Enterprise Performance

Enterprise Performance Dashboards

YieldVision

In order to get the most out of your organization, Yield Technologies builds dashboards and reporting systems around a simple philosophy.

  • Collect and feedback transaction information in real-time to everyone in the organization through an intuitive, simple to use, web based system.
  • Highlight both desirable and undesirable behavior and results.
  • Compare individual sales performance in a dashboard available to everyone.

YieldVision dashboards give you and your company a clear view of how your company and its entities are performing with up to minute real time data. Using the key performance indicators that model your company, we provide a mechanism for closing the feedback loop. Our dashboard systems show each entity (stores, salespeople, hierarchical management, etc.) where they rank at any given point in time compared directly to their peers. By providing this apples-to-apples comparison, each individual knows where he or she stand and what is important.

YieldVision also provides a detailed analysis for each entity showing them their relative position in the company and smaller branches (region, district, etc.). In this analysis, users are presented with a molecular breakdown of their place in the company, as well as targets and benchmarks they need to hit for the next level of success. By focusing on these company derived targets, everyone has a clear path to the future.

Budgeting and Forecasting (BudgetHawk)

Yield Technologies budgeting and forecasting solution (BudgetHawk) is built around a centralized system with the flexibility to meet your organizations specific needs. BudgetHawk can be integrated with your financial and operational systems to perform sophisticated financial and operational modeling
scenarios or serve as a stand alone application. The integration with real-time and historical information allows for the comparison of scenarios against historical data. A feature that many of our customers enjoy is the ability to view data at any level, summarize to the corporate level and drill back down to the finest level of detail (store/facility/property) providing a time sliding scale for avoiding risk and exploiting opportunities.

Point of Sale and Online Transactions

Your company is only as good as your operations tools will allow it to be. Our customer sales tools will help your operations perform to its peak potential by providing Point of Sale and Online Transaction system that are streamlined to how your company works. We can provide to you and your sales team a system that offers total integration – from the call center environment to the walk in sale and everyone in between. We can tailor the experiences of all users for the optimal experience to close out a sale.

Competitor Analysis (Market Survey)

The Market Survey tool was developed by Yield Technologies product team to provide an integrated competitive analysis solution for the Morgan Stanley portfolio of organizations. The application delivers real time and historical pricing, availability, and offerings of competitors. It serves as a mechanism to visualize competitors geographically or by offering and their impact upon business. A benefit you will quickly appreciate is the increased foresight into competitors historical tendencies and real-time comparisons for effective marketing strategies.

Call Center Integration (PhoneTrak)

PhoneTrak is an innovative application that gives your organization the best of both worlds. Think of it as a call center without the call center personnel. It is a call center that is distributed across the stores within the organization, enabling local personnel with the best customer knowledge to interact directly with your customers, while maintaining call center discipline, product and service information access, and reporting capabilities.