Daybook - Getting BI - Daybook products pack formidable array tools Business Intelligence userssays Steve Gibson - It39s latest Big Thing Business Intelligence or - biggest things need initials currently strutting stuff doubt software exhibition near autumn Users Modulus Enterprise excused wondering fuss about After had intelligent businesses years People making fuss because difficult right information right people right time average company39s business systems generally integrated fundamental level integration stitching disparate systems together costly exercise without necessarily very Daybook hand underpins system single unified database core information personnel company contact records used applications means report clients particular sales person geographical area business type on core system analysis structure easy report divisions business types sales groups subsidiary companies combination these analysis structure simple complex wish runs beginning system end like word Blackpool stick rock strong structure interrelating system39s information relatively easy track progress let particular job contract report costs invoices factors connected it underlying structure lacking adopt sometimes approach39 choose Sage because accountant recommends Siebel CRM because Sales Manager knows something else handle workshop take lot work expense anywhere close level integration standard Daybook contrast business information integrated suite business applications like Modulus Enterprise relatively Building integrated foundation tools requiring differing levels technical competence help you look our White Paper 4DINFORMATION FINGERTIPS fundamental level preconfigured personal screens busy executive find ability stay close business transformed ongoing access key performance financial indicators vary person person company company probably compelling reason install enterprisewide system customise it Enterprise access key information web browser key statistics records screen times run key routines click mouseGETTING DATA searching three levels searching Both Modulus Enterprise let data related tables constructing sophisticated queries process integrated Manager Enterprise only remember complex queries access them future clickSets reporting task need work selections records combining them comparing another finding common items removing another on Daybook products standardData Lists Daybook Data List Manager maintain used lists records manually automatically Manager Macro see belowSaving results queries Once found data report save results Data List Manager Sets Manager simply save references records records themselves information updated changes appear next listMacros powerfully Macros apply rules care devise searching records work criteria assumptions external database peculiar specific project limited Manager builtin QuickReport Manager tool used anyone minimum training lists data averages totals subtotal statistical data Because Manager scripted possible use Daybook Macro Language add additional power View consolidated management after probably further integrated Statistics View perform query data normal instead back list records see them summary based criteria integrated Daybook charting turn data pie charts bar charts Daybook SuperReport Editor prepare visually functionally sophisticated reports statements client documentation add bespoke coding create fields reporting access Daybook Macros resultsSaving reports Once created save report templates local disk add them FINGERTIPS busy executive find ability stay close business transformed ongoing access key performance financial indicators vary person person company company heartUSING POWER Modulus Enterprise users power - question making it learn great deal system documentation our trainers information need regularly might like quote setting them up projects inexpensive result massive return investment give edge need stay ahead markets - competitors decision install Daybook software put forefront while lumbers behind make sure best it



	Enterprise 6 Suite

	Overview
	One System. Many uses.
	Total integration
	One Set Of Data
	Productivity tools
	Contact Management
	Diary Manager
	DataPower Management
	DataPower Customisation
	Further Fields
	SuperReport Editor
	DataPower Macros
	Daybook CRM
	Customer Information
	Workflow
	Sales Automation
	Customer Service
	Agency Manager
	Events Manager
	Service desk
	Daybook Financials
	Multilevel analysis
	Budget management
	Ledgers
	ERP
	Employee management
	Sales Orders
	Stock assemblies
	Infrastructure
	Database Manager
	QuickReport
	4D Tools
	Web Presence
	Web & ecommerce
	Online information
	Customer centre
	Site index

search:


Getting BI
Daybook products pack a formidable array of tools to get Business Intelligence to their users says Steve Gibson


