Panintelligence for Sage is an analytics and business intelligence tool from Panintelligence, which can connect to Sage 50, 200, and CRM. It empowers you to transform how reports are compiled within your businesses, by allowing easy access to real-time data from multiple sources, displayed side by side.
The dashboard comes with a set of pre-built charts and graphs, which enables you to visualise your data, spot trends, and reveal new insights. If you do wish to build new graphs and charts, however, this can be done through the intuitive user interface, with no coding required.
Panintelligence for Sage also has data connections to Sage built in, removing the complex process of setting them up for yourself. As all data is securely stored at source, the software is GDPR-ready, as well as having different access privileges available to ensure only authorised users can access sensitive information.
When you have a considerable list of key issues in your existing solution, wouldn’t it be great to tidy it all up and increase efficiency in one single stroke?
Fortunately, that’s what EBS were able to do for CDI with Pan Intelligence. CDI were experiencing several problems – they had little visibility on opportunities, on what their sales people were doing, or their project status and project billing. They were also using Microsoft Excel, which has evolved over many years and in itself had many snags.
CDI were having to go into Sage 200 and CRM to find relevant information and, with no single view of data, were discovering more issues as projects were being entered incorrectly. Crucially, that meant opportunities were not being followed up. With Pan Intelligence in place, CDI’s management were enabled with a single view of all data, providing complete visibility within the business.
Another key function of the solution was the provision of alerts for data that needed to be followed up or had been entered incorrectly.This live, real-time data provided CDI with just the one version of the truth – and immediately enhanced their business.
We have a team of experienced and qualified system engineers who will deliver service to an agreed and customer specific SLA (Service Level Agreement). All support calls are logged and monitored allowing regular analysis of problems and resolutions.
Spindle Document Capture is a document scanning and archiving tool for Sage 200 designed to save you with time processing incoming documents and ensures that your documents are instantly accessible within your accounting system.
Sage 200 manages your finances, customers and business visibility in a single solution. It’s designed to easily share information and ensure all your people work together efficiently, delivering clear cost benefits.