Operational management dashboard combining ERP, CRM and operational data
Typický klient: Operations and management teams across multiple sites or business units
Prediskutovať podobný projekt
Výzva
Management decisions rely on weekly Excel exports stitched together from multiple systems — slow, error-prone and out of date.
Riešenie
A consolidated dashboard that reads directly from operational systems and presents KPIs by site, team and product line, with drill-down to underlying records.
Prínos pre firmu
Decisions are based on current data, exceptions are spotted earlier and weekly reporting effort drops dramatically.
Kľúčové funkcie
- KPIs by site, team and product line
- Drill-down to source records
- Threshold and exception alerts
- Role-based views for executives and managers
- Scheduled email or PDF snapshots
Ako to funguje
- 1Data is read from ERP, CRM and operational systems
- 2KPIs are calculated and presented in role-based views
- 3Alerts trigger when thresholds are exceeded
- 4Users drill down to the underlying records
Súvisiace príklady riešení
Job and project management application with cost, time and document tracking
Project status, hours, materials and documents are spread across spreadsheets and folders, making margin and progress visibility unreliable.
Industry-specific internal CRM tailored to sales process and pricing rules
A generic CRM does not fit the sales process, account hierarchies and pricing logic, leading to low adoption and parallel spreadsheets.
Pozrime sa na to, čo brzdí vašu firmu
Krátky úvodný rozhovor o vašich procesoch, hlavných výzvach a možných riešeniach. Bez technického predajného monológu a bez záväzkov.
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Vyplnenie trvá približne dve minúty. Odpovedáme do jedného pracovného dňa.
