Business reporting automation

Would you like to ensure that your company's documents are always complete and up-to-date?

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• Data transparency: thanks to the integration of tools, it is possible to create business dashboards to analyse data on a single screen. In this way, you can easily check whether your employees have all the required documents, as well as when they expire (e.g. in the case of periodic medical examinations or health and safety certificates).‍‍
• Alerts and notifications: by monitoring this data on an ongoing basis, you will be able to react immediately in the event of critical situations (e.g. when an employee needs to take health and safety training early due to a planned holiday). In this way, dashboard automation avoids the risks associated with work downtime caused by a lack of relevant documents.

Are you struggling to assess whether your employees are properly deployed and whether their competencies support the company's KPIs?

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• Facilitated competency analysis: thanks to the integration with historical data, automated KPI dashboard enable you to comprehensively analyse information on the courses taken, competencies or experience levels of employees in individual positions. This enables you to easily identify the strengths of your teams and better align them with your company's strategic objectives.‍‍
• Addressing risks: monitor employee turnover rates in correlation with positions, departments and seniority. AI-supported analysis will allow early detection of problem areas, enabling proactive talent management and reduction of unwanted turnover.

Having difficulty monitoring key financial indicators in real time?

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• Monitor the health of your business: financial reporting automation will allow you to keep track of revenues, costs, margins and cash flow in real time, enabling you to quickly detect deviations from budget.‍
• Alerts at the point of risk: anomalies and large deviations are automatically highlighted and alerts can be sent immediately, allowing corrective action to be taken quickly.‍
• Facilitated access management: department managers often only need data from their area. By assigning the appropriate permissions, they can access the part of the information that is relevant to them, but without having to generate multiple separate reports. Automated KPI dashboard is a key element of a successful business.

Are you struggling to assess how individual activities are contributing to your company's long-term goals?

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• Easy insight into progress: with business dashboards, you can visualise progress towards goals such as increasing market share or improving customer satisfaction. You will see how the activities of different departments contribute to the overall performance of the organisation.‍‍
• Complete KPI view: the automation of data analysis allows you to see the impact of indicators of a particular area on long-term goals, e.g. the company's annual revenue. This greatly facilitates forecasting the value of operational indicators, setting short-term targets or deciding on changes in strategy.

Are you struggling to measure the effectiveness of individual marketing campaigns and optimise your advertising budget?‍

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• Facilitated ROI and ROAS analysis: dedicated marketing dashboards can continuously monitor marketing campaign data such as return on investment (ROI) and campaign return on advertising spend (ROAS). Marketing process automation allows visualisation of each campaign's performance, making it easy to identify which strategies are delivering the best results.‍
• Comprehensive insight into the performance of multiple campaigns: the automation of data analysis allows you to monitor and compare the performance of multiple campaigns simultaneously. This makes it easier to identify the most effective actions and to decide whether to reallocate budgets between campaigns.

Are you struggling to manage resources efficiently, such as materials, working time or finances?

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• Monitor resource consumption: dashboard automation shows resource consumption in real time, allowing you to quickly detect areas of error. ‍
• Increase efficiency: by automating the analysis of data from operational reports, you can identify ways to save money and increase efficiency in your business. Use AI for automated advice to improve the management of your resources.

Do managers in your company spend a lot of time manually preparing reports and statements at the end of each month?

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• Faster report generation: reporting automation allows you to create monthly reports in real time. Thanks to the integration with other tools, the manager will no longer have to collect data manually, but will only mark what should be included in the generated document with a few clicks. This will significantly reduce the time spent on preparing reports.‍
• Reduction of errors: report automation eliminates the risk of human errors that can occur during manual data entry and processing, ensuring greater accuracy and consistency of reports.

Do your reports often contain obsolete data, resulting in decisions being made based on outdated information?

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• Immediate access to up-to-date data: reporting automation provides continuous access to the latest data, allowing you to create reports in real time. This ensures that decisions are based on the most up-to-date information, increasing the relevance and efficiency of management.
• Elimination of manual data refreshing: automated reports are always based on the latest available data, eliminating the need to manually refresh information while ensuring that all reports are timely and accurate.

Analysing the results of employee satisfaction and engagement surveys is time-consuming?

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• Accurate analysis of results: business reporting automation makes it easy to view data by key categories, making it easier to identify problem areas.‍
• AI proposing solutions: artificial intelligence will automatically analyse data, draw conclusions and propose solutions when satisfaction or engagement rates are too low.

Do you struggle with monitoring project progress, managing resources and maintaining budgets?

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• Ongoing monitoring of project status: business dashboard automation enable you to continuously track the status of projects, allowing you to quickly identify delays and resources needed.
• Better management of teams and budgets: with dashboards, managers can more effectively manage project teams, prioritise tasks and control budgets, ensuring projects are delivered on time and minimising the risk of cost overruns.

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