Solving the Multiple Applications Analytics Challenge with SuiteAnalytics Workbook

My Post - 2020-02-19T120601.352.pngUncovering insights about the business and then properly visualizing the data in a meaningful way can be a challenge even for the best of business analysts. Even with a unified business system like NetSuite, people have turned to other applications or spreadsheets to create pivot tables and charts with their business’s data.

Exporting data from one application to another means dealing with two different user interfaces and taking the time to make sure the data has transferred properly. But more important than a cumbersome user experience and time, it can lead to issues within your data—errors and outdated data are two common ones. Also, adding the extra steps of downloading and uploading can leave you vulnerable to errors sneaking into your data or even increase the chances of user errors. The ultimate goal is to handle the data as little as possible. And in today’s business world, data that is even a day old can be outdated. And nobody wants to use old data to make crucial business decisions.

No longer. The SuiteAnalytics Workbook provides an easy-to-use program directly within NetSuite that helps turn real-time data into easy-to-read charts and pivot tables, helping businesses make faster and better decisions to help grow their business.

Here are some of the benefits that SuiteAnalytics Workbook can provide. It’s a powerful, secure way to explore and visualize your data.

  • Real-Time – When making key business decisions, the closer to real-time the data is the better. Workbook allows you to pull and easily show real-time business results. You can also set up automated reports so that you have up to date numbers on a standard cadence and that are easily sharable.
  • Instant Value – Pre-built templates ensure that business users can easily create Workbooks on the fly without writing a single line of code or complex queries, to seek the desired information quickly. Workbooks is already included with SuiteAnaltyics and comes with more than 15 templates – created with multiple key areas of business in mind: commerce search analysis, production costing, procurement, inventory and supply chain.
  • Customizable – Workbook allows you to start with a template then customize it based on your business needs and create sophisticated criteria filters which can be saved, shared and reused.
  • Data Visualization –Workbook includes built-in charts, tables and dashboards helping you visualize your data with simple steps to identify real-time patterns. We’ve included up-to-date sorting and filtering capabilities to ensure it‘s easier to read and understand in terms of trending or a timeline. For example, you can sort the “X” axis by the quarter and see production costs per each month ordered per quarter.

As data becomes more and more important to business decisions, having real-time, easy-to-read data at the fingertips is crucial. With SuiteAnalytics Workbook, you have a program that includes an already familiar interface and have the ability to pull in reports from other programs. It’s a streamlined experience to help grow your business easier and faster. – Read more

Learn More About NetSuite

Seniors Are Cool With Tech: Your NEMT Operations Should Be Too

My Post - 2020-02-19T114104.018.pngAdopting new technologies—whether it’s a new streaming media device, a cool watch, a tablet, or smartphone—can sometimes be frustrating, no matter how tech savvy you are.

For years, that frustration meant many seniors just weren’t interested in logging in and onto whichever new device friends and family showed them.

But that’s no longer true.

Did you know that at least 70% of all seniors are now online? That means if you’re not using technology to connect with all of your riders—including seniors—you’re missing out.

Let’s take a closer look at some of the benefits of adopting non-emergency medical transportation (NEMT) software for your agency and what that means for riders, especially seniors, who want to connect with you.

More connections than ever before

More Americans than ever are now connected to the internet. According to Pew Research, today, as many as 96% of Americans own a cellphone. About 75% of American adults own a laptop or desktop computer and at least 50% of adults have a tablet or similar device, like an e-reader.

For seniors ages 65 and older, 91 percent own a cellphone, with more than half of them having a smartphone in hand. Another report says that this year more than 100 million smartphone users will be 45 or older.

More than 80% of Americans say they go online every day and about 26% of those 50 and older say they’re online “almost constantly.”

What you may find even more surprising is that while Millennials and Generation Xers dominate social media usage, almost 60% of Baby Boomers (ages 55-73) use social media, too.

That means if you’re not using technology—either web-based or application-enabled—to connect with your rider base, you may be missing out.

How seniors use technology

Seniors aren’t just using smartphones to make calls to their children and grandchildren. Here are some other ways seniors are increasing their online connections:

  • According to AARP, seniors are increasingly using technology to enhance their lives. For example, smartphone users 50 and older, regularly use their phones to check email, send and receive text messages and instant messages, get news, play games, make purchases, and get directions and traffic information—a perfect fit for NEMT.
  • The AARP report also indicates that people in their 60s are increasingly using smartphones to help manage their medical care, which means it would be a seamless integration to include NEMT services in those health-related activities.
  • Don’t forget the value of voice search. For many seniors who were previously hindered by visibility and mobility issues, voice interactions are drastically changing the way seniors interact with technology. From voice search on the internet, to engaging with devices like Amazon Alexa, more seniors are using technology to connect with the services they need.

Don’t miss your mark(et)

While the number is expected to steadily drop in the coming years, seniors, particularly Baby Boomers, have long made up the largest single U.S. age group. By not marketing your NEMT services to seniors—and not seeking unique ways to connect with them—you’re potentially missing the market, and a huge share of your potential market.

