tl,dr; Timing influences your decisions, build up ways to slice, dice and view that data for better decision making!
I was recently problem solving with a friend of mine. She is a finance manager at a medium sized business. She wanted to be able to see:
- forecasted budgets (from NetSuite)
- past spending (QuickBooks) and
- recent transactions (bank, multiple sources)
All in one view.
An additional requirement she had was that we couldn’t use a cloud service because her team won’t approve it. Sharing with Google would not be allowed.
I freaked out. Not because I thought it was particularly challenging, but that these systems hadn’t provided this kind of reporting already. I guess all three sources were really bad at putting this kind of data on a calendar view.
When I had sketched out a proof-of-concept, she exclaimed:
Even if I could see one of the data sources on a calendar view would be a MASSIVE improvement.
The reality is that a lot of services and platforms have “date” information, but the display, flow and aggregation of that data into a simple calendar view isn’t easy.
We solve this problem. Throw data information into Kinetic Calendar and you’ll start having more useful insights into planned and unplanned work right away.
See an example of our software in action here
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Get in touch with us, we want to hear your story and write it together.
Cassy Lueneburg