penelope athena software TABLEAU ONLINE DASHBOARD INFORMATION PACKAGE case management software

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1 penelope case management software TABLEAU ONLINE DASHBOARD INFORMATION PACKAGE athena software

2 It's kind of like a living organism. It helps us think fast, it helps us be more responsive, it helps us in our planning. Roma Balzer, Te Runanga o Kirikiriroa New Zealand dig Deeper. Athena offers a special online subscription service that utilises the best in class dashboard reporting engine Tableau to provide a suite of online dashboards. CUSTOM REPORT DEVELOPMENT Agile. These core dashboards present statistical data from Penelope in a variety of striking visualizations to help you understand your service level, outcomes, financial and worker performance data, breakdowns and trends with greater clarity and insight. Tableau also offers some powerful BI tools such as automatic online report generation and distribution, real time dynamic data manipulation and filtering, ad hoc output to CSV, advanced geocoding, and configurable grouping, annotations and aliasing. AUTOMATIC REPORT DISTRIBUTION Automatic. These dashboards provide powerful reporting on: Service Utilisation Client Demographics Staff Performance Metrics Service Outcomes / Change over Time Financial Data DRILL DOWN & INTERACT WITH DATA Insightful.

3 Tableau data visualization tools. AGILE / RAPID DEVELOPMENT & DASHBOARD DEVELOPMENT Easy to build new reports and dashboards with beautiful graphics Create custom dashboards containing multiple reports AVAILABLE AS AN ONLINE SaaS SUBSCRIPTION SERVICE Access reports anywhere online If you have Tableau Desktop, you can upload your own reports to the server anytime to add to your suite of dashboards DRILL DOWN & DYNAMICALLY EXPLORE YOUR DATA Export custom data sets dynamically - share in seconds Manipulate data in real time (live drag and drop, filtering) for custom visualizations of data AUTOMATICALLY DISTRIBUTE DASHBOARDS TO STAKEHOLDERS Rather than go run the reports, let the reports run to you! Create scheduled s of specific dashboards to specific recipients Get your dashboards and reports on your phone each morning, automatically

4 Tableau data visualization tools. RENAME FIELDS EASILY CREATE CUSTOM CATEGORIZATIONS / GROUPINGS COMMENT/ ANNOTATE REPORTS / DATA POINTS WITH TEXT EXTENSIVE GEOCODING AND GEOGRAPHICAL REPORTING CAPABILITIES PERFORM CALCULATIONS AND ADD TREND LINES CUSTOM SORT OPTIONS DRILL DOWN INTO UNDERLYING DATA MANY DATA TYPES AND GRAPH OPTIONS AVAILABLE Page 4 of 7

5 Tableau automation features. Tableau s automated report distribution features provide the ability to automate not only the updating / generation of reports and dashboards, but also their ed distribution to specific groups of people. With these automation features, you can: SCHEDULED REPORT GENERATION Create custom dashboards for specific audiences Create lists of subscribers ( both internal and external - such as funders, external stakeholders, program management etc.) FUNDERS Create an automated distribution schedule Dashboards will be automatically be ed to subscribers on your schedule in PDF format INTERNAL SCHEDULED REPORT STAFF GENERATION EXTERNAL STAKEHOLDERS No need to go out and generate any reports, they automatically come to you - just think of the time you will save! MANAGEMENT Reports that run to you. Page 5 of 7

6 tailored services: Custom Reporting. As amazing and flexible as Penelope is, there may be times where some additional connective work is needed to bridge a unique gap between Penelope and other information systems (eg. Finance, HR, government reporting bodies) or legacy data. We can also add significant value by creating custom reporting dashboards or output files, web service integrations to sync or securely share data with third party systems or extend the benefits of Penelope for your organization through bespoke application customization. Sometimes all that is needed is some help building out or configuring the system. CUSTOM REPORTING CUSTOM INTEGRATIONS DATA MIGRATION CUSTOM CONFIGURATION SOFTWARE CUSTOMIZATION Our multi-disciplinary Specialized Services team is well equipped to provide creative t a i l o r e d s o l u t i o n s t o y o u r u n i q u e requirements. Custom Needs. Page 6 of 7

7 penelope case management software athena software 1st floor, 33 Dupont Street East Waterloo, Ontario Canada N2J 2G8 NORTH AMERICA AUSTRALIA UK NZ FAX Page 7 of 7