AXLR8 Dashboards

AXLR8 has been working on a broad UI improvement strategy over the last four years.  AXLR8 Dashboards are one of the main planks of that strategy.   Apart from developer team alignment, creative new look and feel approaches and UI standards, the main UI development areas include:

  • Operational Apps which interact with the AXLR8 enterprise data in your company built for
    • Android tablets and smartphones
    • iPhones and iPads running Apple iOS
  • Specialist portals for field staff
  • Simplified vertical market portals for specific job roles including finance brokers, request managers and asset/warehouse, transport and maintenance staff
  • AXLR8 Report Builder UI evolution
  • AXLR8 e-Learning
  • APIs to other systems extending access for users (e.g. integrated credit check searches for sales people or integrated proposal entry for finance brokers)
  • AXLR8 Dashboards

AXLR8 Dashboards are customisable by AXLR8 Support Consultants.  In Q4 2019 we plan to add the skills into the AXLR8 Super User training course deliverables.  Many AXLR8 SuperUsers will be able to customise these AXLR8 Dashboards for their board directors to see their KPIs and metrics as well as for operational and field staff in specific professional areas such as broking, job tracking, government information request management, talent management (including  Applicant tracking, vetting and and staff bookings), sales, maintenance, and many more.

What is an AXLR8 Dashboard?

AXLR8 Dashboards are overview screens making access to your information quicker and easier.  The AXLR8 Dashboards Manager allows the Super User or Consultant to:

  • customise a view (e.g. an opening view after login) of the system with only the buttons, graphs, etc. that a user or group of users needs
  • cascade more reports and dashboards when that user clicks through to them

This is best illustrated with examples of how dashboards are used.

Who needs AXLR8 Dashboards?

Use case: CEO dash

CEOs often identify 5-10 key metrics they need to run the business and identify trends.  Most great CEOs also want to dig into the detail.  So an opening screen with these key metrics and buttons leading to reports and data on the main functional areas of their business: sales forecast, sales league table, customer satisfaction survey feedback, delayed projects, bookings, etc. can easily be made for the Cx who would normally not engage with systems.

Use case: Warehouse Operations dash

In this specific area, the people in the warehouse are agents for any business critical processes and for change and evolution.  To make a system easy for them to use, it must be built with their vocabulary and each function must be accessible from a simple menu or set of buttons:  Book goods in, what equipment needs a PAT  or PUWER test, what items are in repair, how many of those drills are available, which vehicles need an MOT (TuV, etc.), how many perishable items are three months from disposal.

Use case: Talent Manager dash

In one company this could mean a dashboard of applicant tracking data, in another it might be extended to vetting, staff surveys, staff work metrics and discipline.  Yet another manager may be using AXLR8 e-Learning to develop staff and needs to make sure goals on staff numbers with certain qualifications are achieved.  Talent managers will have differing goals from company to company and AXLR8 Talent Managment and ATS, Vetting and other functions need to be customised for each company’s needs.

Use case: Customer Support dash

The Support Manager, or Operations Manager will be measured by the Cx level managers on many critical metrics.  This dashboard can be customised so that buttons and graphs on the opening page may show graphs of or allow access to such items as:

  • Map of where my maintenance staff are today
  • Current customer satisfaction feedback scores from AXLR8 Surveys and similar AXLR8 functions
  • Any tickets or requests that have taken longer than target response or resolution times

 

AXLR8 commercial client GDPR

AXLR8 have produced the following AXLR8 GDPR document for clients in the commercial sector – especially those who use direct mail with our Newsletter Builder and other tools in B2C markets.

It also referes to a new AXLR8 Data Cleaning document.

 

Staffing Clients

Those in staffing will find it useful as there are some pointers about adding the Opt Ins to your staff contracts.  It seems reasonable to ask staff to read email in order to see what what work is coming up, confirming/ changing shifts and so on.  More is available on our specialist staffing website at http://staffing.axlr8.com.

For example, we will be covering data retention periods and especially applicant data and data about terminated staff (with and without payment history.

Government  Clients

AXLR8 are creating special new SAR 30/60/90 Information Request Types.  More details are on the way to government users of our FOI systems.

