Genius Analytics

Today’s session we’re going to be talking about for sure who is Genius. So we are Genius.

We’re supplying Genius ERP. So for sure I’m going to talk to you a little bit of who we are and then we will move into current challenges and solution keeping in mind a topic that is analytics and then not only showing you market wise or manufacturing industry specific type challenges and solutions, but also going to the solution that is Genius analytics. So yes, I will do a live usage of the system and I will show you a little bit in a scenario of a certain situation where we will be playing the role of production manager, for example, or team lead in the shop, trying to see some things that could go wrong with hours from our employees. That’s going to be one of our scenarios that we’ll move into before the end of the session. Then I’ll have some questions.

Please stick around because my last, last page that I will be showing you is what’s next. So we do have other great stuff coming on with our webinars and other great opportunities to hear some free material from us again in the future. So I will for sure tell you about that on the last portion of the presentation. So again, my name is Frank and I’ve been with Genius about eight years implementing helping our customer in any way form, helping Genius grow and our customers grow as well.

All right, so a little bit more about who Genius is. To start with, it’s going to take about six. Well I said six minutes this morning and it take like, it took like 8 or 10. So kind of get the figure 6 to 10 minutes and we’ll be done with this section. So again, Genius is 30 years in making, meaning that it’s been around serving manufacturers for 30 years.

We weren’t software provider at start. We were actually giving out services, industrial engineering services to manufacturers and then it turned into a software fairly quickly. Actually probably 25 years or about. So supplying the Genius ERP software. And you can see our footprint is all across North America.

Yes, we started to have footprint here and there somewhere else, but our main focus is really North America at this moment. We grew to a place where we have now more than 100 employees. Three years going and still growing. Probably 120, I think right now or something like that. Ten thousands of users.

That’s a lot of users. And leading to really my preferred stats of all this little intro is the fact that we have a 96% retention. People are joining us. They’re liking, they’re getting a good fit to the manufacturing industry and they’re staying with us. So if you compare that to the market retention rate, if you want to call it that way, it is pretty high.

And I’m very proud to say it every time, 25% compounding growth. We’re probably somewhere at 23, 25 in the last couple of years and been keeping it up.

Let’s brag a little here. It is a lot of different website that helps people find the proper ERP for their industry. And in these different website, we keep getting pretty good badges. We are being recognized as some of the leaders or front runners in a lot of these. You can see on the top right here, there’s an actual Gartner Gantt that’s pretty renowned in the ERP market.

When you’re looking for what is the. The software that gets the most satisfaction or the most easy to use. And that’s kind of the two axes here, satisfaction and easy to use. And you can see how we pretty much stand out even compared to bigger names. So we’re pretty proud of that one from these different websites.

Sorry. All right, so what makes us unique, what. What differentiate us from. From competition, I guess at this point is we are built for manufacturers, we’re built for people that are doing engineering. We’re designed to order.

I guess that’s our niche, if you want to call it that way or make to order. And that means that we have tool that helps you manage from quote to cash. That’s a nice sales expression for you, really. Meaning that we have the. If you’re doing design, for example, we have a CAD Tabant that is definitely a differentiator here.

That’s a tool that integrates CAD drawing tools to Genius CRP basically. And we also have things like Smart scheduling where it says here leading industry scheduling where it basically says that we have not only that finite infinite just in time or as soon as possible type scheduling, backward forward scheduling. Yes we have all of that. But on top of that we came up with a way where we can also leverage fear constraint, drum buffer, rope. These are really big words in the industry.

If you know a bit of the technical or savvy stuff about scheduling and we’ve got that in our software. We actually made two or three webinar in the past on these topics. If you are interested, hit our website Genius ERP.com on the webinar portion. I guess you guys went through this just to register today and you’ll find some of these topics on scheduling business intelligence. Well needless to say this is the topic today.

So analytics, business intelligence. This goes exactly in line with our topic. So I’m going to hop over that one because I’m going to be talking about it for the rest of the session. This slide here is meant to talk to you about the offering of Genius ERP. What is Genius ERP?

Yes, it is a software. It gives you tools functionality to deal with your business in manufacturing from quote to cash, where we say accounting suite here we’ve listed a few of our functionalities just to give you an idea where it goes from sales, engineering, production, scheduling, quality and stuff like that. And it’s all part of Genius offering in one software. So the data centralized you can see here, it kind of showed that with a gearbox all the functionality to one system. Also we have and this is latest here I was still surprised we had some customer joining.

Wow, there’s still a batch of people that just joined. Hello everybody that’s joining. Welcome. This is something that probably dates from more like two years ago, but still it shows how the system has been growing and adapting to our market. We are listening to our customer and growing with them, making our customer grow and grow as well by offering more features like how we came up with tools for field service to remotely enter their time, see work orders and stuff like that.

