and granular views allow you to drill down from summary level to transactions. Actionable insights on where and how your sales teams can improve business results. A foundational component of our enter- prise-wide trusted analytics framework for your enterprise. Metric Highlights Over 100 pre-built sales analytics (dashboards, reports, calculations). Sales analytics that measure your sales pipeline, sales closure performance, sales people and your customer delivery performance. In-built business rules that can be easily modified to suit your specific requirements. Transparent meta-data (where the data came from and what business rules have been ap- plied) to support one source of truth across your business. VP of Sales Sales Manager Sales Representative 4 role based dashboards 40pre-built charts and reports 40+ calculations and KPIs 8 TIP: Click image for a close-up
99 TRUSTED ANALYTICS: MARKETING
Marketing Benefits for Marketing Marketers are being challenged by their exec- utive teams to be more data-driven in their pro- cesses and decisions. To meet this mandate, marketers need to measure everything and demonstrate the impact marketing initiatives have on generating qualified sales leads and revenue. ZAP Trusted Analytics gives you access to dashboards and reports so you can efficient- ly assess your marketing campaigns, lead to opportunity conversion and overall sales funnel, and make effective changes that impact marketing ROI. Metrics that create alignment across all of your campaigns, lead conversion, opportuni- ty management and overall marketing ROI. Immediate visibility into performance and pipelines. Monitor B2B campaigns and audience that drive revenue. Gain visibility across your campaigns, leads and revenue. Metric Highlights Over 100 pre-built marketing analytics (dashboards, reports, calculations) In-built business rules that can be easily modified to suit your specific requirements Chief Marketing Officer Marketing Manager 4 role based dashboards 60pre-built charts and reports 35 calculations and KPIs TIP: Click image for a close-up 10
1111 TRUSTED ANALYTICS: FINANCE
Finance Benefits for Finance Our goal is to provide a set of financial dash- boards, reports and metrics that provide a BI platform for measuring your financial perfor- mance, liquidity and activities. Metrics that create alignment across all finance teams and individuals. Easily accessible and shareable to all. Very specific and granular views allow you to drill down from summary level to transactions. Actionable information, providing insights on where and how to improve business results. Metric Highlights Over 100 pre-built financial analytics (dash- boards, reports, calculations). In-built business rules that can be easily modified to suit your specific requirements. Chief Financial Officer Financial Controller Accounts Receivable 4 role based dashboards 50pre-built charts and reports 100+ calculations and KPIs TIP: Click image for a close-up 12
1313 TRUSTED ANALYTICS: SUPPLY CHAIN
Supply Chain Benefits for Supply Chain We know your pain points, and we help you ask the right questions to find the right answers. No one knows Dynamics supply chain analysis better than ZAP. ZAP provides pre-built dashboards and metrics for procurement, inventory management, order fulfillment and customer delivery performance that provides integrated visibility across your whole supply chain. Complete supply chain visibility provided by ZAPs single Dynamics AX analytical model. Align your procurement, stock control, planning, distribution and customer service teams across all your regions. Break down functional silos and remove subjectivity from crucial supply chain decision-making. Deliver best in class customer delivery service levels while efficiently managing stock levels. Provide early warning signals to your planning and procurement teams. Metric Highlights Over 200 pre-built supply chain analytics (dashboards, reports, calculations) In-built business rules that can be easily modified to suit your specific requirements Vice President of Sales Inventory Manager Procurement Manager 10 role based dashboards 100 pre-built charts and reports 110 calculations and KPIs TIP: Click image for a close-up 14
1515 TRUSTED ANALYTICS: MANUFACTURING
Manufacturing Benefits for Manufacturing Manufacturing companies of all types (equip- ment, process manufacturers, high-tech pro- viders) face extremely complex production and supply chain management challenges. In order to meet the needs of a changing, globalized world and ensure companies can meet demand for their goods while reducing operating costs, they need timely and accurate information thatll help answer strategic questions. Metrics that deliver an integrated view across manufacturing planning, execution, quality and costs. Track costs, quantities and amounts of usage. Cross functional analysis capabilities across supply chain, procurement and finance analytics. Metric Highlights Over 50 pre-built manufacturing analytics (dashboards, reports, calculations). In-built business rules that can be easily modified to suit your specific requirements. Production Manager Production Line Manager Production Order Fulfillment TIP: Click image for a close-up 3 role based dashboards 20 pre-built charts and reports 40 calculations and KPIs 16
1717 TRUSTED ANALYTICS: RETAIL
