MIS Project

The Reporting tools, Decision Support Software tools and different types of Dashboards

MIS Project

Contents DECISION SUPPORT SYSTEM (DSS) ......................................................................... 3
Introduction ................................................................................................................................. 5 Theory Development ................................................................................................................... 6 THE STRUCTURE OF DSS ...................................................................................................... 7 KEY DSS FUNCTIONS ............................................................................................................. 9 Types of DSS ............................................................................................................................ 10 DSS UNCERTAINTIES AND LIMITATIONS....................................................................... 12

DASHBOARDS ...................................................................................................................... 14
Types of dashboards .................................................................................................................. 14 Interface design styles ............................................................................................................... 14 History ....................................................................................................................................... 15 Benefits of digital dashboards ................................................................................................... 15 Corporate dashboards ................................................................................................................ 16 Dashboard for CEO's ............................................................................................................. 16 Dashboard for CFO's ............................................................................................................. 17 Dashboard for IT ................................................................................................................... 17 Dashboard for sales and marketing ....................................................................................... 18

Reporting tools ........................................................................................................................ 19
Query plus Data Mining and Reporting .................................................................................... 19 LogiXML by LogiXML ............................................................................................................ 19 Custom CRM Reporting ........................................................................................................... 20 Benefits of custom CRM reporting: ...................................................................................... 20 CONTROL by KCI Computing ................................................................................................ 20 Discover Analytics by On Demand Analysis ............................................................................ 21

Bibliography ............................................................................................................................ 22

IFIM BSCHOOL Bangalore

2 | Page

Decision Support Software tools and different types of Dashboards‖ are original work done by us.G Sourav Pramanik Monika Manish IFIM BSCHOOL Bangalore 3 | Page . submitted in partial fulfillment of our academic project in Management Information System of 3rd Term. This report is correct to the best of our knowledge and it has not been published anywhere else. Group num 9 Place: Bangalore Ram Mohan Shubha M.MIS Project Declaration We here declaring that report on ―The Reporting tools.

our warm gratitude to her. Anupama for guiding us to complete the project with honest attention. the project completion would not have been possible. We are thankful to the other staff members to provide us the right direction to proceed.MIS Project Acknowledgement We acknowledge that we are thankful to our respected professor Prof.. Her presence had a great significance in encouraging us... We are thankful to our team members who gave their support and commitment to make this project successful. Without her kind help. we had a pleasure to work together and share our ideas and efforts to make the project a remembrance. IFIM BSCHOOL Bangalore 4 | Page . As a team.

and managers resolve complicated business problems and/or questions. however. The study of decision support systems is an applied discipline IFIM BSCHOOL Bangalore 5 | Page . 2002. data-driven. conferencing and groupware. software companies and in organizations to build and use DSS. History is both a guide to future activity in this field and a record of the ideas and actions of those who have helped advance our thinking and practice. chronicling history is neither neat nor linear. All of these technologies have been used to support decision making. Introduction Computerized decision support systems became practical with the development of minicomputers. management expert systems. In today's business environment. In a technology field as diverse as DSS. timeshare operating systems and distributed computing. Business Intelligence. DSS has in recent years come to be recognized as a potentially valuable tool for small business enterprises as well. decision support systems (DSS) are commonly understood to be computerized management information systems designed to help business owners. product performance improvement. document driven. group DSS. but more information gathering is necessary. including cash flow analysis. multidimensional data analysis. converge and diverge. Good decision support systems can help business people perform a wide variety of functions. multistage fore-casting. online analytical processing (OLAP). As technology evolved new computerized decision support applications were developed and studied. This web page is a starting point in collecting more firsthand accounts and in building a more complete mosaic of what was occurring in universities. Different people perceive the field of Decision Support Systems from various vantage points and report different accounts of what happened and what was important. Today one can organize the history of DSS into the five broad DSS categories explained in Power (2001. 2004b). executives. document management. The history of the implementation of such systems begins in the mid-1960s. Historical facts can be sorted out and better understood. in teams and in organization hierarchies to manage organizations and make more rational decisions. knowledge-driven and model-driven decision support systems. This document traces decision support applications and research studies related to model and data-oriented systems. This hypertext document is a starting point in explaining the origins of the various technology threads that are converging to provide integrated support for managers working alone.MIS Project DECISION SUPPORT SYSTEM (DSS) Decision support systems are a set of manual or computer-based tools that assist in some decision-making activity. query and reporting tools. concept ranking. including: communications-driven. and resource allocation analysis. spatial DSS and Executive Information Systems as the technologies emerge. Researchers used multiple frameworks to help build and understand these systems. Previously regarded as primarily a tool for big companies.

