Winchester-based ProcessFlows, a leading provider of business automation solutions, has implemented multi award-winning Business Intelligence (BI) dashboard solution, Intuitive Dashboards, to transform its reporting processes, resulting in £220,000 cost and efficiency savings per year. The dashboard solution from Intuitive Business Intelligence is integrated with ProcessFlows’ existing SalesLogix, OnBase and Microsoft Excel systems, providing instant, consolidated access to accurate, real-time data across the company’s consultancy, incident and contract reporting, with future implementations planned across the sales department.
“Intuitive Dashboards has transformed the way we manage and run our business, while implementing this level of transparency throughout the organisation has also ensured that performance levels are consistently optimised and employees are motivated to be responsible for their individual KPI management. We view Intuitive Dashboards as a prerequisite to the effective performance of the business, enabling staff to make the right decisions at the right time based on accurate management information that has ultimately resulted in significant cost and time savings at every opportunity.”
Providing a single interactive viewpoint of its organisational performance and critical business information, Intuitive Dashboards is driving significant savings across ProcessFlows’ consultancy reporting, by reducing the company’s requirement for manual data collection and report production. The easy-to-understand, visual format of the dashboards, combined with their ability to offer instant access to real-time management information and proactive performance shortfall alerts and trend analysis, has enabled ProcessFlows to quickly and easily identify months showing signs of poor performance, ensuring actionable decisions are taken to remediate the situation and targets are met.
Also deployed across the company’s busy helpdesk, Intuitive Dashboards extracts data from their existing SalesLogix CRM system, providing the disparate workforce with remote tracking and monitoring functionality from any location or time zone, ensuring the vast array of product issues are managed and resolved efficiently. ProcessFlows also benefits from enhanced contract renewal reporting, with Intuitive Dashboards delivering drill-down access to the real-time status of customer support contracts, ensuring the business avoids costly penalties for expired contracts. Future dashboard implementations will integrate with SalesLogix for enhanced sales reporting.
Not only has Intuitive Dashboards transformed ProcessFlows’ complex business reporting requirements, it also revealed some immediate operational issues, including inefficient use of expensive resources. Following detailed analysis of the initial dashboard findings, ProcessFlows recovered 30 days per month from its consultants resulting in an estimated £25K savings per annum and freeing up consultants’ time to generate additional revenue. The new contract management reporting process is driving higher levels of renewals, while substantial time savings have been secured thanks to Intuitive Dashboards’ ability to link back to OnBase and retrieve contract details, removing the need to manually switch between software packages.
Colin Stocker, Channel Account Manager at Intuitive Business Intelligence, says, “In order to streamline and improve key business reporting, it is essential for ProcessFlows to gain access to real-time data in order to effectively report on their KPIs and drive efficiencies. With an overseas office, the business also needed a solution which combined transparency with accurate tracking and monitoring of key performance and management data from a single point of access.
“ProcessFlows is already benefitting from instant, graphical dashboard access to their critical performance data, resulting in substantial time and cost savings and enhanced business performance through substantially improved operational processes and procedures.”