Category: Dicas de Gestão

Dicas de Gestão

How can a dashboard help make business decisions?

Dashboards are of increasing importance in companies. In busy day-to-day business, managers need to consult various sources of information in order to get all the data they need for informed decision-making. This is a time-consuming process, and often the information is disorganized, which greatly undermines rapid and effective decision-making. So, a dashboard is a key business tool today, and in today’s article let’s see how dashboard can help you make business decisions!

What is a dashboard?

A dashboard is a dashboard that visually presents the most important information about the business. In case of using a tool like Multipeers, the information is updated permanently and automatically, so that you have at your disposal the most current information about everything that happens in the company.

Constant knowledge about business goals

By using a dashboard, you can easily see if your business goals are being met. Linking KPIs with day-to-day activities is essential if individual and global goals are to be achieved more simply. Only with an effective knowledge of what is happening in the company and the evolution of the areas will you be able to make the right decisions for the good continuation of your business.

Permanent Business Assessment

One of the main advantages of using dashboards is that you can constantly analyze the present and past of your business. With a dashboard, it’s easy to analyze company history and find patterns of past behavior that will help you make present-day decisions that do not compromise the future!

Identifying problems in a timely way

Managers are not always able to identify deviations from work routines in a timely manner, which compromises business productivity. The dashboard will aggregate the history of the company’s operations and can set defaults to detect deviations and anomalies in real time. So the system is able to realize that something is not right and to alert you right away so that you can act before it becomes a serious problem.

Condensing all company information in one place

In this field, care must be taken not to have a dashboard that is too full, that is, information that is not relevant to your decision making. This will only create visual noise and complicate your analysis. You should create an easy-to-read dashboard with only the data that really matters to you.

 

Dicas de Gestão

Technology in Accounting Offices: What Has Changed?

Have you ever stopped to think about what an accounting office was like 50 years ago? Certainly, it has no relation to the current reality. The technology in accounting offices has changed the way accountants relate and service their customers. Can you imagine the office boys coming and going between the client’s office and the accountant’s office, bringing documents in and out? It is true that they had invented the facsimile machine. You put the document on the side here and your caller was waiting on the other side. This is of less if we stop to think about how the deeds were done, with manual filling of fiscal books, accounting entries and elaboration of statements. For the accountants, it was a lot of work, a permanent exposure to errors and lengthy conciliation procedures. Not to mention the old typewriter, which when you got it wrong gave a damn trouble to correct. It was the numbering machine, you missed a number and that was it. The sum was wrong, the numbers did not beat and had to start all over again. As a consequence, the productivity of an accounting firm can not be said to be exemplary, however great the accountant’s expertise. What was more advanced was the spreadsheet system called Lotus 123. It was the maximum of automation possible in the accounting offices.

The leap of technology

From the 90’s, mainly, business management software began to gain strength in Brazil. Small, medium and long-term companies received IT solutions that allowed a broad view of the business through management reporting. The paperwork decreased, as well as the need for human resources involved in administrative processes, allowing companies to allocate them in their activities. Decisions became more agile and even the life of accountants was facilitated, since most of these software had accounting modules. At the same time, accounting offices have gained specific tools for accounting records and reporting. Automation on both sides, the productivity gain was natural.At the beginning of the twenty-first century technological solutions began to evolve at a dizzying pace. With the spread of the Internet as a business tool, data transmission has gained new momentum. Office boys were on their way. Today, we are experiencing the age of cloud software and system integration. Now the challenge is to integrate the various sources of strategic information, from software to news feeds into a single tool. We have already come across solutions that allow you to control various financial flows centrally. The logic is reversing. Now it is no longer the manager who seeks information, but the opposite. We are in the information age in real time. Competing is no longer just having the best value proposition for customers. You need agility to make decisions now.

Competitive accounting technology and offices

If you are an accountant, you must have realized that technology and competitiveness go hand in hand. An accounting office competes with other offices. Although competing for price is not the best of strategies, sometimes it becomes inevitable. After all, customers want the best service at the lowest cost. The good news is that this is fully possible. From the moment you have greater productivity, you can serve more customers and, therefore, deliver competitive prices. In accounting, today, agility in the provision of accounting services is a way to generate value for the customer . As for prices, a lean and agile operation, coupled with productivity, guarantees reduced costs and the possibility of being competitive.

