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On average managers now have less than 20 minutes a day to analyze performance. Data review is the most important item on your to do list, but the hardest without a guide.
Now, with iGuide you can track every project and every function without adding any unnecessary work. From sales to CRM to service to financial objectives, iGuide gives you the simple easy-to-use tools to monitor your business performance.
Dashboard
CENTRALIZE YOUR ENTIRE BUSINESS DATA
iGuide, like other dashboards, is designed to centralize and summarize key data in one place for quick decision-making. Yet, iGuide takes that one step further. With iGuide, not only can you integrate your Summit/iRely data in one place, you can connect other business systems as well - all in a single location. Eliminate need to switch between programs every time you want business overview. iGuide does the work for you! See the Technology tab for a list of connections available. Yours isn't on the list? Contact us. We are adding new connections to our line all the time.
ALLOW USERS TO CUSTOMIZE THEIR DASHBOARD VIEWS
iGuide was built with YOU in mind. No longer are you limited to the metrics of your software provider. iGuide gives you the design controls. This saves time by categorizing data important to specific job functions and/or task. It also eliminates clutter and removes unwanted or unneeded information from view. Here are some things your users control to create a custom dashboard experience:
Tabs - Are you responsible for different departments or have different tasks which require different metrics? iGuide allows you to divide your panels into tabs for easy identification and sorting.
Columns - Within tabs, users can place panels into the columns of their choosing. Panels can be placed in a specific order within a column and column widths can be adjusted to fit certain data. Between columns and tabs you have complete control over where you see your metrics.
Graphs - Each panel can be either a grid or chart with 34 different 2D and 3D chart types to choose from.
Panels - Each panel has different controls that allow you to sort chart columns, group on chart columns, filter date ranges, and apply totals. This flexibility will allow you to quickly view data in a variety of ways all from the same data.
Conditional Formatting - Taking management by exception to the next level, iGuide allows you to customize alerts so you can see at a glance when numbers have breached acceptable levels. Want certain items to show red when they're too high, and others green when they're too low? iGuide allows you complete flexibility in determining colors, fonts, and when they appear.
Themes - iGuide comes with 13 different color themes. Each user can choose an interface color scheme that appeals to them.
LEVERAGE POWERFUL METRICS - YOUR METRICS
Administrator and Designers have even more control. iGuide comes with a myriad of standard pre-configured panels. Use these right away, or tweak them to your specific needs. Can't find a panel that meets your needs? iGuide allows you complete flexibility in designing new panels. Industry-standard SQL knowledge is the only requirement for creating panels.
With this level of power and flexibility, targeting trouble-spots unique to your business and managing by exception are no longer pipe-dreams. Leverage and monitor your unique selling propositions that give you a leg-up on the competition. Keep a closer eye on where margins are thin, and take action when necessary. Your business is unique; so are the metrics you need.
Custom Reporting
EASILY IDENTIFY AND ACCESS KEY REPORTS
iGuide Reporting tool stores all your reports in a central location. No more flipping in and out of screens to find the reports you need. iGuide allows you to group reports any way you want, to quickly help you sort through the accumulation.
WHAT YOU SEE IS WHAT YOU GET
Don't have a degree in computer science? That's fine! iGuide was built with the you in mind. By employing a WYSIWYG (What you see is what you get) editor, creating custom reports has never been easier! Simply drag and drop fields into a page, change font sizes and colors, and apply any desired filters. For more technical users, iGuide allows you to insert VBA code for enhanced functionality.
SAVE TIME WITH PREDEFINED FILTERS
Do you run reports with the same criteria over and over? iGuide allows you to create reports with the criteria stored in the report to quickly give you the information you want to see everytime you run the report. For reports that share the same criteria withthe exception of a single variable, such as location or profit center, iGuide allows you to apply filters and criteria on the fly. Filters are applied in powerful, but easy-to-use manner, giving you the upmost flexibility without having to master a programming language.
DO MORE WITH EXPORT
iGuide offers key export options allowing you to improve analysis and communication with others in your organization. Whether you need to email a report, or export it to PDF, MS Word, or MS Excel, iGuide is there with the functionality you need.
Technology
iGuide: Dashboard Evolved uses industry-standard programming interfaces including ODBC, XML, MySQL, Oracle, and MS Access to extract information from your business system(s) into the iGuide. The interfaces can even be used simultaneously. This means you can use iGuide to consolidate information from multiple systems and platforms into a single-unified screen.
MICROSOFT SQL SERVER
Get access to the most commonly used database platform in the world. Any MSSQL Database (6.5, 7.0, 2000, 2005, 2008, 2010) can be accessed using Windows or SQL permissions with iGuide.
MySQL
iGuide connects to MySQL in real-time, giving you access to the most popular open source database today.
ORACLE
Oracle is a leading development platform for business solutions. iGuide allows you to connect to any Oracle Database in real-time.
DB2
Is your software built on IBM DB2? If so, custom reporting options are few. iGuide is different! Call us today and see how you can transform the way you do reports.
MS ACCESS
Do you operate your own Microsoft Access databases or operate programs that utilize the MS Access database structure? If so, iGuide now has the ability to tap into these databases and display this information alongside your other software programs.
SUMMIT XDBC/MySQL DATA WAREHOUSING
Summit XDBC offers real-time access to Summit data. Summit XDBC is a ODBC (Open Database Connectivity) solution that can be purchased alongside the dashboard to deliver this additional functionality. If real-time access is not necessary, and increased performance is desired, iGuide offers MySQL Data Warehousing. Data is pulled from your system at specified intervals and then ‘warehoused’ in a SQL server. The greater the size of the data set and complexity of the queries you wish to run, the more this option becomes desirable since it provides the quickest display of information. If true real-time data transfer is not of concern, this is the connection method we recommend, due to its speed and lower operating cost.
Security
iGuide takes the security of your data very seriously. iGuide uses a multi-level approach to ensure your data is only in the hands of those you want it to be. We leave you in complete control of your data.
CLOUD TECHNOLOGY
We have leveraged cloud technology to allow you to connect to the Internet and share and receive user information and updates to your application so you receive the best of both worlds. You are able to run your application with your data stand alone on your Intranet, but you can receive updates and manage security and users from the web.
iGuide's web-based administrator portal gives you complete control over who has access to the iGuide. Allow only the users you choose to enter the system to view data. More specifically, an administrator can give or restrict individual panel access to a user or a group of users. This ensures sensitive data like payroll and financials are kept from prying eyes. From design, to technology, to security, you've never had more control over the way your company views its data!
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