Data Analysis & Reporting

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Do You Want To Stay Ahead of the Competition? Taking your computers data and translating it into sales forecasts, decisions on product choice, and inventory management is the skill of the data mining professional.

Data Analysis & Reporting Services

Custom Designed Databases

Northeast Business Services (NBS) can custom design an easy to use database that can be the “front-end” to view, report and analyze the data, which we can extract from your computer system. 

Most managers want to view their data or manipulate in ways, which are not supported by their software.  This is where our expertise comes in.  NBS has the tools that will allow us to extract the data from almost any type of computer system.  Then, we will work with you and your staff to custom design a database that will allow you and your staff to easily work with this data exactly in the ways you would like. 

Once your data is in the database, you will be able to work with it using almost any software program you’d like.  Northeast Business Systems will insure your data is easy to access and in the formats you need.

We can also design and create applications for use with your data such as extracting the open invoices information from your accounting software and creating a custom “accounts receivable collections system” tailored to work the way you want it to.  If you can think of an application you’d like, we can create it for you.

(Also, see Business Process Automation examples)

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We do consulting and training on Data Analysis & Reporting for many companies. Click here for further information.

Reporting and Analysis

One of our specialties is assisting businesses with custom reports, spreadsheets, and data analysis programs for their knowledge management needs.  Most accounting software programs have “stock” pre-made reports.  When these don’t give you with the information you want or in the format you need it, NBS can create reports and spreadsheets tailored to your exact requirements.

We can also set up your data in ways for you to “query” just the information you’re looking for in an easy to use manner and with just a little bit of training that we can provide, we can have your staff accessing, reporting and analyzing data in ways you’ve wished for, but didn’t think were possible or affordable!

The following are the titles of a few or the reports we’ve created for out customers.  “Inventory-Verify Minimum Margins”, “Purchases Per Customer By Manufacturer”,  “Customers-Sales Behind Last Years”, “Customers-No Sales In 45 Days”, Service Contracts Due To Expire Within 30 Days”, “Sales By Manufacturer Per Customer”, “Patient Flow Analysis”, “Backorders By Manufacturer”, “Denial of Claims By Insurance Company”, “Inventory Overstock & Slow Movers”, “Payments By Insurance Company Per Procedure Code”, “Backorders Verses Shipped Orders Analysis”, “Marketing Analysis Per Item”, plus many more too numerous too mention.

(Also, see Business Process Automation examples)

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Database Marketing

With database marketing you can pinpoint your advertising and marketing promotions to just those customers or prospects whom are most likely to respond.  The “shotgun” marketing approach (marketing to everyone like newspaper inserts) is not cost effective if your advertising message is not applicable to the masses.

Targeted database marketing is much more cost effective and responsive.  Here are a few examples. 

Example #1.  Company has an overstock of certain inventory items.  We search the database of sales finding customers who’ve purchased these items in the past. We the do a promotional mailing to just these customers offering them a special price on them.

Example #2.  For a mail-order company.  Only mail catalogs to those customers who have purchased within a certain time frame and whose sales have given the company a minimum of X amount of dollars of profits or a certain net profit percentage and who do not have a history of returns or problems.

Example #3.  For a mail-order company.  Mail catalogs only to those areas of the country (zip codes, area codes, etc.) where you receive the most response.  One of our clients never mails to large metropolitan areas as the response from these areas are poor for the products they sell.  Their markets are population centers of 100,000 or less.

Example #4.  Track customers’ purchases and then do follow-up mailings in the future to offer them “specials” on complimentary products they might be needing (i.e) stain they need for an outdoor deck they purchased last year.  Send reminder notices to your customers that their purchase is going to be out of warranty soon and this would be a good time to purchase a service contract.

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Business Process Automation

See also Business Automation Management

What Is Business Process Automation?  It is a solution or a compliment of solutions that automates manual processes to take advantage of the benefits of technology to improve the overall efficiency and profitability of the organization. While most people assume that the primary focus of process automation is the elimination of large blocks of time, there can also be significant benefit from eliminating lots of small blocks of time.  Business Process Automation is one of the keys to success in an increasingly competitive global marketplace and is also one of the major factors that is driving the new economy. Implementing process automation is best achieved by hiring a professional who has worked with a number of companies and can provide a myriad of automation services.

