BIO for Microsoft Dynamics NAV

BIO’s complete end-to-end business intelligence and reporting solution made expressly for Microsoft Dynamics NAV is the most adaptable BI platform available for Dynamics NAV. Start with an out of the box solution that self configures to your NAV setup, or a tailored solution that incorporates your customizations, business processes, and third party products. The BIO platform reduces the cost and complexity of extending your out of the box BI solution to encompass NAV customizations, your workflow, and company specific and role based drivers.

BIO’s unique features provide benefits right out of the box and its adaptability allows non-technical users to exploit those benefits and tailor the solution to the specific requirements without waiting for IT resources. BIO’s advantages extend to

• Strategic Analysis
• Financial Analysis
• Operational Analysis

BIO “Out of the Box”
BIO is the only business intelligence and reporting solution for Dynamics NAV that has 60 out-of-the-box operational, strategic, and financial pre-built views. Non-technical business users can model information the way they want to see it. They can create their own multi-level roll-ups of custom dimensions, accounts, customers, vendors, products, employees, and more; then choose the activities they want to measure. With BIOVue that information is presented in an easy-to-use web-based self-service interactive environment. BIO does the technical work and generates all the code behind the scenes.

BIO for Dynamics NAV is optimized for the specific functionality and architecture of Dynamics NAV. Upon installation, BIO self configures to your specific Dynamics NAV set-up. The NAV edition provides additional value relative to the NAV dimensions, work calendar, customer performance metrics, and analysis of inventory value entry to cost of sales.

The BIO solution for NAV goes beyond traditional reporting by adding analytical value to almost every transaction stored in the NAV database. The mapping or connector to NAV provides the deepest and broadest translation of the NAV database schema into a value-driven business reporting solution.

Adaptability:
The BIO installation uses the prebuilt NAV connector to provide an instant BI solution including ready to use views that work with your data. The BIO application also enables a non-technical user to modify the solution to more closely match the organization’s and individual’s requirements. These modifications include the following:

Modify or create new reporting cubes with relevant NAV dimensions.

• Add or change the dimensions you wish to analyze by.
• Create and model new reporting dimensions and rollups.
• Establish drillthrough functionality to transaction level detail with the fields that you deem important.
• Establish write back functionality that enables financial, customer, vendor, and inventory budget entry and analysis to actual.
• Define and analyze non-traditional time period analysis such as daily, weekly, day of week, rolling periods, and more.
• Combine and report information from multiple NAV databases with different base currencies.

Financial Analysis
BIO for Dynamics NAV provides the most flexible and easy to use reporting platform for financial analysis. The BIO platform for financial analysis has many advantages over standard FRx reporting. These advantages include:

• Ease of use
  
• Self-service and interactive user experience
• Integration of financial accounting with customer and vendor accounting
• Performance
• Flexibility in time reporting (day, week, day of week, period, month, and more)
• Web deployment with security by account, segment, and time period
• Graphical analysis
• Traffic lighting
• User defined business rules for exception reporting
• Ability to capture budget entry

NAV Dimensions
One of the strengths of the Dynamics NAV platform is the flexibility of its use of dimensions. BIO for Microsoft Dynamics NAV maximizes the value of this flexibility. Upon installation BIO dynamically reads the NAV setup files and enables all user defined dimensions with the relationship to their applicable transaction types.

These dimensions can then be updated into user defined models and include user defined calculations. Dimensions can then be included or excluded where appropriate to maintain the usability and value for the role-based user experience.

Integration of Financial Analysis and Customer/Vendor Accounting
BIO financial reporting cubes include customer and vendor dimensions. This enables a single truth that starts out with a financial report and provides the support for any account or group of accounts with customer and vendor balances. Drill through to transactional detail is also available.

Operational Analytics and Reporting
Operational analytics provide a more granular analysis centered around customer, product, and employee activity. These analytics provide actionable knowledge by identifying trends, changes to trends, product mix analysis, life cycle metrics, retention metrics, company specific metrics and indices, budget analysis, and more. Operational analytics help identify potential issues in a near real time basis and enable the non-technical user to explorer cause and effect.

BIO provides 360-degree operational insight. BIO analysis cuts across the traditional Dynamics NAV reporting boundaries that exist between Receivables Management, Payables Management, Sales Order Processing, Purchase Order Processing, and Inventory.

All transactional activity captured in the NAV database is mapped to detailed activity types. Activity types are grouped according to business objects like customers, products, locations, and/or user roles such as product and customer managers.

The flexibility of activity mapping is key to enabling almost unlimited operational analysis. See a sample of activity types related to customer:

Top-Level Customer Related NAV Activities

• Customer Data Mining
  • Avg Days Between Orders
    
  • Avg Monthly Order Amount
  • Avg Number of Orders Per Month
  • Avg Order Amount
  • Days from Last Order
  • Nbr Months Since Last Order
  • Nbr of Months as Customers
  • Nbr of Months with Orders
  • Std Deviation Days Between Orders
  • Std Deviation Order Amount
    
    
• Customer Ledger Activity
  • Customer Credit Memo
  • Customer Finance Charge
  • Customer Invoice
  • Customer Payment
  • Customer Payment Discount
  • Customer Return
  • Other Customer Transactions
    • Accts Rec Correction
    • Accts Rec Other
    • Accts Rec Rounding
    • Accts Rec Tolerance
    • Realized Gain
    • Realized Loss
    • Unrealized Gain
    • Unrealized Loss
      
      
• Sales and Margin Analysis
  
  • Cost of Sales Invoiced (Value Entry Based)
  • Invoiced Cost of Sale
  • Refund and Credits Cost of Sales
    
  • Sales Invoicing
    • Sales Invoicing and Returns
      • Sales Invoice
        • Sales Invoices
        • Document Discount
        • Line Discount
          
    • Refunds and Credits
      • Credit Memos
      • Credit Memo Document Discount
      • Credit Memo Line Document
        
  • Freight Misc and Tax
    • Credit Memo FMT
    • Invoiced FMT

• Open Positions
  • Accts Receivable
    • Credits
      • Unapplied Customer Credit
      • Unapplied Customer Credit Partial
      • Unapplied Customer Refund
    • Invoices and Charges
      • Open Accts Rec Finance Charge
      • Open Accts Rec Finance Charge Partial
      • Open Accts Rec Invoice
      • Open Accts Rec Invoice Partial
      • Open Accts Rec Invoice Partial Other
      • Open Accts Rec Reminder
    • Payments
      • Unapplied Customer Payment
      • Unapplied Customer Payment Partial
        
        
  • Sales Orders
    • Open Sales Orders
      • Sales Back Order
      • Sales Back Order Return
        
      • Sales Order
        
      • Sales Order Credit
        
      • Sales Order Invoice
        
      • Sales Quote
        
      • Sales Return
        
  • Open Order Expected Cost of Goods
    
    • Est Cost Sales Back Order
      
    • Est Cost Sales Back Order Return
      
    • Est Cost Sales Blanket Order
      
    • Est Cost Sales Blanket Shipped Not Inv
      
    • Est Cost Sales Order
      
    • Est Cost Sales Order Credit
      
    • Est Cost Sales Order Invoice
      
    • Est Cost Sales Order Shipped Not Inv
      
    • Est Cost Sales Quote
      
    • Est Cost Sales Return
      
    • Est Cost Sales Return Shipped Not Inv
      
      
  • Shipments Not Invoiced
    • Sales Blanket Shipped Not Inv
      
    • Sales Order Shipped Not Inv
      
    • Sales Return Shipped Not Inv