Description
Bell Tea & Coffee Company tastes success with Halo Business Intelligence
Self-service business
intelligence
Bell Tea & Cofee Company
(previously The Bell Tea Company)
is the market leader in the New
Zealand hot beverages industry.
To keep that position, the company
implemented Microsoft®Dynamics™
AX ERP platform. “We had just
replaced and upgraded our
servers and network,” says CFO
David McKeown. “We were happy
with the speed and fexible
database management capabilities
that Dynamics AX provided, but it
was still a challenge for our
managers to quickly and easily get
the information they needed.
“At a local Halo Business
Intelligence User Group meeting,”
McKeown says, “I met other
people who were using Halo BI.
They confrmed that Halo could
provide everything we needed at
a price we could aford.
“Afterward, in a Proof of Concept
exercise, we did a quick dump of
our Dynamics AX database to a CD
and sent it over to the team at Halo
BI. In only days, they were able to
show us the power of Halo BI with
our own data. We could query the
database, change parameters, drill
down, consolidate data, and
generate reports. I quickly saw how
easy it was to run my own analyses.
It was nothing short of superb. We
were quickly sold on Halo.”
Enhances Dynamics AX
“The Halo BI team loaded the
software onto our servers, set up
the links between Halo, Dynamics
AX, and SQL Server and that was
it. Two training sessions – a basic
‘how-to’ for about 10 people who
would be casual users, and a more
focused session for the ‘power
users’ – were enough to get us
going,” says McKeown. “Most of
Bell Tea & Cofee Company
tastes success with Halo
Business Intelligence
The combination of Microsoft®Dynamics AX and
Halo BI proved to be a winning blend for one of
New Zealand’s oldest beverage companies.
Customer Case Study - Bell Tea & Cofee Company
Business situation
• Needed more responsive
method for pulling vital
information out of
ERP system
• Equip users to extract and
analyse data for themselves
• Reduce time spent
preparing new or
modifed reports
Benefts realized
• Provided self-service BI
capabilities for managers,
enabling more timely
decision-making
• Integrated historic sales
data into current analyses,
helping predict customer
demands and trends
• Improved analytical
capabilities for fnancial
planning, marketing
and sales
• Better manage their new
services division
Why Halo BI?
• Provide self-service BI
capabilities for managers
• Enhance existing Microsoft
Dynamics AX capabilities
• Proof of Concept exercise
– show Bell Tea & Cofee
Company the power of Halo
BI with their own data
• Report across all ERP
systems, now and in
the future
Case at a glance
the current work we do with Halo
BI uses the views that the team set
up for us as part of that Proof of
Concept exercise.”
Halo BI is optimized to run in a
Microsoft Dynamics AX and SQL
Server environment. “Halo BI adds
easy-to-use, powerful front-end
access to Dynamics AX through
Halo Prism and Halo Source,”
McKeown says. “Because Halo BI
is optimized for the Microsoft
environment, implementation
Customer Case Study - Bell Tea & Cofee Company
CORPORATE HEADQUARTERS
4885 Green craig Lane
San Diego, CA. 92123
United States
www.halobi.com
1 888 300 0219
[email protected]
APAC HEADQUARTERS
LEVEL 3, 110 Symonds Street
Auckland 1010
New Zealand
www.halobi.com
09 379 9099
[email protected]
Halo - the power and insight of traditional business intelligence with the
fexibility and collaboration of next-generation analytics and visualisation tools.
is quick and the product delivers
almost immediate benefts.”
Halo BI also helped Bell Tea
& Cofee Company bring the
historical data saved from its prior
ERP system into Halo BI. “Our
historical data was essential
for running long-term sales
comparisons that help predict
customer demands and highlight
any areas of concern,” explains
McKeown.
Improves analysis
“I’d recommend Halo Business
Intelligence to anyone,” says
McKeown. “Halo BI is saving me
hours of report preparation time
each month. Our managers can now
do their own analyses instead of
relying on me to write reports for
them. They have more timely
access to the information they need,
and that enables better, more
responsive decision-making.
“Because Halo is
optimized for the
Microsoft environment,
implementation is quick
and the product
delivers almost
immediate benefts.”
David McKeown,
Financial Controller,
Bell Tea & Cofee Company
Plus our national sales managers
use the capabilities of Halo BI to
track trends and make operational
adjustments as required.”
Halo for the supply chain
The ability of Halo to report across
multiple ERP systems has provided
Bell Tea & Cofee Company a
complete view across its supply
chain. For example, the company’s
ofce and hotel services arm, Café
Express, uses Accredo (accounting
and business management
software); Bell runs on AX; and
a third “virtual entity” that is the
cofee machine servicing division
runs on AX but services clients of
both Café Express and Bell. Halo
allows for better tracking and
reporting across all systems on
critical activity like supply of
machines, consumables, machine
faults, utilisation and technical
support.
doc_282555330.pdf
Bell Tea & Coffee Company tastes success with Halo Business Intelligence
Self-service business
intelligence
Bell Tea & Cofee Company
(previously The Bell Tea Company)
is the market leader in the New
Zealand hot beverages industry.