to late 1970s. The first International Conference on Decision Support Systems was held in Atlanta.MIS Project that uses knowledge and especially theory from other disciplines. Hence much of the broad DSS knowledge base provides generalizations and directions for building more effective DSS (cf. These generic operations extend along a single dimension. A number of other MIT dissertations completed in the late 1970s also dealt with issues related to using models for decision support. Keen and Scott Morton‘s DSS textbook (1978) provided the first broad behavioral orientation to decision support system analysis. McCosh and Scott-Morton‘s (1978) DSS book was more influential in Europe. His seven types include: 1. Steven Alter published his MIT doctoral dissertation results in an influential book. Alter concluded from his research (1980) that decision support systems could be categorized in terms of the generic operations that can be performed by such systems. 2002). theory discussions and information exchange. many DSS research questions have been examined because they were of concern to people who were building and using specific DSS. The final section briefly discusses how DSS practice. 2002. 2. ranging from extremely data-oriented to extremely modeloriented. In 1980. Academic conferences provided forums for idea sharing. document driven. design. IFIM BSCHOOL Bangalore 6 | Page . Georgia in 1981. At about this same time. Alters‘ research and papers (1975. This influential text provided a framework for teaching DSS in business schools. his case studies provided a firm descriptive foundation of decision support system examples. knowledge-driven and model-driven DSS (cf. 1977) expanded the framework for thinking about business and management DSS. Keen. Also. data-driven. For this reason. Power. File drawer systems that provide access to data items. Theory Development In the mid. evaluation and development. Baskerville & Myers. Section 4 discusses important developments to communications-driven. Section 3 discusses the decision support systems theory development that occurred in the late 1970s and early 1980s. both practice and theory issues related to DSS were discussed at academic conferences including the American Institute for Decision Sciences meetings and the ACM SIGBDP Conference on Decision Support Systems in San Jose. The next section describes the origins of the field of decision support systems. Alter conducted a field study of 56 DSS that he categorized into seven distinct types of DSS. CA in January 1977 (the proceeding were included in the journal Database). research and technology is continuing to evolve. 1980). Data analysis systems that support the manipulation of data by computerized tools tailored to a specific task and setting or by more general tools and operators... implementation.

THE STRUCTURE OF DSS In order to discuss the support of decisions and what DSS tools can or should do. the support system for that decision is designed to ensure consistency. In fact. These components of a decision interact with the characteristics of the decision that is being made. If the choice is also to support the procedural or process component of the decision. Since structured decisions are made on a regular basis in business environments. STRUCTURED DECISIONS: Many analysts categorize decisions according to the degree of structure involved in the decision-making activity. thus giving the process a high degree of consistency or structure. Representational models that estimate the consequences of actions on the basis of simulation models.MIS Project 3. 5. The second component is the process selected by the decision maker to combine this data. 6. Analysis information systems that provide access to a series of decision-oriented databases and small models. Business analysts describe a structured decision as one in which all three components of a decision—the data. The first component is the data collected by a decision maker to be used in making the decision. 7. process. When there is a desire to make a decision more structured. Optimization models that provide guidelines for action by generating an optimal solution consistent with a series of constraints. Many firms that hire individuals without a great deal of experience provide them IFIM BSCHOOL Bangalore 7 | Page . it makes sense to place a comparatively rigid framework around the decision and the people making it. it is necessary to have a perspective on the nature of the decision process and the various requirements of supporting it. and evaluation—are determined. 4. Suggestion models that perform the logical processing leading to a specific suggested decision for a fairly structured or well-understood task. Finally. One way of looking at a decision is in terms of its key components. it is also possible and desirable to develop computer programs that collect and combine the data. Accounting and financial models that calculate the consequences of possible actions. there is an evaluation or learning component that compares decisions and examines them to see if there is a need to change either the data being used or the process that combines the data. then it is quite possible to develop a program either as part of the checklist or form. Structured decision support systems may simply use a checklist or form to ensure that all necessary data is collected and that the decision making process is not skewed by the absence of necessary data.