What do we have to change these days?

The new change, which is not even so new, in the organizational universe are online softwares. The advantage of this type of software is that it allows you to integrate people into different places. Managers, vendors and administrative staff can share the same information whether or not they are in the office. Thanks to new data transmission technologies, software can be integrated. From this leap forward, the new business model involving accounting offices and their clients is full integration and remote transmission. By means of accounting integration it is possible that the accountant has remote access and capture not only of the financial reports, but also of the fiscal documents. From this resource, besides the near zero reduction of the risk of errors, the work of the accountant has become still more agile. The customer data is captured and already absorbed by the accounting software. With this, we have a scenario in which the financial statements can be produced almost in real time. That means, for the accounting offices, more productivity, less costs and more customers.

Article by: GestãoClick

Dicas de Gestão

The advantages of automating logistics management

The logistics sector is one of the most strategic in a company and it is an area that requires more attention and care during the day-to-day. When this sector does not work properly, the entire productive process of a company can be called into question. Automation in this industry boosts results and brings several benefits to companies. In today’s article, we present the main advantages of automating the logistics management of your company!

Total process control

To automate the management of information in the logistics sector is to ensure that there is a large organization at all levels. Through real-time monitoring systems such as Multipeers, the company is able to know at every moment what is happening along the logistics chain, and can take immediate decisions that benefit the business. Employee routines become simpler because they can perform faster analyzes and do not need to search for information from a variety of data sources.

Reducing Costs

Reducing costs is a constant concern in companies. Greater control over processes allows for more conscious actions that will automatically lead to better and more advantageous decisions for company accounts. In addition, the replacement of manual processes with automated solutions, with the consequent reduction of errors and early identification of failures, contribute positively to the control of costs.

Integrated Information

An automated management system allows all company information to be concentrated in one place and this makes access to data easier for all employees. This rapid access to logistical information allows faster and more conscious decisions to be made, avoiding delays in the execution of tasks. The integrated information allows you to create reports in real time, allowing the immediate detection of any problems that compromise the workflow.

Higher efficiency

The correct partnership between man and the machine allows a higher yield in the day-to-day. It also allows for the elimination of excess labor costs, since it is easy to optimize the work of the employees. Automation in the logistics industry has this advantage, because tasks that previously required human intervention can now be performed automatically and much faster.

Quick identification of business opportunities

With the use of automated tools you can identify opportunities right when they arise, allowing you to stay one step ahead of the competition. A change in demand for a product, for example, could lead you to launch a specific campaign, which will increase sales and improve overall results.

 

 

 

Dicas de Gestão

6 Tips for Creating Business Reports

Good management requires accurate and current information that can serve as a basis for efficient decision-making. In busy day-to-day business it is not advisable to waste time analyzing data in isolation. A report is the consolidation of information that passes the message directly on matters important to the company. In today’s article, we’ve provided 6 tips for creating business reports!

Be objective

The information in the report should be objective. The language used should be simple and easy to understand by all those to whom the report is intended. If your report is too long, it is advisable to create an index that will allow the reader to easily find the information you need.

Make notes every day

Creating a report with quality requires in-depth knowledge of the subject matter. Therefore, it is advisable to always walk with a notebook so that you do not miss any details discussed at the meetings regarding the project dealt with in the report.

Make a general analysis of the topic covered

The best way to start the report is to do a general analysis of the subject that will be addressed. In this part, you should include analysis of the project in no great detail, giving a glimpse of what will be dealt with later. In this way, the reader can quickly decide if that report is going to be important for the pursuit of their work.

Use visual information

It is much easier to understand the information if it is accompanied by graphs and figures that allow you to better understand what you want to talk about. Text that presents statistics, for example, can become annoying, so it is essential to create graphs that allow for faster reading and understanding.

