How to share Business Analyze dashboards on office TV screens

Business leaders tell us that they would like a better way to share company goals and KPIs  (key performance indicators) with their organisation. They want to get everyone rallying around a common purpose and keep everyone updated. Afterall, everyone should feel like they are part of what is happening and can influence the outcomes.

The problem is that it is difficult to communicate frequently enough when performance and progress towards goals is continuously changing. If you wait to communicate a success or target reached, it doesn’t have the same impact on motivation as communicating on the spot.

To overcome this problem, many organisations broadcast KPI updates to TV monitors or office screens,  in addition to giving employee access to dashboards.  They place monitors above workspaces, in the hallway or by the coffee-maker. In other words, places where they can’t be missed!

Want to share important information with your organisation and motivate teams, departments or the whole company to go the extra mile?

Follow these steps.

1. Select the KPI or target you want to track

You can select almost goal, and you can add general information as text, images, gifs etc.

Some examples of information you can put on screens include:

  • KPIs per department or office
  • % of a goal or target achieved and the potential reward
  • example of a project or service delivered
  • company events or announcements
  • latest customer wins or agreements (ie. Top 10 Deals)
  • new employee welcome notice

Remember to define a specific date or time period like this month, quarter or year.

2. Review the design of the dashboard

Make sure dashboards look good on TV monitors. You may want to add  or resize  graphic elements so your audience clearly sees the most important information first. Keep it simple and uncluttered.

3. Use the ‘Slideshow functionality’

Share the dashboard to office screens using the slideshow function.

This video will give you a clearer idea of what is possible and how it is done.

 

What is the value of moving to the cloud?

Moving to the cloud may be part of your overall IT strategy, or it may be a simple cost/benefit calculation. Either way, this example helps you evaluate SuperOffice Analyze on-premise compared to cloud.

The following example is based on a company that currently has SuperOffice Analyze Pro and 5 users. The focus is the tangible costs and savings associated with moving to the cloud. Which of the intangible benefits would you also add?

On-premise considerations

In an on-premise scenario, your operating costs include salaries, hardware, and software associated with running your own servers. In this example we make a conservative estimate that IT uses 5 hours per month. Software estimates are based on current pricing for SQL Server.

The operating costs are added to maintenance and support agreements. Maintenance is based on 24% of license costs. This scenario also includes one software upgrade per year which is normal.

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Cloud considerations

Business Analyze Cloud is delivered through a SaaS model. You can choose monthly, quarterly or yearly payments. This scenario is based on yearly payments.

Upgrades to the latest version of the software, including newly released functionality, are included with the SaaS subscription. You save costs associated with installing new versions, and don’t have to wait for bug fixes or enhancements that are included in new versions.

To ensure that we compare apples with apples, we have included a designer and developer license in the subscription. These licenses ensure you have the same level functionality as the ‘Pro’ version in an on-premise scenario.

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Conclusion – Cloud is the winner!

Given this scenario, the figures show that you can achieve a savings of almost 2000 NOK per month by moving to Business Analyze Cloud – and this is only the ‘hard’ costs. Other potential gains such as improved customers support and access to expertise are not included.

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Figures will vary case by case, but we clearly believe cloud services are the way of the future. “By 2020, a corporate ‘no-cloud’ policy will be as rare as a ‘no-Internet’ policy is today as applications move from low-risk to mission-critical, “says Gartner.

To get an exact quote based on your current set-up, please contact us directly or ask your SuperOffice Analyze representative.

How Amesto automated compensation reporting

When Amesto wanted to accurately monitor and pay out sales commissions, they combined data from multiple sources and automated reporting – eliminating manual processes. In this story, they share how it was done.

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Compensation and sales commission is one of the most important tools a company can use to influence sales and help secure the top-line. Amesto’s commission plan is well designed to support their overall goals, but as a result of company acquisitions and changes in business systems, the sales and invoicing data wasn’t structured in a way that made it possible to report commissions on multiple levels.

