Business Intelligence

Business Intelligence

EMPOWERING BUSINESSES FOR BETTER DECISION MAKING Having the market leading financial and operational management system, automating the processes associated with managing income and paying your staff, is an important part of running a successful business. Equally important however is the timely delivery of comprehensive, relevant and accurate management reports, providing clear visibility of historical and current data as well as predictive analysis to develop future strategies. Business Intelligence from Coldharbour Systems provides a fully integrated end-toend solution for clients who wish to produce consolidated management information across multiple sites. Our cohesive solution set provides the tools to drive better and more informed decision making and future planning that will positively impact your business. Organisation-wide Intelligence The aim of Business Intelligence is to reverse the trend, whereby a business spends more time processing data than participating in business decision-making. Resulting operational and financial data needs to be flexible enough to support dynamic business structures and aims. The key to effective reporting is not only being able to understand and interpret the underlying system data but equally to be able to relate that data to the differing requirements across the business. The flexible configuration facilities within Coldharbour s Business Intelligence tools enable the user to define the exact content of the data required quickly and easily with the reporting requirements being saved and re-run when required. Sharing information seamlessly across your organisation and ensuring that the right people are receiving relevant, timely and accurate information is paramount to a successful business intelligence strategy. The ability to produce effective ad-hoc reporting, day to day actionable data and strategic organisational intelligence provides a comprehensive solution that combines localised empowerment with corporate accountability. Business Intelligence tools - The path of business critical data Extract XL REPORTER Manage GLOBAL DATA ANALYSER ACTIVE DASHBOARD The purpose of Business Intelligence Store Distribute BUSINESS INTELLIGENCE Planning Determine business forecasts and future strategies Monitoring Identify where your company stands in relation to its goals Identification Rapid feedback of potential business risks Analysis Evaluate trends to help make decisions 1 COLDHARBOUR SYSTEMS

system Transforming Data into intelligence Global Data Analyser (GDA) provides a robust and scaleable data extraction and storage solution. Unstructured data from multiple sources is converted and consolidated into a single data warehouse providing structured and meaningful business information specifically designed for management reporting purposes. Operational Data Financial Data GLOBAL DATA ANALYSER The simple Microsoft wizard-style interface combined with powerful and flexible configuration facilities provides total user ownership of content and format of extracted data. Global Data Analyser will enable you to track and report these elements separately in a concise and efficient manner.. High level overview Ability for the end user to easily extract key operational and financial data. Total user ownership of extracted data. Ability to include all corporate structures and multiple entities to enable group-wide reporting. Extracts for trend analysis and ad-hoc reporting can be generated swiftly with separate extracts also being provided for structured reporting. Data extraction to multiple formats including: SQL server, XLS (Excel), DBF (dbase) or CSV format (comma separated). Self defined templates enable users to re-run, save and archive specific formats of extracts at any time to report libraries. Ability to schedule extractions to run offline or overnight. Performance data (e.g. occupancy) XL REPORTER GLOBAL DATA ANALYSER Mail merge data SQL Server, XLS, DBF and CSV Structured financial information ACTIVE DASHBOARD COLDHARBOUR SYSTEMS 2

ANIMATE YOUR STATIC SPREADSHEETS Coldharbour XL Reporter empowers users to effectively analyse business data without having to understand the intricacies of underlying data structures. Providing a dynamic link between the data stored within GDA and Microsoft Excel, once created, spreadsheets can be updated as the source data changes, eliminating the need to constantly download data and recreate reports. XL REPORTER Example Coldharbour XL Report with drill-down analysis on aggregated data The resulting information can be interrogated to create bespoke Excel based reports with full drill-down capability removing the need to consult other reports or systems to justify aggregated figures. Coldharbour XL Reporter is implemented in three stages: Data element definition We supply a sample of data element templates, enabling many reports to be written out of the box. However the system is flexible, such that client-specific data elements can be created to reflect the reporting needs of their organisation. Report design Using Microsoft Excel, the user builds the reports they require. All of the standard features of Excel are available. Report deployment The report may be distributed to end-users either via email or the web. High level overview Powerful reporting and presentation facilities Easy to use - no requirement for deep technical knowledge of corporate data structures Flexible slice and dice the data to create bespoke reports Customisable Familiar Microsoft Excel application Drill down for in-depth data analysis 3 COLDHARBOUR SYSTEMS