Use up-to-date information

Reports that have information a few days late will trigger reactive rather than proactive action, which can be a fatal mistake in today’s business world. It is fundamental that companies adopt business monitoring solutions such as Multipeers, which allow us to analyze at each moment what is actually happening in the business. The information used should be as current as possible, since only then will you be able to make decisions beneficial to the future of the business.

Use a system that integrates information

Real-time business monitoring software, such as Multipeers, interacts directly with all your data sources such as databases, web services, MDX, Microsoft Excel, RSS feeds, multimedia content, and -mail, applications, among others. You can even build your own connectors using the provided API so that no information from your organization is lost. So, in a single dashboard you will find complete and up-to-date information on everything that goes on in the company!

Dicas de Gestão

The Importance of Business Dashboards for Decision Making

A dashboard visually displays the most important information about the business. Multipeers allows the information to be updated in a permanent and automatic way, so that you have the most up-to-date information about everything that happens in your company. By using a dashboard, you can easily see if your business goals are being met and what is the best route to take. In today’s article, we talked about the importance of business dashboards for decision making!

Add enterprise information in one place

In this field, care must be taken not to have a dashboard that is too full, that is, information that is not relevant to your decision making. This will only create visual noise and complicate your analysis. You should create an easy-to-read dashboard with only the data that really matters to you. If you can create a dashboard with current and useful information, it will be much easier to know what decisions to make.

Business objectives that are always present and well distributed

By using a dashboard, you can easily see if your business goals are being met. Linking KPIs with day-to-day activities is essential if individual and global goals are to be achieved more simply. Only with an effective knowledge of what is happening in the company and the evolution of the

Permanent evaluation of the real state of the business

One of the main advantages of using dashboards is that you can constantly analyze the present and past of your business and thus plan the future more effectively. With a dashboard, it’s easy to analyze company history and find patterns of past behavior that will help you make present-day decisions that do not compromise the future!

Real-time identification of important changes

Managers are not always able to identify deviations from work routines in a timely manner, which compromises business productivity. The dashboard will aggregate the history of the company’s operations and can set defaults to detect deviations and anomalies in real time. So the system is able to realize that something is not right and to alert you right away so that you can act before it becomes a serious problem.

Managers are not always able to identify deviations from work routines in a timely manner, which compromises business productivity. Dashboards combine the history of the company’s operations and can set defaults to detect deviations and anomalies in real time. Thus, Multipeers is able to realize that something is not right and to alert you right away so that you can act before it becomes a serious problem!

Dicas de Gestão

Everything You Need to Know About Business Financial Management

Have you ever stopped to think about the importance of corporate financial management? We can say that financial management is so important, that all managers and teams should take care of it all the time. Whenever any employee identifies flawed processes or suggests some new way of performing tasks that influence business costs, he or she is participating in financial management. The financial sector of a business is one that takes care of the health and survival of the business. He needs to identify how the flow of resources occurs, what the volume, what the main demands are, and the very viability of the business.

Business financial management begins in the business plan

When we talk about a private company, it is natural to understand that the people who invested money in the business want to make a profit. So, financial planning begins on the first day as soon as you begin to structure your business plan.

What do you need to identify when you will start a venture?

– What is the initial investment?

– What is the annual cost of the business?

– What is the required working capital?

– What is the estimated billing?

– What is the expected profit for the period?

– How soon will investors recover the investment?

All of these questions need to be answered already in the business plan. It is clear that only the history of the company can give greater precision to these estimates, but it is fundamental that the entrepreneur makes a very detailed study of the opportunity that generated the entrepreneurial initiative.

Annual Planning

In general, companies make their financial planning for a period of one year, which corresponds to the accounting year. All areas of the company are heavily dependent on the decisions of the finance department as they depend on their budgets and action plans. The main financial planning tool is the budget. It is the financial sector that, based on predictions of inflows and outflows of resources, determines the overall budget. It is up to the company’s management to identify in which available resources will be applied. The financial sector can also identify the need to cut costs, aiming at preserving the health of the organization, as well as the application of capital reserves in the financial market. Returning to the budget, it identifies expected revenues and expenses, including financial expenses, if there is debt. In addition, it identifies the payment of debts scheduled for the period. With this measure, it identifies whether the budget is a surplus or a deficit, whether there is a need to reduce costs or generate new revenues.

