Personalized Business

Intelligence
Microsoft Dynamics NAV
Presenters:
These slides are intended to show customers how Microsoft
Dynamics NAV can deliver personalized business intelligence
(BI) relevant to specific job roles in an organization. It
features 6 “personas,” describing how each one uses BI and
showing three examples of how specific information can
provide insight that leads to informed, confident decision-
making.
Organization:
Introduction–The first four slides provide an overview of
Microsoft Dynamics NAV BI capabilities, including the Role
Center.

Personas–The remaining slides focus on how 6 job roles found

within a typical organization use and benefit from the self-
serve business intelligence delivered by Microsoft Dynamics
NAV.
Business Intelligence for
People
Role Centers: RoleTailored
and Personalized
 Demo
Charlie, CEO/President
Finance

INSIGHT INSIGHT INSIGHT

Track status of the Get up-to-date See trends for
organization’s KPIs fiscal year balance company balance
versus budget
ACTION ACTION ACTION
Communicate Quickly recognize Allocate financial
actions to specific areas of concern resources to
departments needed areas
 Demo
Phyllis, Account Manager
Finance

INSIGHT INSIGHT INSIGHT

Sales and profit Top 10 customer Outstanding PO
per key account sales approvals

ACTION ACTION ACTION

Maximize efforts Push high-priority Prioritize tasks to
within needed orders avoid backlogs
areas
 Demo
April, Accounts Payable
Coordinator
Finance

INSIGHT INSIGHT INSIGHT

Overview of third- Vendor delivery Identify and
party and payments due prioritize vendor
engagements payables and
approvals
ACTION ACTION ACTION
Respond to queries Monitor cash flow Make timely
from management to vendors vendor payments
 Demo
Kevin, Sales Manager
Sales

INSIGHT INSIGHT INSIGHT

Stalled pipeline Sales performance Sales and profit
opportunities overview per location

ACTION ACTION ACTION

Reach out to move Plan activities and Optimize efforts
those effort with specific where needed
opportunities customer groups
 Demo
Susan, Order Processor
Sales

INSIGHT INSIGHT INSIGHT

Monitor item View items Track status of
status required for orders not shipped
complex orders
ACTION ACTION ACTION
Combine pipeline Coordinate with Prioritize orders
opportunities with purchasing as and investigate
items in stock necessary issues
 Demo
Alicia, Purchasing Agent
Operations

INSIGHT INSIGHT INSIGHT

Scheduled Summary view of View of upcoming
purchase order inventory POs, outstanding
statistics availability POs, and PO
returns
ACTION ACTION ACTION
Schedule POs in Plan and execute Prioritize most
logical batches procurement important work
against stock