STREAMLINING AND SIMPLIFYING ACCESS TO INTELLIGENCE Communicating critical business information visually is the key objective of the Active Dashboards. Numerical information can be quickly transformed into meaningful graphical messages, via a dashboard layout. Convenient and easy to use with low cost deployment, dashboards can be configured at both an end user level, to promote active unit based key performance indicators and at a central level for strategic group intelligence. ACTIVE DASHBOARD Dynamic and interactive Retrieved information combines with drill-down functions to facilitate access to underlying details. Dynamic smart-filtering can be applied to affect the displayed information within individual charts, graphs and grids. Easy to use settings enable individuals to create personalised dashboard layouts to suit their needs. Flexible presentation styles Configuration settings allow default dashboard layouts, formats and drill-down options to be easily modified to reflect each organisation s requirements. High level overview Visual presentation of data using a broad range of graphical display styles to convey results quickly. Illustration of current performance levels with the ability to compare results from previous periods. Accessed using a standard web browser: simplifying the secure distribution and sharing of information to all relevant individuals. Easy to deploy with rapid set-up. Evolves by simply using pre-defined graphical chart styles and parameter driven settings. Easy to use: offering drill-down navigation facilities to route to underlying information and initiate appropriate actions. COLDHARBOUR SYSTEMS 4

INTEGRATED SOLUTIONS from THE MARKET LEADERS Since our inception in 1986, Coldharbour Systems have been providing end-to-end financial and operational solutions to our client base. BUSINESS INTELLIGENCE Management Information GLOBAL DATA ANALYSER XL REPORTER ACTIVE DASHBOARD Financial data Operational data RESIDENTIAL CARE NURSERY CARE COMMUNITY CARE AGENCY CARE ACUTE AND MENTAL HEALTHCARE COLDHARBOUR FINANCIALS PAYROLL COLDHARBOUR SYSTEMS HOSTED SERVICES From day to day management of income and staff costs to corporate level accounting, Coldharbour Systems provide an integrated system enabling the flow of critical data, resulting in clear and accessible Business Intelligence. For those clients who do not want the overhead of costly internal IT resource and equipment, Coldharbour s Hosted Services offer a fully managed platform providing intrusion protection services and disaster recovery. 5 COLDHARBOUR SYSTEMS

Project services Coldharbour employ a team of qualified and experienced management reporting experts, whose responsibility is to support you in the generation and management of your business intelligence solution. For those clients who do not want the overhead of report template creation and maintenance, Coldharbour Systems provides in-house Management Information Services (MIS). Augmenting the standard report set available within our suite of products MIS provides a consultative approach to the delivery of business intelligence. Working with the client s current management reports we provide automated reporting which mirrors and exceeds the capabilities of their historical reporting. The completed client MIS pack is fully supported by Coldharbour. The team are also highly experienced in integrating our Business Intelligence Tools and packages to other corporate business intelligence products. The end result is a complete corporate business intelligence solution for any size of organisation. Technical platform Business Intelligence is published on the trusted platform of Microsoft SQL Server, our preferred database for maximum security, data integrity and scaleability. As an accredited Microsoft Gold Certified Partner, Coldharbour s report generation tool is provided as a bolt-on to Microsoft Excel for user familiarity. Full ODBC compliance within GDA enables data to be uploaded to almost any corporate reporting tool.

Coldharbour Systems Ltd The Courtyard, Wraxall Hill, Wraxall, Bristol BS48 1NA Telephone: 01275 850500 Fax: 01275 850501 Email: info@coldharbour-systems.co.uk Website: www.coldharbour-systems.co.uk Coldharbour Systems is BS EN ISO9001: 2000 certified