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Case Study: What Can Microsoft Dynamics GP and CRM Dashboards Do For You?


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By Mike Kean, Altico Advisors

One of our clients, a manufacturer of industrial lubricants, was faced with the challenge of delivering concise, critical data to key personnel including executives who were not regular users of Microsoft Dynamics GP or CRM.  The data needed to be dynamically updated in real time and personalized for each individual. 

The solution was the development of several dashboards that provided key performance indicators (KPIs) and financial data in real time. 

The benefit was data that is always up to date, with each person seeing only the data that he or she needs.  Now, the accounting and IT staff spend considerably less time creating reports because the dashboards provide that information with a single click of the mouse. 

 Here’s what the IT Manager had to say about dynamic dashboards:

 “Like so many companies, we have a large number of people who actually use Dynamics GP and CRM every day and a somewhat smaller number of executives who mainly need access to key performance indicators (KPIs) and aggregated high level data.  When Altico Advisors explained the dashboard concept to us, we realized that the dashboards represented a way to satisfy both constituencies.  Executives from various departments can closely monitor the up-to-date stats they need without running multiple reports. The dashboards extract the numbers from Microsoft Dynamics CRM or GP and display them in real time.  Each person sees only the data that is relevant to him or her. I’ve used similar commercially available tools in the past and the Altico Dashboards are 10 times faster than any other Business Intelligence tool that I’ve evaluated, and they are exponentially easier to use.”

And we all continue to live happily ever after. 

Submitted by Altico Advisors, Microsoft Dynamics GP Partner serving New Hampshire (NH)

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