Effective online client reporting is essential for an organization's progress and should be implemented at all levels ranging from employees to owners and executives. The right online client reporting software will make it easy to keep all of an organization's activities in check.
Account managers foremost need project progress and coordination information such as dashboards displaying Gantt charts (see dashboard example).
However, the dashboards and reports must be able to go beyond core account management data to give a holistic view of all factors that can impact on-time, on-budget delivery.
Online client reporting represents the critical reporting relationship between consultants and clients. Using an online client reporting tool such as InetSoft's Style Intelligence provides users an efficient platform to create reports and keep clients updated on progress.
Consultants interact, share and collaborate with many parties. Visualization dashboards works excellently in most cases. Offline distributable reports become essential for many occasions where parties must share a large amount of information. InetSoft's pixel perfect, paginated document report engine is specifically designed for these cases.
Visualization dashboards are the most intutive ways to understand client information. However, not all dashboards are created equal. InetSoft's web app can easily connect to client data to create self-service dashboards with rich built-in interactivity and customization.
For successfull delivery of projects, consultants must utilize all project related data, for example, supply chain and issue tracking system data. These systems are normally scattered. Some third party data may even be in Excel files. InetSoft's data mashup makes data processing a light-weight, business user self-serviceable process with great efficiency.
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