Beruflich Dokumente
Kultur Dokumente
V6.5
Core Features
Data Aggregation & Quality Audit
Be data agnostic. Reach firm-wide data assets. Virtual Data Warehouse - report directly from multiple sources, both internal and external, to your environment. Custom data mart optional at implementation. Data quality validation & alerts.
The Challenges
Firms turn to eReportal as a single solution to drive their competitive reporting strategy. eReportal enables the work and vision of successful client servicing models because it is a flexible environment that balances intelligent automation with adaptive customization and controls. The result is a centralized environment that factors the interest and participation of diverse reporting viewpoints onto one organized platform.
Presentation Designer
Control presentation design with a data service model. Built-in presentation template Designer is a click-drag-and-drop interface for business line.
Competitive Deliverables
Impress clients with the very function of content. Gain graphical reports, multi-content packages, multi-sourced interactive reports and drill-down dashboards. Flexible outputting formats.
Production Metrics
Design, draft, manage, publish, and archive content through an auditable environment. Deliverable SLA dashboard drives efficient and on-time reporting cycles.
Investment Returns
Deployed internally as an intranet application, eReportal has a low architecture footprint. Implementation is measured in short months with model-office success aggressively pushed within the first half of that time. Thorough user training enables rapid adoption. A sample view of eReportal from an internal production perspective.