Perth-based wealth advisory firm Plan B has implemented a performance management application in the cloud to deliver a snapshot of key performance indicators.
The company subscribed to the myDials application so management could track the status of client meetings and asses the impact of company presentations.
Plan B account director Darryl Morphett said the upgrade to the dashboard has brought another dimension to the company’s performance metrics.
“We required greater timeliness in our organisational reporting to provide better coordination of business critical information, including key performance indicator analysis on forecast business performance. User friendliness and faster compilation of accurate reports were key requirements.”
“Our intention was to bring, current, relevant, accurate information to the end user to assist with key decision making and added discipline in business forecasting,” Morphett said.
The news comes as Gartner last week predicted SaaS revenue will exceed $US8.5 billion in 2010 worldwide.
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