Business Intelligence for Easy Project Management - Webinar

Easy Project BI (Business Intelligence) feature gives critical business insights you definitely wouldn't get anywhere else. Watch our webinar recording (below) to find out how you and your business can benefit from using this amazing tool.

Business Intelligence for Easy Project Management - Webinar

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Business Intelligence is tunned into perfection now. Analyze your costs, revenues, ads expenses, sales data and other in order to get real business insights. This all thanks to visual dashboards with global filters and multidimensional views. Moreover, you can easily compare your current business data to other time periods (last year or previous period) thanks to trend modules.

What is Business Intelligence

Under the label "Business Intelligence" (BI), one can imagine virtually any kind of tool, which is capable of transforming existing data into actionable knowledge (intelligence) related to business. Or even just the result of such a process - the knowledge itself.

Naturally, good organization’s strategic and tactical business decisions should always be supported by such knowledge in the background. However, any information of business value needs to be found first.

And that's exactly why we have added BI feature into Easy Project - to help our customers find answers of business value. What exactly is meant by this?

Answers you can get with Easy Project BI feature include:

  • Which products, projects or services are the most profitable
  • Which GEO markets are the most profitable
  • Find out the golden segments – geo & product combination
  • Get insights into your Google Ads campaign spendings (formerly AdWords)
  • Reveal current business trends using a comparison with the previous time periods

How Easy Project BI feature works

Easy Project BI feature accesses and analyzes your existing data sets stored in Easy Project + it can retrieve data stored outside in Google Ads service.

It makes it easy to get real-time business insights using Easy Project Business Dashboards where you can connect your personal costs, other costs, revenues, CRM, Google Ads campaign costs, and other important business information into one dashboard.

The analytical findings are presented in the form of reports, summaries, dashboards, graphs, and charts to provide you with detailed intelligence about the state of your business.

The resulting business information includes:

  • Revenues based on your accounting or Easy Invoicing feature
  • Customer data from your CRM or Easy CRM feature
  • Personal costs based on time tracking and internal hourly rates
  • Other costs imported into Easy Budgets
  • Google Ads campaign costs (formerly AdWords)

Easy Project Business Intelligence – Easy Project 2019

Who can benefit from Easy Project BI feature

The feature is useful for any company that sells more products or services on one or more markets. Easy Business Intelligence provides easy geographical and product ROI analysis – tells you what segments have the highest profitability: ROI = Revenues/Costs (Google Ads, Payroll, other costs).

Analyzed Easy Project entities include:

  • Budget costs (Budgets feature required)
  • Budget personal costs (Budgets feature required)
  • Budget revenues (Budgets feature required)
  • Invoicing revenues (Invoicing feature required)
  • Google Ads costs
  • Spent time
  • CRM activities (CRM feature required)

Analyzed business segments include:

  • Project
  • Country
  • Product
  • Milestone
  • User
  • Sprint

How can I get Business Intelligence

To get Easy Project BI feature and have it running properly, just follow these steps:

  • Buy Business Intelligence feature for Easy Project 2019
  • Get Business Implementation service – 100 hours á 60 € = 6000 €
  • Connect Google Ads (maybe you will need to improve campaigns structure)
  • Set-up Easy Project entities (Payroll, Invoicing, CRM) to calculate ROI

The BI implementation scope includes:

  • Analysis of scope & preparation of Easy Project
  • BI dashboards import & configuration
  • Segmentation implementation - BI set-up & custom fields to connect the entities
  • Data consolidation & import
  • Google Ads connection
  • Documentation, training, handover

To learn more about Easy Project BI feature, please read the feature article and knowledge post.


Author: Lukáš Beňa

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