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What is flex.bi ?
flex.bi is a web-based Business Intelligence system designed for companies who use HansaWorld Standard ERP business software, Excel, Atlassian JIRA and other software and systems in their business processes. This software is built to see the big picture of a company in one place - always up to date and presented in a simple visual format. It can be used to get answers to your important questions,
It helps to gather all your company data in one place, save time on manual data management, make decisions faster and motivate your team to reach targets in more effective way. flex.bi can be used to monitor overall company progress as well as for quick spotting of discrepancies and errors. You can use use flex.bi for for retrospective analytics analytic of previous experience, for up-to-date actual data monitoring and for future predictions about each and every KPI that matters for your Finance department, Sales Team, Logistics or Warehouse employeescompany.
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Product versions
flex.bi is available in 2 versions: two version - Cloud and Enterprise.
Cloud is a standardized version is taken care of by flex.bi version hosted and taken care of. It . You can create an account, choose the most appropriate plan, connect to data source and start using it in a matter of hours. It has all the features and flexibility but has its limits and might not be suited in case of specific requirements , and customization needs or extra large amount of data. flex.bi Enterprise
Enterprise is your private server installation that can be hosted in a the cloud by us or on premises and also premise with your security requirements. It can be customized for your specific special needs: new data source integrations, customized support for specific business processes or data structures.
With both products you can:
- communicate goals and progress on Wallboards around your office, warehouse or production environment
- be interactive and ask operational questions in Reports to make faster decisions or get new insights
- receive KPI Dashboards in Scheduled Periodic Emails
- add budget or Target values on top of Standard ERP data from Excel
- follow results on your touchscreen devices when you are out of office
- find out what the numbers in data cells or report consist of with Drill into & Drill Across functionality
- embed flex.bi charts and dashboards in your intranet, website or other systems
- send status reports to your customers, suppliers and team
Dashboards with DEMO Report Templates.
You can try out to building a Report in DEMO Hansaworld Invoices cube!
Integrations
Dynamic and flexible reports
With flex.bi you can build and customize reports with simple Drag & Drop, use 4 types of Drill options, to see related data, and display the results in 8 different chart types - bar, line, pie, scatter and other. Share results in scheduled emails, exported to XLS or put your Dashboards on the wall as a Wallboard. Calculations in MDX gives you freedom to implement more complex formulas for data selection.
You can read more about product features and see Demos here.
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Templates Library and Ready Solutions
Flex.bi offers collection of Dashboards and Report Templates you can use fore free. You can choose the right reports depending on your data, industry, company profile and goal you are trying to reach and transfer to your Cloud or Enterprise account with with your date in couple of minutes. Templates are easy to adjust to your your data and needs. If you decide to be a power user - you have full capability of the Drag-and-Drop report building environment to create your own solutions and implement more complex algorithms.
Some of the most popular solutions:
- Finance consolidation for several companies - combine all your company finance results in one dashboard to see the big picture. You can apply filtering by object, company, accounts and combine them together for more detailed and precise results.
- Budgets and targets - add budget or Target values on top of Standard ERP data from Excel, Google spreadcheets or other data sources and use these reports for budget and target control
- Trends and forecasts - use the data from the past to calculate trends of the future or perform what-if analysis
- Map charts and Geo coding - display results on the map and use Geocoding to link customer addresses to longitude and latitude values automatically.
- Team competitions - use these templates to configure and run team competitions to boost productivity and make reaching goals more fun and engaging
- Wallboards and Embedded Dashboards - publish reports in another software, html or other page. Design your own wallboard in company colors and display results to your team.
If you are using Enterprise version you can build your own Template library with the reports that you want to replicate in many of your accounts making set up of a new account or rolling out new set of reports even easier.
Finance consolidation
HansaWorld products integration
flex.bi specialty is business data analysis and KPIs based on Hansaworld Standard ERP data combined together with data that comes from other sources for full picture.
flex.bi Cloud version supports integration for Standard ERP Modules listed below, but with Enterprise you are free to add support for your custom made modules, registers and develop connectors for other custom software. Templates and Solutions are available for all supported data cubes.
Data connectors for HansaWorld product line
For Standard ERP users there are 2 data connections available. Data can be refreshed
- Rest API connection - ensures direct connection with Standard ERP. Requires Standard ERP version 8.1 or later.
- Hansaworld Source files import - controlled by a HAL package of per-scheduled exports of Hansaworld (.txt) files and Script that imports data into account.
- Combined method - supports both ways of Hansaworld data connectors. It can be defined seperate for each register or setting.
Other Data Sources
flex.bi specialty is friendly and automated Standard ERP integration, but you also can build multi-source reports with data from other systems, connect using Rest API, SQL and other connectors. Excel integration allows you to add budgets, targets and other important info stored outside any other system and see the whole picture of progress. Also, one report can contain values from mixed Modules of HansaworldHansaWorld.
Example: To measure a success of latest marketing campaign, you can compare Sales Ledger from Standard ERP, Google Analytics data and salesman activity from your Asterisk call central. If you would like to see Stock numbers by route and compare them with Logistics system data and issues created in JIRA issue tracking software, that is also possible.
