Building Financial Reporting Dashboards Using the Microsoft Office System

Transpara's Visual KPI puts real-time data on any web browser, whether hand-held or desktop.  Visual KPI is a revolutionary web application that allows you to easily create and distribute real-time Key Performance Indicators (KPIs).  By simply configuring Scorecards and KPIs in Microsoft Excel, you can publish them for instant consumption by anyone in your organization or supply chain on any device using your Intranet, Extranet or even the Internet.  Visual KPI is a vital part of any Business Performance Management strategy.

SCR (Stakeholder Cost Reporting) is a powerful reporting system that compares budget costs, daily estimated costs, committed purchase order costs and actual costs, for 100's of concurrently active projects.

SCR benefits include: 

• Executive dashboard view of project costs transparently shared with selected stakeholders such as project team stakeholders, clients, joint venture partners etc...
• Integration with head office systems by effortlessly sharing cost information as required by the host Accounting System, Microsoft Project, or any other host application.
• Business process via Windows SharePoint Services.
• Digital Document Management strategies via SharePoint and InfoPath.
• Data accessible Excel users to support business intelligence analysis.

Credera is a Microsoft Gold Certified Partner and Microsoft Development Advisory Council member delivering top quality solutions to companies across many industries. Credera offers very rich Collaboration, Content Management, Portals, and Search Solutions to help you run a more efficient and profitable business. Credera's unique, high quality consulting approach helps assure that your solution will be implemented correctly and will be open and extensible to adapt with your business. Our solutions also result in decreased maintenance cost allowing IT to focus on supporting the business.

Our expertise spans the Microsoft Office Suite including Microsoft Office SharePoint Server, Windows SharePoint Services, Groove, customizations to standard office products like Word and Excel, SharePoint BI technologies, and many of the other Microsoft Platform products.

Please contact us for a free consultation and estimate.

ClientLogix integrates your relationship management and portfolio accounting data in an easy to navigate, flexible environment.  Dashboards, dynamic groupings of data based upon any criteria, and workflow processes combine to make a single solution that can aid every business unit in a wealth/investment management firm.  Whether your firm does investment manager selection or investment management, ClientLogix works for all types of firms, securities and clientele.

ClientLogix integrates with the major portfolio accounting systems that help you to manage a variety of account types- hedge funds, alternatives, mutual funds, etf, fund of funds, balanced, separately managed, institutional, high net worth.

Mariner specializes in business intelligence and data warehousing to help clients in the financial, manufacturing, utility, retail and healthcare industries.   As a Microsoft Gold Certified Partner with competencies in Data Management & Information Worker solutions, we help organizations manage performance through insightful business scorecards and dashboards, advanced analytics and thorough planning and forecasting.   This demonstration shows how banks can use BSM 2005 to improve retail banking operations.  Using a business case, the demo shows how poor performance can be isolated and corrected.  Four views of the scorecard are shown beginning with the Chief Banking Officer’s scorecard of the entire retail banking organization and drilling down through the Regional Manager, Branch Manager and Teller scorecards.  

Satyam Computer Services is a Microsoft Gold Certified Partner. 

Satyam's Banking & Financial Services solutions enables financial organizations, to fulfill customer demands while keeping costs in line.

Satyam- Microsoft Alliance along Satyam Technology Architecture Group (TAG) and Satyam's .NET COE Team have prototyped a solution for financial analysts that takes the advantage of MS Office 2007 suite of products.

Financial Analysts spend too much of their time in manually collating and synchronizing required information from different sources which usually leads to lot of manual work and duplication of work files. As a solution it is required to provide a single tool or a collaborative set of tools that can easily fetch data from different financial web services, performs comprehensive analysis and also write back analysis reports to the LOB Data stores

BI Portal Solutions enable you to access, show, and analyze your key business data in a low cost reporting solution.

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rTools is a Microsoft Excel based Reporting Software like none other. rTools is designed to learn from you. The more you use rTools, the more insightful the reports become. In addition, rTools uses intelligent data analysis to mine the database for hidden gems of information.

rTools offers a completely new perspective, using a fresh new approach to report creation. rTools does not require you learn a complex new reporting software or to rely on IT staff to build reports. Instead rTools builds the reports for you.

All reports are completely auto-generated, including powerful, automatic layout and formatting using preferences learned from you. Each new report is unique as rTools is constantly adjusting to improve reporting insight.

rTools is designed to be as easy to use a possible.

Download your 60 day trial version today.

XLSTAT is the leading data analysis and statistical solution for Microsoft Excel

The XLSTAT add-in offers a wide variety of functions to enhance the analytical capabilities of Excel, making it the ideal tool for your everyday data analysis and statistics requirements.

XLSTAT is compatible with all Excel versions from version 97 to version 2007, and is compatitble with the Windows 9x till Windows Vista systems.

Because it is quick, reliable, easy to install and to use - and well-priced - XLSTAT is used today by more than 15,000 customers in businesses and universities, big and small, in over 80 countries throughout the world.

XLSTAT can be purchased online on a highly secured site, anytime, anywhere. Both electronic and CD-Rom versions are available.

AutoVue 19.1 for SharePoint enhances Microsoft SharePoint collaboration capabilities by adding powerful and user-friendly visualization, markup, digital mockup and real-time collaboration features for hundreds of native document formats including 2D/3D CAD, EDA, image and Office.

With AutoVue for SharePoint, the purchase of additional viewing tools or expensive software applications with steep learning-curves is unnecessary. Project collaboration is facilitated since a broader audience, regardless of the applications installed or the users’ technical skills can instantly and remotely access and review any document type supported by AutoVue directly from their SharePoint environment.

AutoVue leverages SharePoint’s version control, search and browse capability for easier project collaboration. All markups and annotations are saved as distinct AutoVue overlays directly into SharePoint, providing a single point of access for team design review.

idu-Concept is a product, marketed and distributed by the idu Group. The product has been designed to streamline the budget and forecast capture and reporting process reducing the cycle from months to weeks. The system accommodates multiple companies, currencies, and hierarchies as well as both budget and forecast fiscal sets, which, although residing within the same system, exist completely independent of each other. The system comprises three parts, two front end modules and an administrator module . The two front end modules consist of the core budgeting and forecasting module and management information comparing actual spend to budget and forecast .