CRM

AXLR8 Dashboard functions

AXLR8 Dashboard functions

Rick Marengo

We recently launched a new set of functions for building dashboards.

The functionality is being provided to beta clients and some new clients now.  It will soon become widespread.

AXLR8 Dashboards will address two key UI issues we have been working through in the last four years.

Cx Dashboard

The CEO and Cx suite (board, VPs, etc.)  will want different dashbards to the functional dashboards we have as standard in the project. A staff booker will log in to an overview of campaigns and a sales person may log in to their active deals. Howver, a CEO or COO may need a couple of graphs and two buttons to take them to some areas of P&L detail or other KPIs for the business such as client feedback scores.  Previously, we have built these as custom developments and they have been expensive and mostly only applicable to one specific customer.  Now AXLR8 can quickly model and deploy different dashboards for different directors/executive officers.

Functional Dashboards

These are the dashboards that would be used by specific staff and managers to achieve their job objectives on a daily basis.  For example a warehouse manager may need to know tools availability and testing schedules for the purposes of kitting out vans during each week with safe, servicable tools.  A talent manager may wish to see how many applicants came in over night and how the talent pool stands including whose SIA licence paperwork or work visas are coming up for renewal.

We will follow up with an article with some Use Cases in different industries.

AXLR8 Dashboards

Rick Marengo

AXLR8 has been working on a broad UI improvement strategy over the last four years.  AXLR8 Dashboards are one of the main planks of that strategy.   Apart from developer team alignment, creative new look and feel approaches and UI standards, the main UI development areas include:

  • Operational Apps which interact with the AXLR8 enterprise data in your company  – built for
    • Android tablets and smartphones
    • iPhones and iPads running Apple iOS
  • Specialist portals for field staff
  • Simplified vertical market portals for specific job roles including finance brokers, request managers and asset/warehouse, transport and maintenance staff
  • AXLR8 Report Builder UI evolution
  • AXLR8 e-Learning
  • APIs to other systems extending access for users (e.g. integrated credit check searches for sales people or integrated proposal entry for finance brokers)
  • AXLR8 Dashboards

AXLR8 Dashboards are customisable by AXLR8 Support Consultants.  In Q4 2019 we plan to add the skills into the AXLR8 Super User training course deliverables.  Many AXLR8 SuperUsers will be able to customise these AXLR8 Dashboards for their board directors to see their KPIs and metrics as well as for operational and field staff in specific professional areas such as broking, job tracking, government information request management, talent management (including  Applicant tracking, vetting and and staff bookings), sales, maintenance, and many more.

What is an AXLR8 Dashboard?

AXLR8 Dashboards are overview screens making access to your information quicker and easier.  The AXLR8 Dashboards Manager allows the Super User or Consultant to:

  • customise a view (e.g. an opening view after login) of the system with only the buttons, graphs, etc. that a user or group of users needs
  • cascade more reports and dashboards when that user clicks through to them

This is best illustrated with examples of how dashboards are used.

Who needs AXLR8 Dashboards?

Use case: CEO dash

CEOs often identify 5-10 key metrics they need to run the business and identify trends.  Most great CEOs also want to dig into the detail.  So an opening screen with these key metrics and buttons leading to reports and data on the main functional areas of their business: sales forecast, sales league table, customer satisfaction survey feedback, delayed projects, bookings, etc. can easily be made for the Cx who would normally not engage with systems.

Use case: Warehouse Operations dash

In this specific area, the people in the warehouse are agents for any business critical processes and for change and evolution.  To make a system easy for them to use, it must be built with their vocabulary and each function must be accessible from a simple menu or set of buttons:  Book goods in, what equipment needs a PAT  or PUWER test, what items are in repair, how many of those drills are available, which vehicles need an MOT (TuV, etc.), how many perishable items are three months from disposal.

Use case: Talent Manager dash

In one company this could mean a dashboard of applicant tracking data, in another it might be extended to vetting, staff surveys, staff work metrics and discipline.  Yet another manager may be using AXLR8 e-Learning to develop staff and needs to make sure goals on staff numbers with certain qualifications are achieved.  Talent managers will have differing goals from company to company and AXLR8 Talent Managment and ATS, Vetting and other functions need to be customised for each company’s needs.

Use case: Customer Support dash

The Support Manager, or Operations Manager will be measured by the Cx level managers on many critical metrics.  This dashboard can be customised so that buttons and graphs on the opening page may show graphs of or allow access to such items as:

  • Map of where my maintenance staff are today
  • Current customer satisfaction feedback scores from AXLR8 Surveys and similar AXLR8 functions
  • Any tickets or requests that have taken longer than target response or resolution times

 

AXLR8 Film Rights Sales System

Rick Marengo

The AXLR8 Film Rights Distribution system is aimed at film sales agents world wide.
It will be soft launched at the European Film Festival 2019 in Berlin (Feb 6-12th, 2019). Then it will be officially launched in Cannes during the Film festival there in May 2019.