Retail Benefits for Retail ZAP provides a series of retail dashboards, reports and metrics that enable you to mea- sure your retail promotions and merchandising, point of sale, store operations and customer loyalty. Metrics that create alignment across all retail head offices, regional and in-store teams. Easily accessible and shareable to all, from corporate users to brick and mortar managers. Understand your customers buying patterns and plan more effective promotions. Optimize your in-store systems, back office processes and staffing requirements. Improve product assortment and supply chain decisions all while targeting your existing customers through optimized loyalty campaigns. A ZAP Industry solution that works hand in hand with our foundation Trusted Analytics framework. Metric Highlights Over 100 pre-built retail analytics (dashboards, reports, calculations) In-built business rules that can be easily modified to suit your specific requirements Regional Manager Store Manager Customer Analysis TIP: Click image for a close-up 6 role based dashboards 70 pre-built charts and reports 50 calculations and KPIs 18
Appendix 1919 ANALYTICS GALLERY
TIP: Click dashboard to go back 20 Vice President of Sales From this dashboard, a Vice President can effectively monitor his or her sales divisions across all operations in a single view. With ZAP cur- rency conversion and support for reporting currencies, multinational companies/organizations can quickly get a consolidated view in their currency of choice. Our trusted analytics allow the VP to analyze trends and make informed decisions on strategies knowing the information is accurate and up to date.
TIP: Click dashboard to go back 21 Sales Manager Having the right information in a timely manner is key to managing your sales force. With the cell slicing you can see with a single click what your top customer is buying, sale volume over time and many other scenarios.
TIP: Click dashboard to go back 22 Sales Representative The Sales Representative dashboard gives your sales personnel the ability to track their progress accurately. This dashboard allows the salesperson to identify key opportunities and see if demand generation has been effective in increasing sales. This dashboard also gives the user important insights into the overall revenue stream and allows them to focus on the key areas.
TIP: Click dashboard to go back 23 Chief Marketing Officer Having a global overview of the business is critical to a Chief Marketing Officer. Measuring and monitoring campaign effectiveness, and campaign ROI, ensures marketing campaigns are effective and under tight cost control. This allows a business to make the best possible decisions to invest in those channels and industries that generate the most leads and returns.
TIP: Click dashboard to go back 24 Marketing Manager A Marketing Manager can track a specific campaign, from lead generation through to revenue won. Follow leads that get converted into opportunities and eventually into revenue. At a more detailed level, campaign duration, percentage of qualified leads, campaign activities and responses can be analyzed. Now you can identify gaps within and campaign and improve upon them.
TIP: Click dashboard to go back 25 Chief Financial Officer The Chief Financial Officer dashboard provides quick access to business metrics that are key to monitoring profitability and liquidity. Using a number of industry standard ratios, users can quickly gain insight into company performance. Users can see the details behind the analytics and how theyre being calculated using the drill functionality.
TIP: Click dashboard to go back 26 Financial Controller The cornerstone of any business is good timely financial reporting. This dashboard utilizes the traditional income statement and supplements it with trend analysis and reporting on key margins. The dashboard allows Financial Controllers to view the business profitability and growth trends at a glance. ZAP also allows the user to drill through on the number to reveal the detail.
TIP: Click dashboard to go back 27 Accounts Receivable The accounts receivable dashboard is a vital tool in assisting managers to improve their companys cash flow and increasing collection effectiveness. Key industry metrics combined with other information on the dashboard will help managers improve the Order to Cash cycle time. The managers can quickly ascertain collection trends and which customers are problematic. The dashboard allows the users to see a customers interaction with your entities, so there wont be anymore consolidation of multiple aged trail balances.
TIP: Click dashboard to go back 28 Vice President of Sales This dashboard helps the VP of Sales monitor customer satisfaction in terms of deliveries and answers the following questions: Am I delivering on-time? Do my customers receive full deliveries? The VP of Sales can also pay particular attention to the delivery performance on the Top 10 customers of the company.
TIP: Click dashboard to go back 29 Inventory Manager Good stock control is critical to business success and profitability. The Inventory Manager dashboard provides managers with the key infor- mation needed to manage their inventory. Using best practice industry metrics built into ZAPs out of box analytics, inventory managers can quickly identify inventory turns, valuation and days of supply all within a single dashboard.
