Operational and financial insight across all business functions.
Dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots. You can drag-and-drop each portlet to customize vertical and horizontal size and location to fit your page.
Each dashboard profile can be configured by role, so each employee can see dashboards that are relevant to what they do within the organization.
Use your own custom reports or pre-defined reports as feed-stock for your dashboard portlets (aka “summary reports”).
KPIs - Key Performance Indicators give you a snap shot of where things stand, including comparisons from one period to another (e.g. sales this year vs last). Fully customizable KPIs can be easily added to any dashboard to improve decision-making and increase business agility.
Score Cards - Are a great way to set visual grades against target ranges. For example, you might consider $90-100K per month as a green light, and anything under $50K a red light.
All BizAutomation reports can be exported to Excel and or saved to “My Reports” which work similar to “Bookmarks” on your browser, allowing you to re-run filters at the click of a button, without having to search for and set the criteria over and over.
Custom Reports - Using BizAutomation’s custom report designer, users can custom define their own criteria against the different objects in the system and their relationships to one another (tables, columns, and data from database). Different grouping and filtering tools are provided in order to build tabular, summarized, Matrix, KPI, and Score Card reports.
Custom Reports - BizAutomation comes with a complete set of predefined reports for a variety of insights from all the departments the suite helps you manage.
Scheduled Reports - Automatically schedule dashboard report portlets and saved searches to be emailed out for yourself, customers, and vendors. These messages use your own email templates and can be scheduled on a daily, weekly, and monthly basis.
Create multiple reports and merge them into a single file.
Global Search - Find any record, or data you’re looking for from any vantage point throughout the suite. Because we use the same indexing technology employed by search engines, even millions of records can be accessed in under a second. Also, you can tune how global searches are conducted – meaning that you can set the system to search based on “Contains value” or “Starts with” value” or, to look within a particular object such as “Orders”, “Organizations”, “Contacts”, and so forth.
Saved Search - With BizAutomation’s advanced filtering and search, you can build comprehensive lists from all your business objects. For example, say you regularly need to see organizations in California with an employee range of 50-100 in a particular industry. The combinations, and variations of saved searches are virtually endless.
Column Filtering - Almost all object lists in BizAutomation offer customizable real-time database column filtering. This means that not only can you set columns based on permission groups / roles, you ‘ll be able to column filter within exposed record columns listed, including custom field columns within whatever module you like. While most systems leave column filtering to report building, we offer it on all common records you typically use on a day to day basis.
Here’s just a partial list of what you’ll be able to column filter:
When a single version of the truth replaces siloed apps and the record duplication they create - automation is streamlined.
For example, say you want to send an email alert when a customer field changes, and you have QuickBooks for accounting and SalesForce for CRM, each of which has customer records. Multiply that by many systems, and the streamlining concept starts to crystalize. Whether you can call it WFA, BPA, or RPA, in the end goal is the same - manual task automation.
McKinsey estimates that 60% of employees could save 30% of their time with workflow automation. Managers say, on average, that they spend at least eight hours per week (or an entire work day) on manual data tasks. Further, 25% of managers devote 20 or more weekly hours to these tasks.
What You See Is What You Get (WYSIWYG) workflow automation means you don’t need to be a software engineer to get things done, because building rules using the wizard is trivially easy.
So easy, that we can describe them in 3 simple steps:
Step #1 - Select an IF or WHEN object event, e.g. “WHEN CUSTOMER”.
Step #2 - Select an event CONDITION, e.g. “IS CREATED”.
Step #3 - And finally, select an ACTION, e.g. “Send email template” (at which point you’ll be given a list of default or custom templates, with ”TO” options such as record of the customer, employee, or you can add in your own custom email address, etc..).
Workflows can be tracked with a handy audit trail that will list all the events, and at what point they are in the cycle (Pending, Completed, or Failed).
“WHEN” and “CONDITIONS”, which can include various parameters, create upstream trigger conditions on which “ACTION” events downstream fire events.
Actions can include:
New Record Alerts
How many times have you been assigned or transferred a record, and never realized it. Record alerts help put new records on your radar.
Attach documents to Organizations, Contacts, Orders, etc... in fact nearly every record type in the system supports related document attachments.
AI from companies such as OpenAI use machine learning (ML) to train on large language models (LLMs) and “Big-Data. BizAutomaiton augments these LLMs with domain specific data from your ERP to generate in-depth analysis.
BizAutomation’s role-based AI, use contextual and continuous training data from records and transactions generated daily within BizAutomation, to provide domain specific feedback from AI with deep knowledge of your business to significantly enhance your employee’s ability to help management make better business decisions.
Some examples or many: Let us know what use-cases you have in mind..