  • Revenue and sales forecasting
  • Creation of a DM (Deal Manifest) short form distribution agreement
  • Creates and archives this and the LFA (long form agreement) with standard IFTA agreements or your own documentation
  • Sales order processing and payments accounting
  • Collections emails automatically chase debts using AXLR8 Debt Chaser
  • Full reporting of “Avails”: Films available in different territories
  • Records film titles distributor agreements for specific territories and prints out fully bespoke agreements including MG (minimum guarantee), expiry of distribution, etc.)
  • Records when film titles distribution rights will end for your reseller and hence when a film distributorship is up for renewal.
  • Reminders of film distribution review dates and expiry
  • Allows interfaces with your website
  • Newsletter broadcasts to clients and others
  • Sales and marketing tools
  • many more features

The system requires no server or other systems investment. That is because it is hosted, managed and backed up on AXLR8Cloud. It is offered to clients as a subscription service (SaaS).  So you just need a browser on your PC Mac, Tablet, iPad or smart phone.

Please contact AXLR8 if this is of interest and you would like a demonstration.

AXLR8 commercial client GDPR

Rick Marengo

AXLR8 have produced the following AXLR8 GDPR document for clients in the commercial sector – especially those who use direct mail with our Newsletter Builder and other tools in B2C markets.

It also refers to a new AXLR8 Data Cleaning document.

Staffing Clients

Those in staffing will find it useful as there are some pointers about adding the Opt Ins to your staff contracts.  It seems reasonable to ask staff to read email in order to see what what work is coming up, confirming/ changing shifts and so on.  More is available on our specialist staffing website at http://staffing.axlr8.com.

For example, we will be covering data retention periods and especially applicant data and data about terminated staff (with and without payment history.

Government  Clients

AXLR8 are creating special new SAR 30/60/90 Information Request Types.  More details are on the way to government users of our FOI systems.

GDPR references

Rick Marengo

This link is the official UK Information Commissioner’s Office website and the pages of content are

  • the authoritative source and
  • clearly explained.

The fines associated with General Data Protection Regulations which come in on 25th May 2018 are huge.  None of us can afford 4% of turnover.  The reputation damage to your business would be much higher.

Just like you, AXLR8 have beeen burning hard earned reserve cash preparing for GDPR on top of our Penetration Testing, Vulnerability Scanning and the resulting remediation action plans.

Many people are claiming to help you with GDPR if you pay them money.  If, like of most of our clients, have more sense than money and some basic legal IT understanding, you should visit this ICO link.  It is the official UK Information Commissioner’s Office website and the pages of content are authoritative and clearly explained.  All you need to know is that you are the “Data Controller” and AXLR8 is your “Data Processor”.  Obviously, if you have in house systems as well, you are both DC and DP for those systems.

If you have any queries about the matter, please do not hestitate to call and book a (free) call with one of our consultants.  “A stitch in time…..”

 

AXLR8 Commercial Asset Finance V4.0 launches

Rick Marengo

Version 4 of the AXLR8 Commercial Asset Finance offering is now available.

What’s new?  The system is GDPR compliant.

It now includes compatibility with:

  • AXLR8 Trigaware: which automates alerts and messages for end of funding period and other actions.
  • AXLR8 Exchange Vault: which automatically stores proposal and client email traffic in the correct places by using the client email address and, if relevant, to a quote or proposal, using the funding opportunity (also called “finance requirement” or “funding requirement”) reference in the email subject line.  This is an invaluable tool for both client service and relationship building as well as compliance audit transparency.  All the email correspondence for contacts from funders, suppliers, clients and others may be found in their file and likewise, all the correspondence for a quote or funding proposal may be found quickly with that funding requirement’s record.
  • AXLR8 Mailing Manager: this includes AXLR8 Newsletter Builder which is an effective tool for new business sales as well as keeping clients informed of news and developments at your company.  It also has extensive mail merge capability so that it can produce contracts for clients or employees and many other forms of correspondence.  In more advanced forms, the AXLR8 Mailmerge system can merge context specific information into one or more funding proposals documents including:
    • Funder Details
    • Client Details
    • Equipment Supplier Details
    • client bank, accountant, and other details from KYC and profiling (e.g. length of time at residence and home ownership  and unlimited other profiling information).
    • Equipment details
    • Background information and funding  business case.
    • Financial parameters such as equipment costs, advances and all the other data required for any funder’s decision.
  • AXLR8 Report Builder:  This allows the creation of reports on the fly and the creation of ad hoc operational data queries.  These may be combined and the data can be exported to other systems & tools.  Thus, the requirements for compliance reporting (e.g. Gabriel reporting) or funder reports, supplier reports, sales commission calculations are all avaialbe with a few clicks.

…..and many other AXLR8 modules.  The system parameters, vocabulary, labels, statuses, profiles and menus can be updated by the your superuser without expensive programmer intervention.

Cassiopae Freehand

AXLR8 have also been working with Cassiopae UK behind the scenes to integrate Cassiopae’s market leading Freehand quotation software in to our AXLR8 proposal management system for Commercial Asset Finance Intermediaries.

 

Is it compatible with my system and do I need to ugrade?  It is based on the AXLR8 CRM (Dragon release and above.  Those clients still using the previous version on Cobra releases have been contacted about options, dates and plans for upgrading.