That dealer portal slash customer portal if you want warranty management, after service management, knowledge base on product that are sold, what’s happening with them, quality control and so on. So I know there’s a few existing customer on our attendees today so that if you didn’t know about has been around for a Little while now and we kind of grew into that delivery mode. So again if you are some of these that do not use Genius ERP today, if you’re interested in starting to use Genius, the way we deploy with our customer is you either buy or rent the software. That’s a two first option. And then what do we do?

We install it on your server. So the buyer end for me are kind of similar. It’s just the way you pay for it. But at the end we install it on your server. Might it be at your facility or it’s hosted somewhere?

Kind of the same way for us, very easy to change server as well. If you’re ongoing with Genius and want to flip to another method that’s also easy for us to help. We also have the cloud method that is actually our own team that manages your hosting and then you connect to it to use the software.

I can’t be talking about Genius today without talking about Genius Academy. To me it’s a must. It’s probably 2018 where it’s satellite or something like that. It was just prior to Covid and I promise you we didn’t plan Covid when we started having our learning platform online. It just came up at the right moment if you ask me.

What is it? It is. It started as being just a learning platform where we’re putting a few videos for people to train on their own time and do their own learning. And it become a really huge part of Genius today where we can actually create a learning path where people can get onboarded with Genius very much more easily. So often what we do is the basics are done through this platform.

Then one of our consultant comes in and consolidate that knowledge and that process that you have in your own business that is probably very unique to how you use Genius. So very, very strong tool that we’re leveraging today. So again, small videos, path to learn, quizzes, way to monitor the pro, the progress of your team. And if you’re doing a lot of onboarding or turnover, there is also a little section where you can find typical courses for a certain role. So you’re hiring a new purchaser.

There is a path learning path for purchasers for example and without the least, if you’re on Genius Academy, you also have the access to three one hour period per week where you can hit us and join a team like we’re seeing here. We see my colleague, my colleague Sylvain, I think he’s on the Wednesday and he’s doing a meeting with four or five other customers that join in to ask questions. I’m trying to do this ingenious. I’m not exactly sure if I’m doing it correctly. Can you help me, Mr.

Expert? And we answer your question. So free one hour session with one of our expert three times a week.

All right, not bad. 211. I think we started a little bit late. So that’s about eight minute intro. Not too bad.

So again we’re now getting into really the neck deep into our topic. What are the current market challenges regarding data analytics? Business intelligence. That’s kind of the topic here. So don’t go too high up here.

Yes, I’m starting market challenges, but let’s go with one of the definition that I saw on Gartner about what is analytics or business intelligence. It basically said it this way where it says it’s a term that includes application infrastructure or tools made or to enable you to use data or to analyze data to optimize decision and performance. A lot of words here to say I’m trying to find a way, a system to reach my data and actually use it efficiently. That’s kind of the entire intent of the topic today. So current market challenges.

The first thing that comes to mind is big data today. Strong word here. My idea when I was putting this slide up was more about Data island where if we look at manufacturers, for example, people that are growing from smaller to bigger, perhaps you’re starting to look for an ERP and joining us today. That’s probably one of the situation with manufacturers where we usually start with using somewhat of maybe a small accounting software, bolting on a few Excel sheet, starting to use a lot of paper for the shop, maybe drawings and probably Excel sheet for quoting word for putting out their offer and then maybe some other Excel to put on some work orders on the shop floor and then will clock time, maybe still on paper or we’re write it down and the fun fact is after the fact we’re leveraging that data. People are crunching down the numbers from all these timesheets, for example, and now we’re trying to turn around and use that for payroll.

But then somebody comes up with a brilliant idea of are we making profit? And then that person has to crouch numbers again and how do we reach that data? So see where I’m going with Data island or I’m tempted to say silos. So department silos or Data island kind of coming back to the same thing that is all over the place then if I’m about to talk about this graph here, I’m trying to make Due diligence. Every time I do these webinars and to find great info, to show you knowledge that we gathered, I went on the Internet, surfed it up and try to find data.

And really it came on very similarly in different area of business. And that’s why I have a range of percentage here. But in most cases, what you saw is. What we SAW is like 60 to 73% of data in companies are not exploited or unexploitable, depending on the type of data we were looking at, but basically is unused. So that’s bringing to the point that data is either unavailable or we don’t have the means to exploit it properly.

The glass here where I want to go with this is we lose time looking for information and let’s disregard the dottot island or anything right now. Perhaps you have a system today, but you just don’t have the mean to reach that data. So I’m. There’s another stat here, I have it written somewhere. Give me a sec.

