Most organizations must summarize performance information for various stakeholders - the board, the management team, customers, etc. - 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.
Traditionally these summaries have been constructed laboriously using spreadsheets and word processors. The effort involved often limits the extent and the quality of the information available. This process is also subject to significant collation risks.
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.
A printed or online summary can be made available regularly and include information from non-CorVu sources (such as spreadsheets, documents, diagrams and other technologies) and from CorVu sources.