Cash flow

The annual budget identifies the inflows and outflows of financial resources over the period. There is, however, another important control, which is cash flow. Cash flow seeks to identify cash flows on a day-to-day basis. It is possible and necessary to do an annual cash flow planning. However, this tool should be used on a daily basis. Its purpose is to prevent the company’s cash flow from being discovered, harming the operation and / or generating indebtedness to replenish working capital. Budgeting and cash flow are financial planning and control tools, but they interfere in all sectors of the business. Therefore, it is quite correct to say that financial management has to be done by all managers and employees.

Risks and opportunities as factors of financial equilibrium

In saying that everyone should participate in financial management, we assume that this is a dynamic task. Planning serves to make events more predictable, but rarely will everything go as planned. The company can identify a great opportunity and increase the billing. Everyone is working for it. At the same time, unexpected expenditure may arise from a risk ignored in planning. An accident at work, poor supply chain, raw material enhancement, anything can happen, especially if the risks are not calculated. Therefore, financial planning must always be pessimistic.

Control Tools – ERP/Accounting

On the other hand, the company must also monitor the results. Accounting, as we know, is responsible for preparing the financial statements, which provide a financial picture of the company, which includes the result of the year, the balance between assets and liabilities and the equity situation. In addition to meeting fiscal demands and taking care of the proper collection of taxes, accounting contributes to financial control with powerful planning tools, including the annual balance sheet. At the other end of the process are ERPs, powerful management tools that allow managers to have real-time control over accounts payable, cash flow, revenue evolution for the month, and other business variables that impact on finance. Remember when we said that financial management is so important that it should be everybody’s business in the company? It is the IT and management tools that can make this possible, giving all managers a unique and up-to-date view of the business situation. The marketing department, for example, can better understand purchasing behavior and thereby improve the quality of the turnover of goods in the stock and on the shelf, in order to generate smaller cycles and less waste of resources. This will contribute to the improvement of the company’s cash flow.

The big step that all companies will need to take is the integration of business management software with the accounting office system. The idea of ​​accounting integration makes one think of the choice between going up 50 floors of stairs or taking the elevator. Through it, the accountant has remote access to all information and documents with book value. It migrates this information straight to your system, without having to leave your office.

This simple tool reduces to almost zero the risk of errors in the preparation of the financial statements and eliminates all the tasks of the company related directly to accounting. Most important, though, is that your demos can be published almost in real time.

 

An article by GestãoClick

Dicas de Gestão

5 Reasons for your company to use a real-time management system

It is no longer news that business is happening at an accelerating pace. Companies need to be always aware of everything that happens, because only then will they be able to remain competitive and proactive, something that the market demands more and more. Nowadays, it is no longer possible for a company to survive only based on information with a few days: it is necessary for the manager to monitor in real time all the events that happen in your business. In today’s article, we’ll give you 5 reasons that indicate that your business needs a real-time management system!

You need to make more conscious decisions

When the manager knows exactly what is going on in the business, it is much easier to make the right decision and this is undoubtedly the most immediate and most important advantage of using a real-time information system. Most managers base their decisions on reports with a few days, which makes their action reactive rather than proactive. Analyzing the business in real time allows you to have all the necessary inputs so that you can consciously decide on the best route to take, since the information you are going to analyze is as current and reliable as possible.

Faster identification of business opportunities

With real-time business monitoring you can identify opportunities right when they appear, allowing you to stay one step ahead of the competition. A fluctuation in demand for a product, for example, could lead you to launch a specific campaign, increasing sales and improving company results. In an age where competition is so intense, having this competitive advantage is essential to win.

Setting up business alerts so you always know what’s going on

Business monitoring software such as Multipeers allows the definition of business alerts so that you are warned whenever a situation goes beyond your previously defined standard. Wherever you are, you will be notified by SMS or email about any changes to your previously set standards and you can act immediately, even before there are serious damages to the organization.

