Trinity VISION-Reporting Tool

Portfolio Details

Details

  • Title: Trinity VISION-Reporting Tool
  • Categories: IT System Integration, Vision CRM
  • Company: Trinity Event Solutions
  • Year: 2016

Description

In Autumn 2015 PSP were approached by Trinity Event Solutions with a brief to propose a flexible development solution to meet their ever-changing reporting needs, including an extension to their current reporting capabilities and the creation of an automated weekly ‘Activity Report’ which until this point was a lengthy manual process completed by department managers on a weekly basis.
Requirements

After several meetings and scoping sessions PSP demonstrated the reporting module of their very own flagship VISION CRM/MIS platform showcasing VISION’s ease of use, speed, access to information and visibility across the entire business. Most importantly was the flexibility to be able to report on any data held within the database, together with the relative low cost to extend the suite of system reports once the initial platform had been implemented. Following this it was decided that VISION would be a suitable platform for Trinity’s vast reporting needs due to its ability to query the extensive data held within the SQL database using a range of filters and parameters to interrogate the data in a variety of instances. The final stage of scoping was concerned with understanding how any newly-identified reporting requirements could be addressed between the new VISION system and the existing systems in place.

Following discussions the solution agreed was to create a dedicated VISION-Reporting application to be used specifically as a reporting tool for the data stored in the current METIS and VENU applications, including enhancements to the existing systems to allow for additional layers of reporting, flexibility to classify clients and prospects for more precise reporting and greater visibility to identify the biggest contributors. The improved reporting functionality would also allow Trinity to focus on maximising opportunities through ‘smarter’ commercial-buying activity by making the most of greater economies of scale and ensuring commercial targets are met to maximise potential commissions through supplier reward and commission-override agreements. To meet these objectives the following requirements were identified:

  • Enhancements to the METIS spend management portal to capture the additional information required from clients
  • Enhancements to the internal booking and proposal system including new fields to store new information captured and to allow Trinity to classify clients at various ‘prospect’ levels
  • Creation of the VISION-Reporting application to provide the functionality to report on the new data being captured
  • Ability to report by Revenue Stream, Desk, Client, Prospect Type, Category and internal Booking Agent

The solution began by making the required changes to the METIS spend management portal, including the addition of new ‘Category’ client classification on the online Enquiry form and the creation of a new internally-accessible ‘My Events’ report to include export functionality and greater visibility of client and event names (previously this detail was hidden). Further enhancements to the internal booking and proposal generation system (VENU) including new administration tables for ‘Category’ and ‘Prospect Type’, together with enhancements to Business Unit, Client, Event Planning and Desk Management tables. The final element of the jigsaw was the development of the new VISION-Reporting application to integrate with and interrogate the extensive data held within the METIS front-end and VENU back-office systems including 8 pre-defined reports, an ‘Overview’ Dashboard and supporting Administration areas for managing system configuration, personnel and permissions.

Visit our VISION site for more information.

Benefits

  • Rapid access to figures real-time
  • Extensive levels of reporting
  • Flexibility to add an unlimited number of Revenue Streams, Categories and Prospect Types
  • Visibility of activity by day, week, month, year or by specific date range
  • Ability to identify the biggest contributors to maximise commercial buying revenue
  • Greater visibility of client spend by category/sub-division

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