Vision for Proactis

Most of our customers enjoy the ease-of-use and power of Infor PM Query & Analysis (Vision for SunSystems), so it is a natural step to extend Vision to work over Proactis. This leverages skills in Vision and reduces the cost of supporting additional applications.

Vision or Dashboard - Which is best for me?

Vision for Proactis is ideal for pushing information out to budget holders and managers. Routinely, this will involve Finance emailing reports to stakeholders.

Proactis Dashboards are personalised web pages that promote a culture of self-service reporting. They are ideal for people outside of the Finance department.

Benefits of Vision for Proactis

Vision's powerful reporting features are combined with the familiarity and ease of use of the Microsoft Office Suite delivering significant business benefits.

• Ad hoc reporting
  
  Supplement your pre-configured Proactis reports with a powerful ad hoc reporting tool that allows you to design queries and reports in seconds.
  
   
• Real time analysis of data
  
  Vision provides real time analysis of data meaning better management and control of budgets and operations.
  
   
• Ease of use
  
  Reporting tools can sometimes be difficult to use and expensive to maintain. With Vision, Finance users can perform self-service reporting and analysis without having to rely on IT support.
  
   
• Understands Proactis "out of the box"
  
  Vision delivers a pre-configured business interpretation of Proactis, described with plain English titles for tables and columns. With Vision there is no need to understand sophisticated database structures, enabling you to develop reports easily and quickly.
  
  Proactis Stores

  Among the ever growing Proactis user-base there are a significant number, for example in the Oil & Gas sector, using the Proactis Stores module. For these organisations Vision for Proactis now includes the following items:

  • Stock Movements
  • Item Balance
  • Stock on Order
  • Stock Item Listing
  • Stock Journal Entries
   
• Security
  
  Vision provides security features to ensure that only authorized users can access sensitive data. User privileges assigned to users in your database are fully respected in Vision. The user profile in Vision can match the same user profile in your database. The information a user can access will depend on the privileges assigned to that user in your database.
  

Components include:

XL is an add-in for Microsoft Excel that provides a faster, easier, and more adaptable way to analyse business data. There is no need to understand sophisticated database to create reports, since the information is provided in an intuitive user interface with common names for database structures. Features include the ability to publish reports to the web, report and query wizards, cube analysis, report designer, extract modes for statistical reporting, macro builder for automating XL functions, and security.

Executive is a dynamic analysis and reporting application that includes powerful analytical capabilities such as drilldown, expand, breakout, and cube analysis. These features make it easier for business users to analyse trends, problems, and opportunities that are often concealed within corporate transactional data. Frequently used analysis procedures can also be saved and replayed in the future. This component includes many other features such as the ability to combine data from multiple applications into a single, concise report and the ability to publish reports to the web.

Alert automatically manages, runs, and distributes reports based on scheduled events. This component enhances the ability to identify, analyse, and report on performance and trends concealed within the database and facilitates information delivery by automating aspects of the reporting process. Users can create, edit, and schedule tasks that can be processed on a time or event basis. Alert has direct communication with other Query & Analysis components such as XL.