Connect to all data sources to reduce the search for information

Real-time business monitoring software interacts directly with all your data sources such as databases, web services, MDX, Microsoft Excel, RSS feeds, multimedia content, e-mail, applications, among others. You can even build your own connectors using the provided API so that no information from your organization is lost. So, in a single dashboard you will find complete and up-to-date information on everything that goes on in the company!

Lower probability of error

The use of real-time data analysis systems reduces communication failures and speeds data consolidation, thereby reducing the likelihood of making business-critical errors. All company information will be condensed only in one place, which makes analytical processes more agile and efficient.

 

Analyzing data in real time is increasingly a reality in companies around the world. Business happens at a very fast pace and it is essential that you know what is happening in your company to make the most appropriate decisions for your business. Download our e-book and learn how a BAM tool can help your management!

Dicas de Gestão

How should the manager of the future be?

The manager of the future can not be the same as the manager of the past. The business world changes at an amazing pace, so it is necessary that the manager is always aware of the latest changes in the market, because only then can you remain competitive and make the right decisions for the future of the business. The manager of the future is expected to be more proactive than now and not expect situations to happen to act. In today’s article, we cover the key aspects about what a future manager should have!

More than one manager should be a leader

The manager should be an example to follow and should be able to motivate his team to work in the direction that he believes is the most suitable for the business. The manager can not be someone who gives orders and expects them to be fulfilled blindly. It should be a leader within the organization, because only then can you make a difference.

Know how to listen

This advices fits into any area of personal and professional life. People say that as we have two ears and only one mouth, we should talk less and hear more! In the business world, the leader must know how to listen to his employees because only then he will be able to find problems and implement improvements. When the leader listens to his or her employees, a closer relationship is established between them and together they will be able to find answers that will be beneficial to management.

Constantly evaluate the business

“A business that produces nothing but money is a poor business”: the celebrated phrase is by Henry Ford and still stands today. A good leader should evaluate a business as a whole and not just focus on money. The manager should be able to assess the financial aspects, but also the aspects related to employee motivation, working conditions and social impact of the business

Simplify processes

“Simplicity is the supreme sophistication”: this phrase was on the first flyer of Apple and was a philosophy followed by Steve Jobs. Steve Jobs eliminated all the accessory elements and focused only on what was really important. Managers tend to complicate everything from creating reports to holding extensive meetings. A good manager should be able to present the information to his team in a simple and easy-to-understand way so that the work can flow at a good pace. This increasing need for this simplicity was one reason why software such as Multipeers has emerged, allowing you to analyze information in real time in a simple, practical and intuitive way.

Know the technology

It is not expected that the manager of the future is a technology expert, but must be aware of existing offerings in the market that can improve the organization’s productivity. Technology has more and more impact in the business world, so this area must be closely monitored by the manager.

Dicas de Gestão

Everything you need to know about document management

In most companies there are cabinets full of documents that are rarely consulted, but that whenever you need to consult some information you waste a lot of time. Recent research reveals that 90% of the documents we use daily are mixed with documents that are of no use. It has also been revealed that 80% of manually written documents are never consulted and that the time spent in managing this type of documentation represents one of the 10 activities that “steals” time to the employees. Given this scenario, it becomes clear that document management is really necessary in contemporary companies. In today’s article we cover everything you need to know about document management!

What is document management?

Document management is the process of managing and controlling all existing documents in the organization in digital format. These documents may be physical, digital, or versioned in the Cloud, serve as a record and query for business procedures, and remain in the organization for a period of one or two years. Document management involves all documents, from contracts, licenses and emails that are important for creating a customer relationship history. From the moment the document arrives at the company that follows some steps:

  • Dematerialization: the document is received and is soon digitized
  • Classification: being already dematerialized, the document goes through the classification, at which point its importance degree is defined and where it is defined which is the place where it will be stored
  • Life cycle: after classification, the document passes through the defined life cycle of all documents. It goes through publication, approval, forwarding, re-routing with corrections and destruction. With all these steps completed, it becomes easier for the employee to find the file through a search engine.