How NEMT software can help you connect with riders—including seniors

  • Rider Portal
    • NEMT software with rider management integrations can help you connect with your market not just by calling on the phone, but also on the web via computers, laptops, tablets, and even smartphones. TripMaster’s Rider Portal, for example, enables riders to schedule rides from their devices. For those who live in nursing homes and assisted living facilities or are in the hospital or a group home, their designated rider delegates can also use these devices to schedule rides for them, conveniently, any time, day or night.
  • Ride Reminders
    • It can be challenging for a lot of people to remember appointment schedules and times. That can be particularly true for seniors. NEMT software with ride reminders can help make sure your passengers never miss a trip. Automated reminders can be sent to passengers the day before their trip and also the same day of a trip, with customizable notifications. Text messages and automated voice call reminders with interactive voice response gives helps ensure your riders remember they have an upcoming appointment and when they expect your NEMT service to arrive for pick up. And if your passenger has more than one stop scheduled for a trip—like going to the grocery or pharmacy—they can get reminders about that, too.
  • Decreased Delays
    • Transportation delays are frustrating. NEMT software can help you better manage your fleet so you have near real-time insight into where your drivers are at any given time. That means, if there is an unforeseen delay, you can either dispatch a different driver to get to your passenger on time, or you can instantly communicate with your passenger to update them of any changes in arrival time or planned routes.

Before we go, here are a few other stats that might change your perception of seniors, how they use technology, and why you should integrate NEMT software into your operations: – Read more

Learn More About TripMaster

How to make a success of performance management!

My Post - 2020-02-19T110706.707.pngTechnology is advancing at an unprecedented rate and forcing companies to adapt and become more flexible and innovative in order to remain competitive. Continuously improving your organization and its operational processes has become a vital part of modern‑day business.

Performance management is the ideal way to achieve critical objectives effectively and efficiently. But what are performance management’s biggest benefits? And how can you successfully implement this way of working? These are the questions we’ll be answering in this article.

What is performance management?

Performance management is a process that aims to correlate an organization’s objectives to those of its individual employees.

ManagementSite adopts the following definition:

‘Performance management entails systematically mapping strategy to operational processes (using KPIs), monitoring and evaluating these processes in order to gain feedback, and then determining if and how the original strategy needs to be altered. When combined with the intelligent use of information systems, this cycle ensures that organizations can respond more rapidly and effectively to internal and external changes.’

Performance management entails running your business based on organizational objectives and results. Key performance indicators (KPIs) generally play a major role in this process.

It’s a system of monitoring and managing your organization, with the aim of implementing its strategy and achieving its objectives, by mapping these to operational processes.

Why start with performance management?

There are many reasons why it’s worth your while implementing performance management. If you do it properly, it can take your organization to the next level. Here are a few of the foremost reasons:

1. Greater clarity

Performance management provides greater insight into the goals and results at management and staff levels alike. It involves making and documenting clear and concise agreements. By monitoring progress carefully and adjusting course accordingly, you can then help your organization achieve its objectives more effectively and efficiently.

2. Higher engagement

Proper performance management increases employee engagement within your organization and with its objectives. When your staff know your plans and goals and are involved in implementing and achieving them, they feel more appreciated, take more initiative, and experience a greater sense of self-fulfillment.

3. Broader insight

Performance management maps objectives and plans to operational processes throughout your company, and this allows bottlenecks, problems, or inconsistencies to be spotted more readily. And because you can see at a glance how your organization, departments, and individual employees are performing, it allows you to respond more agilely.

4. More options

Continuous feedback plays a key role in performance management. The advantage is that employees have greater control over their own tasks. They gain keener insight into their performance and respond more acutely whenever a process isn’t running according to plan. It also allows staff to make their personal goals and ambitions known to management.

5. More pleasant working environment

Motivated employees generally experience greater job satisfaction and are more loyal than disgruntled employees. Regular, thorough, and honest evaluation and feedback, combined with greater insight into organizational objectives, have a positive effect on morale, self-confidence, and job security – reducing fears among employees that they may be laid off unexpectedly. And what does this achieve? A more pleasant and relaxed working environment that results in higher employee productivity.


But what does performance management look like in practice? A key factor is a systematic approach. It takes more than simply stating a one-off objective and result. Continuous monitoring and feedback also play a vital role in its success.

It’s also important to realize that performance management isn’t a traditional top-down process. On the contrary, it will only succeed if all employees are actively involved in deciding and determining the objectives. The same also applies to monitoring progress towards achieving them.

Although there’s no one hard and fast way to implement performance management, there are a number of crucial steps involved:

Step 1: Goal setting

Firstly, determine your organization’s main goals and strategies. Where are we now? Where do we want to go? What do we need to get there? And what factors in our vision/mission are essential to our organization’s viability?

Next, map these goals to each level of your organization:

  • to your organization as a whole
  • to each department
  • to management and staff

The balanced scorecard (BSC) method works well for this purpose. Once you’ve verified these goals, start implementing the strategies to achieve them.

Step 2: Performance planning

Map your goals to actual operational processes or improvement programs. What methods will you be using to improve operational processes? What tools will you be providing your staff to achieve these goals? And how will you be monitoring individual and departmental performance?

Step 3: Implementaion

Put your models into practice. Implement improvement programs and monitor them continuously. Making adjustments and improvements will gradually become both an individual and team mindset throughout your organization. Create a fixed schedule and performance/assessment cycle, because this is the best way to make performance management more tangible.

Step 4: Monitoring & analysis

Keep your finger on the pulse at all times. Monitoring is an essential part of performance management. Are we consistently achieving our main goals? Are the changes we’re making working? And are our employees comfortable in their roles?

Make sure that constructive dialog exists between management and staff, and among co-workers in general. Everyone should feel free to express their ideas and insights.

Step 5: Fine-tuning

Now you know what works and what doesn’t, continue fine-tuning the process still further.

What can we improve? And what tools and methods can we use to make further improvements? For example, training courses for staff having trouble reaching their targets?

Read more

Learn More About AG5