RB-05The dashboard

«I find out how the month went once the month is already over.»

Ask in plain words and get the answer with its source.

The day's numbers without asking anyone for them, and an assistant you ask in plain language that answers saying which document each figure comes from.

Who else suffers from it

Businesses that look nothing alike, the same symptom

RB-05the day's figures, with their source

Specification

What you get
reports and a dashboard for your operation
Questions
in plain language, about your own documents
Every answer
cites where the figure comes from
Reconciliation
flags it when two systems stop matching
When it arrives
in the morning, without asking

What's installed

In production: the assistant that answers citing the document, and the checks that leave a written record of whether they passed or failed. It's the youngest sheet in the catalogue and we say so: there are fewer miles on it than on RB-02, RB-03 and RB-04.

See the full case

Not for you if…

  • If your data lives in heads and notebooks, a dashboard will show gaps, not answers. First it has to be recorded.

  • If what you're after is a showpiece dashboard for meetings, there are off-the-shelf tools that do it better.

It's here on purpose. A supplier who never says no is a supplier who hasn't looked at your case.

Next part

RB-01The website

«We've got a website, but the orders still come in by phone.»