Oh, six out of 10 employees say that they are. They are finding more difficult today accessing information or proper information to do their work. Basically that article that I found was saying that people are trying to work efficiently, but they have to stop, look for info, then continue working, then stop again, look for information, continue working. And that makes like iterative work and makes it not as lean, not as efficient, basically. So having the proper tool to reach data or having access to data, basically that’s what comes to mind when we’re talking about that challenge.

And the last one but not least is basically how to make data speak. So some of our customers, none of our customers, some of the article I was reading on the Internet was saying that a lot of people will have a consolidated area of data or will have access to their data, but they don’t have the savviness or the tools to actually make it speak or make it into a user experience that is actually usable. And here I’m thinking, you know, these. Everybody probably knows the light method. Like I go green light, red light.

Everybody played that when they were kids. And it still works today in shops. I mean, you’re about to work on something, no red light, you know what it means, you just stop. So similar type of indicators that works for your crew and that can be driven by data. Again, so that’s what I’m saying is usable intel.

All right, so that’s for the challenges in the market if we move into even 10,000ft up. Now, let’s get it down a little bit narrower. Or 2 how does that transcribe into manufacturers need so manufacturers when they’re looking for data usable intel few examples that comes to mind sell statistics and that’s broad. What’s my best seller? Which product am I selling the most?

That doesn’t mean that’s the one that I have most profit on and or it could be which best seller could be which salesman’s performance best as well. So all type of information that we’ll be looking for when we have access or proper tools to reach our data after sales service. This is a pretty good example where you know what, maybe I’m making profit on this item when I build it, when I sell it but it cost me so much on after sales a replacement part or warranty that it’s I’m not making money, it’s not durable, it’s not quality enough. I got to work on that product. So again other nice example customer profile.

Who’s my best buyer? Who has the best chance of coming back? Maybe I should target that industry again. Production backlog. That’s a nice one.

Where and I’m not talking about actually the next point is probably where I was going in my mind where I was thinking hey where is this job at? Is it finished on painting or is it out for outsourcing? Is it back? Where are we on our current project status? That’s kind of where I was going.

But the production backlog is more when can I promise a date next or where are my bottlenecks right now? What what is the issue with what I have to do right now? Let’s get to the executive level cash flow. There are some metrics that are required or operational data that’s required to know on day to day. Can I put some money here?

Do I need to hold off on some money there? This is definitely where that intelligence is required. Business intelligence is required. Employee management time card. And this is getting into the example we’ll talk about later.

But knowing where people are efficient using their time, are they on cue on what they need to do? And back to the example I was saying. I mean I need to gather information to send it to payroll but then probably need that information in another ILM that is Accounting and management or wherever that information needs to be easy to be accessed without having to be rehashed again or reanalyzed by somebody else.

What are the solution to these market issues? Before I head into what Genius has to offer, let’s go to another web search. We did. And again I went back to Gartner. This is Kind of my reference in the software market and I love they had a full explanation of what does data and analytics work.

I’m going to start just by giving you the definition and I’ll explain where this was going in about two minutes here. So they are describing data and analytics as the management of data for all use, meaning for operational and analytical reason. This is kind of calling out the fact that we need access to data for doing transactions, recording transaction, but also knowing what’s next. What do I have to do? Quick decision, operational decision.

Whereas for me, analytical means almost metric means are we on track with budget? Are we close to operational? But often it’s more measurable and then we’ll go into why do we need access to data? It’s for to drive business processes and improve business outcome. Where is that going?

Meaning that it helps my operational business. So I need to take decision. Am I going left or right? I need to have the proper information to decide. Coming back to my example, I’m doing my job, I got to stop look for info, but then I need to have a process defined.

Look for that info. Is it green or red light? Go or no go? Go left or right and improve business outcome. If we know the path, the glory will make it happen more easily.

It’s going to be more lean, more effective. So that’s kind of the point here and that’s the most important part here. How do we do it? Through effective decision making and enhanced customer experience. That was vague to me when I read it first.

Meaning that we need to have the proper tool at the right place, the proper information at the right place so our employees don’t stop, they can keep going with the green light as much as possible. So proper decision making or effective decision making how with an enhanced customer experience, have the proper green and red light at the right places. So if you ask me what’s customer experience, it could be a ui, it could be a dashboard, it could be those slides, it could be so many things. But use them where it matters.

Sorry. So what do we have to offer? What is Genius analytics and what does it bring to the table?

