Platform for Survey, Consolidation of Information and Metrics
Many Companies and Organizations that bring together different functional units or business units have the main challenge of being able to integrate the flow of information from each of these satellites and generate quality input that results in a more effective decision-making process.
Information usually circulates in an unstructured way, with little or no validation and registration, both of content and versioning. This situation generates permanent uncertainty regarding its quality and accuracy, directly impacting all processes.
These Digital Transformation tools radically change the way to manage the Interaction and Exchange of Information between the different units, allowing more efficient operations, the automation of certain activities and much greater work power using the same resources.
Goals
- Systemically manage the interaction of nodes in decentralized structures with great geographical dispersion or independent operating units that each tend to have their own interpretation of the forms and contents that must be considered in the collection and processing of information.
- Optimize the flow of information from the different sectors of an organization, integrating business rules and activities and transforming the way of working of each one of its members, in order to achieve uniform cultural guidelines, based on the fact that there is always a more efficient way to perform a process.
- Maximize the response capacity of the organization in a dynamic, complex and highly competitive environment that requires differentiating strategies that are fed back with information in Real Time to maintain its competitive advantages or, in extreme cases, to guarantee its survival.
- Connect people, processes and technology, forming an intelligent work core, in which repetitive task sequences are delegated to an automated tool to prioritize core activities and make more complex decisions effectively, which ultimately leads to to the creation of efficient business processes.
Key points
- The Opportunity: Any process that involves sharing physical documents, sharing files and spreadsheets that are constantly reviewed or a workflow where there is a lot of Information that travels in the body of an email is a clear opportunity to generate a relevant improvement. The standardization of the input and the application of business rules in a simple and effective way, minimizes the possibility of errors and allows minimizing the level of uncertainty regarding the quality of the data.
- Correct definition of the information flow: Each process is associated with a technical and a human factor, which must be analyzed to validate the possibility of its modeling. For this, correct information must be available, validated from a factual point of view, including the insights of those who must actually carry out the process, since they have specific know-how. In the first instance, critical information flows are usually analyzed in which the increasing level of complexity leads to the obsolescence of legacy work methods.
- Confidentiality, Security and Traceability: The handling of critical information requires the possibility of giving it a differential treatment that protects it from possible unauthorized disclosure, vulnerabilities and intentional or accidental alterations. The possibility of even processing any input provided by a node or business unit without any other user accessing it is a key element in organizations. All these requirements are impossible to implement effectively on an unstructured information flow, so the treatment of each data is left solely to the behavior of the users involved in the process.
- Eliminate the "Silo Effect": This name refers to a series of communication, coordination and priority-setting problems that usually occur in organizations that are strongly oriented towards functional or departmental aspects over process management. This effect generates great challenges that must be overcome with a more comprehensive approach to the problems, where what is important is the process as a whole and not the interests of each department separately. The fragmentation of structures, cultural differences and verticality in the decision-making process are some of its symptoms.
- Automation: A specialized platform allows the automation of repetitive tasks regardless of their complexity, since it is absorbed by the processing capacity of the tool, with a dynamic and intuitive interface. Activities are automated based on rules and managing exceptions, manipulating data and information as a human would. In this way, resources are released that can be used in activities of greater added value, where creativity or interaction with other people is required. Automation works only in cases where an information flow, its rules and exceptions can be systematically determined.
Features and Benefits
- Relevamiento's intelligent Panel of processes allows the user to intuitively create, modify or delete new templates to collect information. The user can segment, order and filter their operations at any time.
- The processes are managed in a standardized way, as they were designed, ensuring that policies and standards are met, obtaining consistent and predictable results.
- The systematization and simplification of processes allows the optimization of assigned human resources, reducing the need for specific training and eliminating duplication of work.
- The data collected impacts the platform in Real Time, so there is no need to wait for periodic presentations of results or distributions by email. Indicators and reports are generated on a time continuum.
- Increases the reaction capacity of the organization and functional units, reducing decision-making time and allowing rapid implementation of new business strategies.
- The platform also allows access to a Dashboard with a significant amount of Analytics with all kinds of Indicators, KPIs, rankings and other Metrics. The Visualizations that integrate it, provide greater analysis capacity with consistent and higher quality information.
- The possibility of integrating historical data together with the data entered in a single platform is vital to easily compare different periods and build historical series.
- Allows you to define certain data as Confidential. This information is not accessible in a disaggregated way to any other user and can only be used as input to a process.
- The information can be entered from anywhere and from any device, be it a notebook, tablet or smartphone.
- The platform provides traceability and reduces bureaucratic control and the generation of excessive documentation, generating a satisfactory and effective user experience.
- The incorporation of security features is a fundamental point that distinguishes the use of a platform with respect to any traditional method used to collect and distribute information through spreadsheets.
- Improve the result of a wide spectrum of KPIs that range from the quality of the products and services offered to customer service.
Functionalities
- Interaction Management
- Business logic automation and input standardization
- Universal multi-device access.
- Dashboard with visual exploitation of management statistics.
- Real-time monitoring of Metrics, Indexes and KPIs
- Filters and intelligent search of operations or activities
- User management module
- Assignment of functions and activities, with delegation rules
- Activity traceability and auditing
- Sending automated notifications via email
- Visualization of the status of the different activities
- Reports and export of information.
- Electronic signature and cryptography.