Pre-Demo Discovery

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Company Name(Required)

Partner Name

Partner Contact

Partner Contact Email

What ERP are you using currently? Are you already live on BC Cloud (SaaS)? If not, what is your targeted go-live date?

How do you report on your data today? Do you have experience with any other report writing tools?

What challenges do you have with your current reporting solution?

i.e. Performance issues, ease of use concerns, locked out of excel when running reports, lack of cloud compatibility?

Are you using Power BI? How is this used today? If not, is this something you may wish to use in the future?

What kinds of reports are important to you? Finance? Sales? Etc.

Do you have multiple companies/entities you would like to report on?

Do you any have historical data you would like to report on?

What features and functionality are most important to you in a reporting solution?

Any further information you’d like to share?