So the Genius analytics functionalities that’s been added to Genius not so long ago is actually first of all, I should say web based, so it’s fully accessible, mobile, meaning you can use it on a tablet. As soon as you have Internet access, you can reach it. So desktop tablets on the go, that’s reachable. So that means whatever my role is, I’ll have access to that information. It’s directly tied to Genius ERP.

So that’s another fact. If you’re using Genius ERP, you already have your data centralized. We’re talking about Less Data Island. We’re bringing in the information into the ERP and then with analytics you get straight access to that data where it matters. To a point here, everybody with a license in Genius has access to those.

Not only that, we have a tool in Genius that allows people to go and clock time, attendance time on jobs, however you see fit through that login, you can share them Dashboard and analytics as well. So you don’t need a full license. Any employee in the company will be able to reach these analytics. That’s also to the point. So through our offering and I’ll be talking through my example of what it has to be as coverage, but you can already see that’s an out of the box dashboard we supplied.

So yes, we’ll have built in matrix metrics, indicators that you can leverage. You can slide them on your dashboard, start from an existing one, move the widgets around as you see fit to best use it. That’s definitely there. But I think the power of it, if you ask me, is way more behind what I’m going to be doing today. And have access to quick data.

Anytime you do your work, stop. Look for info. Great. If it’s something that happened before we build a dashboard, we build a red green light type thing, you can move quick. What happens if it’s the first time you encounter something?

It’s the first time you have this challenge. You need to have agile access to data in the system and that’s what we’ve made available with Genius. Looking forward to show enough to you in a moment. That’s what I meant by data tailored to your need. Meaning that you’ll have access to data and to shifting around or changing it in the way you see fit without too much savviness into system change or something like that.

We end up with the end result. That’s the principal reason why we’re going there. Make the right decision when it counts, at the right moment.

Now I’m going to go to you guys before going to my example, I’d like to know how much information do you feel that today you are leveraging out of your system? So from all your data, how much are you actually leveraging for decision making? So take a moment. My first answer is less than a quarter. Then we have somewhere to up to a half of your info.

Then we have half to a third or three quarter of the information you gather is actually turn into in actionable intel or 3/4 or more. All right, I already have 60% of the attendees answering. Thank you. Oh, it keeps coming. Thank you for participating, everybody.

That’s really great. So again, the question if I have to rephrase it or try to rephrase it, is how much of your data of the information you gather through transactional information is actually turned into decision making. All right, 75%. That’s enough for me to stop. That was pretty quick.

Thank you everybody. So I’m going to stop the poll and I’m going to share result. Again, there’s no name sharing here, it’s just a percentage. This is pretty confidential. So what are we seeing here?

Not bad, actually. I had a French session this morning on the same topic and I’d say I think they were 40% of the answering parties were into the 25, 49. And then my second biggest one was I think 30% in the 25%. So you guys are using a little bit more information. Let’s say between zero and three quarter of the information.

That’s pretty good actually. So probably some of you already know business intelligence or way of leveraging your information thoroughly or you have a few whiz up your sleeve in your company that helps leverage infer. So great to know. And I’m not saying I’m going to pull any conclusion from this, but I kind of wanted to get a feeling of where you guys were sitting and ladies in the usage of your data.

Okay, I hope this works. Last time it went, it didn’t go back to the PowERPoint. All right, so now we’re moving into our demo scenario. Let me explain a little bit the context or the scenario that I have in mind for this little demo run where I’m going to be building a dashboard or building an indicator. And I think it’s important to know where we’re going first.

Before I go in here. There’s usually two ways I see leveraging intelligence or analytics. There is the one time or one off, meaning that, hey, we encounter a situation very out of the ordinary, so we’ll probably not need that information again in the future. But right now I need access to info to take it advised decision. So let’s slice and buy some info.

Let’s pull some data on screen. Oh, that’s what I wanted to know. Let’s go left. Perfect. No, I don’t save it.

Just leave it there or trash it. That’s it. If I know this might come back, I can save it. I don’t even need to Share it, but it keeps in my database of indicators and then whenever I need it, put it on a dashboard, leverage for something else, or share it in meetings. However, we see the best way to use that information moving forward.

So keeping that in mind, think about this one. I’ll show it later. You can build this pretty fast, share it right now and disregard it, or you can actually leverage it forward. In this situation, we’re going to be more of an executive team member that’s in charge of operation or production supervisor. Perhaps you could see that person also has maybe just a team lead in the shop.

But you’ll see in my scenario, that person will have access to like an executive dashboard looking at more information than just a team lead. The issue we’re going to be experimenting is cost overrun, unscheduled time, maybe some abuse of overtime as well. And basically what we need is to visualize that information or have an alert when there is usage of these overruns or over time, I should say. And how do we do this? I’m going to go leverage analytics and right about half hour I’ll move into demo.

