Spend less of your week building reports.
S+Insights is a Power BI accelerator built to pass a bank's security review. You get dashboards on live data, reports that print and export properly, and alerts that reach your team the day something changes. Built first for Aprimo, and not limited to it.
For the marketing leader whose team still does its own reporting.
Where the week goes
Someone pulls an export by hand, cleans it up in Excel, rebuilds the charts, and emails it out. Then next month it happens again, and again for the next question after this one.
Your team rebuilds the same report
A new question sends someone back to a fresh export, the same joins, and the same conversation about which definition to use. It is real work, done well, and next month it happens again.
The number is a day old before anyone reads it
Between pulling the export, cleaning it up, and getting it reviewed, what lands in the meeting describes yesterday. Nothing on the page says how old it is, so people discount all of it.
You hear about problems late
A project was cancelled, a review skipped a step, a date slipped last week. It sits there until somebody opens the right report and happens to notice.
Most of that is plumbing, and it gets rebuilt every time.
Three things it takes off your plate
One set of data your team trusts, and three ways to get answers out of it.
Dashboards and reports, already built
Your team starts from working Power BI dashboards and report templates instead of an empty file.
- Dashboards read live data through our own Power BI connector.
- Reports that print and export the way finance and audit want them.
- Your team edits what is there rather than starting over.
Alerts that go to the person who can fix it
Subscription Management watches your data and emails the right people when something changes.
- Sent when the data changes, not on a schedule someone has to remember.
- Each person gets their own projects, not a shared report to filter.
- A weekly summary where a nudge is enough.
An assistant for the questions in between In build
The S+Insights Agent writes and updates reports from a plain request.
- Ask in your own words and get a report you can keep.
- It reads the same data your dashboards do, so the numbers agree.
- A short written read on what changed.
The first useful dashboard arrives early
Most of the cost in a reporting project is the part nobody sees: the connection, the data model, and the arguments about definitions. That part is already done.
Our own Power BI connector
It reads your system of record directly, so a dashboard shows what is true now instead of what was true at last night's refresh.
You start from working dashboards
Prebuilt models, dashboards and report templates your team edits. Built first for Aprimo, and not limited to it.
Reports you can run on the spot
A project status report that shows the system as it is the moment someone runs it. No refresh window to explain in the meeting.
Built to be printed and sent
The traditional reports export and print properly, because clients and auditors still ask for a PDF.
What the prebuilt dashboards cover
Production
- Cycle time and volume
- SLA compliance
- Campaign status and stage
- Aging and at-risk to in-market date
- Past due tasks and reviews
- Rework and rejection rates
Content & DAM
- Usage and adoption volumes
- Asset usage, highest to lowest
- Search effectiveness
- Downloads, shares, re-use
- Review and periodic re-review
- Expiration and disclosures
Resource
- Execution plans and calendars
- Resource load and availability
- Assignment and re-assignment
- Bottlenecks
- Demand forecasting
- In-house versus agency balance
Administration
- User login and adoption
- Access rights and user groups
- License management and chargeback
- System response time
- Audit and compliance monitoring
- Automated control alerts
Browse it, open it, manage it, right here
Click into the report library, open a paginated report, and check the subscriptions console. Workspace, report, and recipient names shown here are illustrative.
Tip: click a card in the library to open it in the viewer. Click the Summary / Detail / Ledger buttons to switch what the bottom table shows.
Your team hears about it the same day
The same connection that draws your dashboards can watch your data. When something changes that a person needs to handle, the email goes out.
Sent when something happens.
A project gets cancelled and the admin team knows that morning, so the cleanup starts while it is still small.
Addressed to one person.
Each recipient sees their own projects and the fields they need, rather than a shared report they have to filter down.
Clear about the next step.
The message says what happened, what it affects, and what to do about it. It goes out once.
Alerts running today
- A project is cancelled or closed, and the admin team is told to clean it up.
- A project runs more than x days late, and it turns amber.
- A Monday morning summary of task and project status.
- A material review closed without the Business Owner's review.
Ask for the report in your own words In build
The S+Insights Agent writes and updates reports from a plain request. It reads the same curated data behind your dashboards, so its numbers and theirs agree.
Ask the way you would ask a person.
Paste in the question a stakeholder sent you and get a report back.
You keep what it makes.
The result is a report you can rerun and hand to someone, not an answer that disappears when you close the window.
The numbers agree with your dashboards.
Both read the same curated data, so late means one thing everywhere.
It tells you what it noticed.
A short written read on what moved and what went quiet.
The agent is being built now, on the data model already running behind your dashboards. We would rather shape it around your reporting than hand you something finished and wrong.
Built to pass your security review
You work somewhere that reporting has to clear a security review before anyone sees it. That shapes how the connection, the data, and the delivery are built.
People see what they already have access to
Someone opening a dashboard sees the projects and documents they can see in the source system. The report follows those rules instead of writing its own.
The data stays in your tenant
The connector reads your systems into your own Power BI environment. There is no copy of your data sitting with us for you to worry about.
One definition of every number
Late, closed and billable mean the same thing in every dashboard, report and alert, including anything the agent writes.
A record of what went out
Every subscription has a named audience and a log of what was sent and when, for the day somebody asks who was told.
The specifics get worked out with your security team, against your environment.
Built to run enterprise reporting, every day
Where this goes next
The first dashboards and alerts pay for the work. What makes it worth building on is what comes after them.
The assistant in your team's hands
Report writing in plain language for the people asking the questions, still reading only the data your team stands behind.
The same approach on other systems
Built first for Aprimo. The connector and the modeling work carry over to the other systems your reporting leans on.
Thresholds that fit how you work
An amber flag set from your own delivery history rather than a round number somebody picked in a meeting.
Self-service that does not fragment
Your team builds its own views from the same models, instead of one more export nobody else can reconcile.
Reports where your team already works
The same dashboards and alerts brought into the tools they have open, rather than one more place to check.
Where we would start
An hour on the two or three reports that cost you the most time, then a small pilot on your data and your security rules.
Book the hour