SocrateBI is powered by MicroStrategy, the leading BI platform on the market. More than one million people worldwide and thousands of leading companies across all industries use MicroStrategy Business Intelligence software every day for better business decisions.
SocrateBI provides a set of pre-built modules for the following reporting areas:
FRAM is a SocrateBI module which provides detailed financial analysis and reports and offers an increased flexibility in the decision making process. FRAM is perfectly integrated with Socrate ERP and allows business users at all organizational levels run reports and scorecards, focusing on corporate performance, drilling down to transactional details, viewing trends, and extracting intelligence not otherwise evident. The FRAM module includes Profit and Loss Statements, Balance Sheets, Cash Flow Analysis, Revenue, Expenses and Costs, Accounts payable and Accounts receivable, Planning and Forecasting reports and metrics, Dashboards and Scorecards, allowing the possibility to dynamically define the exceptions on Key Performance Indicators (KPIs) to monitor & catch financial anomalies, thereby reducing financial risk.
CFAM is focused on payments analysis and includes specific operational and cash flow reports. Also forecasting functions are included in order to see the trends for future periods.
Understanding what motivates customers to do business with an organization is a fundamental aspect of today’s customer-centric business environment. To succeed, organizations must quickly identify changes in customer tastes and preferences and act to improve the overall customer experience. The SocrateBI Sales and Customer Analysis Module (SCAM) is designed to provide deep insight into customer behavior. This insight in turn allows you to reduce attrition of profitable customers, optimize customer profitability, and identify appropriate cross sell opportunities.SCAM assists analysts, managers, and executives to obtain insight into the various factors that drive customer profitability.
PCAM, the analysis and project controlling module included in SocrateBI, offers more than 23 performance indicators, 12 key reports and dashboards, helping companies control the project’s fulfillment, time spent by employees, planned versus finished projects. This module helps the organizations gain insight on the project realization in term of planning, budgeting and realized. Based on information provided by PCAM, companies can determine available project, spent, working hours, time until the end of projects and can also discover the correlation between planned to start and started projects as well as planned to end and closed projects.
Knowledge about inventory and stock can be gleaned from SocrateBI ISAM module, which include a set of operational reports. Some reports show summarized information to help you see trends, while others display very specific, detailed data about stock, quantity on hand, amount on hand, average quantity sold and so on.
SocrateBI is built on the MicroStrategy platform, recognised as a world leader in the business intelligence market. Data is extracted from different sources such as: operational databases, OLAP cubes, data marts, Excel files. Using a loading mechanism to extract data called ETL (Extract, Transform and Load) these are integrated into data warehouse.
The MicroStrategy Intelligence Server is the most advanced, scalable, secure and robust business intelligence server in the industry. This is the core of analytical data processing, management of services for reports analysis and applications.
Taking advantage of Transactional Services capability, users have the possibility to interact at transactional level with the data warehouse so they can approve requests, make orders, change plans and so on.
SocrateBI can be used in cloud based on an annual subscription and installed on our own services.
For more information, please read the SocrateCloud BI brochure.