Multidimensional CRM Analytics
Once you start processing cases in your organization, you will very soon want to generate meaningful reports out of it. For example, you may want to know the statistics of cases generated in a specific geography, or you may want to know performance on cases in a specific business line. Organizational unit, territories and case type together makes this possible.
To make this possible we have provided two additional dimensions called organizational unit and territories. You can define these objects as per your requirements, and then attach it to every case you create. The data then is available to do any kind of slice and dice reporting on cases and case performance.
Org unit + Territories + Case type = CRM analytics opportunities
Authorizations by multiple dimensions
These three objects ? Organizational unit, territory and case type are not only used in reports and attaching it to cases for further analysis but are also available for defining authorization roles for cases. You could, therefore, specify access to a specific case type in a specific territory only for a user.
This way Solastis CRM + BPM platform provides significant flexibility to define your own dimensions for CRM analytics and then use those for user access control.
Cross organization views
The three-dimensional structure we generate above is particularly useful in generating cross-functional, cross geography views of cases. For example, you may want to view the performance of cases across geographies, or you may want to compare performance on cases in two geographies. This is easily possible once the organizational unit and territories are defined as per your business needs.