To keep that position, the company
implemented Microsoft®Dynamics™
AX ERP platform. “We had just
replaced and upgraded our
servers and network,” says CFO
David McKeown. “We were happy
with the speed and fexible
database management capabilities
that Dynamics AX provided, but it
was still a challenge for our
managers to quickly and easily get
the information they needed.
“At a local Halo Business
Intelligence User Group meeting,”
McKeown says, “I met other
people who were using Halo BI.
They confrmed that Halo could
provide everything we needed at
a price we could aford.
“Afterward, in a Proof of Concept
exercise, we did a quick dump of
our Dynamics AX database to a CD
and sent it over to the team at Halo
BI. In only days, they were able to
show us the power of Halo BI with
our own data. We could query the
database, change parameters, drill
down, consolidate data, and
generate reports. I quickly saw how
easy it was to run my own analyses.
It was nothing short of superb. We
were quickly sold on Halo.”
Enhances Dynamics AX
“The Halo BI team loaded the
software onto our servers, set up
the links between Halo, Dynamics
AX, and SQL Server and that was
it. Two training sessions – a basic
‘how-to’ for about 10 people who
would be casual users, and a more
focused session for the ‘power
users’ – were enough to get us
going,” says McKeown. “Most of
Bell Tea & Cofee Company
tastes success with Halo
Business Intelligence
The combination of Microsoft®Dynamics AX and
Halo BI proved to be a winning blend for one of
New Zealand’s oldest beverage companies.
Customer Case Study - Bell Tea & Cofee Company
Business situation
• Needed more responsive
method for pulling vital
information out of
ERP system
• Equip users to extract and
analyse data for themselves
• Reduce time spent
preparing new or
modifed reports
Benefts realized
• Provided self-service BI
capabilities for managers,
enabling more timely
decision-making
• Integrated historic sales
data into current analyses,
helping predict customer
demands and trends
• Improved analytical
capabilities for fnancial
planning, marketing
and sales
• Better manage their new
services division
Why Halo BI?
• Provide self-service BI
capabilities for managers
• Enhance existing Microsoft
Dynamics AX capabilities
• Proof of Concept exercise
– show Bell Tea & Cofee
Company the power of Halo
BI with their own data
• Report across all ERP
systems, now and in
the future
Case at a glance
the current work we do with Halo
BI uses the views that the team set
up for us as part of that Proof of
Concept exercise.”
Halo BI is optimized to run in a
Microsoft Dynamics AX and SQL
Server environment. “Halo BI adds
easy-to-use, powerful front-end
access to Dynamics AX through
Halo Prism and Halo Source,”
McKeown says. “Because Halo BI
is optimized for the Microsoft
environment, implementation
Customer Case Study - Bell Tea & Cofee Company
CORPORATE HEADQUARTERS
4885 Green craig Lane
San Diego, CA. 92123
United States
www.halobi.com
1 888 300 0219
[email protected]
APAC HEADQUARTERS
LEVEL 3, 110 Symonds Street
Auckland 1010
New Zealand
www.halobi.com
09 379 9099
[email protected]
Halo - the power and insight of traditional business intelligence with the
fexibility and collaboration of next-generation analytics and visualisation tools.
is quick and the product delivers
almost immediate benefts.”
Halo BI also helped Bell Tea
& Cofee Company bring the
historical data saved from its prior
ERP system into Halo BI. “Our
historical data was essential
for running long-term sales
comparisons that help predict
customer demands and highlight
any areas of concern,” explains
McKeown.
Improves analysis
“I’d recommend Halo Business
Intelligence to anyone,” says
McKeown. “Halo BI is saving me
hours of report preparation time
each month. Our managers can now
do their own analyses instead of
relying on me to write reports for
them. They have more timely
access to the information they need,
and that enables better, more
responsive decision-making.
“Because Halo is
optimized for the
Microsoft environment,
implementation is quick
and the product
delivers almost
immediate benefts.”
David McKeown,
Financial Controller,
Bell Tea & Cofee Company
Plus our national sales managers
use the capabilities of Halo BI to
track trends and make operational
adjustments as required.”
Halo for the supply chain
The ability of Halo to report across
multiple ERP systems has provided
Bell Tea & Cofee Company a
complete view across its supply
chain. For example, the company’s
ofce and hotel services arm, Café
Express, uses Accredo (accounting
and business management
software); Bell runs on AX; and
a third “virtual entity” that is the
cofee machine servicing division
runs on AX but services clients of
both Café Express and Bell. Halo
allows for better tracking and
reporting across all systems on
critical activity like supply of
machines, consumables, machine
faults, utilisation and technical
support.
doc_282555330.pdf