That’s not bad. We’ll be looking at how we can build that dashboard information indicator so we can have visibility right away on who’s using over time. Maybe I want to compare. So I’ll make it into maybe a grid graph where I can compare which employer leveraging over time so who’s using it more than somebody else. I want to be able to compare employees quickly, see when there’s usage and probably I want to dig into that information to see maybe on which job we’re putting more cost or which product we’re impacting with that overtime sounds good.

I’ll move forward. Little reminder, if you want to use the Q and A to ask question or get more precision on what I’m explaining today, feel free to hit that Q and A section and we’ll go into demo. All right, here is the login page of Genius ERP. Now, there are some of our customers online today. This is the the web browser access to Genius.

If you don’t know about that, hit the Q A or write us at Customer Success. We’ll help you get through at support. Sorry. We’ll help you get to that page if you don’t know yet how to do it. So when you get to this page, use your user login as usual.

And yes, Genius can manage multiple companies or multiple legal entities if you want in the system. Let’s reach this one here. Now, I’m that production supervisor I’m logging into Genius and right away I made my dashboard my landing page. So I get into right away the indicators that make sense to me. Now, let’s say for today’s scenario, I am usually sitting in a meeting with other executive team members and we decided on a few key things we wanted to monitor.

Now, the first thing to say about that is, is that what’s going to be there for the entire year? Well, I think if you’re leveraging data for decision effectively, it will not. It will be alive. It will change. An indicator for me, if you’re putting on a landing page like this is usually I am monitoring what is right now critical.

What usually drops between two chairs that we forget about dealing with or people will drop the ball on it. So let me compare that. You’re all in manufacturing, so let me compare that to production schedule. We’re usually looking at scheduling in a way where we look. Where is our.

Our bottleneck, the place where it’s the slowest in the shop and we try to optimize that. But until it’s done, that’s the place that everybody’s looking at because that’s the issuer. That’s the what sets the pace to everything else. Similarly here, if I look at late vendors, I want to drill into that because right now this is critical to me. How come this one has a lot of late pos.

Let’s look into it. I can drill into information, have a discussion with my supplier. So again, actionable intel on something that hurts right now. But usually what happens, you have a bottleneck in the shop, you’ll make it more efficient. You want your shop to strive to get more product out the door so you’ll make it work better.

And then what you know is the next day you start having issue down the road or down the line or however you’re set up, and it’s another department that starts being the bottleneck because that one is more efficient. It’s for more stuff to the next guy. And this one doesn’t know how to suffice with that much throughput. So similarly with these dashboards, we’ll probably. Well, light vendor is probably not a good example right now with the world we’re living in.

But let’s just say you’re making better, that’s more under control. Then perhaps it’s another hurdle or critical indicators that you want to put there instead. So for me, it makes sense that these are alive. And depending on your role, you might want to change which indicators you’re looking at. You can have your own dashboard share indicators with team members.

So you’re looking at the same indicators. I’m sorry, but you don’t have to place it the same way. For example, here I’m a production manager for me after sales doesn’t speak to me that much. We’ll probably discuss it in our next meeting. But for me, I want to surveil over time, we’ll replace this little widget here for after sales by our overtime dashboard that we will build together.

Now how do we do that? Before going there, I did tell you we have things that are out of the box with Genius. This one, I was going to say I but my colleague Dave and I built it in about an afternoon and we made sure that we made this with all the out of the box tool of Genius with what I’m going to be showing you next. So there’s not a lot of deep technical knowledge put into this. It can be built pretty fast with the drill through and things like that that you saw me use.

So we do have a few out of the box. We showed that to you in a screenshot earlier. If I go maybe to this one here, you can see how they look like these out of the box dashboard where you can have for example, late pos listing who’s on track, who’s late, indicators of all sorts of kind. And again, you can leverage any of these and put them on your own dashboard if you want to for your own landing page. All right, let’s get into.

Oh, there’s a questions.

Okay, Jennifer, I’ll answer you a little bit later maybe in the question section. But it is a question about accessing. You’re probably an existing customer here and wondering how to access the web portion. Well, I’ll get you information for sure on this. Okay, so let me go into drafting my own indicator here.

So I’m going to go into my Genius analytics designer. So this is the environment where I can build my own dashboard indicator. And I’m going to go simple, we’re going to go create and the very basic one, express view. Now this is where the magic happens. If some of you are a bit savvy on how that type of analytics business intelligence work.

This is usually where you have to search for data almost know how to program to combine information from different island in the system. I’m still saying island because let’s face it, an ERP has many modules or area of the system. I hate to call them module ingenious since we’re all in one. But I mean when I Enter order. They are in the order section.

