Instant Business Intelligence
March 23, 2010
Have you ever wanted to combine data from your accounting systems, your customer relationship management systems, your ERP systems, or data sitting in the cloud (such as salesforce.com)? Are you tired of getting a different story regarding the “state of your business” from each one of these systems?
You might be thinking to yourself, “Yes, but it’s too difficult to get access to each system and pull the data together.” Or “Oh, I have to get our corporate IT department involved and I don’t have time to wrestle with the “process.”
You need to make critical business decisions fast and need an easier way?
YourView – The Vision
LUCRUM has a deep history working with data. We had a vision to create a product that helps bring data together through an easy and intuitive application. As we started looking at the problem from a different angle, we found that the solution is less about data and more about combining data to help answer “top-of-mind” business questions. Imagine viewing on one report your forecasted sales data and customer purchase history. You can start answering question like:
- What is my expected versus realized revenue gap?
- Are my sales reps properly aligned?
- In what industries are my biggest customers?
- What else could I be selling them?
- What are my realized margins per sales person?
The answers to your questions maybe sitting right on your own computer. It could be in a report or in the various Excel spreadsheets you use everyday. If you can access the data, then YourView can help you gain a better understanding.
Solution
YourView allows data to be combined from multiple data sources using a very simple application like Microsoft Excel. Most line of business applications allow data to be sourced to Excel through a reporting or export feature. In addition, YourView allows you to source data directly from cloud services (salesforce.com). Once the data is inside YourView, each different source can be combined together into a single view utilizing a common business entity such as customer name. Combining the data is performed through YourView’s simple Business Entity Mapper feature. The data is then loaded into a relational data mart, which can be used to seek answer to the “top-of-mind” questions about your business.
Specifications
YourView is a Microsoft Windows desktop application, which allows multiple data sources to be loaded, categorized and mapped, and then loaded into a Microsoft SQL Server database. Data is modeled using the Business Entity Mapper, which defines the business categories and measures. YourView will create a physical database and will load the data into the database. YourView utilizes LUCRUM’s dynamic data loader toolkit (DDLT) as the ELT (Extraction, Loading, and Transformation) engine.
Features:
- Load data from Microsoft Excel 2003
- Connect directly to salesforce.com and pull data into YourView (requires an authorized SFDC account with API access)
- Edit the imported data directly inside YourView
- Classify data as business dimensions (categories) and facts (measures)
- Converts data into SQL Server Types: varchar, nvarchar, decimal, integer, and bit
- Performs data validation to help find and determine data integrity problems
- Creates a physical database and loads the data based on the model generated from the Business Entity Mapper
Requirements:
- Microsoft Windows XP SP3/Vista/Windows 7
- Microsoft.NET 3.5 SP1
- Microsoft SQL Server 2005/2008 Standard Edition or Express Edition
- 1 GHz Processor or Higher
- 400 MB RAM
- 10MB of Hard Disk Space for product installation – additional disk space is required for the YourView deployed data mart
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