– We needed to restructure and automate our commission reporting. There was simply no choice. The data requirements and compensation model is too complex to manage any other way, says Stefan Möller, Managing Director for Amesto in Sweden.

As a leading provider of business systems, Amesto’s compensation model is related to both software sales and consulting services. The commission is based on a number of factors including revenues, margin and net profit. Reports are required on many levels for various time periods, organization levels, and products or product groups.

Modifications to existing systems

The underlying sales and financial data used to calculate commission is stored in SuperOffice CRM and Visma Business. Now, to automate reporting, the data from these two sources is combined, restructured and presented on dashboards with Business Analyze, the analytics tool. All three systems are ones that Amesto uses themselves and provides for customers.

We are fortunate to have the latest systems and in-house capabilities so we can get the most out of our data. When we do these type of projects, we test and learn so that we can also provide this service to our customers should they request it, says Möller.

Structuring data was the first step. Then various logic functions and formulas were applied. The results are displayed on dashboards.

I created some new reports, explains Per Olav Langås, senior IT consultant. Whenever a new transaction is recorded, the commission report updates. I set reports up with different filters and groupings, so users get different views of the data depending on what they select. Some calculations were a bit tricky because there were special discounts or third party agreements, but there is always a way to do it.

Live dashboards with commissions

Today, compensation is automatically calculated whenever a new invoice is created. The reports are presented on dashboards. The people that have earned commissions, can easily see how much they have earned.

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The sales team seems very happy with the improvements because they can now track their own earnings. This encourages a more stimulating and fair work environment. They really only had estimates before. The more they sell, the more closely they follow the reports, says Möller.

– For us as an organization, it’s necessary to have accurate, updated information. I have several dashboards so I can monitor sales and pipeline, and now there is a new tab for commissions. It’s made life easier and I am really pleased with the changes. This is definitely the way forward, concludes Möller.

Introduction Tutorial – Basic navigation and functionality

In this 3 min. introductory video you will learn how to access and view data from SuperOffice or other sources from different angles. The video covers the basics about exploring and exporting data on ready-to-use or custom dashboards.

Topics covered include:

  • Navigating desktops
  • Changing parameters
  • Sorting and filtering
  • Exporting and emailing

If you would like to see reports based on your own data or learn more about analyzing, grouping, segmenting, or comparing, simply get in touch.

Example of a business dashboard

The beauty of dashboards is they can answer specific questions about KPIs and metrics business leaders find most important.

In this example we provide some ideas on how business leaders can monitor sales, service and customer satisfaction.

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Revenues and Forecasts

Every profit-making business has to monitor revenues and forecast with accuracy.  In this example, sales budget is compared to orders, invoiced and pipeline. If you select any section of the visualisation, you get a more detailed break-down of the underlying data. The better insight you have into sales processes, the easier it is to know what you can do to increase revenues.

Customers

Dashboards can measure and track almost any KPI or metric along the customer journey – from interest and acquisition through to retention and churn. Which touch points are important for you? Track them on dashboards and work systematically to improve them.

Customer Service

This example contains important performance measurements for a company that provides email support to its customers. Measuring your support team’s performance can help you improve the quality of your customer service. Measure specific parts of the support process and work to improve delivery one step at a time. Progress is measured and displayed on dashboards or TV screens, so everyone can see their effort is paying off.

Customer Feedback and Net Promoter Score

Many businesses carefully collect customer feedback, but translating feedback into actions that improve customer experience is more of a challenge. That’s when drilling down into the information, or sending notifications to your colleagues about particularly good or bad feedback is useful.

NPS in the above example is shown per customer segment. You can also track NPS during several months or a year to help steer overall direction. If you click on ‘View Comments’, a dashboard can show the open-ended comments that have been received. This way you can probe around for a clearer picture of what is driving customer experiences.

Conclusion

There’s no right or wrong way to set up a dashboard – adjustments can be made as you go. The important step is to select one or two company goals or KPIs, and systematically measure progress based on company data.