When I do production, it’s in the production section. But if you want to combine that info, there’s usually how to combine it through programming. That happens. Our team has done all that work for you, so now you can pull from different areas of the system. So let’s get back to our problem.

Overtime. How do I pull overtime? Let’s go to production section. I’ve got direct labor here, indirect labor. I’ll have time probably.

Yeah, there it is. Time. Slide it in there. Drag and drop. I’m going to go with wage code.

In Genius, that means what type of time entry is it? Regular time, overtime, double time, and these type of entries. Now, what could I want to see on top of that? We wanted to see if the time entry affected certain product or job in particular. So let’s bring in the job number.

All right. So I mean, so far I’m pulling everything from that time entry. Let’s look at pulling information from somewhere else. You’re going to notice that other areas of the system might be grayed out because it doesn’t make sense to gather information from these two combined modules. But if I go into employees, for example, that would make sense.

Let’s bring in the name. I’ve got full name. There it is. Employee, full name. So I’ve got the name of the person, the time, the type of entry, and the job number.

That makes sense to me. Let’s actually group it by employee. But now I know. Ingenious. I’ll probably have all sorts of regular time in there.

I’m only interested in overtime. So let’s do something. I’m going to go into the filter mode and make sure I only see overtime in this indicator. So I’m going to filter by wage, and wage equals overtime. On top of that, I’ll do a little something else Here In Genius, we keep record of every time entry made, and we keep active only the timesheets that are efficient to the system.

Meaning that if you correct a time sheet, if you delete a timesheet, it will be inactive. So let’s only keep active timesheets. That’s pretty much it. Let me hit run. How long did it take me?

About three minutes here. And I explained a lot. I went around and dragged it on a little bit. But you understand that building this is pretty fast. If that’s already the intel I needed, export it, share it to the team.

You don’t even need to save this or to make it into reusable indicators for the future. But in our case, we’ll push it forward. So that’s what I call kind of quick data. Come in here, drag or build the information you’re looking for. Let’s go back to work and keep on working.

Now I want to leverage this for the future. Let’s make it a bit more actionable because if I look at this, to me it doesn’t jump very quickly. Perhaps Roberto has two entry, but if it would have more hours on one entry, it would be hard for me through my eyes to see this property properly. Again, I’m thinking red light, green light. I want to see it quickly.

So I’m going to go into graph mode. Let’s make it a chart. Okay, you’re going to tell me we can see it clearly here. But my thought is you probably have way more than three employees doing over time when it happens to your shop. So perhaps I’m thinking bigger here.

You probably will want to use something like a funnel type where you see the employee with the most usage on top or perhaps more of a pie chart. So again, you’ll be able to choose which format suits your environment better here. In my case, I do think with the amount of entries I have, this makes sense. So now I have a certain format. You know what, let’s, let’s put a title on it.

I’m going to call it overtime. I hope I spell it correctly here. All right, so nice little title and actually let’s save it so I can use it somewhere else. I’m just going to call it overtime and let’s call it test because I think I already have something named that way and I’m going to save it under my user so I can use it in the future. Safe.

All right, so now, now that’s ready to be put on another dashboard. We said it earlier, let’s go back to that main dashboard we were on. So I’m going to go into my library of existing components and again it’s Dave that made it with me earlier. So let’s go here and go into that business. 360 Dashboard.

We’re going to edit it and if you don’t remember which one it is, I can refresh some of these views. There was the, the vendors here, the after sales service. This is. Did I leave it in French? Should be.

Anyway, let me just cancel this tile. We’re going to delete it and we will bring in the new dashboard that we just created so we can have a clear view within our landing page. Again, I’m going to go back to My section here. Now you saw me drilling through other people’s dashboards. We have an entire Genius library where I can pull from indicators, like cells by territory and stuff like that.

So I can bring that in and we’ll have pie charts, indicators, and all sorts of reusable items that you can leverage. In this case, I’m just going to use the one we just built together over time and I’m going to bring that straight in here. And I like to leave little borders. So I’ll make it cute like that. And let’s run it.

So that’s going to be my landing page, where you know what, I’m going to save that. It shows some French, probably played around with some of the functionality this morning. Let me save it. And I’m actually going to refresh my landing page and it’s going to be all English here.

Oh, I refreshed the other one. Let me just go to my homepage.

There it is. And you can see now I have my landing page with my overtime here. And now I want to know maybe which job is impacted by all that overtime from Roberto. I can click on it flips to that grid mode already filtered on that person’s name. So I can drill into the information.

And there are some neat functionalities. I can change some by maybe maximum average and these type of functionalities very quickly here. And I can flip back to the indicator mode. So again, very easy to add some information in there. There is another question here.