It's that latest Big Thing. Business Intelligence (or BI as it is known - the biggest things of all only need initials) is currently strutting its stuff and will no doubt be coming to a software exhibition near you this autumn. Users of Modulus and Enterprise 6 could be excused for wondering what the fuss is about. After all, they have had intelligent businesses for years. People are making such a fuss about BI because it can be so difficult to get the right information, to the right people, at the right time. The average company's business systems are not generally integrated at the most fundamental level, and such integration as there is only achieved by stitching disparate systems together. This can be a costly exercise, without necessarily being very effective. INTEGRATION Daybook, on the other hand, underpins your system with a single unified database. You also have core information, such as personnel, company and contact records, which are used by all the various applications. It means that you can report on all the clients for a particular sales person, geographical area, business type, and so on. Also at the core of the system is an analysis structure that makes it easy to report on divisions, business types, sales groups, subsidiary companies or any combination of these. Your analysis structure can be as simple or complex as you wish and runs from the beginning of your system to its end, like the word Blackpool through a stick of rock. There is also a strong structure interrelating all the system's information. This makes it relatively easy to track the progress, let us say, of a particular job or contract, and report on all the time, costs, invoices, and other factors connected with it. This underlying structure is lacking when you adopt what is sometimes called the 'best-of-breed' approach'. You choose Sage because your accountant recommends it, Siebel for your CRM, because the Sales Manager knows it, and something else to handle your workshop. It will take a lot work and expense to get anywhere close to the level of integration that comes as standard with Daybook. By contrast getting business information out of a completely integrated suite of business applications, like Modulus or Enterprise 6, is relatively straightforward. Building on this integrated foundation, there are various tools, requiring differing levels of technical competence to help you. Have a look at our White Paper de_white_0505 and _The_Future_of_Technology_in_Business.html>downloads/application_integration.pdf from 4D. INFORMATION AT YOUR FINGERTIPS At the most fundamental level are preconfigured personal screens, called 'dashboards'. Often a busy executive will find his or her ability to stay close to the business is transformed by ongoing access to key performance and financial indicators. What they are will vary from person to person and from company to company, but they are probably the most compelling reason to install an enterprise-wide system and customise it. With Enterprise 6 we can set up access to your key information in your own 'dashboard', using a web browser. Your key statistics and records are on screen at all times and you can run all your key routines with just a click of a mouse. GETTING YOUR DATA TOGETHER Cross-table searching There are three levels of searching. Both Modulus and Enterprise 6 let you search for data across related tables, constructing sophisticated queries in the process. The integrated Search Manager (Enterprise 6 only) will remember your complex queries, so that you can access them in future with just one click. Sets Often a reporting task will need you to work on various selections of records, combining them, comparing one with another, finding the common items, removing one from another, and so on. Daybook products allow this as standard Data Lists The Daybook Data List Manager lets you maintain your most used lists of records manually, or automatically, using the Search Manager or a Macro (see below). Saving the results of your queries Once you have the found the data you want to report on, you can save the results using either the Data List Manager or the Sets Manager. You simply save references to the records, rather than the records themselves, so that if your information is updated, the changes appear next time you go to your list. Macros Most powerfully of all, Macros can apply any rules you care to devise to your searching for records and allow you to work with criteria and assumptions that are external to your database or which are peculiar to a specific project. What you can do is limited only by your imagination. REPORTING ON YOUR DATA QuickReport Manager The built-in QuickReport Manager is a tool which can be used by anyone, with a minimum of training to get out lists of data, with averages, totals and subtotal and other statistical data. Because the QR Manager can be scripted, it is also possible to use the Daybook Macro Language to add additional power to your reports. Statistics View If consolidated management is what you are after, then you will probably have to go no further than the integrated Statistics View. You perform your query on your data as normal, but then, instead of getting back a list of records, you can see them in summary, based on the criteria you specify. Charting The integrated Daybook charting lets you turn your data into pie charts, bar charts and histograms. SuperReports The Daybook SuperReport Editor lets you prepare visually and functionally sophisticated reports, statements and client documentation. You can add bespoke coding, create your own fields for reporting and access Daybook Macros to get your results. Saving your reports Once created, you can save your report templates to a local disk, or add them into the system. INFORMATION AT YOUR FINGERTIPS Often a busy executive will find his or her ability to stay close to the business is transformed by ongoing access to key performance and financial indicators. What they are will vary from person to person and from company to company, but they are the heart USING THE POWER So, for Modulus and Enterprise users, the power is all there - it is just a question of making the most of it. You can learn a great deal from the system documentation, and from our trainers. If there is business-critical information that you need to have regularly, then you might like to get us to quote for setting them up. Such projects are often inexpensive and can result in a massive return on investment. They can also give you the edge that you need to stay ahead of your markets - and your competitors. Your decision to install Daybook software has put you in the forefront, while BI lumbers along behind. It is up to you to make sure that you get the best out of it. Get BI - don't just get by.


Email: info@daybook.co.uk Copyright © Daybook - a division of SupportPlan plc, All Rights Reserved. Web page power, search engine optimization and content management by Caliban.

Timesheets, bookings from Browser Dayboo... Hints and tips Business solutions for design companies Upgrade pricing going up Can we add timesheets into Daybook enter... Marketing Credit control macro Software for events, training courses, c... Event Management software for Mac and Wi... Publisher Software for Quark, InDesign, ... Reporting is critical for our business Overview Mailsort, contact manager, marketing, Complete multiuser distribution software... Job Costing make your data make you money Daybook Intercom - webserver integrated ... Publishing Software Solutions for Quark,... Infrastructure for Daybook software syst...