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Business Intelligence Visibility

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Jalene Ippolito September 5th, 2013

Keep your most important business data front and center.

What's keeping your valuable information from being as visible to your employees as you would like it to be? Sometimes the problem is too much information, or at least too much of the wrong information. When an employee sits down to complete a task, how much time and effort is spent wading through filing cabinets of folders, menu screens and different software programs? Once everything is found, how much time is spent going through the system to find what is needed?

Particularly in growing organizations, the signal-to-noise ratio can be quite high at times, making it extremely difficult to zero in on the appropriate information while tuning out everything else. Too much information can be as much of a barrier to visibility as too little information.

Thankfully, we have found a powerful tool that can help keep employees focused on the data and documents they need to do their jobs and not waste time sorting through unnecessary information to get there.

SAP Business One Cockpits

The "Cockpit" in SAP Business One is a personalized work center that's designed to streamline and improve your daily routine. All the functionality that you need regular access to is grouped in one area, eliminating the need to sift through various menu options or run multiple reports. It can be quickly and easily customized by using "widgets", each of which is your gateway to information you need ready access to. These could include items such as a list of all orders that are ready to be invoiced, or a list of invoices that are past due and need follow up. It could also include a dashboard that provides instant visibility into service call analysis or top sales by customer, items or sales representative. The cockpit widgets also allow users to select and display only the documents that are used on a regular basis, creating a business process workflow. In addition, social networks and browsers can be incorporated, making the Cockpit an adaptable and useful tool to streamline an individual's daily routine.

 

 

Read the Working with the Cockpit User Guide.

You might say that these tools improve visibility by providing greater focus. Each individual in your organization gets the benefits of being able to easily access the appropriate data without having to start a number of programs or search for the most recent version of a particular file, which increases their productive time. Just as important, though, is the fact that not all information is being served up to all employees, all of the time. Just as the A/R data entry clerk does not necessarily need to review Production Orders, the CEO probably does not need to be reviewing every single Sales Order that is made each day. Using a Cockpit or Role Center helps conform the daily work experience to the actual tasks which that person is expected to perform, leading to greater productivity, efficiency and profitability.

If you're finding that too much data or not the right data at the right time, is making it harder to see what's going on in your business, contact us to discuss. We can help you improve business management and achieve the focus you need to enhance quality and streamline decisions.

September 5th 2013
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