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. To take full advantage of BI, the solution must connect seamlessly with your application ecosystem and be able to extract data relevant to your specific use cases. We help you find the BI that matches these targets to support growth and business evolution.

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

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., 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 R., 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 C., AEM

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 some of our most recommended BI solutions below. Then, let our team help you qualify and select the right BI 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.