Data connections for Standard ERP
For Standard ERP users there are 2 data connections available:
- HAL package of pre-scheduled exports of Hansaworld (.txt) files.
- Rest API connection (requires Webshop module and Standard ERP version 8.1 or later)
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flex.bi has ready to use Solutions, Dashboards and Report Templates you can choose depending on your industry, company profile and goal you are trying to reach. If you decide to be a power user - you have full capability of the Drag-and-Drop report building environment to create your own solutions, implement more complex algorithms or adjust the existing Dashboard templates.
- Dashboards with DEMO Report Templates
Solution Templates are packages that are built for Standard ERP users and provide solutions only based on flex.bi or some of them come with HAL package that provides extra functionality within Standard ERP. Contact support@flex.bi and we will tell you more about Solution Packages.
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Speed
Data is alive and changes. For us delivering real time answers in minimum time is priority. We use help of good quality data connectors and OLAP cube to ensure that. Database stores all the possible combinations of answers that are calculated during the import. It allows you to access data fast.
Report publishing and sharing
To be the first one to know your about your company progress, you can :
- setup dashboards in email and receive actual numbers in PDF file every morning
- export report results to Excel, PDF or CSV file
- embed flex.bi charts and dashboards in your intranet, website or other systems.
- communicate goals and progress on Wallboards around your office, warehouse or production environment.
- flex.bi is web based and available on your touchscreen devices when you are out of office.
User Rights
- Flex.bi distributes data by accounts, and one Flex.bi account contains a set of data which can be analyzed by one or many account users. The user who creates the Flex.bi account is Owner of the account. The owner has all rights for this account and also can add additional users to account. When a user is added to the account, it has access to the data in the account that determined by their user role. Only system administrators have access to the system administration pages where system configuration options can be modified.
- All data provided by the account owner to other users for the account will be accessible for all account users currently. Sensitive data can be protected by creating separate accounts for different classes of users.
Server requirements for Enterprise version
Software
- A flex.bi Enterprise installation that is supported on Mac OS X, Linux and Windows.
- Java SE 7 or Java SE 8 should be installed.
- MySQL (version 5.x), PostgreSQL (version 9.x), MS SQL (version 2008 or later) and Oracle (version 11g or later) are supported as a private flex.bi database.
Hardware
It is important to have enough RAM on the server to cater for the needs both of flex.bi server (the java process) as well as MySQL or other SQL caching needs. For larger setups minimal suggested would be 2GB RAM for the java process and 4GB for the MySQL process.
To leverage the feature of parallel import threads to improve import speeds it is important to have as fast as possible and as multiple CPU cores. For larger installations we are suggesting AWS configuration c4.2xlarge with 8 CPU cores that allows to safely import data with 5 or 6 import threads in parallel.
For hard drive we suggest to use SSD or similar speed setups with the size enough to cater for the data files that will be uploaded and multiplied for the SQL database.
It is not recommended to run HansaWorld Standard ERP server on the same Instance
Security, technology and server maintenance
- Flex.bi is built with the Ruby on Rails framework which includes standard countermeasures for common web application security threats, such as cross-site scripting and the framework also ensures session security , it is also recommended to use HTTPS / SSL in production to ensure those session cookies are sent via a secure connection.
- Each flex.bi web requests is authenticated and authorized ensuring that each user can only gain access to the accounts where they have permission. User can also only access the application via web requests and have no access to the source code on the server.
- We use https://www.hackerone.com/ services where several invited hackers are testing and reporting security vulnerabilities.
- To monitor user activity and report speed we have created Usage statistics Dashboard that allows each system administrator to track errors and changes on their server.
- All of the main activities, web requests and background import jobs are stored in the log files. Log files are stored on the server and can be accessed through application in read-only mode.
Customer Reviews
| " flex.bi on-line "Sales interactive screen" allows us to follow team results continuously and helps to accelerate decision making and implement improvements needed. It is perfect tool to motivate team to get better results and reach the targets." Vilnis Krauze, CEO Baltu Veterinārija LTD, http://www.baltuvet.lv/, Latvia |
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| "The drag and drop interface makes it easy to understand and create complex reports in minutes.The cube structure to data allows one quick access to large data sets. Alan Harper, CFO, https://www.digicape.co.za/, South Africa |
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| “ flex.bi is is the best BI tool if not the only to perfectly have your data from |
HansaWorld SERP in one view. When you understand how to use it, the possibilities are unlimited. The drill down functionality is wonderful. With the different type of charts it makes reporting and planning easy. I started to use flex.bi in 2014 with only 5 registers from |
HansaWorld that were supported. Today flex.bi supports all the major Registers within HansaWorld SERP which shows that their team is committed to provide a proper Business Intelligence tool for HansaWorld SERP users. I just signed to use Enterprise plan.” Norman Mouton, Group Management Information Systems Manager, http://www.deepcatch.com.na, Namibia |
flex.bi history
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