Connect relevant business data
Bring agreed information from operational, ERP and CRM sources into the management workflow.
All products Business systems and analytics
Core
Connect the operating picture.
Connected business systems and analytics for relating operational data, ERP and CRM processes, and performance measures.
Product conceptProposed capability scope
Bring business data into a shared management view.
↓The capability
Bring business data into a shared management view.
Designed for
Operating executives, finance leaders, business systems owners and performance teams.
Define the measures together
Apply agreed definitions so performance can be reviewed in the right business context.
Surface what needs attention
Present performance changes and exceptions for management review and follow-up.
A business application
Review an initiative's demand, budget and delivery position using information from several business systems.
Illustrative use case, shaped to the organisation and agreed scope.
Illustrative workflow
From separate records to a reviewed operating picture.
The sequence below shows the intended operating model. It is an example, not a live product demonstration.
- 01
Bring the context
Authorised CRM, finance and project records, agreed metric definitions and reporting periods.
- 02
Put intelligence to work
Organise the relevant data, summarise changes and identify inconsistencies that need investigation.
- 03
Keep people in command
Data owners validate definitions and reconcile exceptions before management relies on the view.
- 04
Make the result usable
A management summary with agreed measures, source references and an exception list.
When something needs attention
Stale or inconsistent records are identified rather than treated as a single verified truth.
Built around a
clear agreement.
Proposed capability scope. System access, connector coverage, metric definitions and data quality must be agreed and tested for each deployment.
For each initiative, the scope defines authorised inputs, integration access, accountable owners, acceptance criteria and ongoing support.
Better connected.
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