— are not completely understood (new product and marketing strategy decisions commonly fit into this category). these systems—commonly referred to as "expert systems"—prompt the user with a series of questions regarding a decision situation. Harris in the Journal of Systems Management. These decision makers are usually entrusted with decisions that are unstructured because of their experience or expertise." explained Jatinder N. competitor response. "Once the expert system has sufficient information about the decision scenario.MIS Project with detailed guidelines on their decision making activities and support them by giving them little flexibility. UNSTRUCTURED DECISIONS: At the other end of the continuum are unstructured decisions. An even more novel approach used to support these decisions is to provide environments that are specially designed to give these decision makers an atmosphere that is conducive to their particular tastes. new product planning. because of the nature of the decision there may only a limited number of people within the organization that are even qualified to evaluate the decision. In addition. With unstructured decisions. The key to support of unstructured decisions is to understand the role that individuals experience or expertise plays in the decision and to allow for individual approaches." Another approach is to monitor and document the process that was used so that the decision maker(s) can readily review what has already been examined and concluded. Gupta and Thomas M. "The purported advantage of this decision aid is that it allows the manager the use of the collective knowledge of experts in this decision realm. One interesting consequence of making a decision more structured is that the liability for inappropriate decisions is shifted from individual decision makers to the larger company or organization. each decision maker may use different data and processes to reach a conclusion. Decisions of this type are characterized as having some agreement on the IFIM BSCHOOL Bangalore 8 | Page . and this is where most of what are considered to be true decision support systems are focused. for example. SEMI-STRUCTURED DECISIONS: In the middle of the continuum are semistructured decisions. operational planning and budgeting. market planning. While these decisions have the same components as structured ones—data. and evaluation—there is little agreement on their nature. In essence. cost of securing raw materials. Generally. it uses an inference engine which draws upon a data base of expertise in this decision area to provide the manager with the best possible alternative for the problem. Some of the current DSS applications have included long-range and strategic planning policy setting. and therefore it is their individual ability that is of value. process. unstructured decisions are made in instances in which all elements of the business environment—customer expectations. etc. Unstructured decision systems typically focus on the individual or team that will make the decision.D. and portfolio management. One approach to support systems in this area is to construct a program that simulates the process used by a particular individual. cash flow management.

Another key consideration is whether the business's key personnel will ensure that the necessary time and effort is spent to incorporate DSS into the establishment's operations. The owner of a car washing establishment. often through the use of several operations research/management science approaches. data quantification. As Gupta and Harris indicated. An initial step in analyzing which support system is required is to understand where the limitations of the decision maker may be manifested (i. an executive in a small business must seek tools and techniques that do not demand too much of his time and resources and are useful to make his life easier." Entrepreneurs and owners of established enterprises are urged to make certain that their business needs a DSS before buying the various computer systems and software necessary to create one.. process. the process component. of course. Grappling with the latter two types of decisions—unstructured and semi-structured—can be particularly problematic for small businesses. and model manipulation: "Information management refers to the storage. Some small businesses. a decision support system can be a valuable tool. and reporting of information in a structured format convenient to the user. the necessary IFIM BSCHOOL Bangalore 9 | Page . even the best decision support system is of little use if the business does not possess the training and knowledge necessary to use it effectively. the small business owner decides that DSS can help his or her company. would be highly unlikely to make such an investment. small businesses have increasingly turned to DSS to provide them with assistance in business guidance and management. for instance. This unstructured or semi-structured nature of these decisions situations aggravates the problem of limited resources and staff expertise available to a small business executive to analyze important decisions appropriately. have no need of a DSS." Subsequently. alternatives generation and solution of the proposed models. retrieval.MIS Project data. After all. But for those business owners who are guiding a complex operation. one-shot occurrences requiring specifically tailored solution approaches without the benefit of any previously available rules or procedures.e. or the evaluation of outcomes). after careful study of questions of DSS utility. which often have limited technological or work force resources. KEY DSS FUNCTIONS Gupta and Harris observed that DSS is predicated on the effective performance of three functions: information management. but are also typified by efforts to retain some level of human judgment in the decision making process. "many decision situations faced by executives in small business are one-of-a-kind. If. Faced with this difficulty. the data acquisition portion. It includes the processes of model formulation. Data quantification is the process by which large amounts of information are condensed and analytically manipulated into a few core indicators that extract the essence of data. Model manipulation refers to the construction and resolution of various scenarios to answer 'what if' questions. and/or evaluation to be used.

