Folio3 Dynamics – Microsoft Dynamics AX BI Reporting and Analytics Solution

All Your Key Business Metrics in
One Place

HERE ARE SOME OF OUR STAND-OUT FEATURES

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Flexible

Built on a fully extensible and
customizable framework using open SQL
codes.

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Leveraging Microsoft Stack

We are using existing Microsoft infrastructure
including SQL database, PowerBI, Excel and
Active Directory.

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Cost-effective

We offer both; subscription and per
database pricing models with unlimited
data and users.

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Rich OLAP Cubes

We have a built a range of proprietary OLAP
cubes that cover all Dynamics AX business
application areas.

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Corporate BI Solution

A comprehensive out-of- the-box BI
solution built on PowerBI & ZapBI
applications.

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Ready to use

Prebuilt AX BI dashboards and reports for rapid
implementation and integration.

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Best-class Data Warehouse

Data warehouse based architecture using
stored procedures for development
flexibility and SSIS option for faster
execution.

Departments

Folio3’s Dynamics AX Business Intelligence reporting and analytics solution places insights into the hands of business owners, managers and end users, everyone has real-time access creating a culture of performance and accountability. The suite offers comprehensive features and benefits to the following departments:

Sales

Develop a better customer acquisition strategy by making decisions based on events from the past and present. Our AX BI tools help you get sales reporting related to:

  • Quota Management
  • Trends
  • Sales Performance
  • Pipeline Reports

Boost your sales effectiveness and track KPIs such as: top salespeople, sales cycle duration, conversion rates, opportunities funnel and marketing campaign effectiveness. Overall the BI tool will allow you to get a real-time insight into your sales pipeline and access to a number of forecasted reports to foster better decision making.

Marketing

A better way to monitor and analyze your marketing campaigns and efficiently allocate your resources to the right channel. Get access to business insights that transform your marketing data into a plan with real-time visibility into:

  • Campaign Analytics
  • Web & Social Analytics
  • Email Analytics
  • Market Share

Our Dynamics AX BI marketing dashboards will give you insight on; overall campaign effectiveness and ROI, campaign cost analysis and cost variance, most profitable/responsive market segments, lead funnel and conversion visibility.

Finance

Imagine connecting directly to your CRM and financial database, making use of Excel spreadsheets for aggregating data and performing automatic calculations in order to generate reports. Get access to the following insights through our BI suite:

  • Financial Performance
  • Revenue & Profitability
  • Capex Management
  • Expense Management

Folio3 BI tool’s capabilities create more time for your finance team to spend on strategic analysis of performance and patterns and make the right recommendations for continued business success.

Manufacturing

From automating supply chains to delivery timelines and ensuring top product quality manufactures have their work cut out. Our AX BI solution for manufacturing will help you keep up with:

  • Inventory Levels
  • Supply Chain Efficiency
  • Forecast Production

Our business intelligence solution for Dynamics AX combines your reporting into beautiful dashboards so you can track your important performance metrics, monitor products times and lines to solve problems faster, this translates into easier ordering and happier clients.

Customer Service

Let us help you deliver the best possible service and record every interaction with customers to help you make informed decisions. Get visibility on how your customers buy and understand how the quality of customer service can impact brand loyalty. Our BI tools for Dynamics AX CRM helps you track:

  • Customer Satisfaction Rates
  • Case Resolution Times
  • Insight on Service Activities
  • Performance Vs Service Level Agreement Benchmark

Our Dynamics AX BI Service dashboards are built to track every customer engagement, trends including spikes and dips in service calls, client complaints, review closed cases, monitor call ratings and hold times, as well as customer agent resolution statistics.

Human Resources

No matter the size of your organization, it is imperative for you to know the impact of your initiatives. Our AX reporting and analytics tool for Dynamics AX CRM has the ability to easily collect and monitor all your important data related to compliance, goals, role-based measurements, team growth, employee retention, turnover and much more:

  • Tracking Individuals (Goals & Role-based Metrics
  • Employee Retention & Turnover Trends

All this information is combined on a central, interactive dashboard to foster better decision making at your company.


  • I am rather satisfied with the service provided. The team of Folio3 resulted in being helpful and competent. As such, the final result obtained using the Folio3 software was astonishing. I absolutely recommend it.

    Claudio Veggian | IT Manager, Information Technology GFL

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  • I have worked with development teams before where on-time delivery was hit-and-miss and testing was not very thorough. This is thankfully not true with Folio3. It is so wonderful to be able to trust in a team that does high quality work, delivered on time, and well-tested before delivery.

    Matt Klein | Director , Field Services Sopris Systems, LLC

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  • The Folio3 team has consistently exceeded our expectations. It felt as if we were working with an onshore team. It was their ability to understand our needs and keep us engaged throughout the entire process that has resulted in an exceptional product and a valued partner.

    Johnny McGuire | Product Manager TRUETRAC

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  • Staff can use the DynAX App to take their work with them wherever they go. That flexibility increases productivity and the time savings ultimately translates to better services for the customers of HyGreen®.Whether employees use the app in the office or in the field, it is easy to safeguard our network and control information access on DynAX.

    Jose Nedumpuram | IT Systems Administrator HyGreen

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  • Folio’s team gives our organization great support. They are knowledgeable, responsive, and thorough; and all this at an excellent value. Their DynAX product fills a gap in the ISV market, was usable out of the box, and customizable to meet our needs. I would not hesitate to look at other products in the Folio offering if they met a business need.

    Tara Crain | IT Manager Mid-Continent Instruments and Avionics

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  • Folio impressed me by learning a BI tool they did not have prior experience with and in a short amount of time produced analysis reports ready for business consumption. We are excited on the next set of critical reports Folio is working on for us and expect the relationship to continue for the foreseeable future.

    William Cheung | Vice President, Information Technology Growers Express

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