Business Intelligence

We are experts at integrating BI platforms such as Power BI and Tableau with ERP systems to turn raw data into quality information and insights. We design reports, dashboards, and visualizations according to business needs.  Our specialists handle the technical integration as well as all the necessary consolidation and automation needed to build real-time access to business performance KPIs and dashboards.

Interactive Reporting

With Smartflow Data’s Interactive Reporting system, any SSRS reports, Crystal Reports, or .NET reports can be used as entry forms. Users can review data in report format and directly add notes or update details in the report without having to navigate to the relevant entry form.

Web Portals

With Smartflow Data’s Interactive Reporting system, any SSRS reports, Crystal Reports, or .NET reports can be used as entry forms. Users can review data in report format and directly add notes or update details in the report without having to navigate to the relevant entry form.

Smartflow Data rapidly develops .NET-based portals for external salespeople, customers, vendors, or distributors with the ability to provide them access to specific reports without direct access to your ERP system. We address any requirements regarding internal data shared externally in a secure and controlled way.

Custom Reporting

We can customize one of our many templates or build new customized reports from scratch. Our report design, building, and implementation process centers around performance and clarity that integrates your decision-making and leadership strategies. We also have tailored solutions for Made2Manage reporting.

Reporting Library

Smartflow Data created hundreds of reports for ERP users, and our extensive library of existing reports allows us to address all your reporting requirements quickly and efficiently. Our templates are easily customizable to individual business needs, allowing for even greater cost-efficiency. Our library of reports extends across all aspects of Quality, Sales, Engineering, Purchasing, Management, Cost Estimating, Production and more.

Here are some Report Samples from our library:

This Assembly Schedule report shows the jobs that are scheduled to go through a specific work center and is part of larger systems involving some custom (FastForms) fields and some .NET web pages that allow the report user to maintain job status and the sequence of jobs. It provides links to other reports showing details on the availability of the components needed for the job, about the job itself, and the sales order it is tied to. Jobs can be assigned to a particular machine and operator, and the estimated completion date for the job can be tracked.

The Backlog Status report provides flexible reporting about all unshipped sales orders and can help analyze the backlog in various ways. There are flexible parameter choices and options regarding the level of detail to be shown.

Backlog Status Report

Your ERP system may not provide a way to track bookings accurately if the value of orders received changes significantly over time. It’s easy to sum up orders received in each period, but how to account for canceled orders or orders where line items were canceled, reduced, or increased? Our Bookings system allows you to determine net orders booked over the desired period accurately. It includes several SQL Server Reporting Services reports that look at the data in varying ways, as well as scripts to create SQL tables, stored procedures, and functions to implement the system. Automated tasks create snapshots of the backlog at predetermined intervals, and the bookings are calculated by determining changes in backlog less shipments.

Bookings Report

Indicates expected commission liability for all Bookings during a given period. Requires the Bookings report.

Bookings with Commissions Report

When a defect is discovered, the Containment Report identifies places that should be reviewed to see if the defect exists there as well. It looks at Jobs, Shipments, Receipts, On Hand Quantities, etc., not just for the part itself, but it looks up and down the BOM to determine wherever that part is used. It provides the information needed to improve Quality Control by helping determine where you need to check to see if a given defect has impacted other parts.

Containment Report

A system to determine historical costs for all the parts needed to produce a collection of end items. Includes 3 SQL Server Reporting Services reports that look at the data in varying levels of detail, and an Access front-end to allow users to set up and name different collections of parts, as well as scripts to create SQL tables, stored procedures, and functions to implement the system. It was designed to simplify the process of preparing quotations for large numbers of related parts, although it can also be used for individual parts.

Provides a SQL Server Reporting Services based version of the Indented Bill of Materials report, that can be easily customized to show any desired information.

Costed Indented BOM's Report

Each part number in this report is categorized by BOM and LT days.

Exploded BOM with Lead Time Report

This report takes each sales order number and determines the gross margin by tracking each revenue and cost.

Gross Margin Report

A collection of SQL Server Reporting Services KPI reports, that include graphs and both summary and detail reports.

KPI Reports

Each part number in this report is tracked by start/ end time, labor hours end employees involved each job.

Labor Detail Report

This report tracks each part number by work center, job number and quantity.

Machine Stop Schedule Report

Each part number in this report can be tracked to establish quantity on hand, quantity committed, on order and in process, and quantity available.

Part Availability Report

This report tracks each vendor on their orders; starting from the order date, quantity, received date, and the difference in between promised received date and actual.

Vendor Performance History Report