Another example of a data-driven DSS would be a Geographic Information System (GIS). In an effort to clarify the term. Communication-Driven DSS will exhibit at least one of the following characteristics: 1.MIS Project investment can be made. DS systems can be separated into seven broad categories. At its most complexes it could be a web-conferencing application or interactive video. 3. * Data-Driven DSS Data-driven DSS are a form of support system that focuses on the provision of internal (and sometimes external) data to aid decision making. which can be used to visually represent geographically dependant data using maps. Enables communication between groups of people. each aiding decision making by different methods. * Communications Driven DSS A C-D DSS is a type of DSS that enhances decision-making by enabling communication and sharing of information between groups of people. Most often this will come in the form of a data warehouse – a database designed to store data in such a way as to allow for its querying and analysis by users. Supports group decisions. * Document-Driven DSS IFIM BSCHOOL Bangalore 10 | P a g e . 2. Types of DSS Since the definition of Decision Support Systems can be stretched to include almost any application that processes data there is some confusion as to exactly what constitutes a DSS. Supports coordination and collaboration between two or more people. Facilitates information sharing. and the key managers of the business can begin the process of developing their own DSS applications using available spreadsheet software. At its most basic level a C-D DSS could be a simple threaded e-mail.

MIS Project Document-driven DSS are support systems designed to convert documents into valuable business data. 3. e-mail and other correspondence).e. so managers require DSS tools to convert them into data that can be valuable in the decision making process. document-driven DSS makes use of data that cannot easily be standardized and stored. TV commercials and news reports).  Spreadsheet-based DSS IFIM BSCHOOL Bangalore 11 | P a g e . designed to sift through vast volumes of unsorted data through the use of keyword searches. Typically. Written (i. The three primary forms of data used in document driven DSS are: 1. 2. While data-driven DSS rely on data that is already in a standardized format that lends it to database storage and analysis. Model-based decision support systems can be extremely useful in forecasting the effects of changes in business processes. None of these formats lend themselves easily to standardized database storage and analysis. transcribed conversations). Examples of document-driven tools can be found in Internet search engines.e. to aid decision-makers. In addition to these basic types of DSS there are also two additional factors: whether the DSS is spreadsheet-based. knowledge-driven systems are designed to sift through large volumes of data. Video (i.  Knowledge-Driven DSS Knowledge-driven DSS are systems designed to recommend actions to users. as well as simulation models. Document-driven DSS is the newest field of study in Decision Support Systems. reports. identify hidden patterns in that data and present recommendations based on those patterns. Model-Driven DSS Model-driven support systems incorporate the ability to manipulate data to generate statistical and financial reports. memos. as they can use past data to answer complex ‗what-if‘ questions for decision makers. web-based or something else entirely.e. Oral (i.

Spreadsheets offer decision-makers easy to understand representations of large amounts of data. For instance.In addition to these basic types of Decision Support System there are also two separate categories used to define systems. Enterprise-wide systems will typically be basic. In order to make this decision. especially for small business operations that do not have significant resources in terms of technological knowledge. An example of a desktop DSS is Microsoft Excel.  Web-based DSS Any type of DSS can be web-based. and offer decision support to managers at all levels of an enterprise. general use systems that can perform a wide variety of functions.  Enterprise-wide DSS Enterprise-wide DS systems are systems that are linked into large data warehouses. it remains an issue. In many cases these limitations are due to the number of mathematical calculations required. programmers. DSS UNCERTAINTIES AND LIMITATIONS While decision support systems have been embraced by small business operators in a wide range of industries in recent years. and business consultants all agree that such systems are not perfect. HARD-TO-QUANTIFY FACTORS: Another limitation that decision makers confront has to do with combining or processing the information that they obtain. While these systems may well be linked into a data warehouse or other large volume of data. even if the data used for decision support remains confined to a legacy system such as a data warehouse.MIS Project Model. the effect of different variables (including IFIM BSCHOOL Bangalore 12 | P a g e . Additionally. the desktop spreadsheet application. LEVEL OF "USER-FRIENDLINESS": Some observers contend that although decision support systems have become much more user-friendly in recent years. they will typically be more limited in scope. entrepreneurs. The term simply describes any decision support system that is operated through the interface of a web browser. a manufacturer pondering the introduction of a new product cannot do so without first deciding on a price for the product.  Desktop DSS Desktop DS systems are much smaller applications designed to be run from a desktop PC.and Data-driven DS systems can be built using spreadsheets. spreadsheet data is arranged in such a way as to make it easy to convert the data into visualizations to further aid decision-makers.