TIP: Click dashboard to go back 30 Procurement Manager The procurement manager dashboard gives users powerful insight into procurement operations. The dashboard shows the information needed to manage the procure-to-pay process and maintain robust supply chain. At a glance users can see the key vendors and related metrics that will assist in maintaining a good relationship with those vendors. With the spend analysis metrics users can see the top items been procured.
TIP: Click dashboard to go back 31 Production Manager The Production Manager dashboard provides the much needed high level manufacturing overview, with ability to combine company production operations and the ability to drill down to the work center detail. Efficiency metrics give valuable feedback on performance and output quality.
TIP: Click dashboard to go back 32 Production Line Manager The Production Line Manager dashboard can quickly gain insight to production fulfilment, efficiency and costs. The dashboard can assist in scheduling and production capacity planning. ZAP drill-down functionality allows users to see the detail behind the analytics and quickly find any issues.
TIP: Click dashboard to go back 33 Production Order Fulfillment This dashboard lets you explore the production order performance across on-time, quality and actual fulfilment. The data can be analysed across product items, location and company.
TIP: Click dashboard to go back 34 Regional Manager Retail Regional managers can view a consolidated picture of their regional performance across key revenue, profitability and stock metrics. They can quickly identify their best and worst performing stores and take immediate action.
TIP: Click dashboard to go back 35 Store Manager Store Managers are aligned to their Regional Manager through an integrated set of metrics and can drill down into specific product category, staffing and customer detail information. Important time of day analysis is readily available and identifying important low stock situations is just a click away.
TIP: Click dashboard to go back 36 Customer Analysis Understanding what your customer buying patterns are critical so that you can provide correct staffing levels, product ranges, in-store promotions and overall service levels.

More Related Content

ZAP_Dynamics_EBook

  • 1. 1 Trusted AnalyticsAn Analytical Framework That Aligns Your Organization For Better Decision Making
  • 2. ZAP Trusted Analytics. . . . . . . . . . . . . . . . . . . . 3 ZAP Trusted Analytics Framework. . . . . . . . . 4 ZAP Trusted Analytics Outcomes. . . . . . . . . . 5 ZAP Analytics Framework for Microsoft Dynamics. . . . . . . . . . . . . . . . . . . 6 Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Benefits for Sales teams. . . . . . . . . . . . . 8 Metric Highlights. . . . . . . . . . . . . . . . . . . . 8 Marketing. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Benefits for Marketing. . . . . . . . . . . . . . 10 Metric Highlights. . . . . . . . . . . . . . . . . . . 10 Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Benefits for Finance. . . . . . . . . . . . . . . . 12 Metric Highlights. . . . . . . . . . . . . . . . . . . 12 Supply Chain . . . . . . . . . . . . . . . . . . . . . . . . 13 Benefits for Supply Chain. . . . . . . . . . . 14 Metric Highlights. . . . . . . . . . . . . . . . . . . 14 Manufacturing . . . . . . . . . . . . . . . . . . . . . . . 15 Benefits for Manufacturing. . . . . . . . . . 16 Metric Highlights. . . . . . . . . . . . . . . . . . . 16 Retail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Benefits for Retail. . . . . . . . . . . . . . . . . . 18 Metric Highlights. . . . . . . . . . . . . . . . . . . 18 Appendix: Analytics Gallery. . . . . . . . . . . . . . 19 2 Contents
  • 3. align your teams with best practice metrics 3 Today, doing your job well means being able to measure the right infor- mation at the right time. But importantly, what you measure needs to be closely aligned with what your colleagues are measuring and, ultimately, how everyone across your organization is measuring performance. We know that your investment in Dynamics now enables you to manage your organizations operational and administrative processes and custom- er interactions. At ZAP, we add further value to this investment by providing you with an overarching view of your business performance through our integrated analytical model thats delivered through a single BI platform. We call this our Trusted Analytics Framework for Microsoft Dynamics. ZAP Trusted Analytics for Microsoft Dynamics is an organization-wide platform that aligns all of the employees in your company through an integrated set of best practice industry metrics. Our analytics framework ensures your employees actions are connected to those business objec- tives that deliver real business results. Organizational alignment is delivered by breaking down business silos and delivering a single source of truth. ZAP Trusted Analytics
