Connection and intelligence
Data & Management Intelligence
Dashboards and reports that turn operational data into decisions for the board, management and every branch. Built on the data your systems already hold.
Built on
- Microsoft Power BI
- SQL Server reporting
- monday.com dashboards
What it covers
Inside Data & Management Intelligence
Dashboards and management reports that turn operational data into decisions.
Data foundation
- Consolidate ERP, CRM and HMIS data
- Data quality checks
- Single definitions for key measures
Dashboards
- Executive overview
- Branch and department views
- Drill-down to the transaction
Management reports
- Scheduled board packs
- Portfolio and collections reports
- Sales and margin analysis
Alerts
- Thresholds and exceptions
- Daily summaries by SMS or email
Enablement
- Self-service reporting training
- Report catalogue and ownership
What changes
What changes for your organisation
One view of performance
Everyone reads the same measures, defined the same way.
Decisions before problems
Exceptions surface while there is still time to act.
Hours back every month
Reports refresh themselves instead of being compiled by hand.
Connected with
Data & Management Intelligence is one part of the ecosystem.
These solutions share data and workflows with Data & Management Intelligence, so information entered once is available everywhere it is needed.
Used across
- Enterprise Resource PlanningERPFinance, procurement, inventory, sales, projects and people on one Microsoft Dynamics 365 platform.
- Customer Relationship ManagementCRMLeads, customers, applications and service requests in one view, from first contact to after-sales.
- Hospital Management Information SystemHMISThe clinical core of an integrated hospital suite, sharing one patient record with ERP, CRM, call centre and EDMS.
- Systems IntegrationYour platforms connected to each other and to payment, banking and national verification systems.
- Business Process AutomationApprovals, reminders, reconciliations and reports turned into workflows that run on their own.
How we deliver it
Delivering Data & Management Intelligence, stage by stage
Five stages, with your team involved at every one.
- 1
Understand the operation
We map how work, money, information and decisions move through your organisation today.
- 2
Design the connected model
We agree the target processes, the systems involved and how they exchange data.
- 3
Implement and integrate
We configure, build, migrate data and connect each platform to the rest of your environment.
- 4
Adopt
User acceptance testing, role-based training and a supported go-live.
- 5
Support and improve
Ongoing support, upgrades and reporting improvements as the business grows.
Ready to connect Data & Management Intelligence?
Tell us how your organisation works today. We’ll show you where the connections are missing and what joining them up would change.