DataSelf Analytics is a data reporting tool that provides easy access to actionable insights. It offers comprehensive data delivery and modern dashboards, empowering users to make informed decisions. With interactive what-if scenarios and the ability to mix and match data points, users can clearly understand their operational scale on demand.
In a recent webinar hosted by SWK Technologies, DataSelf’s business intelligence tools and solutions were explored. Throughout the webinar, Tom Fitzpatrick and Joni Girardi provide demonstrations, overviews, and comparisons to highlight the capabilities and benefits of DataSelf’s BI platform. From reporting templates to dashboard analysis, the webinar offered valuable insights into how DataSelf empowers businesses to make data-driven decisions and streamline their operations.
Watch The Webinar Here
Demonstration of Slicer Template for Data Analysis (7:38)
In this section, a demonstration of the slicer template for data analysis is conducted, showcasing its versatility in analyzing sales and other business areas. Additionally, the demonstration highlights the simplicity of conducting comparative analysis using DataSelf, drilling into specific periods, and tailoring reports with preset metrics and custom fields.
- Versatility of slicer template in analyzing sales and other business areas. (7:40)
- Simplified process of conducting comparative analysis and drilling down into specific periods. (8:20)
- Customization options for reports with preset metrics and custom fields. (9:35)
- Looking at other metrics (11:07)
DataSelf Reporting Templates (11:40):
DataSelf reporting templates, known for their user-friendly features and customization options, are introduced in this section. The natural language query template is highlighted for its ability to generate reports based on simple English queries.
- Emphasis on empowering business users through customizable reporting tools. (12:25)
- Introduction to DataSelf reporting templates and their user-friendly features. (13:04)
- Highlighting of the natural language query template for generating reports. (13:38)
Utilizing Dashboard Templates for Sales Analysis (17:08):
The vision for dashboards within DataSelf is introduced, aiming to empower users to identify outliers and make informed business decisions. The sales year-over-year dashboard template demonstrates its ability to analyze sales trends, geographical performance, and customer-specific data.
- Discussion on the vision for dashboards within DataSelf. (17:24)
- Showcase of the sales year-over-year dashboard template for analyzing sales trends. (17:51)
- Highlighting of dashboard features for analyzing geographical performance and customer-specific data. (18:10)
Financial Reporting Templates and DataSelf Tools (21:38):
DataSelf’s financial reporting templates for P&L and cash flow projections are given an overview, granting the user the ability to forecast the amount of cash on hand and reliable analysis of AR and AP data. Additionally, Joni Girardi showcases the automation of mechanical processes of DataSelf’s BI reporting tools to streamline data preparation and analysis.
- Presentation of financial reporting templates for P&L and cash flow projections. (21:40)
- Showcasing of forecasting capabilities for cash on hand and analysis of AR and AP data. (22:20)
- Emphasis on the automation of mechanical processes to streamline data preparation and analysis. (24:55)
High-Risk Debt Customer Template Demo (25:49):
Next, Joni Girardi reveals the high-risk debt customer template, highlighting its significance in collecting money on sales. The template assesses customer transactions, categorizes high-risk customers, and offers comprehensive AR aging details, enabling users to make informed decisions and take necessary actions based on outliers.
- Presentation of the high-risk debt customer template. (25:49)
- Explanation of its significance in collecting money on sales. (26:57)
- Description of features for assessing customer transactions and categorizing high-risk customers. (27:33)
DataSelf Presentation and Solutions Overview (28:07):
DataSelf’s BI-based reporting solutions can turn business users and analysts into data heroes by providing them with the tools and frameworks needed for effective decision-making. Tom and Joni explain the process of setting up a data warehouse, integrating with various systems, and utilizing reporting tools like Tableau, Power BI, and Excel.
- Discussion on how DataSelf’s BI-based reporting solutions empower users. (29:07)
- Explanation of the process for setting up a data warehouse and integrating with various systems. (29:37)
- Overview of reporting tools like Tableau, Power BI, and Excel. (31:29)
ProWare Enterprise and DataSelf ETL Plus (32:14):
ProWare Enterprise is a solution for BI-based reporting, which emphasizes the availability of templates and pre-built reports with DataSelf. This section then delves into the benefits of DataSelf ETL Plus, focusing on its performance and core functionality – such as Delta refresh and upsort, for efficient data processing and fast report generation.
- Presentation of ProWare Enterprise as a solution for BI-based reporting. (32:55)
- Emphasis on the availability of templates and pre-built reports. (33:24)
- Description of the benefits of DataSelf ETL Plus for efficient data processing and fast report generation. (33:35)
The Benefits of DataSelf, and Ease of Access (35:02):
The overall benefits of DataSelf are presented, emphasizing DataSelf’s automation capabilities and reliability in reporting. Joni then outlines the minimal training required for business users and analysts, focusing on self-sufficiency and the availability of online resources.
- Presentation of the benefits of DataSelf, including automation capabilities and reliability in reporting. (35:40)
- Explanation of the minimal training required for business users and analysts. (35:55)
- Emphasis on self-sufficiency and availability of online resources. (36:20)
Q&A (37:39 – 59:00):
- Discussion on challenges faced by manufacturing companies using Sage 100 and Acumatica. (41:38)
- Can small businesses use DataSelf? (53:10)
- Detailed comparison of Power BI and Tableau, focusing on success and sophistication.
- Offer of assistance in choosing the best tool for business needs. (55:00)
- Emphasis on minimal cost compared to overall reporting investment. (57:22)
Find Out if DataSelf Analytics Would Benefit Your Company
Could your organization benefit from faster insights, flexible tools, and glimpses into future projections offered by analytics software? From intuitive reporting templates to advanced dashboard analytics, DataSelf offers a robust suite of tools designed to empower users to make informed decisions and drive business growth.
Anytime you have questions about your business technology options, reach out to our team of experts here at SWK Technologies.