  • 4. ORGANIZ ATION-WIDE TRANSPAR ENT LOGIC ROLE-BASED D ASHBOARDS BEST PRAC TICE METRICS ROLES ZAP Trusted Analytics CEO Inventory Procurement AP AR Sales Manufacturing Retail Professional Services CFO CMO VP Sales DEPT. INDUSTRYPROCESS Procure to Pay Opportunity to Cash Best Practice Analytics With Meaningful Answers ZAP lets you see the big picture from the top line metrics to the required detail across all of your business functions. Our Trusted Analytics help you measure what matters and provide meaningful outcomes for everyone. Adaptability to Your Business We know your deployment of AX or CRM is probably a modified version of standard Dynamics. ZAPs intelligent framework quickly identifies these changes and allows our centralized analytical model to be updated with your additional customizations. We reflect your business and give you more flexibility than you thought was previously possible with BI. Transparent & Resuable Business Logic ZAP Trusted Analytics provide transparent and reusable business rules by separating calculations and specific busi- ness functions as independent resources within the solu- tion architecture. This makes business logic transparent to all business users and reduces the possibility of multiple versions of the truth being developed across the business. 4 ZAP Trusted Analytics Framework
  • 5. Our team meetings and conver- sations have shifted from the issues of inaccurate data and standardization of that data to more productive discussions on how we can leverage our data to really make our customers more successful. Rachel Thompson, CLEAResult My team is very excited about the endless possibilities and having the ability to report critical infor- mation to the entire organization, including directly to our 570+ locations across the country with ZAP Business Intelligence. Vince Fusco, Regal Cinemas ZAP Trusted Analytics Outcomes Typical BI Project ZAP Others for Dynamics (buy) (build) Time to Value 6 weeks 6 months Cost <$250,000 >$500,000 Project Success Rate 95% <50% Costs were calculated as follows: ZAP: Average software license and maintenance +2 consultants Other: 4 consultants for 6 months
  • 6. In the pages ahead, well show you how ZAPs pre-packaged trusted analytics can help drive orga- nizational alignment, reduce your BI project risk and greatly accelerate user adoption. ZAP Analytics Framework for Microsoft Dynamics 6 SALES MARKETING FINANCE SUPPLY CHAIN MANUFACTURING RETAIL
  • 8. Sales Benefits for Sales teams Our goal is to provide a set of financial dash- boards, reports and metrics that offer a BI platform for measuring your sales performance and profitability. We focus on the real business assetyour informationrather than just the technology. Metrics that create alignment across and within your sales teams. Easily accessible through your PC, tablet and smartphone, a critical feature for your mobile sales force. Very specific and granular views allow you to drill down from summary level to transactions. Actionable insights on where and how your sales teams can improve business results. A foundational component of our enter- prise-wide trusted analytics framework for your enterprise. Metric Highlights Over 100 pre-built sales analytics (dashboards, reports, calculations). Sales analytics that measure your sales pipeline, sales closure performance, sales people and your customer delivery performance. In-built business rules that can be easily modified to suit your specific requirements. Transparent meta-data (where the data came from and what business rules have been ap- plied) to support one source of truth across your business. VP of Sales Sales Manager Sales Representative 4 role based dashboards 40pre-built charts and reports 40+ calculations and KPIs 8 TIP: Click image for a close-up
  • 10. Marketing Benefits for Marketing Marketers are being challenged by their exec- utive teams to be more data-driven in their pro- cesses and decisions. To meet this mandate, marketers need to measure everything and demonstrate the impact marketing initiatives have on generating qualified sales leads and revenue. ZAP Trusted Analytics gives you access to dashboards and reports so you can efficient- ly assess your marketing campaigns, lead to opportunity conversion and overall sales funnel, and make effective changes that impact marketing ROI. Metrics that create alignment across all of your campaigns, lead conversion, opportuni- ty management and overall marketing ROI. Immediate visibility into performance and pipelines. Monitor B2B campaigns and audience that drive revenue. Gain visibility across your campaigns, leads and revenue. Metric Highlights Over 100 pre-built marketing analytics (dashboards, reports, calculations) In-built business rules that can be easily modified to suit your specific requirements Chief Marketing Officer Marketing Manager 4 role based dashboards 60pre-built charts and reports 35 calculations and KPIs TIP: Click image for a close-up 10
