IntelliChief Analytics – Real-Time Documentation Insight, Reportable Workflow View
IntelliChief ECM’s IntelliChief Analytics provides you greater documentation visibility throughout automated workflow cycles, enabling informed decisions to be made, and improved cash flow management.
Reliable Visibility, Real-Time Reporting
IntelliChief Analytics, a multicultural/multilingual-supporting business intelligence platform enabling you complete visibility to live documentation in IntelliChief ECM, linked to a company’s enterprise resource planning (ERP) and line of business systems. The scalable dashboards deliver convenient self-service analytics reporting, visualizing data intuitively with drop-and-drag simplicity. All reports may be regularly scheduled, saved and shared with colleagues for convenient and timely notifications.
IntelliChief Analytics engages data with interactive visualizations include heat maps, gauges, geographic maps, waterfall charts, data tables with in-cell graphics, and grouped, cross-tab reports with drill-down and drill-through. This versatility provides you with customized reporting format choices, on any data facet, based on your company culture, business processes and viewing preferences, all leading to ability for exploration and action on insights.
The self-service reporting capabilities empower you and your colleagues to independently create and configure these visualizations intuitively, without technical assistance required. This functionality allows you and your staff to perform analysis on the IntelliChief ECM-housed data, and create dashboards and reports based on any criteria. The IntelliChief ECM data provided for self-service reporting is encompassing, includes Batches, Documents, Users/Groups, Workflow, and Workflow with Document Indexes. You can also share your dashboards and reports with other IntelliChief users with allotted self-service reporting permission, as well as export to Excel.
Also included are pre-built, ready-to-use dashboards and reports, including a System Status dashboard, Documents dashboard, Batches dashboard, Users/Groups pie chart and user list, Permissions report, document processing profile (DPP) Index report, and Workflow Routing Group report. These ready-made dashboards and reports can be placed into different categories with associated permissions to control user access. These span popular data visibility and reporting capabilities for interdepartmental project and transaction workflows, facilitating informed, cash flow-impacting decisions throughout your organization.
The Workable Workflow Connection
IntelliChief Analytics is a component of IntelliChief ECM, providing a smooth, automated transition from costly manual document management and workflow functions. It enables you to capture documentation in any format, index contents and validate with data in their enterprise resource planning system (ERP) or line of business applications, for lifecycle-managing all related documentation, and facilitating optimized interdepartmental processes workflow automation.
Areas of use include:
- Accounting (both Accounts Payable and Accounts Receivable)
- Customer Service
- Human Resources
- Operations, and
- Other paper and process-intensive departments, supporting process time and cost savings throughout organizations.