Following are some examples of workflow automation, Northeast Business Services has implemented.

Mailing List Management:  Set up programs to automatically combine names from many sources into one central database and create easy to use interfaces that will keep the lists easy to keep up to date and avoid name duplication.  Money saved on mass mailings paid for this program the first time it was used.

Electronic Forms:  Designed a system to replace all forms that had to be typed out by hand with “electronic forms” that are filled out on the user’s computer screen.  Redundant information that is required on many forms is automatically filled out on all related forms and the completed forms are electronically faxed and filed in one operation.  Form retrieval is as easy as a few mouse clicks. 

Production Program:  Automatically projects the amount of product to manufacture based on quantities currently on hand and automatically calculated projected sales.  

Data Input Program:  Designed a database (for a steel fabricator) with an easy to use user interface to input the materials needed to be manufactured for each job.  Data that was hand-written and compiled manually and took days to do (with many errors) is now done in hours and all calculations are error free.  Hundreds of man-hours a year are saved with this program.

Sales Force Automation:  Implemented system for a company with a large sales force to do the following All Automatically (this is just a partial list): schedule follow-up phone calls, print out sales history appointment reports for each salesperson, automatically send out letters, e-mails, faxes, etc. to clients based on the stage they were at in the sales cycle, print reports to management whenever sales people were not following up with clients in a timely manner (regardless of how minute the detail), automatic marketing to clients and prospects, schedule appointments or phone calls when service contracts are due for renewal, plus many other things to numerous to mention here.  In a nutshell, almost EVERY task your sales force does now by hand can be done automatically with your computer.

Inventory Program:  A “Just In Time Inventory” re-order report, which automatically calculates inventory reorder quantities based on projected sales.  The projected sales are based on the last 13 weeks sales, but can be based on any historical period of time.  The data is automatically refreshed from the company’s main computer system.  View Forecast Pro Demand Forecasting Software

Database Marketing Program:  Set up program to market to existing customers only those products in which they are interested.  By matching products to customers, company was able to drastically increase response rate while reducing marketing costs.  This type of sophisticated marketing would be impossible to do “by hand”.

Medical Reporting Program:  A reporting database that compiles all “Denials of Claims” by the insurance companies.  It tracks when they were denied, if they’ve been resubmitted, reason for denial and many other facts.  Used to insure denied claims are being resubmitted in a timely manner and to analyze and correct the reasons why they were denied in the first place. 

Patient Flow Analysis:  Assembled the data for a busy ophthalmologic practice and created reports to pinpoint which doctors and patient areas were slow in moving the patients though.  Revealed a need for better staffing at certain hours and the staffers that needed to increase their speed. 

Sales Force Automation:  Implemented a fully automatic system for a company with a large sales force to do the following ALL AUTOMATICALLY (this is just a partial list): schedule follow-up phone calls, print out sales history appointment reports for each salesperson, automatically send out letters, e-mails, faxes, etc. to clients based on the stage they were at in the sales cycle, print reports to management whenever sales people were not following up with clients in a timely manner (regardless of how minute the detail), automatic marketing to clients and prospects, schedule appointments or phone calls when service contracts are due for renewal, plus many other things to numerous to mention here.  In a nutshell, almost EVERY  task your sales force does now by hand can be done automatically with your computer. 

Data Extraction:  By using special software tools data can be extracted (exported) out of almost any program and then can be imported into a database, spreadsheet or application of your choice.  This can be done even if there isn’t an export utility or no other apparent way or to get the information out of the originating program.  Companies can now look at their data in ways they never thought possible!

Accounts Receivables Collection Tracking:  Track all contacts with customers whom you’re trying to collect payment from.  Automatic callbacks to customers will be scheduled only if payment hasn’t been received by the promised date.  Past due accounts will automatically be excluded from promotional mailings until their accounts are current, automatic generation of payment request letters, and a complete record of every contact you’ve ever had with the customer.  Can be as flexible as you’d like it. 

Sales Order:  Automated a manual order recording system for a national mail-order pharmaceutical company by customizing a program to work around their specific and unique needs.       

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Send mail to info@strategicbusinesstools.com with questions or comments. 

Copyright © 2001 Northeast Business Services, Inc.

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