  • 12. Finance Benefits for Finance Our goal is to provide a set of financial dash- boards, reports and metrics that provide a BI platform for measuring your financial perfor- mance, liquidity and activities. Metrics that create alignment across all finance teams and individuals. Easily accessible and shareable to all. Very specific and granular views allow you to drill down from summary level to transactions. Actionable information, providing insights on where and how to improve business results. Metric Highlights Over 100 pre-built financial analytics (dash- boards, reports, calculations). In-built business rules that can be easily modified to suit your specific requirements. Chief Financial Officer Financial Controller Accounts Receivable 4 role based dashboards 50pre-built charts and reports 100+ calculations and KPIs TIP: Click image for a close-up 12
  • 14. Supply Chain Benefits for Supply Chain We know your pain points, and we help you ask the right questions to find the right answers. No one knows Dynamics supply chain analysis better than ZAP. ZAP provides pre-built dashboards and metrics for procurement, inventory management, order fulfillment and customer delivery performance that provides integrated visibility across your whole supply chain. Complete supply chain visibility provided by ZAPs single Dynamics AX analytical model. Align your procurement, stock control, planning, distribution and customer service teams across all your regions. Break down functional silos and remove subjectivity from crucial supply chain decision-making. Deliver best in class customer delivery service levels while efficiently managing stock levels. Provide early warning signals to your planning and procurement teams. Metric Highlights Over 200 pre-built supply chain analytics (dashboards, reports, calculations) In-built business rules that can be easily modified to suit your specific requirements Vice President of Sales Inventory Manager Procurement Manager 10 role based dashboards 100 pre-built charts and reports 110 calculations and KPIs TIP: Click image for a close-up 14
  • 16. Manufacturing Benefits for Manufacturing Manufacturing companies of all types (equip- ment, process manufacturers, high-tech pro- viders) face extremely complex production and supply chain management challenges. In order to meet the needs of a changing, globalized world and ensure companies can meet demand for their goods while reducing operating costs, they need timely and accurate information thatll help answer strategic questions. Metrics that deliver an integrated view across manufacturing planning, execution, quality and costs. Track costs, quantities and amounts of usage. Cross functional analysis capabilities across supply chain, procurement and finance analytics. Metric Highlights Over 50 pre-built manufacturing analytics (dashboards, reports, calculations). In-built business rules that can be easily modified to suit your specific requirements. Production Manager Production Line Manager Production Order Fulfillment TIP: Click image for a close-up 3 role based dashboards 20 pre-built charts and reports 40 calculations and KPIs 16
  • 18. Retail Benefits for Retail ZAP provides a series of retail dashboards, reports and metrics that enable you to mea- sure your retail promotions and merchandising, point of sale, store operations and customer loyalty. Metrics that create alignment across all retail head offices, regional and in-store teams. Easily accessible and shareable to all, from corporate users to brick and mortar managers. Understand your customers buying patterns and plan more effective promotions. Optimize your in-store systems, back office processes and staffing requirements. Improve product assortment and supply chain decisions all while targeting your existing customers through optimized loyalty campaigns. A ZAP Industry solution that works hand in hand with our foundation Trusted Analytics framework. Metric Highlights Over 100 pre-built retail analytics (dashboards, reports, calculations) In-built business rules that can be easily modified to suit your specific requirements Regional Manager Store Manager Customer Analysis TIP: Click image for a close-up 6 role based dashboards 70 pre-built charts and reports 50 calculations and KPIs 18
  • 20. TIP: Click dashboard to go back 20 Vice President of Sales From this dashboard, a Vice President can effectively monitor his or her sales divisions across all operations in a single view. With ZAP cur- rency conversion and support for reporting currencies, multinational companies/organizations can quickly get a consolidated view in their currency of choice. Our trusted analytics allow the VP to analyze trends and make informed decisions on strategies knowing the information is accurate and up to date.
  • 21. TIP: Click dashboard to go back 21 Sales Manager Having the right information in a timely manner is key to managing your sales force. With the cell slicing you can see with a single click what your top customer is buying, sale volume over time and many other scenarios.
  • 22. TIP: Click dashboard to go back 22 Sales Representative The Sales Representative dashboard gives your sales personnel the ability to track their progress accurately. This dashboard allows the salesperson to identify key opportunities and see if demand generation has been effective in increasing sales. This dashboard also gives the user important insights into the overall revenue stream and allows them to focus on the key areas.