 

De Lage Landen integration

Great project with the De Laga Landen developer support team last month.

AXLR8 now have a direct proposal introduction system in test and hope to have the first clients using it within a month.  Fantastic development  job by all concerned.

Great to work with such a forward-looking financial company.

AXLR8 Commercial Asset Finance V4.0 launches

Version 4 of the AXLR8 Commercial Asset Finance offering is now available.

What’s new?  The system is GDPR compliant.

It now includes compatibility with:

  • AXLR8 Trigaware: which automates alerts and messages for end of funding period and other actions.
  • AXLR8 Exchange Vault: which automatically stores proposal and client email traffic in the correct places by using the client email address and, if relevant, to a quote or proposal, using the funding opportunity (also called “finance requirement” or “funding requirement”) reference in the email subject line.  This is an invaluable tool for both client service and relationship building as well as compliance audit transparency.  All the email correspondence for contacts from funders, suppliers, clients and others may be found in their file and likewise, all the correspondence for a quote or funding proposal may be found quickly with that funding requirement’s record.
  • AXLR8 Mailing Manager: this includes AXLR8 Newsletter Builder which is an effective tool for new business sales as well as keeping clients informed of news and developments at your company.  It also has extensive mail merge capability so that it can produce contracts for clients or employees and many other forms of correspondence.  In more advanced forms, the AXLR8 Mailmerge system can merge context specific information into one or more funding proposals documents including:
    • Funder Details
    • Client Details
    • Equipment Supplier Details
    • client bank, accountant, and other details from KYC and profiling (e.g. length of time at residence and home ownership  and unlimited other profiling information).
    • Equipment details
    • Background information and funding  business case.
    • Financial parameters such as equipment costs, advances and all the other data required for any funder’s decision.
  • AXLR8 Report Builder:  This allows the creation of reports on the fly and the creation of ad hoc operational data queries.  These may be combined and the data can be exported to other systems & tools.  Thus, the requirements for compliance reporting (e.g. Gabriel reporting) or funder reports, supplier reports, sales commission calculations are all avaialbe with a few clicks.

…..and many other AXLR8 modules.  The system parameters, vocabulary, labels, statuses, profiles and menus can be updated by the your superuser without expensive programmer intervention.

Cassiopae Freehand

AXLR8 have also been working with Cassiopae UK behind the scenes to integrate Cassiopae’s market leading Freehand quotation software in to our AXLR8 proposal management system for Commercial Asset Finance Intermediaries.

 

Is it compatible with my system and do I need to ugrade?  It is based on the AXLR8 CRM (Dragon release and above.  Those clients still using the previous version on Cobra releases have been contacted about options, dates and plans for upgrading.

AXLR8 off line data collection

AXLR8 has been providing the tools for clients’ mobile workers to collect data using an online tablet or smart phone for around ten years.  The first ones ran on devices like the the Blackberry.

For example:

  • building surveys
  • health and safety audits
  • field marketing store visit reports
  • supplier audits
  • staff vetting workshops
  • local authority social sureys
  • consultation surveys
  • staff surveys

AXLR8 Clients collect tens of thousands of data items around the world, every minute, using this technology.

Surveys with no internet

However, customers still find that there are some places they must go where it is impossible or inconvenient to acquire an internet connection.  Places with unreliable or no internet connection include:

  • an agricultural setting
  • a basement or underground carpark
  • festival fields
  • on board ship
  • a shop or building that blocks or shields 4G and 3G
  • no data allowance for the period using  BYOD
  • a remote foreign location with no (secure) internet.

So a couple of years ago, AXLR8 created an app that allowed offline reporting.

You download the surveys/ report questions to your device before setting off at a point where you can use a WIFI connection.  Then you open the questionnaire and fill in the responses as you move around:  inspect the building or inteview the public or check merchandise levels – or whatever your field task is.  Following that field survey, when you return to the internet connection,  you can submit the saved survey and all the data and pictures/files/video are uploaded to the cloud.

From there, the usual functions are possible by you or by your trusty back office support staff: creating documents, presenting the data on AXLR8 designed client portals, extracting the data and writing analyses, etc.

Explainer animation: Click here

For more information, please call AXLR8 on  +44 1344 776500.