Reporting Portal Quest for Help
Januar 11, 2012 in Financial Services, Tales of Tools
We are about to engage in a new challenge where a host of old legacy reporting solutions should be drawn together under one common and joint reporting portal. And while I’m quite aware of the various tools and technology options that are out there, I’m wondering on how and how far we could and should carry this idea.
I’d be very happy if you could help with some of your own thoughts & experiences:
- Should we fuse and embrace Social Software? (the client is rather traditional and not used to embracing social SW in his daily routine)
- Would you use the portal features of an established (and likely employed) reporting tool or go for a fully fledged independent portal framework?
- Speed over Features – since speed ad completeness of integration matters more to our client than richness of features, we’d like to opt for a minimum starting point. What would you consider the minimum features mandatory?
Thanks a bunch for any experience & insights shared…
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Martin Trgina said on Januar 11, 2012
Hi Tom,
Happy new year. The easiest way how to do it and as we do it at BellaDati is below. So “all you need” are analytical skills rather to stuck with technical issues:
1. Connect to data sources (legacy systems always included something at least like CSV or web service)
2. So we connect it without programming with BellaDati
3. Than you select and filter data you want to see in reports
4. You select view from reports and these live charts, tables or customer content you can embed directly into the existing webpage, CMS etc. You use your own styling etc (thats the only programming in process)
5. Optional – you do not need your web page, CMS. You can put report views directly on the BellaDati dashboard that is later accessible to your client as an secured content.
Options:
We use BellaDati on-premise installation at client site. Usually if it is for example insurance client. Or there is an cloud option so it depends on your client.
Let me know if you need more info.
Martin