Customer-Facing BI and Analytics

INFORMATION BUILDERS SUCCESS IN

Information Builders provides trusted data and actionable analytics to improve customer acquisition, loyalty, and value.

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“The iWay data quality tools identify similar records and group clients regardless of the source of the data. We can give each customer a unique identifier so users can see all the different dimensions of the customer’s relationship with SWBC.”

“On average, these analytical tools save customers an additional two percent of their annual transportation budget, on top of the five to seven percent that nVision saves them through their traditional services.”

Trusted Data at SWBC

Actionable Analytics at nVision Global

Shane Brode IT Manager

Keith Snavely Senior Vice President of Global Sales and Marketing

Why Customer-Facing BI and Analytics

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■ Improve information sharing with customers, suppliers, and other business partners

■ Reduce the cost of servicing and collaborating with external stakeholders

■ Increase acquisition and retention through more competitive services and offerings

■ Monetize data by creating new income sources and revenue streams

■ Improve the productivity of support staff

Our clients realize significant benefits with customer-facing business intelligence (BI) and analytics.

Insperity improved services to its clients by making important HR information conveniently available, at any time, via the web. Through a self-service customer-facing BI environment, users generate hundreds of reports each day – as many as 40,000 reports each quarter – that include critical payroll, tax, benefit, and related HR information. Clients can now better manage worksite employees, resulting in higher satisfaction.

With WebFOCUS, Information Builders’ BI and analytics platform, Neways’ independent distributors can tap into visually rich and powerful tools that maximize their earning potential by delivering real-time data about orders, bonus qualifications, and more. The tiered distributor-facing BI environment has resulted in higher revenues and profits for both the company and its distributors.

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Accommodating Many User Types Becoming More Data-Driven

Insperity NewaysInsperity is the nation’s leading professional employer organization (PEO), serving as a full-service human resources department.

Neways designs, manufactures, sells, and distributes personal care, household, and nutritional products to 31 countries worldwide.

LEARN MOREhttps://www.informationbuilders.com/customer/neways

LEARN MOREhttps://www.informationbuilders.com/customer/insperity

A comprehensive environment called eTTek Review allows more than 800 travel managers to obtain optimal pricing on flights, hotels, and car rentals, and to identify patterns and trends in travel spending. Users can even benchmark their travel spending habits against other, similar companies. In addition to improving customer service and satisfaction, the customer-facing application saves clients millions of dollars.

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Saving Clients Millions in Travel Expenses

Travel & TransportTravel & Transport is the sixth-largest travel management company in the U.S.

Dashboards and scorecards provide a convenient, single point of access to BI and analytics content.

LEARN MOREhttps://www.informationbuilders.com/customer/travel-and-transport

Improved access to data about degree completion and other student activities enables Oklahoma to participate in a national education initiative. WebFOCUS supports a public-facing performance portal that delivers insight into the academic performance and demographics of every higher education student in the state. Better insight into student performance improves the allocation of funds based on goal achievement.

WebFOCUS dashboards, parameterized reports, and custom report development tools allow customers to visualize business data and create custom reports for parts inventory, customers, service, vehicle histories, and accounting. This meets client demands for better reporting capabilities, helping them better manage their retail businesses, from selling vehicles to handling inventory to producing financial statements.

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Boosting Academic Success Rates Revving Up Its Dealer Management System

Oklahoma State Regents for Higher Education DealerTrackThe Oklahoma State Regents for Higher Education oversees academic standards, courses of study, grants, degrees, and tuitions for colleges and universities.

DealerTrack’s high-value Software-as-a-Service (SaaS) enhance efficiency and profitability for all major segments of the retail automotive industry.

LEARN MORE LEARN MOREhttps://www.informationbuilders.com/customer/oklahoma-state-regents-higher-education https://www.informationbuilders.com/customer/dealertrack

A WebFOCUS dashboard has empowered customers with fast, intuitive access to hard-to-reach data sources, so they can better detect fraud in worker claims. They can assess and score claims to determine the likelihood of fraud, or even uncover troublesome trends, such as doctors who distribute a suspicious number of prescriptions.

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Helping Customers Fight Fraud

Workers Compensation FundWorkers Compensation Fund is a non-profit mutual insurance company based in Utah.

InfoApps™ deliver interactive analytics through a portal, for an easy “app-store”-like experience.

LEARN MOREhttps://www.informationbuilders.com/customer/workers-compensation-fund

The company provides more than 500 customers with interactive eStatements – a type of InfoApp™ – that offer a personal digital overview of their investments with attention to wealth, yield, output, and efficiency. Communication has dramatically improved, as customers can now review their investments on a daily basis, and receive input from their advisors.

Customer-facing InfoApps™ give clients a more comprehensive view of their HR operations by allowing them to tap into data in HR, payroll, and timekeeping systems for insight into total compensation, labor distribution, general ledger issues, and employee overtime. This new functionality has increased customer acquisition and retention, and differentiated Paycor in its market.

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Providing Real-Time Portfolio Insight

Delivering Smarter HR Services

Hof Hoorneman PaycorFounded in 1989, Hof Hoorneman Bankers is an independent investment bank that attracts customers via a proven value style of investing.

Paycor is a leading provider of cloud-based human resource and payroll services, with more than 800 employees, 25,000 customers, and $100 million in annual revenue.

LEARN MOREhttps://www.informationbuilders.com/customer/paycor

LEARN MOREwww.informationbuilders.com/customer/hof-hoorneman-bankers

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Mobile BI empowers users to interact with information using a smartphone or tablet.

A customer-facing mobile analytics environment, known as IFDS Insight, helps clients make more informed decisions. Users can monitor their wealth management or mutual fund portfolios, track trade tickets, and much more. These improved services translate to competitive advantage and higher retention.

Building Customer Equity With Mobile BI

IFDSIFDS outsources administration services and technology to the mutual fund, insurance, and banking industries.

LEARN MOREhttps://www.informationbuilders.com/customer/international-financial-data-services

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Operational BI and analytics provides visibility into processes and activities to maximize productivity and effectiveness.

A WebFOCUS environment with graphing and mapping capabilities provides customers with information about shipping routes, rates, logistics, and carrier contracts. The secure, web-based application, known as iFOCUS, allows clients to scrutinize all facets of their logistics operations, so they can prioritize and streamline related activities. Customers can now better manage their logistics, saving them an average of 2 percent of their annual transportation budget.

Saving Customers Millions of Dollars

nVision GlobalnVision Global is a leading provider of services for freight bill auditing and payment, invoice auditing, and logistics management.

WebFOCUS was used to create ScoreBoard, a customer-facing dashboard that allows business merchant customers to aggregate, visualize, and analyze customer transactions online, so they can track and manage their own spending. Trend analysis, peer reporting, and benchmarking is as simple as a mouse click. Scoreboard has improved loyalty, enhanced service, and reduced support costs.

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Enhancing Small Business Services

U.S. BankU.S. Bank is one of the largest commercial banks in the U.S.

How Information Builders Can Help

LEARN MOREhttps://www.informationbuilders.com/customer/us-bank

Information Builders enables customer-facing BI and analytics with:

Two Penn Plaza, New York, NY 10121-2898 (800) 969-4636 informationbuilders.com DN7508858.0619

■ Rapid development and deployment of customer-facing environments

■ Access to any data, even social media and cloud sources, from any device

■ Embedded data quality and master data management, to ensure information accuracy and consistency

■ Maximum security to keep sensitive information protected

■ Unmatched scalability to support large numbers of users

■ InfoApps™, which make it simple and easy for business users to interact with analytics content