Business Management Software?

[carputech]

As some have mentioned, Power BI is definitely a great choice, capable of handling large volumes of data. There is a learning curve when it comes to designing reports, but it’s definitely doable, and it doesn’t require coding.

The challenge would be ensuring that you have the capability to extract data. Some DMS systems are strict about sharing data through APIs.

It’s also possible that many of the platforms you use are supported by Microsoft Power Automate, which allows you to use ready-to-use integrations to push data into Power BI regularly. If no integrations are available, you can always access data directly using APIs (if available).

To sum everything up, the first step would be to determine if you have the capability to read data via some sort of integration of extensions austin; otherwise, you’ll be blocked from achieving your use case.

Yes it works for me

 

[InterviewPrepSeeker]

I don't even know if that's the correct terminology. What we're looking for is a program that we can take all of the many data sources we have and put them into one spot and create measurable metrics once the data has been ran against similar relevant data.

We just have so many different avenues that data is being collected, it's like drinking through a fire hose.
- Marketing
- CRM
- DIS
- Purchasing
- Service

I could go on but those are the main ones that we want to be able to put into a system, tell that system the guidelines we want to fall within, and be able to at a glance, in real time, notice if there's an issue before it's too late.

Thank you very much!

What did you end up doing?

 

[Auntess]

I don't even know if that's the correct terminology. What we're looking for is a program that we can take all of the many data sources we have and put them into one spot and create measurable metrics once the data has been ran against similar relevant data.

We just have so many different avenues that data is being collected, it's like drinking through a fire hose.
- Marketing
- CRM
- DIS
- Purchasing
- Service

I could go on but those are the main ones that we want to be able to put into a system, tell that system the guidelines we want to fall within, and be able to at a glance, in real time, notice if there's an issue before it's too late.


In practice, we also use Wrike, connected through integrate wrike on LateNode, to help manage all the workflows that come from these different sources. It’s not just for tasks—it can centralize projects, track deadlines, and even feed data into dashboards so your team can see real-time progress and spot bottlenecks before they become a problem. It’s especially handy when you have multiple departments contributing data at different times.




Thank you very much!

The usual approach is to pull data from all those different systems (CRM, marketing platforms, purchasing, service, etc.) into a central repository such as a data warehouse, and then build dashboards and alerts on top of that data.

Tools like Power BI, Tableau, Looker, and similar platforms are commonly used for this. They can combine data from multiple sources, calculate KPIs, track trends over time, and notify you when something falls outside the thresholds you've defined.

The real challenge isn't usually the dashboard itself—it's getting all the data cleaned up and standardized so that records from different systems can be compared accurately. Once that's done, creating real-time metrics and exception alerts becomes much easier.