Advantages of Document Management

Largest organization

The documents are organized by categories and it becomes much easier to find them. The lack of a document management system leads to waste of time in document searching, which breaks down productivity.

Optimization of workspace

This method makes it not necessary to have cabinets full of documents, because the whole file is converted into electronic format. In this way, the workspace becomes more organized and much more pleasant and reduces the risk of loss of documents due to natural disasters.

Greater agility

Simultaneous consultation and presentation of meeting documents is easier, for example when they are digitized. Electronic search methods are also easier when the files are in digital format.

More safety

Document management is essential to ensure that regulations are being met by the organization and this is one of the main reasons why document management should be seen as a priority for the company. It is thus possible to ensure the integrity of the information and its documentation.

Standardized processes

This type of solution allows for a standardization of access to information, managing access rights, changes and submissions. All employees have access to the documents they need and from anywhere. Internal communication is thus facilitated by reducing the flow of printed information.

Simplifying workflow

The flow of creating a document for approval varies by company, but it is often too complicated in almost all of them. One of the reasons is the need to obtain the approval of several people and if there is no good documentary management this process becomes very time consuming and bureaucratic. A simple model solves this question. In document management, most services are implemented with workflows, which makes it easier to process agility, distributing the document created in the system to the person responsible to be able to archive the file. With this simplification of processes, the time to perform a task is reduced, increasing the efficiency of the company!

Dicas de Gestão

7 immediate advantages of real-time data analysis

Real-time information is an ever-present need in today’s business life. Managers can no longer leave their decisions for later and it is not advisable to use reports with a few days as the data source to decide. Business life happens now, at every moment, so it is indispensable that the managers have a current and reliable knowledge of all the situations of the company. Softwares like Multipeers will be more and more a constant presence in companies. In today’s article, we’ll introduce you to 7 immediate advantages of real-time data analysis for your business!

More Conscious Decisions

When the manager knows exactly what is going on in the business, it is much easier to make the right decision and this is undoubtedly the most immediate and most important advantage of using a real-time information system. Analyzing the business in real time allows you to have all the necessary inputs so that you can consciously decide on the best route to take, since the information you are analyzing is up to date and reliable.

Setting up business alerts

Business monitoring software such as Multipeers allows you to set up business alerts so that you are warned whenever a situation goes beyond its standard. Wherever you are, you will be notified by SMS or email about any changes to your previously set standards and you can act immediately, even before there is damage to the organization. This proves to be a huge competitive advantage because it enables immediate action and prevents negative consequences for the business.

Consult information on any device

Almost all real-time information management programs offer the possibility of being used on mobile devices, which is a huge advantage as the business market is increasingly mobile. With this tool, you can be in a meeting or a trip and have real and updated information about the true state of your business.

Early detection of possible problems

A failure in the production process can mean serious problems with customers, suppliers and partners if it is not detected and corrected in time, destroying complete production lines and damaging the relationship with stakeholders. Monitoring the production process in real time allows identifying faults and their timely correction. In this way, any deviations will be corrected as soon as possible.

Using multiple data sources simultaneously

With the use of a real-time analysis system, it is possible to aggregate all the company information in a single system. In this way, the access to information becomes much easier and intuitive, reducing the time previously spent by the manager to condense information from various data sources.

Decreased likelihood of error

The use of real-time data analysis systems reduces communication failures and speeds data consolidation, thereby reducing the likelihood of making business-critical errors. All company information will be condensed only in one place, which makes analytical processes more agile and efficient.

Fast identification of business opportunities

With the use of a real-time analytics tool you can identify opportunities at the very moment they arise, allowing you to stay one step ahead of the competition. A change in demand for a product, for example, could lead you to launch a specific campaign, which will increase sales and improve overall results.

 

Analyzing data in real time is increasingly a reality in companies around the world. Business happens at a very fast pace and it is essential that you know what is happening in your company to make the most appropriate decisions for your business. Download our e-book and learn how a BAM tool can help your management!