Your figures and decisions.Your way of managing.
Start with reports, document reviews and actions already organised. Evolve your indicators, views and review criteria with Shappy while keeping the link to authorised source records.
A figure and a document should keep their origin.
Alex prepares his review. He checks the records used in calculations and document versions still awaiting approval.
- 01
Choose authorised data
The report defines its calculation and period. Accessible data determines what can be counted.
- 02
Review versions
Each document keeps its version and author; another person performs approval.
- 03
Follow actions
Assign an owner, due date and status to actions decided during the review.
From source record to approved version.
Indicators count linked records. Documents follow an internal review.
Trace the records counted.
Values come from the linked records below. Filter target gaps or approve a version to see its count change.
The indicators behind your decisions.
Tell Shappy what needs to change. Watch your software take on your way of working.
Your software, your rules
Add our open-order review view with the period, target and each owner’s overdue actions.
Watch the transformation
Take your software for a spin.
Switch views, open a record and try the available actions. Linked records show how the workflow fits together.
Calculations follow access rights on their sources.
A report does not grant access to every application. Readable data and calculation definitions determine its scope.
- Website & commerce
Orders and bookings accessible to the user for Commerce reports.
What is needed : Each user sees Commerce indicators according to their read permissions. Calculation covers the rows visible to them.
- Files and document review
References, text, versions and history to prepare the review.
What is needed : Writing and approval are assigned to two separate authorised people.
- Other management sources
New indicators to define according to available data and permissions.
What is needed : You define each connection with Shappy, then check it before use.
Check a report and two document versions.
- 01
Choose sources
Select a period and records the user can actually read.
- 02
Cross-check the calculation
Compare the result with its source rows before discussing targets.
- 03
Set up your review
Describe the decisions and review process to Shappy. Check the changes, text, versions and responsibilities on your own records.
Your questions before choosing your software.
Can we build our own management reviews?
Yes. Reports, reviews and actions provide a starting point you can evolve with Shappy. Your indicator definitions, review criteria and responsibilities guide the changes. Each new calculation or source connection is checked with the relevant users’ permissions.
Is the data live?
Indicators update from your records. For an external source, you define the connection and refresh frequency.
Can we combine several software products?
Yes. A report combines several software products according to each user’s read permissions, such as Commerce.
Does the software predict results?
The views present your values, targets and actions, so you decide with the full picture.
How is a version approved?
An authorised person other than the author performs approval. Versions and history are retained.
Can we attach and open files?
Each record keeps its document references and notes, so you find the right document at the right time.
Your dashboard should reflect your decisions.
Bring your current review. Start with the existing reports to define your indicators, sources and action follow-up.
Bring a representative record and your working rules. We will define data migration and the first changes to check.