Organisation de la cérémonie · Class BI
The question "how is the class doing?" usually takes a report, a spreadsheet and an afternoon of someone from finance. The BI tab puts the answer on the class page: dashboards for Finance, Graduates, Events and Engagement, comparison with the other classes, target, forecast up to graduation and cash projection. All derived from what operations already record, with no new registration.
O problema e a saída
Se alguma dessas situações parece familiar, é porque elas se repetem em quase toda empresa de formatura, até o sistema certo entrar em cena.
To know how the class is doing, someone from finance builds a report and the answer arrives days later.
The BI tab lives on the class page, with the number refreshed every 60 seconds, for whoever has permission to see it.
The class looks fine, but nobody knows whether it is fine compared with the others.
Each indicator is compared with the median of the company's other classes, counting only classes with 5 or more graduates, so the comparison is fair.
The class target lives in the manager's head, and the dashboard knows nothing about it.
The class financial target goes into the dashboard with the pace required; without a registered target, the goal becomes the contracted revenue, and on-time payment is measured against the 95% reference.
Nobody knows whether the class cash will hold up until graduation.
The forecast crosses installments by due date with payables and the production budget, in realistic and pessimistic scenarios, up to the graduation date.
The dashboard number does not match the list, and the discussion turns into who is right.
Clicking the indicator opens the list behind it, in 16 types, with the same data as the dashboard.
Operations staff see the class finances without needing to, and those who need to cannot.
Without Finance permission, the tab shows only Graduates, Events and Engagement. The financial part appears only to those who already have that access.
Na prática
Situações do dia a dia de empresas de formatura, do problema ao resultado, usando os módulos que você vê nesta página.
A large class looked normal in the monthly reports, but the team felt enrollment was moving slowly.
The BI tab showed the class below the median of the others in enrollment and on-time payment, and the drill-down listed the graduates who had not yet enrolled.
The team ran a targeted action on that list before the batch closed, without waiting for the monthly report.
The ball production had an approved budget, and the class cash looked sufficient.
The pessimistic forecast scenario showed the class cash tight in the month before graduation, when the production bills fell due.
The company renegotiated the due date with the supplier in advance, instead of discovering the problem the day before.
The committee asked for a class report before every meeting, and the team built it by hand.
The team opened the BI tab in the meeting, with the target, on-time payment and forecast on screen, and used the drill-down to answer each question.
The meeting ended with no request for an extra report, and the committee started seeing the numbers from the same source.
Como funciona
Cada etapa é um módulo de verdade, e o que sai de uma entra na outra sem ninguém digitar de novo.
Módulo por módulo
5 módulos e 26 recursos nesta página, o mesmo cadastro de turma, formando e evento sustentando todos eles.
Finance, Graduates, Events and Engagement on the class BI tab, with live numbers.
The class goal overlaid on the indicator, with or without a registered target.
What comes in, what goes out and how the class cash looks up to graduation.
Clicking the number opens who is behind it.
Whatever strayed from the expected shows on the tab itself, with no separate report.
Compare os módulos e escolha a configuração que acompanha sua operação.