the decision maker may now want to change the values for different variables and see what the effect on profits would be. IFIM BSCHOOL Bangalore 13 | P a g e . Hard-to-quantify factors such as future interest rates. and hunches about product shelf life may all be considered. the DSS is moving the decision more toward the structured end of the spectrum. PROCESSING MODEL LIMITATIONS: Another problem with the use of support systems that perform calculations is that the user/decision maker may not be fully aware of the limitations or assumptions of the particular processing model. new legislation. There may be instances in which the decision maker has an idea of the knowledge that is desired. The manufacturer's perceptions of the demand for the product can be captured in a mathematical formula that portrays the relationship between profit. the decision maker must use his or her judgment in making the final decision. In certain corporate environments. the way in which a DSS will be used must be considered within the decision-making environment. then the decision is being moved toward the structured end of the continuum. and other variables considered important. So even though the calculations may indicate that a certain demand for the product will be achieved at a certain price. This problem has been recognized by designers of support systems and has resulted in the development of DSS that support the choice of the type of analysis. If decision makers feel that there is more risk associated with exercising judgment and opposing the suggestion of the DSS than there is in simply supporting the process. it may be easier for the decision maker to follow the prescriptions of the DSS. Of course. price. Once the relationships have been expressed. This is called "what-if" analysis. This problem may be seen in the use of statistical analysis to support a decision. The ability to save mathematical relationships and then obtain results for different values is a feature of many decision support systems. users of support systems are usually aware of the risks associated with certain choices. and today's spreadsheet software packages are fully equipped to support this decision-making activity. If the decision maker simply follows the output of a process model. but not necessarily the best way to get that knowledge.MIS Project price) on demand for the product and the subsequent profit must be evaluated. additional factors must be taken into consideration as well when making business decisions. regardless of whether or not it is appropriate. Therefore. Most statistical packages provide a variety of tests and will perform them on whatever data is presented.

" etc. security. Thus. The last are driven by a widget engine. Key performance indicators. Graphically. users may see the high-level processes and then drill down into low level data. a dashboard is an executive information system user interface that (similar to an automobile's dashboard) is designed to be easy to read.g. a software dashboard provides decision makers with the input necessary to "drive" the business. from one or more applications that may be running. This level of detail is often buried deep within the corporate enterprise and otherwise unavailable to the senior executives. Types of dashboards Dashboard of Sustainability screen shot illustrating example dashboard layout. and desktop applications also known as desktop widgets. a graphical user interface may be designed to display summaries. operations. web-browser based applications. The success of digital dashboard projects often depends on the metrics that were chosen for monitoring. Examples include human resources. and gauges (with colors similar to traffic lights) in a portal-like framework to highlight important information.MIS Project DASHBOARDS In management information systems. and sales performance figures are some of the content appropriate on business dashboards. project management. information technology. bar charts.). Digital dashboards may be laid out to track the flows inherent in the business processes that they monitor. customer relationship management and many more departmental dashboards. sales. Interface design styles Like a car's dashboard (or control panel). a product might obtain information from the local operating system in a computer. pie charts. balanced scorecards. Specialized dashboards may track all corporate functions. Three main types of digital dashboard dominate the market today: stand alone software applications. Digital dashboard projects involve business units as the driver and the information technology department as the enabler. graphics (e. "spark lines. For example. recruiting.. and from one or more remote sites on the Web and present it as though it all came from the same source. bullet graphs. IFIM BSCHOOL Bangalore 14 | P a g e .

thus providing a "snapshot" of performance.MIS Project History The idea of digital dashboards followed the study of decision support systems in the 1970s. Some companies however continue to do in-house development and maintenance of dashboard applications. Many systems were developed in-house by organizations to consolidate and display data already being gathered in various information systems throughout the organization. GE Aviation has developed a proprietary software/portal called "Digital Cockpit" to monitor the trends in aircraft spare parts business. Today. digital dashboards allow you to capture and report specific data points from each department within the organization. For example. digital dashboard technology is available "out-of-the-box" from many software providers. digital dashboards as we know them today began appearing. Benefits of using digital dashboards include:         Visual presentation of performance measures Ability to identify and correct negative trends Measure efficiencies/inefficiencies Ability to generate detailed reports showing new trends Ability to make more informed decisions based on collected business intelligence Align strategies and organizational goals Save time over running multiple reports Gain total visibility of all systems instantly IFIM BSCHOOL Bangalore 15 | P a g e . With the surge of the web in the late 1990s. In the late 1990s. To gauge exactly how well an organization is performing overall. Microsoft promoted a concept known as the Digital Nervous System and "digital dashboards" were described as being one leg of that concept. Benefits of digital dashboards Digital dashboards allow managers to monitor the contribution of the various departments in their organization.

MIS Project Corporate dashboards      Dashboard for CEO's Dashboard for CFO's Dashboard for sales and marketing Dashboard for IT Dashboard for retail Dashboard for CEO's IFIM BSCHOOL Bangalore 16 | P a g e .

MIS Project Dashboard for CFO's Dashboard for IT IFIM BSCHOOL Bangalore 17 | P a g e .

MIS Project Dashboard for sales and marketing IFIM BSCHOOL Bangalore 18 | P a g e .

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