PMSquare Provides Consulting Services & solutions with detailed practical experience across all industries Consulting Services • Customer Analytics & Reporting: Helping businesses stay focused on their customers with innovative and effective approaches to marketing, sales and customer service. • Finance & Performance Management: Exploring the relationship between finance mastery and achieving high performance, and delivers experience and assets that can help businesses and governments master their finances with comprehensive approaches backed by proven assets. • Talent & Organization Performance: Guiding companies toward strategic ways of elevating an organization’s performance with services in change management, human capital and organization effectiveness, • Operations & Supply Chain Performance: Improving visibility of operational performance, turning insights into action that drive performance. Telco & High Tech Financial Services Healthcare Consumer Products Automotive Financial Performance Management - Budgeting, Forecasting & Planning - Risk Management Business Intelligence - Analytics, Reporting, Scorecards & Dashboards - ETL & Data-warehousing - Predictive Analytics Productivity Improvement Solutions - Improve administration & mainteance Focus Areas:
Transcript
PMSquare Provides Consulting Services & solutions with detailed practical experience across all industries
Consulting Services
• Customer Analytics & Reporting: Helping businesses stay focused on their customers with innovative and effective approaches to marketing, sales and customer service.
• Finance & Performance Management: Exploring
the relationship between finance mastery and achieving high performance, and delivers experience and assets that can help businesses and governments master their finances with comprehensive approaches backed by proven assets.
• Talent & Organization Performance: Guiding companies toward strategic ways of elevating an organization’s performance with services in change management, human capital and organization effectiveness,
• Operations & Supply Chain Performance: Improving visibility of operational performance, turning insights into action that drive performance.
What is the Insurance Sales Performance Dashboard Solution?
The IBM Insurance Sales Performance Dashboard solution provides a prebuilt framework for Analysis and Monitoring of KPIs
What does the solution do?
§ Health of the whole organization can be viewed by CXO at one go
§ Balance Scorecard approach provides uniform focus to different functional areas
§ Role based KPIs according to hierarchy and functional areas
§ Provide alerts on thresholds
§ Role based access control § Ability to handle ad-hoc queries to
generate customized reports in addition to standard reports
Data & Content, Federation, Advanced Analysis
Finance Customer Services
Information Technology Claims Others
Sales and Marketing
A single integrated enterprise-wide view of Cross-LOB metrics catering to the requirements of multiple levels of Management.
MODELS, TECHNOLOGY, BEST PRACTICES
The Insurance Sales Performance Dashboard solution provides an Insurance company Chief Marketing Offices , Chief Sales Officers, Senior Sales Executives and Sales Managers a pre built role based reporting framework for visually presenting and reporting the Key Performance Indicators across the Sales & Marketing area to enable them to track the sales, revenue, productivity and performance.
Insurance Sales Performance Dashboard
INSURANCE SALES PERFORMANCE
Performance Management Functionality
Ø Reporting ü Provides full breadth of report types ü Delivers consistent information across all types of report output ü Can be personalized and targeted
Ø Analysis ü Provides guided exploration across multiple dimensions of information ü Provides capabilities to do further analysis ü Gets to the “why” behind trends to reveal symptoms and causes ü Moves from summary level to detail levels of information effortlessly
Ø Dashboards ü Provides at-a-glance, high impact views of complex information ü Helps quick focus on issues that need attention and action ü Are highly visual and intuitive with an option of tabular view ü Combines information across disparate sources ü Multiple views of KPI for analysis
Ø Scorecards ü Provides instant measurement relative to targets and benchmarks ü Aligns decisions and tactics with strategic initiatives ü Ensures ownership and accountability