Give me a second.

I love it. Here’s a person challenging me here. Probably somebody that knows a bit Genius. Oh, no, maybe not. Anyway, okay, so I’m sorry, I’m there laughing on my own.

The comment here is that that was kind of quick, but it was a bit too easy. I guess the comment is a bit in that motion where I made it look too easy. We didn’t filter on any dates. We didn’t perhaps use the data properly so that it’s really usable in real life. Well, okay, I’ll take the challenge probably.

Okay, let’s go with the dates. Right. So let’s say right now I don’t have a dip filter on there. So yes, for real. I just created a few overtime for my demo here today.

But let’s. Let’s make a big filter in there. All right, so let’s go back into edit mode here. And what I’ll do, I’m not even going to go back to my indicator. I like it the way it is.

It looks at everything. And I’m going to go Straight into my dashboard. So I can actually play with the date filter in my dashboard and I’m going to use a new filter. So you can choose here or you can just drag the little plus to the area and let’s make it look good again. And I’m going to use, See you can use either another report or anything.

I’m going to choose filter and now you can filter on anything that’s in the page. So I’m going to go with the pay date. Here it is, direct labor pay date. And now what do I want to affect? It already knows that each of these other dashboard I can’t filter them because it’s not using the data pay date but this one does.

So I’m going to say it affects this dashboard when I filter it. I’m going to use a date range and I’m going to go I don’t know 2000, let’s go 200101 or way in the past two. I’m going to use a function that says today and that’s pretty good. Let’s save that. Let’s go back to our landing page and just refresh so I can test it in the proper language of my user.

And now I have a date slicer so my data is probably well you can still see now I have date range from 2014 to 2017 and that adjusted my results. So now if I click I only have this entry and probably we could put the date in here so we can see when it happens. So again it took a minute more added filter in there. So very, very easy to use. I hope, I hope to that person that asked a question that it kind of makes you feel lighter about leveraging that tool.

Okay, so now me as a supervisor I have the information if ever something comes up and we are questioning what’s happening on a certain case, you now see that you can easily go find information with that tool without having to wait for a technician or somebody that knows programming to do so.

Jennifer, that’s a very good question here. Jennifer’s asking if this is an add on feature to Genius or is it built into Genius offering? Very good question. The analytics is right now available to you if you have access to Genius, if you have a license, you will have access to Analytics. Now it’s part of the base offering what you will not have access necessarily that you need a package of editor license is to build your own.

So you will have access to our out of the box and to get to the tool here, that editor there’s a little Package of license that you need to activate and decide who can actually create and edit these dashboards. If you want to know more, write me another question. If you want to need some, if you need some coding or anything on that, just write us a little something in the notes and I’ll put you in contact with the proper person. All right, let me go back to our presentation. Another question here.

I’m just going to go answered because I’m starting to pile up some questions here. Let me flag them as answered if I want to see where I’m going with this. Could we break it down by machine? Yes, you could. So another Genius user here for using the term machine and detecting who’s who here.

So yes, you could go in there and add another grouping or add another layer to this so you know which department or which area of work is affected by the overtime, for example. Yes, that would totally make sense. All right, so in conclusion to what I presented today, I want to wrap it up to the challenges to what, what we have in our offering. And remember, keep in mind, after I have the questions and I have what’s next for you with Genius. So if there’s not too many questions in five minute tops will be done here, I’m kind of saying please stay tuned for what’s next.

So current challenges are data island big data if you want, trying to reconcile data or consolidate data from too many areas. So for that I would say with Genius, ERP, this is a great way to centralize your data, have everything sitting into one system. That’s probably the biggest solution I can kind of guide you to. Then we were saying about 60% of the data is unexploited. Well, that was through a different search on the web.

You’re telling me perhaps you’re using more 50, 60 or even a little bit better than that. So you were, we were parsed across here as far as how much data is unused. Now I, I hope I showed you how much access you can have to your data and how much you can leverage of it through the tool today. Time wasted looking for information, trying to gather that type of record that we did today or that type of insight is probably the best word is probably heavy to do in most system today. The speed at which we did this I think is great.

I think there’s a lot of power behind our tool. There’s a lot of work that’s been done by our team to get you access to data easily. Can’t make it speak, but kind of the same thing here. I mean, yes, you got access to data, but now the nice little graph, the way you can combine to a dashboard the way where you can. How did they say it in the.

In the definition? Enhance customer experience or something like that. Put the green light, red light where it matters, basically. So I want to repeat myself. I think I made it abundantly clear what kind of great feature the analytics is for our customers using Genius ERP.

