Business Intelligence Use Cases

Cross-Platform Information Analysis
Improved Operational Efficiencies
Ability to Identify Sales Trends
Making Sense of Complex Data
Faster Reporting & Analysis
Improved Forecasting
Identifying Hidden Financial Relationships

Turn Insight into Action with Business Intelligence

True business intelligence is achieved when a company can turn insight into action. BI patterns and trends inform the strategic approaches for improved operations, increased satisfaction, and maximized profits. BI tools provide a deeper understanding of what happened before and what’s happening now, so teams can drill down through the data and extract meaningful analysis. In the age of AI and big data, business intelligence is a must for competitive advantage.


Tips for Evaluating Business Intelligence Tools

Define a Strategy

Align your BI strategy with your existing software solutions. Can the BI work with all your software?

Look for Pre-Built Analytics

Many solutions come with prebuilt analytics, which accelerate the team's ability to learn from the metrics.

Simplified Report Capabilities

Can users design their own dashboards? Schedule automated reports? Drill down into the data? Rapidly build reports?

AI Power

AI is shaping business intelligence by helping to break down data sets into real-time insights. AI helps the BI tool go beyond reporting to predict what's coming next. BI and AI let you automatically set actionable activities to keep your business moving forward.

What Customers Say About Us

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
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You Know Your Business. We Know Your Software.

Purchasing software can be overwhelming. There are so many solutions on the market that it's hard to know which one will best serve your needs. Our job is to relieve you of the stress by recommending solutions based on your business goals, budget, and what will work with your existing applications. We've done the research so you don't have to. Check out the BI solutions below. Then, let our team help you qualify and select the right one for your needs.

Business Intelligence Tools

IT Sapiens

IT Sapiens Analytic Reporting Tool helps you produce effective reports with charts in a fast and easy way. It is a SugarCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup.

Sugar Discover

Sugar Discover is a robust sales and revenue analytics tool developed by SugarCRM. The solution provides immediate insights into sales performance, tracks trends in sales velocity and pipeline generation, uncovers data patterns, and uses historical insights to perform deep data analysis and compare changes over time. It works in tandem with the SugarCRM product to expand data analysis capabilities.

Infor Birst Smart Analytics

Infor's Birst Smart Analytics (introduced in 2019) are a set of BI capabilities that use machine learning algorithms for intelligent insights. Infor's Coleman AI powers the analytical solution that helps users understand the "why" behind their data and predict what may be coming next.

Get Started With Business Intelligence

Need help with business intelligence selection? Reach out to schedule a FREE consultation.