W5 Reporting and
Data Warehouse
Suite
22nd October 2003 – SES Winnerish

What is W5 ?

What is W5 ?
Management Information System designed and build especially for Line 200/500
Data Loader Process
Data Warehouse (Access and SQL)
HTML Based customer front-end
Crystal Report Suite

What is W5 ?
W5 – Single Company
W5 Plus – Multiple Company
W5.NET – Hosted IIS version of W5

W5 Plus

W5.NET

Key Design Goals
Easy to understand Management Information
Professional look and feel to the pre-defined report and chart library
Very easy to use – completely non-technical
Integrates to Word, Excel, Adobe & HTML
Speed of reporting must be faster than ERP
Trend Analysis on the main KPI’s

Key Design Goals
Summary reports with drill down capabilities
Use Data Warehouse “Cube” technology with excellent data structure for reporting
Provide data across the entire business
Provide more reporting dimensions than ERP such as customer name for example
Must be able to be used as a data depot when the original Line 200/500 data has been deleted

Key Design Goals
Must be able to handle multiple companies with consolidation and currency conversion
Schedule the data loader which in turn must be able to populate multiple databases from one or many sources
Allow access to the data warehouse via ODBC to industry standard tools
Excellent Manuals and User Help Text

Data Loader Processes

Data Warehouse
W5 Sits beside Line 200/500 on the same or separate server (IIS server for W5.NET)
Loader runs automatically via NT scheduler over night
Full or Incremental data loads
MS SQL or MS Access platforms
Auto or Manual budget loading from Excel

Data Warehouse
Rationalised database
Less look-ups by reports
Data sanitised and “fixed”
Table names conform to SES convention
Multi-Company Consolidation
Reporting on individual data sets or the entire database

HTML Front End
Scroll bar gives easy access to options
Graphical drill downs for Sales Analysis
Data Cube presentation
Help buttons jump straight to help text
Manuals accessed via WEB page
Very easy to use and drive reports
With W5.NET – remote access to reports

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Reporting Suite
Over 400 Crystal Reports
Trend Analysis over time
KPI Analysis
Pie Charts with detailed drill down
Detailed consolidated data views & reports
Finance & Distribution modules
Export to Excel, PDF, Word and HTML

Reporting Suite
Financial Modules
Cash Book
General Ledger
Sales Ledger
Purchase Ledger
Fixed Assets
Project Accounting
Resource Ledger
VAT Register

Reporting Suite
Distribution Modules
Sales Order Processing
Sales Analysis
Stock Control
Purchase Order Processing
Product Recall

Consolidation with Currency Conversion

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W5 Plus Technical Reference and User Manuals

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W5 Security and
Access Control

W5 Secure Access Control
Each client is given access to the report views by W5 module so the system manager can restrict each users data view.
Something that other “tools” do not offer.
W5.NET uses the Crystal Enterprise secure access controls

W5 Secure Access Control

W5 Plus Ver. 2.2
Summary

W5 Summary
Tightly Integrated Data Warehouse with Line 200/500
Simple database to write reports against
Less look up’s makes writing easier and reports faster
Transportable data set (via e-mail or CD)
Trend data generated on daily snap shot
Incorporates non-ERP data via Excel Loader
System Wide Consolidation
Currency conversion across entire system
Reports ready to run “out of the box”
Secure Access & Password control

Thank You
We hope that this presentation has moved us one step closer to convincing you that W5 offers you a major business advantages.