If you have any question, I’ll be taking them now and then we will move into what’s next. And it is both for existing customer and non customers. I’ll be talking about our next upcoming session, not just webinars, by the way. Wink, wink. So any questions for me that was answered.

Perfect. Okay. Again, you could write your question as we were going. So I’m feeling all right. There’s a new one.

I’ll get to it in a second. Don’t forget, if you need to reach us, Q and A is one place, but if you don’t want to write it down here, you can always write to me directly. That’s the number two. Your first point of contact stays. If you’re already in a project, we’re talking to someone from Genius, keep talking to them.

If they need me, they can bring me on very easily. And there’s always. If you’re a new person and you don’t know where to point your email, just write to say helloenius ERP.com. all right, I have a question here.

Yes. Okay. The person asked about Josh. You’re asking if it’s possible to point to non Genius source behind the scene. You still have access to connecting database or to writing SQL code.

So there is capability of doing something like that. I didn’t want to push it too far today to show how it could be leveraged. And there is yes capability of putting hyperlinks in the dashboards itself. So if you could actually click and get to other data or get to a website, that is definitely possible as well. So I hope that answers your question.

As far as other source, I would probably look into that a little bit more if you want to write to me what you’re thinking about so I can kind of look at it with our expert to see what kind of integration or other source you’re talking about. All right, so I’m going to go to what next? Because I saw one or two person drop out. So before there’s people leaving, what’s coming up next? With Genius we have classes.

So if you’re interested, starting January 10 to 24, because there’s three session going. It’s going to be about a course on BOM design. So build material recipe how you design BOMs in a world where you have concurrent engineering, Genius can definitely help you. If you have to start a project, be in design. Often what happens is there is some common grounds to some of your equipment or product that you’re manufacturing.

So you can start very early production but you’re still designing. That means you’re going to be releasing and producing as you go, building and adding to your job bomb. This is definitely the course you need to attend to to get great insight of how other customers have done it, how we guide you through that process using Genius. So great course to attend Voice of the Customer. If you didn’t know about these, we started these last October.

This is a session and why do I have a mic here? It is a forum. We are welcoming our existing customer to join us on a certain topic. This time it’s going to be on Genius Academy. So the entire platform, those online course, the canteen, the case build scenarios, the learning path, all that we’re going to be discussing these topics to know are you satisfied?

Where do you see this going? We’ll bring our own roadmap, but we want to hear if you like it, you want to build around your growth, your usage and these Voice of the Customer session are the place to be heard. So January 17th join us on the topic of Genius Academy and on Genius 18. We’ll have our next webinar like this one and it’s going to be on probably you guys will be or a lot of you will be doing their physical inventory if you’re not right now neck deep in it. And we’ll have a session on how we can maybe make that a little bit easier on you, how we could leverage Genius to make that physical inventory lighter for you in the future and what kind of best practice we have to come into play.

All right, thank you everybody for joining. If you want, before leaving, hit me with a question, something I will follow up by email or you have my email from the previous page. I think it was a great session. There was a lot of attendees. Thank you again for keeping, for coming back and seeing us and seeing our sessions and I hope you have a great holiday.

Happy New Year because this is the last session of the year and I hope to see you in January.

Oh, there’s a question.

Is the person still online? Yes.

Is there the ability to choose our own order number, invoice number, so they point to the same shop floor order?

Since the information is gathered together. If there is a job number or shop order like you’re saying that’s tied to the sales order, for example, line. Yes. If you choose an invoice number or choose an order number because the information is linked together, you’ll be able to tie it down to a job number. So you could have like I pick an invoice and it shows every order line, every job number that’s tied to that invoice.

That would be feasible through the, through the analytics as well.

If that did not completely answer your question, just feel free to write more detail on what you need to know here to anybody actually.

All right, just can leave it a few other seconds in case there’s follow up question on that one.

Is Jennifer still here? All right, I’m going to reach out to her.

No, there’s no limitation to what you combine together. Actually, I’ve personally pulled from employees, direct labor, but if you want to pull from invoices, from sales orders and from production as well together, as long as they tie logically together, that works.

Okay. Oh, I see people started leaving. All right, thank you again for joining. Happy Holidays. Happy New Year.

I’m going to close this off and maybe just leave you with my email here again. If you need to reach out, don’t hesitate, write to me. If you didn’t have time to write your questions, be more than happy to answer you another question.

Seems a particular situation.

Carolyn, if you don’t mind, I’ll reach out to you afterwards. Yeah, I think I’m going to reach out just to make sure. Maybe we can have a quick chat in, in the next couple of days so I can best answer your question. All right, thank you everybody. Have a great day.

I’m going to close it off now.