  • 23. TIP: Click dashboard to go back 23 Chief Marketing Officer Having a global overview of the business is critical to a Chief Marketing Officer. Measuring and monitoring campaign effectiveness, and campaign ROI, ensures marketing campaigns are effective and under tight cost control. This allows a business to make the best possible decisions to invest in those channels and industries that generate the most leads and returns.
  • 24. TIP: Click dashboard to go back 24 Marketing Manager A Marketing Manager can track a specific campaign, from lead generation through to revenue won. Follow leads that get converted into opportunities and eventually into revenue. At a more detailed level, campaign duration, percentage of qualified leads, campaign activities and responses can be analyzed. Now you can identify gaps within and campaign and improve upon them.
  • 25. TIP: Click dashboard to go back 25 Chief Financial Officer The Chief Financial Officer dashboard provides quick access to business metrics that are key to monitoring profitability and liquidity. Using a number of industry standard ratios, users can quickly gain insight into company performance. Users can see the details behind the analytics and how theyre being calculated using the drill functionality.
  • 26. TIP: Click dashboard to go back 26 Financial Controller The cornerstone of any business is good timely financial reporting. This dashboard utilizes the traditional income statement and supplements it with trend analysis and reporting on key margins. The dashboard allows Financial Controllers to view the business profitability and growth trends at a glance. ZAP also allows the user to drill through on the number to reveal the detail.
  • 27. TIP: Click dashboard to go back 27 Accounts Receivable The accounts receivable dashboard is a vital tool in assisting managers to improve their companys cash flow and increasing collection effectiveness. Key industry metrics combined with other information on the dashboard will help managers improve the Order to Cash cycle time. The managers can quickly ascertain collection trends and which customers are problematic. The dashboard allows the users to see a customers interaction with your entities, so there wont be anymore consolidation of multiple aged trail balances.
  • 28. TIP: Click dashboard to go back 28 Vice President of Sales This dashboard helps the VP of Sales monitor customer satisfaction in terms of deliveries and answers the following questions: Am I delivering on-time? Do my customers receive full deliveries? The VP of Sales can also pay particular attention to the delivery performance on the Top 10 customers of the company.
  • 29. TIP: Click dashboard to go back 29 Inventory Manager Good stock control is critical to business success and profitability. The Inventory Manager dashboard provides managers with the key infor- mation needed to manage their inventory. Using best practice industry metrics built into ZAPs out of box analytics, inventory managers can quickly identify inventory turns, valuation and days of supply all within a single dashboard.
  • 30. TIP: Click dashboard to go back 30 Procurement Manager The procurement manager dashboard gives users powerful insight into procurement operations. The dashboard shows the information needed to manage the procure-to-pay process and maintain robust supply chain. At a glance users can see the key vendors and related metrics that will assist in maintaining a good relationship with those vendors. With the spend analysis metrics users can see the top items been procured.
  • 31. TIP: Click dashboard to go back 31 Production Manager The Production Manager dashboard provides the much needed high level manufacturing overview, with ability to combine company production operations and the ability to drill down to the work center detail. Efficiency metrics give valuable feedback on performance and output quality.
  • 32. TIP: Click dashboard to go back 32 Production Line Manager The Production Line Manager dashboard can quickly gain insight to production fulfilment, efficiency and costs. The dashboard can assist in scheduling and production capacity planning. ZAP drill-down functionality allows users to see the detail behind the analytics and quickly find any issues.
  • 33. TIP: Click dashboard to go back 33 Production Order Fulfillment This dashboard lets you explore the production order performance across on-time, quality and actual fulfilment. The data can be analysed across product items, location and company.
  • 34. TIP: Click dashboard to go back 34 Regional Manager Retail Regional managers can view a consolidated picture of their regional performance across key revenue, profitability and stock metrics. They can quickly identify their best and worst performing stores and take immediate action.
  • 35. TIP: Click dashboard to go back 35 Store Manager Store Managers are aligned to their Regional Manager through an integrated set of metrics and can drill down into specific product category, staffing and customer detail information. Important time of day analysis is readily available and identifying important low stock situations is just a click away.
  • 36. TIP: Click dashboard to go back 36 Customer Analysis Understanding what your customer buying patterns are critical so that you can provide correct staffing levels, product ranges, in-store promotions and overall service levels.