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PowergridTM Analytics | |
Summary Analyze production and profitability trends in one place - Save time by tracking every producer, transaction volumes, assets under management/outside, net positions and values in one place. Built on Microsoft CRM - Expand on top of the safe and powerful Microsoft system. Take action to help the entire chain stay on plan - Graphs, charts and trend reports quickly show you what's going on to help you stay on plan. Look for opportunities to diversify product sales mix - Knowing what is selling (and what is not) makes it easy to see holes and help producers fill the sales gaps. Build and manage forecasts - Use the forecasting module to enter time-based goals by producer and product - one system saves maintenance time and money. Built-in datastore and data loading - Pull data from your back-office and transaction systems right into Powertrak when you need to using built-in data loaders, or view your existing systems in place to keep maintenance simple and avoid customization. Use industry standard tools like Microsoft Excel and Crystal Analysis - Standard reporting tools make training easy and keep consulting fees down when things change. Optional links to advanced data aggregation tools - Pull data from held and held-away positions using optional aggregation products to keep costs down and the value of your data up. |
Powergrid Production Analysis
Monitoring productivity and comparing to plan is a key to helping you reach your revenue goals. Staying on top of who is producing and what products are moving motivates everyone and highlights issues before they become revenue shortfalls. Powertrak Powergrid Analytics gets all the important production details in one place to save you time. Easily spot trends, compare to forecasts and drill to detailed transactions to make sure that producers are making the right moves at the right time. Categorize and summarize unlimited producers, business units, inside and outside channels. See current positions, compare this-year/last-year volumes, analyze portfolio production and look for opportunities to move products and increase your revenue, all in one system. With a pre-built datastore, advanced aggregation and data loaders, system costs are down and productivity is up. With standard reporting tools like Microsoft Excel and Crystal Reports, you can get more done without relying on expensive consultants and technical staff. With built-in integration tools and a "swapable" datastore that can hold data and view external information, you can keep IS costs down. Use Microsoft Excel and Crystal Analysis reporting rather than fighting with new technologies and expensive proprietary reporting systems. Finally, with add-on optional third party data aggregation you can use industry-standard tools to pull in held and held-away information and keep values current.  |
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| Powertrak™ is part of the Ten-time ISM award-winning Worldtrak® /Axonom® eCRM product family, delivering easy to use robust functions and proven return on investment. |
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| Product Details | |
| Summaries & Details | Keep a complete view of product sales, investment positions and transaction details for every producer and business unit right inside your browser. Powertrak provides a complete, yet simple business unit /product summary with priducer and product dimensions when you need to see more. You can even drill down into individual producer/porfolio details to save time digging into other systems! |
| See Trends and Take Action | Powertrak shows you what is happening now, compares results to last year and can optionally trigger action when values get out of line. So, you can take immediate action to stay on plan. For both retail and business-oriented production, Powergrid is the complete production control system. |
| Look for Holes | Every producer has opportunities to diversify customer portfolios and keep their financial plans fresh. With full product sales detail and date trends in one place, you can manage staff to help them maximize their revenue and improve customer service. |
| Streamline your Reporting | Lower your costs and improve feedback through the use of standard reporting tools like Microsoft Excel and Crystal Analysis. These tools levergae skills you already have, lower training costs and reduce dependence on consultants. Powertrak gives you a simple, efficient way to review operations and speed communication to your producers. |
| Built on Microsoft CRM | Microsoft CRM provides a safe path for scalability, integration, and business value based on Microsoft .Net and Web Services architecture. Powertrak is built in the same tools and shares the same data. |
| Forecasts in One System | Save time and money Powertrak forecast builder. Use your browser to maintain one system and cut down on data entry chores while reducing training time. Optional forecast variance alerts use Microsoft Outlook and pop right into email, to keep you informed everywhere when you are off plan. |
| Consolidate & Share Information | Integrate to your back-office and aggregation feeder systems right within the Powertrak datastore from the Powertrak loaders. Or, point the built-in views at your existing data warehouse to provide a complete view of your data and lower IS costs. Powertrak provides tools to tailor screens and data items to get just the familiar feel that you need. |
| Optional Advanced Aggregation | Powertrak works with FPI Matrix and other data aggregation tools to avoid duplication. So, you can provide held away and held asset information, include transaction feeds, pick up risk analysis and diverisification enhancements all in one system. |
| A Complete Wealth Management Solution | Add Powertrak modules for Portfolios, Major Acquisitions, Marketing, Time and Billing and third-party tools like financial planning, agency billing and Microsoft Great Plains Financials as you go to round out a complete one-stop solution. |
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Powertrak™ is designed to meet the needs of specialized industries and Microsoft
centric mid-size organizations.
For more information please visit us on the web at: www.axonom.com |
 Bloomington, MN 55437 Toll Free: 1-888-814-2880 Phone: (952) 653-0400 Fax: (952) 653-0404 Email:leads@axonom.com |
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| ©2008 Axonom Inc. Powertrak and Worldtrak are registered trademarks or trademarks of Axonom Inc. in the United States and other countries. Microsoft CRM, Microsoft Outlook are trademarks of Microsoft Corporation. Other products mentioned here may be the trademarks of other companies. |
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