Assemble Information into a Dashboard or Briefing Document

Organizations often have to collate a wealth of performance and planning information into various documents on a regular basis. Information in a variety of numeric, graphical and textual forms must be sourced from a variety of people, business systems, spreadsheets and documents. Text might serve a variety of purposes – such as interpreting results, describing related facts or outlining planned actions.

CorVu’s innovative CorPortfolio module can automatically assemble this information into a briefing book, board report, management report pack, management dashboard or an online ‘planning and performance portal’. Templates and collaborative workflows can be used to simplify the collation of the many periodic reports or dashboards that might be required.

Because the configuration of reports and dashboards requires no ‘programming’ skills, business users can be empowered and IT bottlenecks can be avoided.

Why Choose CorPortfolio?

CorPortfolio can improve the quality and timeliness of available information, while simultaneously reducing costs and avoiding collation errors. CorPortfolio will enable you to:

• Streamline the management reporting process by using templates, automated assembly and collaborative workflows.
• Improve the quality of available information by combining reports and analysis with related text.
• Fast-track the availability of periodic management report packs.
• Reduce the cost of assembling periodic management report packs.
• Reduce the inevitable costly handling errors of manual collation.
• Leverage investment in existing information systems (e.g. ERP systems, HR systems, project management systems, quality systems, incident systems, portals, various documents, databases, spreadsheets and BI applications).
• Conduct online meetings, review performance results and make necessary decisions using interactive, on-line material that serves as ‘one version of the truth’.